Money of Mine
Mineral Media
0
Where mining meets equity markets, and noise gets cut to signal. We unpack the stories moving commodities, companies, and capital without the fluff. Featuring candid conversations with fund managers, executives, and commodity specialists. Hosted by Travis Ricciardo and Jonas Dorling.
Епизоди
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Whitehaven's Big Bet (Paul Flynn) 02.06.2026 1чPaul Flynn has spent 13 years building Whitehaven Coal into one of Australia's most consequential resources companies. He's joined us to share the story.From a deal many considered one of the best in recent mining history, to the structural shift in coal's floor price, to why India is quietly becoming the world's most important met coal growth market, we're excited to share our conversation with one of the sector's most respected operators.Paul also takes on Queensland's royalty regime and what it really means for capital allocation in Australian resources.If you have any interest in coal, commodities, or how world-class resource businesses actually get built, you'll enjoy this.Follow Paul:LinkedIn: https://au.linkedin.com/in/paul-flynn-27638319If you found this useful, subscribe to Money of Mine for more conversations with the people who shape the global resources sector.…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Why Coal Fascinates Us(0:40) Newcastle Trip Value Chain(5:10) Paul Flynn Joins the Show(6:10) Coal Cycles, ESG, and Whitehaven Deals(11:32) Today's energy grid(17:25) The Big Deal(32:40) Becoming CEO and Delivering Synergies(34:30) Maules Creek Scale and Logistics(38:20) Debt Strategy and Queensland Royalties(45:30) Met Coal Growth and Closing Thoughts…………… PARTNERS SS&C Intralinks - Powering deals with unmatched security and efficiency Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only.Please ensure you read our full disclaimer.
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Inflation Is the Only Escape (Chris Judd) 29.05.2026 1ч 3минTo understand the commodity moves, you need to understand the macro.Chris Judd joins us to dive deep into the big picture.Founder & portfolio manager at Cerutty Macro Fund, Chris' perspective and model for navigating the world helps us break down many of the big themes in markets today. Chris covers:Why the Strait dynamics may reflect US strategic intent - and what naval choke points mean for China’s commodity leverageWhy the US may only solve its debt via inflationWhy he sees Australian stagflation, and the impact of higher rates on small-cap stocksHis highest conviction positions - and the shared hard-asset exposure linkFollow Chris:LinkedIn: https://au.linkedin.com/in/chris-judd-3897611b3If you found this useful, subscribe to Money of Mine for more conversations with the people actually allocating capital in the resources sector.…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Macro Show Kickoff(1:40) Conference Circuit Chat(3:30) Geopolitics, Debt, and Inflation(15:40) Macro to Stock Picks(35:00) Viridis Valuation Rerate(37:00) Mining Services Picks: AIH, MLG(41:30) Macro Hedges and Currency View(57:50) Rapid Fire Wrap and Signoff…………… PARTNERS SS&C Intralinks - Powering deals with unmatched security and efficiency Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only.Please ensure you read our full disclaimer.
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The End for Australian Exploration? 26.05.2026 58минThe Federal Budget has dropped a bombshell on the mining and exploration sector.Proposed CGT changes could leave a generational mark on the industry, the economy, and everyday Australians.We sat down with the people best placed to explain it.Warren Pearce & Neil van Drunen from AMEC (Association of Mining and Exploration Companies) represent 500+ exploration and mining companies across Australia.They unpack what's really at stake.Why the proposed CGT changes could gut the retail investor baseAre we picking winners with the Critical Minerals Strategic ReserveHow cultural heritage compliance costs have risen more than 50% since 2023The agreement expected by year-end that could halve federal environmental assessment timeframesFollow Warren and Neil:LinkedIn (Warren Pearce): https://www.linkedin.com/in/warren-pearce/LinkedIn (Neil van Drunen): https://au.linkedin.com/in/neilvandrunenIf you found this episode useful, subscribe to Money of Mine for more conversations at the intersection of capital markets, mining, and Australian resources policy.…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Budget Shock and CGT Fallout(3:30) Risk Capital and IPO Reality(9:20) Canberra Fight and EPBC Reforms(17:20) Cultural Heritage Bottlenecks(31:30) Flora and Fauna Approval Bottlenecks(38:20) Carbon Leakage and Ethical Supply(41:30) Critical Minerals Reserve Debate…………… PARTNERS SS&C Intralinks - Powering deals with unmatched security and efficiency Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only.Please ensure you read our full disclaimer.
