Will Thomson (Massif Capital): Clean Tech Royalties (CVW) and Commodity Exposure Deep Dive
From Value Hive Podcast by Brandon Beylo
April 3, 2026 · 1h 7m · Season 7 · Episode 12
About this episode
Will Thomson returns to discuss clean tech royalties, commodity exposure, and the use of AI in investment research.
Stoked to have Will back on the podcast to discuss: Clean Tech Royalty companies (like CVW) Copper producers Gold producers Will's Commodity Purity Index (or CPI) Using AI in investment research Going slow to go fast (read before summarizing) Really liked this chat. NOTHING YOU HEAR IS INVESTMENT ADVICE. PURELY ENTERTAINMENT PURPOSES. YOU ARE A FOOL IF YOU THINK ANY OF THIS IS ADVICE. DO YOUR OWN WORK.
People in this episode
Host: Brandon Beylo
Guest: Will Thomson
Topics covered
- Clean Tech
- Investment Research
- Commodity Exposure
- AI in Investing
- Royalty Companies
Keywords
- Clean Tech
- Royalty Companies
- Commodity Purity Index
- Investment Research
- AI
- Copper
- Gold
Mentioned in this episode
Organizations: Massif Capital
Products: Clean Tech Royalty, Commodity Purity Index, AI, CVW, Copper, Gold
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