Explore every episode of the podcast Money of Mine
| Title | Pub. Date | Duration | |
|---|---|---|---|
| The Trader, the Infra Fund, the PE Shop and the Magnesium Bet | IMARC | 28 Oct 2026 | 00:58:10 | |
We’re at IMARC, and we sat down with four guests from four very different corners of mining capital. Mark Kristoff of commodity trader Traxys, Sylvain Eckert of InfraVia’s French-backed critical metals fund, Jason Chang of private equity group EMR Capital, and Rob Stein, who left Macquarie’s research desk to join Latrobe Magnesium. We cover: • How a commodity trader actually makes money, and why tungsten won’t go back to $300
…………… TIMESTAMPS (00:00) Intro (01:20) Mark Kristoff, Traxys (14:40) Sylvain Eckert, InfraVia (30:10) Jason Chang, EMR Capital (47:30) Rob Stein, Latrobe Magnesium ……………
Join 19k+ subscribers to the Director’s Special:one daily email with all the news that matters in mining ……………
PARTNERS Thank you to the mining services businesses that make this content possible: • Sandvik Ground Support – The only ground supportyou’ll ever need • Titan Recruitment – Specialists in engineering and technology recruitment • Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial • SS&C Intralinks – Powering deals with unmatched security and efficiency ……………
FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: gc@moneyofmine.com ……………
DISCLAIMER All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| Mining Stocks Bleed: What's Behind the Carnage? | 24 Oct 2026 | 00:31:23 | |
There's chaos across the board for mining shares… it’s red everywhere. The materials index officially a bear market losing over 20% of its value in just over a month. With this in mind, we dig into:
Plus, some of the most fascinating stock news from the week
Stocks mentioned: BHP, RIO, FMG, PLS, IGO, CSC, SFR, FEG, PDN, BOE, NXG, GFI.J, NST, YAL, NHC, SMR, WHC, 29M, OBM, ALK, GMD, HWK, CUF, Entrée, Tether This was recorded on 23/10/2026. …………… TIMESTAMPS (01:20) The Mining Sell-Off(05:30) Thermal Coal and New Hope's Malabar Deal(09:20) The Three SR Trade and Record Short Interest(14:00) Why the Market Is Short Resources(18:50) Gold Fields, Northern Star and Deal Updates(23:10) 29Metals (28:30) Entrée Resources and Hawk Resources ……………
Join 19k+ subscribers to the Director’s Special:one daily email with all the news that matters in mining ……………
PARTNERS Thank you to the mining services businesses that make this content possible: • Sandvik Ground Support – The only ground supportyou’ll ever need • Titan Recruitment – Specialists in engineering and technology recruitment • Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial • SS&C Intralinks – Powering deals with unmatched security and efficiency • Exceed Capital – Diversify your portfolio with Exceed’s property trusts ……………
FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: gc@moneyofmine.com ……………
DISCLAIMER All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| A Billionaire, Two Cash Boxes and Some Unhappy Shareholders (Ben Bailey) | 21 Oct 2026 | 00:51:17 | |
M&A whiz Ben Bailey, Portfolio Manager at Harvest Lane, is back. Ben is one of the most knowledgeable minds in the M&A investing space, with the team at Harvest Lane running a relatively unique strategy by solely focusing on companies involved in deals. With him, we dig into a number of transactions, including CZR’s bid for Zuleika, where a company trading below cash is issuing shares to buy another Creasy-controlled vehicle, as well as gold up-and-comer Forrestania’s takeover of Zenith, in which Harvest Lane took FRS to the Takeovers Panel. We then jump into Global Lithium and Atlantic Lithium, picking apart the differences and similarities in their respective takeovers. In the show, we cover: • Why Harvest Lane is pushing back on the CZR and Zuleika deal • Independent experts and “fair and reasonable” • Forrestania, Zenith and the Takeovers Panel • “You’re not lawyers. Go away.” • Global Lithium, Atlantic Lithium and FIRB …………… TIMESTAMPS (01:40) How Harvest Lane Got Into CZR Resources (08:50) The Zuleika Takeover (14:30) The Case for a Capital Return (21:20) The Independent Expert Reports (25:40) The Vote and What Comes Next (33:10) Forrestania and Zenith Minerals (38:40) The Takeovers Panel (44:30) Global Lithium, Atlantic Lithium and FIRB ……………
Join 19k+ subscribers to the Director’s Special:one daily email with all the news that matters in mining ……………
