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PODCAST

Money of Mine

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.

business investing

All Episodes

00:56:30

Contrarian Bets: Brian Laks on Lithium, Coal & Uranium

Money of Mine ·

2025/09/09

Coal and lithium are down 60 - 90% from their highs, uranium stocks have risen tenfold, and copper is on the cusp of breaking out. Where does a contrarian put capital next?In this episode, Brian Laks (Old West Management) shares how he’s positioning after being early and right on uranium:• Why coal and lithium are attractive again after brutal selloffs• How he identifies large, low-cost supply before the cycle turns• What uranium looks like today vs. five years ago• Why copper still has room to

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00:49:02

Gold Takes Off, Rates Bite, Miners Rip

Money of Mine ·

2025/09/05

Gold is flying, rates are being lowered, and mining equities are finally waking up.A punchy tour through a risk-on week for gold and real assets, field notes from Africa Down Under, and three segments: Grade Control, Sweet/Sour Deals, and Hidden Gems.We hit Teck’s QB2 stumble, Anglo’s PGM exit, South32’s permitting spray, BHP’s 30-year paper, and a slate of under-the-radar African producers nearing first pour.Stocks covered: RMS, PNR, NST, CMM, ALK, GMD, ORN, WWI, TRE, AAU.L, TCG, PDI, AUE, RXR,

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01:00:57

Gold Miners That Actually Compound (Greg Orrell)

Money of Mine ·

2025/09/02

We’re excited to share a candid conversation with Greg Orrell — veteran fund manager and head of the OCM Gold Fund. With more than 30 years as a fund manager, Greg has seen plenty of booms, busts, and boardroom mistakes in the gold sector. In this episode, he unpacks why miners are making huge profits today, why investors still don’t believe it, and what discipline looks like in a true bull run. From the dangers of “profitless prosperity” to the new role of M&A, geopolitics, and debt, Greg lays

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01:06:58

How a Multipolar World Reshapes Mining (Michael...

Money of Mine ·

2025/08/29

This week we’re joined by Michael Willoughby of Pacific One Capital for the wrap. With his unique experience, Willo is the perfect guest to break down the shifting trends in how miners are getting financed and the geopolitical moves reshaping the sector.We grade BHP’s attempt to offload Nickel West, WestAfrican’s Burkina challenge, the blistering multiple expansion of mining services stocks, the 20-year anniversary of Shovelanna, and the flood of capital raisings hitting the industry.We round it out

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01:07:32

Hanging Out in Hated Places with Rick Rule

Money of Mine ·

2025/08/27

In today’s episode, we’re joined by renowned resource investor Rick Rule to explore where the most overlooked pockets of value lie in the market. Our conversation covers the most beaten-up parts of the market, whether there’s merit in playing the ‘picks n shovels’ approach to resources, how the financing side of the industry continues to evolve, his views on the latest government intervention in the sector, and plenty more.……………TIMESTAMPS (00:00) Introduction: Neglected Sectors (01:29) Oil and Gas

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01:10:29

Buybacks, Cost Curves & Dingo’s Picks

Money of Mine ·

2025/08/22

Daniel Dingo Harangozo of Nero Resource Fund is joins us on the mic as we review the big events of the week just gone.And there's no bigger news that China’s push toward “anti-involution” and what it means for commodity markets. From there, we cover the latest twists in Regis’ M&A hunt and Vault’s decision to buy back up to 10% of its shares.In Grade Control, we rank Peabody walking from Anglo’s coal deal, the ongoing drama at Resolution Copper, the rocket under rare earths, Kaili’s wild ride,

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00:46:58

Lithium’s True Inflection Point (YJ Lee)

Money of Mine ·

2025/08/19

With so much unfolding in China across the battery metalsspace, we sat down with YJ Lee at the perfect time.YJ runs a fund focused on the energy transition and bringsdeep expertise in both metals and battery markets. In this conversation, we dig into China’s policy pivot toward anti-involution and its knock-on effects for lithium and EVs. From there we dive deep into lithium itself – covering the demand and supply outlook, the surge in BESS, why inventories are often misunderstood, and plenty

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01:04:48

Lithium Mayhem and Mozal Woes (Sam Berridge)

Money of Mine ·

2025/08/15

We’ve got a new style of show that we’re pumped to share.The weekly wrap covering all the big stories in detail plus plenty highlights. We’ve got analysis, ratings and hot takes. And we're joined by Sam Berridge, Portfolio Manager of the Perennial Natural Resources Trust.Today’s show gets into the lithium melt-up, South32’s Mozalheadache, the cracking Hudbay-Mitsubishi deal as well as touching on Greatland, Stausholm’s farewell tour, the SYA-PLL deal struggle, Australia's Nyrstar rescue, Barrick’s

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01:03:08

Booms, Busts & Billion-Dollar Builds (Zimi Meka)

Money of Mine ·

2025/08/12

We’re thrilled to bring you a candid conversation with ZimiMeka — co-founder and CEO of Ausenco, one of the world’s top mining engineering firms.From the soaring highs to unbearable lows, Zimi sharesstories of building mines in explosive-laden corners of Laos, hacking through Tanzanian & Zambian jungles, and navigating the temptations of debt and public markets.Packed with timeless business lessons, investor insights,and a few cracking tales, we thoroughly enjoyed this is a masterclass.This

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01:57:19

The Unbelievable Story of how Fortescue Beat the Odds

Money of Mine ·

2025/08/08

Today’s episode is an exploration into the story behind one of Australia’s greatest business success stories, Fortescue.The company has paid over $42B in dividends in its brief history, which began at Andrew Forrest’s kitchen table just 22 years ago. Within a few years it was one of the largest companies in the nation as it smashed through records while creating its foundation at Cloud Break. We focus in on the first 5 years, looking to relive the highs and lows, while attempting to understand the