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This is a Hard Reset Moment (Emanuel Datt) 22.05.2026 1ч 10минEmanuel Datt (founder & CIO of Datt Capital) has been selling.He's now at 30%+ in cash. The Datt Absolute Return Fund has compounded at over 17% pa for near a decade. The Strait of Hormuz shutdown marked a hard reset of the portfolio. We've got lots to discuss.In this conversation, Manny covers:Why the Iran War triggered a full portfolio resetHis decisive rotation into refiners and thermal coal businessesHow he thinks about holding 30% cash and waiting for the fat pitchesThe big opportunity he sees in the next monthWhat the most overlooked setups in the market are right nowHis worst-ever call+ Under-rated versus over-rated.Follow Manny:X: https://x.com/eadattLinkedIn: https://www.linkedin.com/in/emanuel-ajay-datt-60299786/If you found this useful, subscribe to Money of Mine for more conversations with the people who actually allocate capital in the resources sector.…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Intro and Lithium Pricing(1:50) Datt Hard Reset and Energy Tilt(10:30) Refiners, Coal, and Multiples(28:40) Cash Discipline and Activism(41:20) Consolidation and Management Edge(44:50) Lithium Developers and Price Outlook(47:50) Tungsten, Tin, and Nickel Rabbit Holes(59:10) AI Tech Thesis and Final Rapid Fire…………… PARTNERS SS&C Intralinks - Powering deals with unmatched security and efficiency Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only.Please ensure you read our full disclaimer.
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The Most Overlooked Commodity Opportunity? (Vas Piperoglou) 19.05.2026 56минIn today's episode, we're joined by value investor Vas Piperoglou.Vas is the co-founder and chief investment officer of Collins St Asset Management. He runs one of Australia’s most consistently high-performing value investment firms, with a knack for starting special situations funds in markets near and dear to our hearts. Collins St has played 3 resource capital cycle thematics. All three worked out to a tee. We explore with him what's next.Vas runs us through:Why he has returned most the money from the gold fundWhat silver going parabolic told himThe full backstory behind the Matrix takeover - and if he's buying back into offshore serviceWhy Carnarvon remains a deeply frustrating but asymmetricHow the Humm Group activist campaign is trackingA totally hidden monopoly trading at 6x earnings with a 10% dividend yield - Nasdaq listedWhy the almond supply cycle is tantalisingFollow Vas on LinkedIn: https://www.linkedin.com/in/vasilios-piperoglou-3122a3225If you found this useful, subscribe to Money of Mine for more conversations with the people who actually allocate capital in the resources sector.…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Gold Cycle Reality Check(5:50) Capital Cycles and Fund Structure(8:40) Matrix Deal and Oil Services M&A(17:10) Oil Outlook, Carnarvon, and Activism(28:20) Humm Activism Endgame(30:50) Convertible Notes Overhang(35:30) Global Value Picks: Kaspi(50:10) Almonds Thesis and Wrap…………… PARTNERS SS&C Intralinks - Powering deals with unmatched security and efficiency Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only.Please ensure you read our full disclaimer.
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The Gold M&A Wave Has Started (Hedley Widdup) 15.05.2026 1ч 5минA absolutely favourite guest is back - Hedley Widdup of Lion Selection.Leading one of the industry's sharpest specialist mining investors, we work through the state of the gold stocks, where capital is moving, and what the cycle looks like from the inside.Hedley runs a portfolio of junior miners and explorers built on a foundation as a mine geologist across WMC, Xstrata and Goldfields. He thinks in cycles and deploys slowly and deliberately.In this conversation, Hedley covers:What the Vault/Regis merger actually signals about ASX gold M&A, and why succession at Vault was always the unspoken rationaleWhy Regis's real ambition may be acquiring 70% of TropicanaWhat he is most excited by in the exploration spaceWhere the clock sits today and how he plans to deploy cashThe frontier exploration thesis and why a new district on the NT/QLD border could be genuinely significantWhy Sunshine's Sybil discovery has the rare profile to double its valueHis read on Southern Cross Gold $2.8B market capFollow Hedley:LinkedIn: https://www.linkedin.com/in/hedleywiddup/If you found this useful, subscribe to Money of Mine for more conversations with the people who actually allocate capital in the resources sector.…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Intro(2:00) Vault-Regis Merger Breakdown(19:00) Developers and New Financing(29:20) Refractory Gold and Exploration Bets(36:30) Sunshine Metals Upside(41:00) Charters Towers Debates(46:40) Northern Territory Revival(59:20) Cycle Strategy Wrap…………… PARTNERS SS&C Intralinks - Powering deals with unmatched security and efficiency Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only.Please ensure you read our full disclaimer.