PARTNERS Thank you to the mining services businesses that make this content possible: • Sandvik Ground Support – The only ground supportyou’ll ever need • Titan Recruitment – Specialists in engineering and technology recruitment • Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial • SS&C Intralinks – Powering deals with unmatched security and efficiency ……………
FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: gc@moneyofmine.com ……………
DISCLAIMER All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| When Technology Outruns Commodities (Alex Turnbull) | 17 Oct 2026 | 00:55:37 | |
Alex Turnbull once sent an out-of-work Mongolian translator with a drone to the Chinese border to count coal trucks. Two years ago he told us data centres were the new EVs, and that silver could get very silly. It was $28 at the time. It hit $100 in January. The former Goldman special situations banker and founder of Singapore’s Sagax fund is back, and he thinks the critical minerals market is trading on vibes. Alex covers:
…………… TIMESTAMPS (0:00) Intro (01:30) The Mongolia Drone Story (05:10) Critical Minerals and the Trump Trade (09:30) The Hormuz Crisis (13:20) Diesel and Electric Mining Trucks (19:10) Refining and Fertilizer (24:20) Coal, Power and Data Centers (32:20) Data Center Energy Efficiency (38:40) Copper and Uranium (44:20) Lithium (50:10) Gallium, Germanium and Indium ……………
Join 19k+ subscribers to the Director’s Special:one daily email with all the news that matters in mining ……………
PARTNERS Thank you to the mining services businesses that make this content possible: • Sandvik Ground Support – The only ground supportyou’ll ever need • Titan Recruitment – Specialists in engineering and technology recruitment • Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial • SS&C Intralinks – Powering deals with unmatched security and efficiency ……………
FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: gc@moneyofmine.com ……………
DISCLAIMER All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| 10 Special Situations (ASX Small Caps) | 12 Oct 2026 | 00:58:10 | |
We went hunting for value disconnects with a clock ticking and came up with 10 special situations in ASX small cap resources. Some are textbook merger arbs, some are cash boxes the market refuses to count, and a few are special situation adjacent at best. Along the way there’s a gold vault carried at cost for 20 years, a bidder who already owns 20%, and a Chinese parent trying to take the board instead of paying for the company. None of them are layups, so we dig into the downside as well as trying to quantify the upside. …………… TIMESTAMPS (00:00) Intro (01:40) Situation #1 (06:30) Situation #2 (12:00) Situation #3 (17:30) Situation #4 (24:40) Situation #5 (29:40) Situation #6 (35:40) Situation #7 (41:50) Situation #8 (47:30) Situation #9 ……………
Join 19k+ subscribers to the Director’s Special:one daily email with all the news that matters in mining ……………
PARTNERS Thank you to the mining services businesses that make this content possible: • Sandvik Ground Support – The only ground supportyou’ll ever need • Titan Recruitment – Specialists in engineering and technology recruitment • Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial • SS&C Intralinks – Powering deals with unmatched security and efficiency • Exceed Capital – Diversify your portfolio with Exceed’s property trusts ……………
FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: gc@moneyofmine.com ……………
DISCLAIMER All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| Sprott: The Best Business in Mining? (John Ciampaglia) | 07 Oct 2026 | 00:56:56 | |
We're hunting far and wide for the best businesses in mining. Naturally, we had to speak with Sprott, one of the mining industry's best known brands. From the Sprott Physical Uranium Trust (SPUT) to its physical gold and silver trusts and the Uranium Miners ETF (URNM), Sprott has grown enormously since its early days. Joining us is John Ciampaglia, CEO of Sprott Asset Management, to talk through his 16-year journey of highs and lows. • Why Sprott's gold sits in the Royal Canadian Mint • Telling half the staff they no longer worked at Sprott • The New York trader who rang to say they were wrecking the uranium market • "Let's do $300m, that'll last two years." It lasted three weeks. • The price where SPUT holders would happily hand over 82 million pounds …………… TIMESTAMPS (00:00) Sprott is up 4x in three years ……………
Join 19k+ subscribers to the Director’s Special:one daily email with all the news that matters in mining ……………
