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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

00:34:41

We Visited 7 Mines in Africa. Here's What We Found

Money of Mine ·

2026/04/17

After 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+

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01:02:31

Rick Squire on the Junior Miners That Can Actually...

Money of Mine ·

2026/04/14

Rick 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

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00:48:22

The Hedge Fund That Stays Ahead of the Street (Matt...

Money of Mine ·

2026/04/11

We 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

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00:57:59

If this were Doomsday, Markets would Show It (Alyosha)

Money of Mine ·

2026/04/07

JJ, 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,

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00:50:22

Last Energy Crisis, This Sector Went Up 20x (Ferg...

Money of Mine ·

2026/04/03

Straight 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

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01:16:38

Lessons from Building 6 Gold Mines (Matt Wilcox)

Money of Mine ·

2026/03/31

Matt 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

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01:06:16

How Capital Cycles Create 100 Baggers (Django Davidson)

Money of Mine ·

2026/03/27

We 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

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00:54:59

Forget FalconBridge. NexGen is Gilman's Big Score

Money of Mine ·

2026/03/24

Warren Gilman is the Chairman and CEO of Queens Road Capital, a TSX-listed natural resources investor, targeting long-term bets on the world's best mining projects.Backed by investors including Li Ka-shing, Jack Cowin, and Brett Blundy, he has built one of the more distinctive vehicles and delivered sector-leading returns.Before Queens Road, Warren spent over 25 years as an investment banker to the mining industry’s biggest names, advising on landmark moments from mining's biggest ever IPO to the

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01:17:26

This Energy Crisis Could Get Ugly (Arrakis Global)

Money of Mine ·

2026/03/20

Leon (aka Arrakis Global) is a pseudonymous generalist fund manager, a former banker turned go-anywhere, thematic fund manager with a track record that has been up and to the right.We have the privilege sharing his podcast debut.This episode goes deep into how a generalist with a commodity bias navigates today's markets.In this conversation, we dive into:Why he treats risk management as a religion - hence going 95% cash!How he thinks about price action, narrative, and market structure as a fluid

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01:03:21

He Poured Drinks for Mining Legends. Now He Beats...

Money of Mine ·

2026/03/17

We sat down with the great Rick Rule, one of the natural resource industry's biggest names of the last 50 years, to dig into his career spanning bull markets, busts, banking, brokering, and everything in between.Rick is a true contrarian, as overused as that expression is, who combines deep commodity knowledge with hard-won wisdom on speculation, capital allocation, and experience in working with the sector's best.This episode goes deep into his history.In this conversation, Rick covers:• Why he sat

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01:33:46

Mark Connelly on Why Every Miner is for Sale

Money of Mine ·

2026/03/13

We sat down with Mark Connolly, one of the most prolific deal-makers in the Australian mining industry, to dig into what it really takes to build and sell a mining business.With a track record that includes Adamas → Endeavour, Papillon → B2Gold, Cardinal → Shangdong and many more, Mark has been at the table for more transactions than almost anyone in the ASX mining space.In this conversation, Mark covers:His “go or grow” philosophy and how he sets expectations from day one on a boardWhy the CEO role

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01:10:29

Why Aluminium Just Hit a Four Year High

Money of Mine ·

2026/03/10

We sat down with Alan Clark of CM Group — aka “Aluminium Alan” — one of our favourite people to speak with and a with tremendous commodity insights focused on the global aluminium, alumina and bauxite markets.This episode is packed with detail on one of the world’s most important and underappreciated metals markets, from Guinea’s dominance in bauxite supply to the ripple effects of China’s smelting sector and the overlooked stories in molybdenum and vanadium.In this conversation, Alan covers:• The

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01:32:43

Listeners Are Back Pitching Their Top Mining Stocks

Money of Mine ·

2026/03/06

We did it again. Following the feedback from last month's retail stock pitch episode, we opened the lines and let Money Miners dial in to pitch their best ideas.Today's episode is that conversation - Part 2.The stocks pitched ranged from WA gold developers to vanadium turnarounds to Italian gas plays. From Chile to Guyana to the Lachlan Fold Belt, we got served up plenty of new ideas.This was recorded on 5.3.2026. …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the