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Australia's Power Grid Is About to Break (Matt Fist) 12.05.2026 56минToday's episode is with the great Matthew Fist, portfolio manager at Firetrail Investments, where he focuses on Aussie small-cap resources and industrials.Fresh off the Macquarie conference floor, Matt brings his technical expertise, honed in previous roles at Macquarie and BHP, to the table as we chat through a raft of companies and commodities.The topics discussed include:What Aussie funds are all talking about right nowGold M&A and Genesis MineralsHow AI-driven power demand is re-shaping thermal coalRare earths and LynasThe hunt for copper opportunitiesThe commodities Matt thinks the market has most wrongFollow Matt:LinkedIn: https://www.linkedin.com/in/matthew-fist-53191a36/ Firetrail: https://firetrail.com/Episode recorded: 08.05.2026…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Hype Cycle Setup(1:00) Gold M&A and Genesis(6:50) AI Data Centers and Coal(18:20) Gold Juniors and Royalties(32:10) Copper Value Picks(33:30) Hillgrove Revisited(36:50) Lithium and Tungsten Cycles(46:10) Energy Outlook and Wrap…………… PARTNERS SS&C Intralinks - Powering deals with unmatched security and efficiency Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only.Please ensure you read our full disclaimer.
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Sandfire’s Brendan Harris: Risk Less, Win Bigger 08.05.2026 1ч 20минBrendan Harris, MD and CEO of Sandfire Resources, joins Money of Mine for a conversation on building a lower-beta copper company in a volatile sector.His philosophy is clear: miners cannot control commodity prices, FX, freight, input costs, grade variability, geopolitics or market sentiment, so they must ruthlessly eliminate the volatility they can control.We discuss why debt can be dangerous in mining, how Sandfire thinks about balance sheet strength, and why Brendan believes good mining M&A is rare. He explains what made Kalkaroo asymmetric, why Sandfire was willing to move there, and why it chose not to pursue other seemingly logical opportunities.We also cover copper scarcity, lessons from Macquarie, BHP and South32, and how Sandfire is trying to survive the cycle, wait patiently, and move with conviction when the right opportunity appears.Follow Brendan:LinkedIn: https://www.linkedin.com/in/brendan-harris-0819927b/Subscribe for more conversations with the people shaping mining, commodities and capital markets.Episode recorded: 01.05.2026…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Debt and Mining Beta(4:10) Career Risks and Conviction(10:00) Mentors and Market Shifts(16:50) Commodity Cycles and Asymmetry(25:50) Suppressing Volatility in Operations(44:00) Empowering Global Assets(46:40) Fixing the Balance Sheet(48:40) Australia Mining Reality Check(55:20) Botswana Social License(1:03:10) Copper Outlook and Wrap…………… PARTNERS SS&C Intralinks - Powering deals with unmatched security and efficiency Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only.Please ensure you read our full disclaimer.
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Australia's Once in a Generation Energy Opportunity 05.05.2026 1ч 25минThis is a different episode for us.Rusty Delroy is back - and this time he’s brought company in the form of Will Barker.Rusty is the founder of Nero Resource Fund, compounding at ~26% per annum since inception in 2013.Will leads Equus Energy, is a director of Strike Energy and Carnarvon Energy, and is a geologist with decades of experience building large-scale gas projects.Two deep thinkers on energy in one room.In this conversation, Rusty and Will cover:Why the real supply shock from the Strait closure has barely startedHow four countries control most of global LNG supply — and why three of them are currently compromisedAustralia falling from 25% of global LNG investment a decade ago to just 3%The case for better regulation over more taxation — and the forgotten super profits taxHow Australia can seize the opportunity sitting in front of itFollow Rusty:LinkedIn: https://www.linkedin.com/in/russell-delroy-05a670313/Follow Will Barker:LinkedIn: https://www.linkedin.com/in/will-barker-6b679632b/If you find value in the conversations, subscribing goes a long way.Episode recorded: 1.05.2026 …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Asia Energy Shockwave(1:10) Strait Closure Fallout(6:00) LNG Market Reset(11:20) Australia LNG Opportunity(21:20) Taxes, PRRT, and Policy(46:00) Facts Over Slogans(49:10) WA Gas Crunch Warning(55:10) Projects That Move Supply(1:02:10) Dorado Oil and Refining(1:14:20) Capital, Climate, and Wrap…………… PARTNERS SS&C Intralinks - Powering deals with unmatched security and efficiency Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only.Please ensure you read our full disclaimer.