PARTNERS Thank you to the mining services businesses that make this content possible: • Sandvik Ground Support – The only ground supportyou’ll ever need • Titan Recruitment – Specialists in engineering and technology recruitment • Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial • SS&C Intralinks – Powering deals with unmatched security and efficiency • Exceed Capital – Diversify your portfolio with Exceed’s property trusts ……………
FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: gc@moneyofmine.com ……………
DISCLAIMER All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| Deal Fever: NST Dodges, LYC Deals | 03 Oct 2026 | 00:55:17 | |
Australia’s biggest gold deal is here, with Gold Fields locking Northern Star in its gaze. There's so much to this story. We get into why this isn't a rerun of Gold Road, what Gold Fields does next and whether an NST board mid-CEO transition has the backbone to go it alone. Plus, Lynas strikes an all-scrip deal for Meteoric, and Robert Friedland delivers one of the great keynotes at Mining Forum Americas (MFA). We cover:
……………
TIMESTAMPS (00:50) Gold Fields' Bid for Northern Star (05:40) The Gold Road Playbook (12:20) Northern Star's Response (20:30) Could Agnico Eagle Step In? (26:10) What Happens Next for Northern Star (32:40) Robert Friedland's Keynote (38:30) Lynas Buys Meteoric (46:10) Who Was Lynas Talking To? ……………
Join 19k+ subscribers to the Director’s Special:one daily email with all the news that matters in mining ……………
PARTNERS Thank you to the mining services businesses that make this content possible: • Sandvik Ground Support – The only ground supportyou’ll ever need • Titan Recruitment – Specialists in engineering and technology recruitment • Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial • SS&C Intralinks – Powering deals with unmatched security and efficiency • Exceed Capital – Diversify your portfolio with Exceed’s property trusts ……………
FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: gc@moneyofmine.com ……………
DISCLAIMER All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| If You Don't Pay a Dividend, You're Not in Business (Tony Kiernan) | 30 Sep 2026 | 00:49:13 | |
Tony Kiernan has chaired more WA miners into the big leagues than just about anyone. He was founding chair of BC Iron when it listed at around $12m, chaired Pilbara Minerals from lithium hopeful to the ASX 50, chaired Saracen through the Super Pit deal and Northern Star merger, and has chaired Genesis from about $330m to a gold producer worth more than $8B+. He's a former lawyer from a trucking family, and his father's line stuck: "If you don't pay a dividend, you're not in business, son." Decades of shareholder letters show a philosophy that has barely moved. We wanted to understand how he does it. Tony covers: • The three rules he gives anyone trying to make it in mining• Why cash in the bank beats accounting profits, and how much he always keeps in reserve • Stories from BC Iron, Pilbara, Saracen, Genesis and selling an Eritrean gold mine to the Chinese• How he sizes up MDs, and why he rates CFOs so highly • The Altura deal and backing lithium when nobody else would • Proxy advisors, executive chairs and what makes a good director • Why six is the right number of directors ……………
TIMESTAMPS (0:00) Tony Kiernan's Business Philosophy (08:15) The Drilling Business and Eritrea (14:27) How to Chair a Board (19:25) Pilbara Minerals and Lithium (24:05) Dealmaking and the Altura Acquisition (30:19) Proxy Advisors (35:46) What It Means to Be a Director (41:55) Lachlan Star ……………
Join 19k+ subscribers to the Director’s Special:one daily email with all the news that matters in mining ……………
PARTNERS Thank you to the mining services businesses that make this content possible: • Sandvik Ground Support – The only ground supportyou’ll ever need • Titan Recruitment – Specialists in engineering and technology recruitment • Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial • SS&C Intralinks – Powering deals with unmatched security and efficiency • Exceed Capital – Diversify your portfolio with Exceed’s property trusts ……………
FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: gc@moneyofmine.com ……………
DISCLAIMER All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| The Art & Science of Discovery Investing (Tom Woolrych) | 26 Sep 2026 | 01:34:19 | |
