
"This episode is brought to you by VANC. Rare earth metals are the hidden backbone of modern technology and defense, powering everything from smartphones and electric vehicles to fighter jets and wind turbines. Van recognized this early, launching the rare earth and strategic metals ETF, ticker RMX, 15 years ago, well before supply chain security became a global priority. Today, China dominates the production and refining capacity of rare earths, creating real challenges for the global supply security. As these materials are essential for technological innovation, clean energy, and national security, that's why countries around the world are racing to build their own supply chains and reduce reliance on China. As this global shift continues, investment in the rare earth ecosystem is growing rapidly from mining to advanced manufacturing. Investors can access this powerful trend through REMX. Visit van.com/remx compound to learn more."
The transcript opens with an advertisement for VANC, highlighting their early launch of a rare earth and strategic metals ETF (ticker RMX). The speaker underscores the global shift driven by the geopolitical dominance of China in rare earth production and outlines the increasing importance of securing domestic supply chains to support technological innovation and defense. This commentary emphasizes a bullish outlook on the rare earth sector and positions the ETF as a means for investors to tap into this trend.
How to Spend with Morgan Housel
October 23, 2025
Company Opinion