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Bargain Hunting in the Market Sell-Offs (David Franklyn) 01.05.2026 49минToday we're sharing our conversation with natural resource fund manager David Franklyn, covering as a whole host of the commodities and company's we love chatting about.Dave walks through how the fund navigated one of the wildest quarters on record, and where conviction sits today across a portfolio spanning copper, lithium, uranium, gold, and oil & gas.This episode goes deep into how capital is managed when volatility hits.In this conversation, David covers:Why Q2 Metals is unlikely to stay independent for longThe offshore copper case: Faraday, Marimaca, and Arizona Sonoran vs the ASX alternativesISO Energy as a top five holding and undervalued in the uranium sectorGold at its lowest portfolio weighting everFollow David:LinkedIn: https://www.linkedin.com/in/david-franklyn-25a3b3a7/If you find value in the conversations, subscribing goes a long way.Stocks mentioned: AEL, ASCU, BOE, LOT, CMM, ELT, FDY.NY, ISO.V, LTR, LAAC.T, MARI, PDN, PLS, QTWO, SFR, WDS, EMPEpisode recorded: 30.4.2026 …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Investor Timing Mistakes(1:50) Macro Shocks and Cash Moves(6:00) Lithium Bets and Valuation Gaps(13:00) Going Offshore for Copper Value(24:00) Uranium Picks and Pitfalls(28:30) Gold Exposure and Fuel Risks(36:20) Oil and Gas Portfolio Moves(42:40) Rapid Fire Ratings and Wrap…………… PARTNERS SS&C Intralinks - Powering deals with unmatched security and efficiency Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only.Please ensure you read our full disclaimer.
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Moz' Special Sits Playbook: MIN, SMR, 29M 29.04.2026 1ч 25минMoz is back.Nearly a year on from the MinRes spectacular, Moz has joined us again to dive into the opportunities capturing his attention. In keeping with his style, we go deep on special situations where the market is presenting potential value.Our conversation centres around 4 main stocks and themes: MinRes, Stanmore, 29Metals and the energy sector.We explore:Why MinRes is still being priced like a lithium speccThe Anglo met coal auction: The real bidders, the likely deal structure, and why the Whitehaven parallel is instructiveFour possible outcomes for StanmoreQueensland’s immoral coal royalty regimeDoes 29Metals raise... or getting taken over?Where the opportunities in the energy (and services) space lay Follow Moz:X → https://x.com/onslowshippingIf you find value in the conversations, subscribing goes a long way.Episode recorded: 28.4.2026. …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Queensland Royalties Cold Open(1:00) Meet Moz and RES Recap(8:10) Lithium Strategy and Bald Hill(18:00) Onslow Growth and Port Dispute(23:00) Stanmore Special Situation Setup(39:30) Dividend Deal Logic(41:10) Auction Outcomes and Valuation(49:30) Governance and Register Risks(52:30) Queensland Royalties Rant(1:03:00) 29Metals Funding Paths(1:21:00) Energy Wrap and Disclaimers…………… PARTNERS SS&C Intralinks - Powering deals with unmatched security and efficiency Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only.Please ensure you read our full disclaimer.
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Dial-a-Fund-Manager 24.04.2026 43минWe need inspiration for today's episode - and it came our way.We picked up the phone in an attempt to make sense of everything going on in this market. We called some fund managers to get clarity and ask the questions we can't get off our mind.This episode goes deep into how smart money is positioning in uncertain times.In the episode, we discuss:Why energy prices could stay higher for longerThe LNG supply shockHow gold has historically performed during major drawdownsThe structural shift in lithium demandConstructing a portfolio across energy, gold, and food exposureSpecific asymmetric opportunities in gas, copper, and gold equitiesWhy diversification matters more than everFollow Anthony:LinkedIn -https://www.linkedin.com/in/anthony-kavanagh-89b16818/?originalSubdomain=auIf you enjoy these conversations, subscribe for more insights from investors and operators across the mining and commodities sector.Episode recorded: 04/24/26…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Lithium Demand Turning Point(0:20) Anzac Weekend and No Plan(4:00) Rapid Fire Market Themes(23:30) Gold Miners Outlook(25:00) Lithium Market Repricing(29:00) Copper, Nickel, and Energy Shocks(32:50) Coal Debate and Wrap…………… PARTNERS SS&C Intralinks - Powering deals with unmatched security and efficiency Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/ …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: gc@moneyofmine.com …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only.Please ensure you read our full disclaimer.