Tom Woolrych is back. The man, the myth, geologist-turned-fund manager and champion of the GeoAlpha strategy returns to talk about how he's honed his investing style, plus a whole bunch of stocks catching his eye. He's brought his geological models to visually walk us through each of them, teaching us plenty along the way. In this ep, Tom covers: • GeoAlpha and his third dimension on the Lassonde curve • His conservative 5-6Moz read on San Lorenzo's Salvadora • What's keeping Q2 Metals below a $1B market cap • The vertical holes drilled in 2017 that walked straight past a gold system at a $30m junior • What he makes of Aussie hopefuls Kaoko, Solstice & Midas Follow Tom: LinkedIn: https://www.linkedin.com/in/thomas-woolrych-b0087513/ ……………
TIMESTAMPS (0:00) Portfolio Returns ……………
Join 19k+ subscribers to the Director’s Special:one daily email with all the news that matters in mining ……………
PARTNERS Thank you to the mining services businesses that make this content possible: • Sandvik Ground Support – The only ground support you’ll ever need • Titan Recruitment – Titan Recruitment - Specialists in engineering and mining technical services recruitment • Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial • SS&C Intralinks – Powering deals with unmatched security and efficiency • Exceed Capital – Diversify your portfolio with Exceed’s property trusts • IMARC 2026 – Sydney, October 27th – 29th. Get your tickets here – investors go free ……………
FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: gc@moneyofmine.com ……………
DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| What 2 Decades Trading Commodities Taught Fred Seguy | 23 Sep 2026 | 00:49:18 | |
Former power trader Fred Seguy joins us to talk about hispath to the trading floors at EDF, Gunvor and Shell and on to running his own book. Fred writes the Fred's Corner Substack and walks us throughhow he blends fundamentals, charts and risk management across commodities and equities, after decades honing his craft. • Risk management, Taleb and why "nothing is guaranteed"• How he avoids killing profits from over-trading• His call on oil earlier this year and why he now sees an $80-85 floor• Why he's sitting out copper and doesn't buy the AI power demand story• Nickel's cost curve, uranium via Sprott and Yellowcake, and his PGM and gold positions• Brazil and Vietnam as EM value plays heading into elections Fred’s Corner Substack: https://fredscorner.substack.com/ ……………
TIMESTAMPS (00:00) Who is Fred Seguy ……………
Join 19k+ subscribers to the Director’s Special:one daily email with all the news that matters in mining ……………
PARTNERS Thank you to the mining services businesses that make this content possible: • Sandvik Ground Support – The only ground support you’ll ever need • Titan Recruitment – Titan Recruitment - Specialists in engineering and mining technical services recruitment • Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial • SS&C Intralinks – Powering deals with unmatched security and efficiency • Exceed Capital – Diversify your portfolio with Exceed’s property trusts • IMARC 2026 – Sydney, October 27th – 29th. Get your tickets here – investors go free ……………
FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: gc@moneyofmine.com ……………
DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| The Man Who Killed the Iron Ore Benchmark | 19 Sep 2026 | 01:04:41 | |
Marius Kloppers spent nearly a decade fighting to tear up the way the world priced iron ore. In his words, "I carry the scars on my back for bringing this matter to the attention of the world." After the most turbulent decade in recent commodity market history, he won. Iron ore would float on the open market. We relive the fight, and look at it in the context of today's standoff, with China's state buyer CMRG organising to claw back power from the Aussie majors. ……………
TIMESTAMPS (0:00) BHP Ends the Benchmark ……………
Join 19k+ subscribers to the Director’s Special:one daily email with all the news that matters in mining ……………
PARTNERS Thank you to the mining services businesses that make this content possible: • Sandvik Ground Support – The only ground supportyou’ll ever need • Titan Recruitment – Specialists in engineering and technology recruitment • Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial • SS&C Intralinks – Powering deals with unmatched security and efficiency • Exceed Capital – Diversify your portfolio with Exceed’s property trusts ……………
FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: gc@moneyofmine.com ……………
DISCLAIMER All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| How Ross Beaty Built Eleven 10 Baggers | 16 Sep 2026 | 00:52:31 | |
