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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

01:32:43

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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01:25:57

Huw McKay Makes Sense of the Chaos

Money of Mine ·

2026/02/06

Today, we’re sharing a conversation with BHP’s former head economist and ANU Visiting Fellow, Huw McKay. Huw is an incredibly deep thinker about global commodity markets, geopolitics and financial systems, making him the perfect guest for the current volatile environment. We leverage Huw’s expertise to explore topics including: • Xi’s push for the RMB supremacy • The debasement trade & government debt • Australia’s massive win from a commodity boom & a weak dollar • Copper’s bull

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00:51:26

Coal in 2026: The Energy Inflection Point (Matt Warder)

Money of Mine ·

2026/02/03

With coal stocks moving strongly of their lows of 2025 and the funding landscape being flipped on its head, we called upon the most knowledge person in the sector, Matt Warder, to give us the run down.In this conversation we covered:• Who’s in the M&A hotseat• Where met and thermal prices move• How Matt’s constructing his portfolio• Whether India is replacing Chinese demand• The changes wrought by the royalties’ regimes• How AI has changed the game for power generationFollow Matt Warder’s on:•

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00:48:47

The Spine-Tingling Metals Bull Market (John Forwood)

Money of Mine ·

2026/01/30

In today’s show we bring back on the man behind Lowell Resources Funds stellar returns, John Forwood. With his geological experience and stock picking nous, John shares what’s exciting him and equally what’s got him concern in these buoyant markets. In this episode, we cover: • What the meteoric run in gold & silver means for his portfolio • The unloved parts of the market getting him interested • Where gold developers go from here • What’s surprised him about his portfolio’s returns Stocks

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00:52:59

Why Generalists Can’t Ignore Commodities Anymore (Sam...

Money of Mine ·

2026/01/23

Sam Berridge of Perennial Value Management joins us to pick apart the huge start to 2026 in the commodity markets. With gold pushing toward $5,000, copper at all-time highs, and generalist investors looking to flood back into resources, we explore the drivers behind each move. Sam shares his insights on the copper supply dynamics, where value in gold still is, uranium positioning, PGMs, aluminum refining challenges, the Rio-Glencore merger implications, and why humanoid robots might be in your

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00:48:04

Riding the Face-Ripping-Rally with Tom Woolrych

Money of Mine ·

2026/01/20

Tom Woolrych, fund manager at Deutsche Rohstoff AG, joins us to reflect on the remarkable commodity rally underway. With Tom's Geo-Alpha approach, we dig into Q2, Winsome, Wildcat, Wia Gold, Hot Chili, Peel, Adina, Dwayne Sparkes and more.Connect with Tom here: Twitter; LinkedIn …………...… DIRECTOR'S SPECIAL EMAIL Join 15k+ subscribers to the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Director’s Special⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: one daily email with all the news that matters in mining

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01:23:09

2025: Will We See Another Year Like It? (Peter Ker)

Money of Mine ·

2025/12/19

Our final episode for 2025 is our outro classic, with none other than the AFR’s Pete Ker joining us. In this special episode, we unpack the biggest stories of the year, including: • Geopolitics changing the game • Big-town M&A • Is Simandou the disruption it’s made out to be • How succession will change the landscape • Our 2026 predictions Thank you, Money Miners, for the fantastic year – we’re truly grateful for your support! …………...… DIRECTOR'S SPECIAL EMAIL Join 15k+ subscribers to the

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01:07:02

Mining Private Equity Unmasked (Fraser Perry)

Money of Mine ·

2025/12/16

Today we’re going deep into the world of mining private equity with Fraser Perry. If those words don’t mean an awful lot to you, don’t worry, because we’re going back to basics. We break down: • What mining PE is • The scale & impact it has on the industry • How these investors are incentivised • And what mining PE will look like in the future The goal is to pull the veil off from influential groups like Orion, Appian, RCF, EMR through to Tembo, Hawkes Point and many others. We hope you enjoy

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01:39:18

30 Fundies’ Highest Conviction Trades for 2026 (Part 2)

Money of Mine ·

2025/12/12

The second half of the 30 top fund managers share their boldest predictions for 2026 in the commodities sector. Each guest answers the same four rapid-fire questions: • Their highest conviction call• Most non-consensus view• Best performing commodity • Worst performing commodity …………...… DIRECTOR'S SPECIAL EMAIL Join 15k+ subscribers to the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Director’s Special⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: one daily email with all the news that matters in mining

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01:27:51

30 Fundies Share Their Best Picks for 2026 (Part 1)

Money of Mine ·

2025/12/09

In part 1 of this special episode, we bring together 30 top fund managers to share their boldest predictions for 2026 in the commodities sector. Each guest answers the same four rapid-fire questions: • Their highest conviction call• Most non-consensus view• Best performing commodity • Worst performing commodity From gold and copper to uranium, nickel, and beyond, you’ll hear a diverse range of expert opinions, market insights, and actionable ideas. The conversation covers global trends, geopolitical

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01:05:20

How a New Global Order Is Rewriting Commodity...

Money of Mine ·

2025/12/05

Tomasz Nadrowski is one of the deepest thinkers in the natural resources sector, and we finally got him on the show. From his position in New York, Tomasz's fund invests purely in non-Chinese critical mineral plays – a challenging feat in a sector dominated by Chinese offtakes, mining, and processing. We pressed Tomasz to share his unique views on the most critical themes shaping the industry, including: • The reality of a bifurcated commodity world and how to play it • How to successfully turn

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01:05:57

Why The Mining Boom is Just Beginning (Hedley Widdup)

Money of Mine ·

2025/12/02

Where are we in the mining cycle? That’s the question we look to answer today. Hedley Widdup joins us to discuss his views on the current mining boom, which is slowly revealing itself, as well as a raft of other topics, including: • Whether juniors or producers are next to run • The buy vs build debate • What the IPO market is telling us • How the majors can reinvent themselves We hope you enjoy the yarn! Stocks covered: GBR, STN, BTR, AZY, MM8, RMS, BHP, RIO, ALL.L, TECK.TO This was recorded on

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00:45:51

The Copper Sleeper that Nobody’s Watching (Anthony...

Money of Mine ·

2025/11/28

Today’s episode is a bit different. Joining us is show favourite Anthony Kavangh, to share his view on a specific stock… Havilah. Kav has been on a long and winding road as an investor in the South Australian copper hopeful and today he shares the whole story. As a fund manager whose performance speaks for itself, we’re intrigued to learn about his thought process as well as the entertaining story that he tells. Plus, we get his take on the big question: Where does it go from here. Stocks

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531 results

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