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Forget Valuations. Hard Assets Go Higher (Tony Greer) 21.04.2026 43минWe sat down with Tony Greer, founder of TG Macro and a 35 year Wall Street veteran whose career has seen him on the desk at banks from Sumitomo to UBS and onto Goldman Sachs’ commodities arm, where he operated the firm’s gold and silver books.Tony reads markets through a lens we rarely use on this show: pure price action, sentiment, and sector rotation, with valuation deliberately off the table. That framework has landed him in the same ideas we get to from fundamentals… Gold & the miners, industrial commodities, energy and uranium.We cover:• What his early days talk him about how precious metals trade• How he arrived at the debasement trade• Why this market has him on edge• His current long book across gold, gold miners, industrial miners, and energy• Why he ignored uranium for 5 years before the sector started leading• Trump era resource nationalism, • The 60/20/20 portfolio shift, and why he believes we’re in year one of a decade long commodity cycleFollow Tony:X - https://x.com/TgMacroLinkedIn - https://www.linkedin.com/in/tony-greer-93b319b6/Subscribe for more conversations with leading voices in resources and mining.Episode recorded: 04/20/2026…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Meet Tony Greer(1:10) Australia Travel Story(2:50) Debasement Trade Setup(5:10) Resource Nationalism Shift(19:10) Markets Ignore Headlines(22:20) Gold Miners and AI Bubble(38:40) Uranium Trend and Wrap…………… PARTNERS SS&C Intralinks - Powering deals with unmatched security and efficiency Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/ …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: gc@moneyofmine.com …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only.Please ensure you read our full disclaimer.
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We Visited 7 Mines in Africa. Here's What We Found 17.04.2026 34минAfter visiting 7 mines across South Africa and Zambia in 10 days, we unpack the biggest takeaways while waiting to board our flight home. From massive copper and operations to PGM shafts, gold tailings plays, enormous coal mines, the trip challenged some of our long-held assumptions. We discuss why Africa may be mispriced as a mining jurisdiction, the reality of costs, productivity and logistics, and where some investment opportunities sit. …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Airport Trip Recap(2:30) Bullish Africa and PGMs(7:20) Costs, Power, Productivity, Logistics(12:30) Zambia Copper(17:50) DRD Gold(18:40) ZCCM(22:50) Scaling Mines and Electrification(30:00) Trip Highlights…………… PARTNERS SS&C Intralinks - Powering deals with unmatched security and efficiency Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only.Please ensure you read our full disclaimer.
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Rick Squire on the Junior Miners That Can Actually Make It 14.04.2026 1ч 2минRick Squire, portfolio manager at Acorn Capital, breaks down a volatile start to the year and where opportunities are emerging across mining equities. • Volatility is creating mispricing, patience and discipline matter more than trying to time markets • Commodity cycles drive returns, producers first, then developers, with gold developers currently the sweet spot • Copper is a supply story, ageing assets, slow new builds, and emerging risks like sulfuric acid shortages • Juniors are filtered on one question, can this realistically become a mine, with infrastructure, geology, and capital key • Avoids capital-heavy, complex projects, prefers assets with a clear path to production or takeover Rick runs through a wide range of names across the spectrum, including Midas Minerals, Solstice Minerals, Caravel Minerals, Prospect Resources, Coda Minerals, True North Copper, Astral Resources, Ballard Mining, Golden Horse Minerals, Forrestania Gold, Q2 Metals, Wildcat Resources, Bellevue Gold, Nickel Mines, Centaurus Metals, Syrah Resources, Meteoric Resources. A grounded look at how a top resource investor navigates cycles and separates real opportunities from noise. Follow Rick on LinkedIn …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Sulfuric Acid Shockwave(3:00) Q1 Rollercoaster Lessons(7:20) Managing Illiquid Explorers(19:40) Copper Cycle and Jurisdictions(30:30) Magmatic Discovery Upside(33:00) Sizing Up Copper Developers(39:10) Gold Explorer Watchlist(45:00) Lithium, Nickel, and Final Picks…………… PARTNERS SS&C Intralinks - Powering deals with unmatched security and efficiency Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only.Please ensure you read our full disclaimer.