Ross Beaty's track record is one of the most elite you'll ever see in mining. Founder of Pan American Silver, creator of the Lumina group of companies, and again founder of Equinox Gold. He's in the pantheon of biggest wealth creators in our sector. We wanted to learn how he did it. In this episode, Ross covers: • The chart that convinced him to buy every copper deposit in the Americas in 2002 • Losing Fruta del Norte to Lukas Lundin, and what he bought for $3m instead • Getting the Ducat silver deposit taken off him in Russia • What he regrets selling most • Why he thinks the critical minerals mania will completely collapse, and what smart investors should be doing now ……………
TIMESTAMPS (0:00) Why Ross Beaty Matters ……………
Join 19k+ subscribers to the Director’s Special:one daily email with all the news that matters in mining ……………
PARTNERS Thank you to the mining services businesses that make this content possible: • Sandvik Ground Support – The only ground supportyou’ll ever need • Titan Recruitment – Specialists in engineering and technology recruitment • Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial • SS&C Intralinks – Powering deals with unmatched security and efficiency • Exceed Capital – Diversify your portfolio with Exceed’s property trusts ……………
FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: gc@moneyofmine.com ……………
DISCLAIMER All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| We Asked David Finch About 8 Polarising Mining Stocks | 12 Sep 2026 | 00:44:19 | |
Gold, copper, tungsten, antimony, macro, micro… we cover it all in this ep with David Finch. We’ve got one of the sharpest operators in the commodity investment landscape on the show today. He joins us to chat through:
……………
TIMESTAMPS (0:00) Hot Streak in Miners ……………
Join 19k+ subscribers to the Director’s Special:one daily email with all the news that matters in mining ……………
PARTNERS Thank you to the mining services businesses that make this content possible: • Sandvik Ground Support – The only ground supportyou’ll ever need • Titan Recruitment – Specialists in engineering and technology recruitment • Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial • SS&C Intralinks – Powering deals with unmatched security and efficiency • Exceed Capital – Diversify your portfolio with Exceed’s property trusts ……………
FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: gc@moneyofmine.com ……………
DISCLAIMER All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| 20 Stocks for the Next 20 Years (Rupert Mitchell) | 09 Sep 2026 | 00:50:43 | |
Rupert Mitchell spent 25 years on the sell side, running equity capital markets desks for Citi and Goldman in Hong Kong and taking hundreds of companies public, including none other than Glencore. Now was the perfect time to have him on the show as he's just finished the resources sleeve of a portfolio built to be held until 2046. We don't believe mining stocks are meant to be owned for 20 years - which is precisely what makes the exercise interesting.Rupert covers: • The systematic screen that spat out Vale, Anglo and didn't deliver a single copper stock • Why Agnico scored worse than Newmont (stale price decks!) • Glencore as his captain's call • Why he stepped away from uranium this year • How he works energy companies into the mix US$135 off Blind Squirrel Macro Subscription: https://www.blindsquirrelmacro.com/moneyofmine ……………
TIMESTAMPS (0:00) Can You Hold Miners? ……………
Join 19k+ subscribers to the Director’s Special:one daily email with all the news that matters in mining ……………
PARTNERS Thank you to the mining services businesses that make this content possible: • Sandvik Ground Support – The only ground supportyou’ll ever need • Titan Recruitment – Specialists in engineering and technology recruitment • Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial • SS&C Intralinks – Powering deals with unmatched security and efficiency • Exceed Capital – Diversify your portfolio with Exceed’s property trusts ……………
FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: gc@moneyofmine.com ……………
DISCLAIMER All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| Why Great Mining Projects Still Fail (Brock Salier) | 05 Sep 2026 | 00:58:20 | |
