Will Thomson (Massif Capital): Clean Tech Royalties (CVW) and Commodity Exposure Deep Dive

Will Thomson (Massif Capital): Clean Tech Royalties (CVW) and Commodity Exposure Deep Dive

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.

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