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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

01:23:09

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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00:32:50

Why BHP Will Return for Anglo (Again)

Money of Mine ·

2025/11/25

We’ve got a special episode to share today, full of yarns about all the biggest stories in mining. A recurring deal that’s near and dear to has returned once more… its BHP-Anglo version 2. The lithium market has provided no end of entertainment lately, and the astonishing run up in the stocks got us asking: Where do stocks go from here? Lastly, we’ve attended a number to AGMs this season, so we share our thoughts on the best details & most eye-catching moments, including from MinRes, Deep

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00:48:05

10 Strategic Metals: Overrated or Underrated? (Jack...

Money of Mine ·

2025/11/21

Today’s guest is Jack Bedder, a man who’s built a business around understanding some of the most niche and fascinating metals on the planet. In this episode, we dive into 10 of the world’s hottest future-facing commodities – from antimony and tungsten to tin and beyond. Jack breaks down what’s really happening in each market, the forces shaping supply and demand, and whether he believes each metal is under-rated or over-hyped. If you want a fast, insightful tour through the metals that could matter

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01:07:21

No Spin, Just Tin. Brett Smith on MetalsX and Every...

Money of Mine ·

2025/11/18

Brett Smith joins us for an unexpectedly open conversation about Metals X, its turnaround and the state of the global tin industry. We have criticised Metals X in the past, which makes Brett an unlikely guest, but he leans straight into the tough topics. He walks through how a now $700m producer had to slim costs to one employee, capital allocation strategy, his views on the entire tin project pipeline, from the credible contenders to the ones that will never get built. A candid, valuable

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01:23:52

The Current Commodity Supercycle (Paulo Macro)

Money of Mine ·

2025/11/14

Today’s episode is a wide-ranging conversation with Paulo Macro. Paulo’s been sharing some fantastic and thought-out views on many commodities, as well as his all-encompassing that we’re in a new supercycle. He details and expands upon these ideas, while we quiz him on copper, uranium and energy, where he shines a light on the key features to watch out for as markets grind or burst higher. Stocks covered: SFR, FCX.NY, HBM.TO, IVN.TO, FM.TO, CSC, TGB.NY, ALDE.C, CCJ.NY, URA.NY, UEC.NY, NXG, U.U,

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00:51:54

The Lundin Legacy (Adam & Jack Lundin)

Money of Mine ·

2025/11/12

Our guests today are Jack and Adam Lundin, of the renowned Lundin Family, a name synonymous with value creation and long-term thinking in the mining sector. We were fortunate to record a conversation that delves into their philosophy and vision for the future. Among many topics, we cover: • Their approach to creating sustainable value in mining investments • Why the Vicuña joint venture is truly special, with insights on the Josemaría and Filo del Sol projects • The remarkable rise of Lundin Gold

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01:04:03

Mick McMullen on Deals, Discipline and Activism

Money of Mine ·

2025/11/07

What does it take to create billions in value – and reshape an industry? In this episode, industry veteran Mick McMullen shares lessons from the front lines of major deals and corporate strategy, with insights from his roles at Stillwater, Detour, and MAC Copper. With more than $10B in transactions under his belt, Mick discusses what drives successful mergers, what makes copper a battleground for value, and why some deals get done while others stall. We also get candid about shareholder activism –

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01:02:24

What Gold’s Past Tells Us About Its Future

Money of Mine ·

2025/11/05

We’re mixing it up today with a different kind of episode featuring a Money of Mine favourite, Sean Russo. Sean’s a fountain of market & mining knowledge, and we tap into it to uncover: • What history teaches us about how to play gold • The key ratios that really matter and what they’re screaming right now • The global forces driving gold higher Plus, plenty more insight, stories and sharp takes from one of the industry’s best. This was recorded on 4.11.2025. …………… TIMESTAMPS (00:00)

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01:09:01

Smart Money is Buying-the-Dip in Copper and Gold

Money of Mine ·

2025/10/31

For today’s wrap we’ve brought of Dave Franklyn from the Argonaut Natural Resources Fund. Dave helps us navigate through a bunch of macro talking points, from the big US government nuclear deal to gold’s volatility and copper’s strength. We then jump into the high and lowlights from this week’s quarterlies, exploring companies from Develop to Boss Energy to Liontown, plus plenty more. Grade control covers: • Larvotto rejection of USAC • Lithium miners talking down a price floor Sweet &

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02:13:31

The Playbook Behind Evolution’s $20B Gold Success

Money of Mine ·

2025/10/28

This is the story of how Evolution Mining rose from a junior with a busted project to be one of Australia’s best business success stories, all in under 15 years. We trace the journey back to the Sino Gold days, uncovering how Jake Klein and his team built China’s largest foreign gold miner, then sold it all and started again. From the deals that defined Evolution to the close calls along the way, we unpack how one of the country’s great mining stories came together. …………… TIMESTAMPS

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01:29:21

From Royalties to Real Assets: Smallwood, Awram, and...

Money of Mine ·

2025/10/24

In today’s episode, we’re sharing highlights from 3 great conversations we recorded on air at IMARC. Our guests are David Awram, co-founder of the recently acquired Sandstorm Royalties, Randy Smallwood, CEO of the US$45B Wheaton Precious Metals, and Jay Martin, host of the fantastic Jay Martin show. Across the conversations we covered a plethora of topics, including what the best business model in mining is, how to build a great royalty business, why silver is outperforming, commodities that are

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00:33:49

Jeff Phillips: 2 Details That Make or Break a Mining Bet

Money of Mine ·

2025/10/21

In today’s episode we’re sharing our discussion with resource investor Jeff Phillips. Jeff has near on 30 years’ experience speculating in the natural resource business, and along the way he’s crafted a simple and effective approach. It all comes down to people and share structure. In our conversation we explore why backing the right people, who often have a track record of success, and are aligned with you, as well as ensuring the company structure is right, is his method of unlocking value.

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01:09:18

The Dollar Cracks. Ferg’s Back. Why Hard Assets Win.

Money of Mine ·

2025/10/17

Ferg Cullen (aka Trader Ferg) joins us for a wide-angle look at the market’s many dynamics front of mind this week. We unpack BHP’s quiet shift to RMB settlement, the end of dollar dominance, and what it means for commodities. From platinum and uranium to oil and tin, we dive into the real assets leading this cycle, the mania across uranium ETFs, and why energy services might be the next big trade.Ferg shares why he’s still bullish on physical assets like gold, silver, platinum, and tin, even as

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01:02:21

Rob Mullin: Gold Stocks Still Cheap, Energy Stocks...

Money of Mine ·

2025/10/14

We continue our search for the world’s best natural-resource investors with today’s guest, Rob Mullin. Rob is the Founder and CIO of Marathon Resource Advisors, a long-short fund that has compounded at extraordinary rates by doing what few others still do: buying real cash flow, not stories. In this wide-ranging chat, Rob explains why gold stocks remain “super cheap” despite their strong run, why he’s finding his best ideas in overlooked European energy producers, and how he frames risk through

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518 results

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