We sat down with Brock Salier to dig into his experience getting projects funded, reflecting on who made it and who didn't. We walked through colourful examples of why some countries worked for projects while others didn't, which commodities seemed destined for greatness yet failed, and what the details were that actually mattered for project success. From Burkina to Cambodia, Guyana to Congo, and graphite to lithium to nickel and more, we cover it all. Plus, what commodities & countries to look out for next. Tune in to avoid the mistakes of the past. ……………
TIMESTAMPS (0:00) Spicy Jurisdictions Mindset ……………
Join 19k+ subscribers to the Director’s Special:one daily email with all the news that matters in mining ……………
PARTNERS Thank you to the mining services businesses that make this content possible: • Sandvik Ground Support – The only ground supportyou’ll ever need • Titan Recruitment – Specialists in engineering and technology recruitment • Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial • SS&C Intralinks – Powering deals with unmatched security and efficiency • Exceed Capital – Diversify your portfolio with Exceed’s property trusts ……………
FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: gc@moneyofmine.com ……………
DISCLAIMER All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| 9 Mining Investing Rules We Learnt the Hard Way | 02 Sep 2026 | 00:28:47 | |
We've all made stupid mistakes punting on mining stocks. We don't want to make any more. So we're airing the decisions that cost us dearly, and what they taught us. 9 rules, learnt the hard way. Here are the howlers behind them: • Jupiter and the manganese squeeze of 2024 • Fund managers refusing to utter the words "Gascoyne Resources" • Strandline's MD jumping ship during ramp up • Torque, lithium mania, and why a market order can wait • Genesis, Sandfire and Cameco outrunning the juniors ……………
TIMESTAMPS (0:00) Intro (1:00) Rule #1 (3:20) Rule #2 (6:20) Rule #3 (8:20) Rule #4 (11:40) Rule #5 (15:20) Rule #6 (18:20) Rule #7 (21:10) Rule #8 (25:30) Rule #9 ……………
Join 19k+ subscribers to the Director’s Special:one daily email with all the news that matters in mining ……………
PARTNERS Thank you to the mining services businesses that make this content possible: • Sandvik Ground Support – The only ground supportyou’ll ever need • Titan Recruitment – Specialists in engineering and technology recruitment • Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial • SS&C Intralinks – Powering deals with unmatched security and efficiency • Exceed Capital – Diversify your portfolio with Exceed’s property trusts ……………
FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: gc@moneyofmine.com ……………
DISCLAIMER All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| The 11 Gold Takeovers to Happen Before 2027 | 29 Aug 2026 | 00:54:05 | |
It's prediction time. We get the whiteboard out and chalk up our starting 11 of the most likely deals the gold market serves up before the year is out. The parameters are wide, the timeline is short. Let us know what surprised you, what we missed and what you think. ……………
TIMESTAMPS (0:00) Intro (2:00) Deal #1 (7:40) Deal #2 (11:50) Deal #3 (15:50) Deal #4 (23:10) Deal #5 (27:20) Deal #6 (31:50) Deal #7 (37:30) Deal #8 (40:50) Deal #9 (47:20) Deal #10 (48:00) Deal #11 (52:10) Outro ……………
Join 19k+ subscribers to the Director’s Special:one daily email with all the news that matters in mining ……………
PARTNERS Thank you to the mining services businesses that make thiscontent possible: • Sandvik Ground Support – The only ground supportyou’ll ever need • Titan Recruitment – Specialists in engineering and technology recruitment • Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial • SS&C Intralinks – Powering deals with unmatched security and efficiency • Exceed Capital – Diversify your portfolio with Exceed’s property trusts ……………
FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: gc@moneyofmine.com ……………
DISCLAIMER All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| Why The Gold Bid Isn't Going Away (Jacob Shapiro) | 26 Aug 2026 | 00:53:36 | |
Everything in commodities over the past few years has been driven by geopolitics. So today we're going deep on it with one of the best in the business: Jacob Shapiro.The Inflation Reduction Act, the US-China trade war, Washington taking a stake in MP Materials, Argentina reopening, Indonesia's nickel dominance. None of it makes sense without the politics behind it.Jacob co-founded Geopolitical Futures with George Friedman, ran the Operations Centre at Stratfor, and now heads geopolitical analysis at Cognitive Investments in New Orleans. He's also one half of the fantastic Geopolitical Cousins podcast alongside Marko Papic.In this conversation: • Why the gold run isn't finished • Energy: the great deflationary force still to come? • Signal versus noise on Iran, Russia-Ukraine, and what to watch next • Why China doesn't actually want the renminbi as the global reserve currency • What Australia should do about all of it+ How to shape your views in this multi-polar world ……………
