Graphene, Vanadium, and Other Trends to Watch in 2024 | Angel Research Podcast Ep. 69
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Alex Koyfman joins the Angel Research Podcast to discuss his top graphene play for 2024 as well as two other trends to watch this year.
Alex started investing in his early 20s, long before completing his education or deciding on a career path. He graduated Magna Cum Laude from the University of Maryland with a BA in English Literature, and immediately went on to law school at Penn State Dickinson. After finishing law school, Alex made the most fateful decision of his life: He turned his back on a career in the legal industry and returned to what had always been a lucrative passion β investing.
For the last decade, Alex has built a reputation as a highly informed, well-connected, and active investor specializing in opportunities in the American and Canadian microcap markets.
Podcast Chapters:
00:00 Preview Clip & Introduction
01:20 Bitcoin ETFs & The Bitcoin "Halving"
04:50 The Hype Factor and Fomo Impact All Markets
06:11 Washing Hands of 2023 Losers
07:41 The Tax Wash Rule
10:57 Positions and Trends for 2024
12:24 Lithium on Fire?
14:45 Focusing on Vanadium and Vanadium Flow Batteries in 2024
22:08 Direct Lithium Extraction
25:24 Microcap Graphene Plays to Watch for 2024
32:01 Alex Koyfman and The Crow's Nest
35:39 Final Thoughts
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