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00:43:55

The Best Ideas from Diggers & Dealers 2025

Money of Mine ·

2025/08/05

We kick things off with Australia’s bold indication to set arare earth floor price – a page right out of the US playbook – and then dive into the big question: Will the government step in to rescue all our struggling smelters and refiners?Then, we pick a part the most interesting content fromDiggers & Dealers, including funny takes, companies to watch plus the big themes.Companies mentioned: PNR, VAU, RMS, EMR, PMT, WTM, SMI, BTR, MM8, RXL, TCG, JMS, OBM, CMM, GMD, GNG……………TIMESTAMPS (00:00)

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00:44:09

Horror Week for Boss, Greatland and Liontown

Money of Mine ·

2025/08/01

With the quarterly season wrapping up, we pick apart the most interesting updates in the market.First up: Boss Energy. A leadership shake-up and a cloudedoutlook for Honeymoon saw the share price halve.Then to Liontown, who’re still grinding to get KathleenValley up and humming.Next, we unpack Greatland, who were hit by a 24% drop on the back of grade issues and an elevated cost guidance.And finally, we delve into the retail shareholder activismat Warriedar, as Capricorn circles with a takeover

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01:49:16

The Great MinRes Debate: Bull vs Bear

Money of Mine ·

2025/07/29

Today’s episode is a conversation on what remains Australia’s most intriguing company, Mineral Resources (aka MinRes).We invite on Moz, who unpacks with us his thesis for investing in the diversified miner after publishing his thesis on Twitter.The detailed discussion goes into the weeds on Mt Marion & Wodgina, the haul road, transhipping and governance to name a few subjects.Moz's Twitter account is @onslowshippingThis interview was recorded on 28.7.2025.……………TIMESTAMPS (00:00)

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01:39:37

2 Geos Interviewed 100+ Top Discoverers — Here’s What...

Money of Mine ·

2025/07/25

We’re delighted to share this passionate and energeticconversation with Steve Beresford and Ahmad Saleem.With Steve and Ahmad, we dive into the problems they set out to tackle when they launched their timeless podcast, Exploration Radio nearly a decade ago. From there, we explore what they’ve learned about what it really takes to make a mineral discovery, whether this is another area where China is pulling ahead, and what the industry needs more of moving forward.Additionally, we hear about the

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01:35:09

Finding Alpha Where Others Fold with Muddy Waters’...

Money of Mine ·

2025/07/22

Today’s episode is a conversation that completely drew us in— with Canadian resource fund manager Darren McLean.Darren is a thoughtful and passionate investor, focused onfinding unloved and overlooked stocks. He follows companies from drilling right through to construction and execution, with a particular interest insingle-asset plays.In this wide-ranging chat, we cover some great stories —from investing in Champion Iron, GT Gold and Filo — to why mining offers such aunique opportunity set, and

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01:08:05

The 9 Red Flags in Exploration Investing (Roland...

Money of Mine ·

2025/07/18

There’s plenty of alpha to be made — and money to be saved — by learning from a sceptical geologist. So we interviewed one.Roland Gotthard has built a reputation for calling out poordisclosure practices, guiding investors on what to watch for, and recognising when companies get it right.In this episode, Roland shares the lessons he’s learned fromyears of scrutinising company reporting and navigating the grey areas of themining market..……………TIMESTAMPS 00:00 Introduction00:46 Why JORCWTF?02:25 The

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00:53:45

Will Gold Stocks Protect You in a Crisis? (Dirk Baur)

Money of Mine ·

2025/07/15

Recent wild volatility in markets has led us to reflect ongold, so we thought why not chat with the man who’s spent more time than most thinking about the precious metal… Dirk Baur.Dirk was kind enough to share his wisdom from his decades of observing and analysing gold, as well as a host of other metals. We learn how gold & gold equities perform in crisistimes, whether silver really is a safe haven, if we should consider PGMs as precious metals, the likelihood of bitcoin disrupting the gold

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01:49:45

An Unfiltered Chat with Wyloo (Luca Giacovazzi + Joel...

Money of Mine ·

2025/07/11

We’re sharing a chat today that we immensely enjoyedrecording. Luca Giacovazzi and Joel Turco, who lead Andrew Forrest’s private mining business Wyloo, joined us in the studio to have a conversation on a wide range of experiences, ideas and perspectives.We reflected on the decision to spend ~$1B buying nickel assets, becoming the 60% owner of the Yangibana rare earth project as well as 20% of Neo Performance Materials, taking a big stake in Greatland Gold when people wouldn’t touch it plus the

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00:40:39

Why the World’s Biggest Funds Get Mining Wrong (David...

Money of Mine ·

2025/07/08

We’ve got the pleasure of sharing a conversation with David Sparks — an investor in the natural resources world with experience at some of the world’s biggest hedge funds, including the famed multi-strat firm Millennium, as well as BBT and Exodus Point.In this episode, we unpack why investing in mining from a pod shop is often a flawed strategy, how these firms came to dominate the market, and what it actually means when a pod “blows up.”David also shares his picks for the most impressive management

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00:37:16

We Surprise Call 3 Fund Managers....

Money of Mine ·

2025/07/03

We went a bit rogue today with a completely different dailyepisode style.Financial markets, mining and commodities are at a fascinating inflection point, and we wanted to hear what some of the smartest people in markets are thinking. So we called them.This episode is packed with thoughts and ruminationsfrom Russell “Rusty” Delroy, Dan Porter and Tom Woolrych, who opened up on global macro, hunting for value, coal markets, and a bunch of explorers looking for the next big find..……………TIMESTAMPS(00:00)

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