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The Hedge Fund That Stays Ahead of the Street (Matt Zabloski) 11.04.2026 48минWe sit down with Matt Zabloski of Delbrook Capital, for a rare look inside how a long short resources fund actually generates returns, including a standout 151% year in 2025 and a strong start to 2026.Matt’s core view is that commodities are entering a structural, not cyclical phase, driven by decades of underinvestment and a growing global supply imbalance. Rather than calling commodity prices, Delbrook focuses on mispriced companies, hedging the underlying exposure to isolate true alpha.The fund operates across three key strategies. Thematic investing, backing long duration ideas like gold and critical metals. Event-driven trades, capturing opportunities around earnings and production updates. And relative value, exploiting pricing dislocations between securities.We unpack how this is executed through a high conviction, concentrated portfolio, supported by deep fundamental research, site visits and direct company engagement. Matt explains why most investors end up “chasing commodity beta”, and how Delbrook stays ahead of the street.We also cover gold equities, defence metals, and why volatility created by “tourists” is exactly where the opportunity lies.Episode recorded: 04/07/26…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Gold as Currency(1:30) Structural Commodity Shift(5:20) Hedge Fund Playbook(16:00) Portfolio Construction and Shorts(24:50) Thematic Trades and Tin(28:10) Critical Metals and Tungsten(35:00) Lithium Winners and Key Names(41:10) Uranium, Copper, and Closing…………… PARTNERS SS&C Intralinks - Powering deals with unmatched security and efficiency Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only.Please ensure you read our full disclaimer.
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If this were Doomsday, Markets would Show It (Alyosha) 07.04.2026 57минJJ, who writes under the Substack name Alyosha, spent decades as a pit trader on the Comex and Nymex, trading precious metals, energy, and commodities in an era before Bloomberg terminals and algorithmic flow.He has written over a million words on markets since 2024, publishing twice daily and building a body of work that blends hard won trading floor experience with sharp geopolitical analysis.What makes JJ rare is the lens. He is not an analyst who reads about markets, he is someone who felt them, physically, in real time, for decades.In this conversation, JJ covers:• Why the Strait of Hormuz situation is more dangerous than markets are pricing and what needs to happen next• What market prices are actually telling you right now and why the noise does not match the signal• His framework for understanding gold and why it does not go up, everything else goes down• The trading floor guild system and the two skills that separated survivors from everyone else• His philosophy on writing, documenting how markets felt, not just what the data saidFollow JJ:Substack - https://substack.com/@alyosha745X - https://x.com/Alyosha745Episode recorded: 04/06/26…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Meet JJ the Pit Trader(3:10) Middle East Brinkmanship and Oil Shock(21:10) From Floor Trading to Reading Markets(28:50) Oil Glut and Strait Reopens(32:50) Gold as True Money(38:00) Silver Mania and Exiting Early(44:50) Stops, Humility, and Farewell…………… PARTNERS SS&C Intralinks - Powering deals with unmatched security and efficiency Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/ …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: gc@moneyofmine.com …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only.Please ensure you read our full disclaimer.
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Last Energy Crisis, This Sector Went Up 20x (Ferg Cullen) 03.04.2026 50минStraight into it with Ferg Cullen (aka Trader Ferg) in a volatile tape.Core view, energy security is back, and the system is tighter than markets are pricing. Europe is boxed in, storage low, and policy choices are starting to bite.Coal remains his cleanest trade. Strong balance sheets, rising demand, and underappreciated upside as we move back toward winter.The bigger shift is “just in case” over “just in time”. That drives higher costs, more redundancy, and structurally higher inflation.We hit 1970s parallels, policy pivots, nuclear buildout, and why crises force reality over ideology.Positioning, stay patient, avoid leverage, let volatility work. He’s leaning coal, grains, and oil services, while building cash for a broader flush.On gold, long term constructive, near term chop. On uranium, love the commodity, be careful with the miners.Follow Ferg:X - https://x.com/trader_fergSubstack - https://traderferg.substack.com/Episode recorded: 04/02/26…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Volatile Times Kickoff(1:20) Energy Security and Nuclear Backlash(4:20) Coal and LNG Investment Thesis(8:30) 1970s Parallels and Market Winners(25:10) Coal Basket and Switches(28:30) Shipyards and Capital Cycles(33:20) Gold Playbook and PGM Cycles(40:10) Fertilizer Shock and Uranium Wrap…………… PARTNERS SS&C Intralinks - Powering deals with unmatched security and efficiency Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/ …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: gc@moneyofmine.com …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only.Please ensure you read our full disclaimer.