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01:01:48

There's No Value in Gold Right Now (Will Thomson)

Money of Mine ·

2026/03/03

We sat down with Will Thomson of Massif Capital, fresh off a standout year for the fund, to dig into his high-conviction bets across materials, energy, and industrials.Will is a deep, contrarian thinker who has grown his fund by finding value where others aren’t looking. This episode is no different, with some punchy views on gold, mining management & commodity investing. In this conversation, Will covers:• Why he sees little value in gold miners right now — and what would change his mind• His

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01:08:19

The Uranium Deal 10 Years in the Making (Brandon Munro)

Money of Mine ·

2026/02/27

We sat down with Brandon Munro from Bannerman Energy to discuss their transformative deal with CNNC and the broader uranium market landscape.Brandon has been at the helm of Bannerman for a decade, guiding the company through one of the most challenging financing environments in mining. With deep expertise in the uranium sector and years of experience operating in Namibia, he shares unique insight into the uranium supply crunch, the contracting cycle, and how to get a deal done.In this episode, we

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01:01:00

Why Smart Money Is Buying Energy Chaos (Saul Kavonic)

Money of Mine ·

2026/02/24

We continue our exploration of the energy space with today’s guest, Saul Kavonic. Saul covers the Australian energy sector as an analyst with MST Financial and has been a prolific commentator for a number of years with many high conviction calls. In this episode, he runs us through: • The macro landscape • The Woodside vs Santos debate • Which basins are the most exciting in Australia • Companies that have exciting exploration happening • How small-scale energy differs from mining juniors Stocks

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00:51:29

The Ultra Bull Case for Lithium (YJ Lee)

Money of Mine ·

2026/02/20

Today we're sharing our conversation with YJ Lee, founder of the Arcane Green Metal Fund, fresh off an incredible 165% return in 2025.YJ breaks down the explosive dynamics driving lithium and silver markets, and why we're only at the beginning of a multi-year commodity supercycle. With lithium demand set to grow 33% annually and China dominating the EV supply chain, the West faces tough choices ahead.In this chat, YJ articulates:• Why the lithium bottom in July 2024 was the buying

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00:59:31

The Strategic Metals Awakening (Craig Tindale)

Money of Mine ·

2026/02/17

Today we’re sharing our conversation with Craig Tindale, author of the widely read “Return to Matter” paper. Craig’s writing captures the fragility of the situation that the West finds itself in, as China’s dominance in the physical world comes home to roost. Be it mineral processing all the way to defence equipment manufacturing, China now accounts for the vast majority, and in some cases the entirety of the world’s capacity. There is no easy fix for this. In this chat, Craig articulates: • How

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00:54:14

Is Oil the Next Commodity to Rip? (Josh Young)

Money of Mine ·

2026/02/13

We’re branching out for this episode. Today, it’s all about energy. As metals markets have moved violently higher across the board, we called on Josh Young to hear his take on where we are in the energy cycle. We’re hunting for potential value. Josh unpacks with us: • The “oil glut” narrative • Why funds are max bearish • What’s next for shale • Why people get China wrong • Which stocks are showing the most value • The companies that are over valued This was recorded on 12.2.2026. …………...…

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01:24:06

11 Listeners Pitch Their Top Mining Stocks

Money of Mine ·

2026/02/10

We threw the bone out there (via Twitter) and asked the great crowd of mining investors & speculators for their best ideas. A simple 5-min spiel on why you think the company is going places. Today’s episode is that conversation. We hope it gets you thinking. A huge thank you to all the Money Miners who joined us to pitch their stock ideas. Follow them: • TwinTurboCelica (@TwinTurboCe1ica) - KAU, LMS • Spec Punter (@Spec_punter) - PVT, DSM,

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543 results

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