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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

01:07:23

Gold Goes Vertical, We Hunt for Value (Ben Richards)

Money of Mine ·

2025/10/10

With us for this week’s Weekly Wrap is Ben Richards, co-portfolio manager at Seneca. Ben helps us navigate all the wild market action, starting with a discussion on gold and all the companies that’ve pre-reported quarterly performance, plus some takeover hopefuls. We then try to find value in the energy space, talking through oil & coal players, before jumping into all the various ways of playing the resource bull market, from brokers to mining tech stocks. Grade control covers: • What Rio

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01:12:04

Australia’s Most Successful Gold Explorer

Money of Mine ·

2025/10/07

We had the privilege of sitting down with legendary explorationist Ed Eshuys, widely credited with the Plutonic, Bronzewing and Jundee gold discoveries. Ed takes us inside the second-last hole that lit up Bronzewing, how CSIRO’s laterite science helped crack Plutonic, why he drills diamond holes early to capture the third dimension, and the capital-strategy mindset that separates luck from repeatable success. We also dig into St Barbara, Sons of Gwalia, the “surface vs shaft” decision, and the De

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01:18:25

Gold Soars & China Corners BHP (Jeff Quartermaine)

Money of Mine ·

2025/10/03

We had the privilege of being joined by the outgoing Perseusboss Jeff Quartermaine for the latest Weekly Wrap episode. The conversation began by unpacking Jeff’s 12-year rein as CEO to his ultimate departure, having built a ~$7B business. He shares the deals that could’ve been, the lessons learnt and what history has taught him about this bull market. For our big stories, we unpack the double announcement byNewmont and Barrick announced that new CEO’s would be taking charge, as well as BHP’s

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00:59:53

Gold Mania, Niobium Dreams, and Antimony Nightmares...

Money of Mine ·

2025/09/30

In Today’s episode is an across-the-board conversation with Melbourne based fundie Emanuel Datt. We kick off by hearing how he’s thinking about the excess and frothy behaviour we’re seeing in markets, segueing into gold, gold miners and portfolio construction. The discussion moves to his long-term bets on high quality companies, including WA1, as well as exploring where rare earths and other niche metals like antimony could go from here. We cover his views on miners in the tin, silver and PGM space

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00:59:15

Inside a $3.8B Gold Deal + The US Wakes Up

Money of Mine ·

2025/09/26

On this week Weekly Wrap, we’re joined by Gold Road CEO Duncan Gibbs, as he puts the finals touches on the company’s $3.8B takeover by Gold Fields. We discuss the journey and get the inside details of the takeover, before moving into a general gold chat, putting some of the junior flyers under the microscope. The conversation moves to the huge moves we’ve seen from the US government, from “re-negotiating” their Lithium Americas deal to signing offtake with US Antimony Corp. Grade Control covers: •

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01:19:07

Shrub Unplugged: Gold, Grift & Debasement

Money of Mine ·

2025/09/23

In this episode, we sit down with Le Shrub for a wide-ranging conversation on today’s markets - what he calls the Golden Age of Grift. From currency debasement to the rolling Ponzi cycle, Shrub lays out why valuation no longer drives markets, why real assets matter more than ever, and how to survive when both sides of the barbell can break. We cover: • Why currency debasement is now a permanent feature, not a bug • The barbell approach to portfolio construction in an era of grift • Platinum,

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01:14:44

Majors Panic Amid Market Madness (Koala)

Money of Mine ·

2025/09/19

This week’s wrap is action-packed, featuring the Koala(@YellowLabLife). We kick off with his takeaways from Beaver Creek and theWorld Nuclear Association conference – then jump into the froth and speculation sweeping the sector. Then we dive deeper into debate on the Anglo Teck deal,posing the question, why now? Grade Control covers:The US’ plans for a mining fund in JV with OrionQatar’s US$500m Ivanhoe investmentBHP’s Saraji South closureBarrick’s Fourmile PEA numbers Sweet or Sour Deal

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01:21:55

The Fremantle Fundie that picked WA1 at 20c and...

Money of Mine ·

2025/09/16

We sat down with Peter Prendiville and Chris Wiener, the people behind Norfolk Capital Management. Norfolk is one of the newest resource funds on the block. While being new, Norfolk’s returns have been spectacular since the fund kicked off, buoyed by a sound investment process and enviable exploration success. Pete and Chris shared this process through the conversation and explored the big winners they have had to date: WA1; Q2 Metals; Adriatic; New World; Almonty and Commerce Resources. And we

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00:57:14

Anglo Teck Mega Merger... and a Retail Revolt

Money of Mine ·

2025/09/12

This week’s wrap is packed – featuring special guest James Nicholls, a resources M&A lawyer with an abundance of deal-making experience. We kick off with the industry’s biggest shake-up in a decade: Teck and Anglo American’s plan to tie the knot – a deal we could spend hours dissecting. From there, James takes us into his sweet spot, unpacking the rise of retail shareholder activism through the lens of Capricorn and Warriedar.Grade Control - BHP & Rio in the wake of the mega-deal - Rio’s

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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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518 results

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