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Lessons from Building 6 Gold Mines (Matt Wilcox) 31.03.2026 1ч 16минMatt Wilcox and his team have built six mines in the last 14 years and counting.Most of them in West Africa. Some in places where logistics alone would stop most teams before they start.He’s now running Robex and just pulled off one of the more interesting deals in the gold space, merging with Predictive to consolidate Bankan in Guinea.This one is less about promotion and more about how things actually get built.And Matt's genuine insights on potential corporate dynamics in West Africa.Follow Matt on LinkedIn - https://www.linkedin.com/in/matthew-wilcox-2a731624/Episode recorded: 03/30/26…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS 0:00 - Matt Wilcox Intro1:50 - Africa Trip and Listener Shoutout1:50 - Background and Why West Africa5:40 - Bankan Battle: Predictive vs Robex8:00 - Competing With Perseus13:30 - Tietto and Chinese Takeover17:30 - Orebody Lessons: Tietto vs Robex20:50 - Register and BlackRock22:20 - Robex Production and Oxide Holiday27:30 - Debt, Sprott, and Africa Finance28:50 - Nordgold, Bissa, Lefa, Siberia32:00 - Mine Build Philosophy33:30 - West Africa vs Russia36:50 - Builders: Endeavour, B2, FQM, G Mining40:30 - West Africa Gold and Chinese Buyers44:30 - Hedging: Why Not46:20 - Chinese M&A: Allied, Agnico, Cardinal54:30 - Where to Build Next57:10 - Pipeline and Defending Bids59:50 - ASX Dev Plays: Many Peaks, Hummingbird1:06:00 - Guinea Permit Reset and Predictive1:08:00 - Royalties and Government Take1:11:20 - Dream Asset and 10-Year Vision…………… PARTNERS SS&C Intralinks - Powering deals with unmatched security and efficiency Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/ …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: gc@moneyofmine.com …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only.Please ensure you read our full disclaimer.
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How Capital Cycles Create 100 Baggers (Django Davidson) 27.03.2026 1ч 6минWe sat down with Django Davidson, portfolio manager at Hosking Partners, to discuss the capital cycle framework, one of the most sensible lenses for investing in mining and commodities.Hosking manages ~US$8B in capital, using a model honed over 40 years.Django's approach is rooted in supply-side analysis, contrarian positioning, and the discipline to average into cycles. We believe this approach to be one of the most effective methods for natural resource investing.In this chat, Django covers:The capital cycle framework — what it is & where it came fromWhy supply is measurable but demand is storytellingWhy Implats returned 100x over a decade - what that tells us about todayHis deep dive into PGMs — the geology, the geography, the EV narrative, and why these companies still trade below replacement costHow BHP and Rio’s iron ore assets have generated better returns on capital than Microsoft over 30 yearsWhy mining represents just 1.6% of the S&P 500 and what that signals for the decade aheadThe case for natural diamondsWhere uranium sits in the cycle, and why he is cautious at current pricesFollow Django:LinkedIn - https://www.linkedin.com/in/django-davidson-332b9867/If you enjoyed this conversation, subscribe and share it with someone who thinks about cycles the way we do.Episode recorded: 03/25/26…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Supply Over Stories(1:30) Capital Cycle Origins(8:50) Incentives and Contrarian Guardrails(17:30) PGMs Case Study Deep Dive(38:30) Mining Incentives and Discipline(43:40) Diamonds DeBeers and Lab Grown(46:20) Diamond Valuations and 10x Bets(57:00) Uranium Refining and Final Takeaways…………… PARTNERS SS&C Intralinks - Powering deals with unmatched security and efficiency Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: gc@moneyofmine.com …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only.Please ensure you read our full disclaimer.
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