TIMESTAMPS [0:00] Introducing Jacob Shapiro[1:50] US Deficits and Gold Surge[10:20] Geopolitics Framework and Multipolar Shift[18:00] Signal vs Noise and Reserve Currency Debate[26:10] Taiwan Slow Absorption[39:30] US Constraints and Unipolar Hangover[48:20] Contrarian Takes and Wrap ……………
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DISCLAIMER All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| Weekly Wrap + The Canyon Conspiracy | 22 Aug 2026 | 00:55:07 | |
We spent the week pulling apart Canyon Resources, and what came out is the sort of story that should worry anyone who has ever held a minority stake in a single asset developer. A billion tonne bauxite project in Cameroon, a fully funded announcement, and then $170m of equity at 26 cents that simply never arrived. Four months later the controlling shareholder was offering those same minorities five cents. In this ep, we discuss: - The Canyon expose - Regis burying a $240m catch-up tax payment, and why quarterly cash builds now flatter every goldie - The dividend round: Alkane's first-ever payout, Genesis surprising, and Northern Star's buyback that probably never completes - Ausgold going to OceanaGold, and why the marginal buyer is no longer the Aussie mid-tier - Mt Cattlin M&A goss - Lindian's red flag- Copper's all time run …………...… DIRECTOR'S SPECIAL EMAIL Join 18k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………
TIMESTAMPS (0:00) September Kickoff ……………
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| Six Opinions, Five Geologists | 18 Aug 2026 | 01:12:34 | |
A few beers with a geologist (Alexander Zanier) turned into a wide-ranging conversation on exploration, investing and the people behind the mining industry. We talk about what separates great geologists from average ones, why some juniors waste capital, where the next discoveries might come from, the role of majors and government in funding exploration, and a few mining stocks and regions that have caught Alex’s attention. …………...… DIRECTOR'S SPECIAL EMAIL Join 18k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………
TIMESTAMPS 0:00 - What Makes Great Geos 3:30 - Alkane and the Boda Bug 9:00 - Science-First Exploration Teams 17:50 - Educating Investors 21:50 - Funding Undercover Discoveries 27:40 - Majors and Government Support 32:30 - Camp Life and Going the Extra Mile 42:00 - Financialization and Tickers 49:50 - Mining Stories and Environmental Liabilities 56:30 - Talent Pipeline and Market Punts 1:02:40 - Eastern States Gold and ESG Drilling 1:06:30 - Capricorn and WA Mid Tiers 1:08:20 - Consolidation and Smarter Spending 1:10:30 - Industry Optimism ……………
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| Everything in Resources Is Cheap (Rob Mullin) | 15 Aug 2026 | 01:01:10 | |
Rob Mullin returns, a year on from his last visit. The founder and CIO of Marathon Resource Advisors in San Francisco has been investing in natural resources since the early 1990s, running a long short book built around cash flow and dividends rather than stories. We check in on the predictions he made last time, then work through what a genuinely multipolar world does to supply chains, correlations and the case for owning resources. In this ep, Rob covers:
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TIMESTAMPS (0:00) Welcome and Rob Returns ……………
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| All You Need to Know About Diggers 2026 | 07 Aug 2026 | 00:42:29 | |
We watched over ten hours of Diggers & Dealers presentations so you don't have to. Here's what we learned - in 30 minutes. What are the standout stories? Who missed? What were the best moments? We get into it.
Stocks covered: PLS LTR CXO WC8 BGO NST RRL GMD VAU GHM MM8 ALK GGP CMM SLS TCG GFI.J WA1 K92 FEX PRU PDI …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………
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| How to Spot a 20-Bagger Early (Rob Cohen) | 01 Aug 2026 | 00:39:46 | |
Rob Cohen has been on our wish list for a long time. A metallurgical engineer who has spent nearly three decades at 1832 Asset Management in Toronto, he runs the Dynamic Precious Metals Fund and is often the first institution to appear on the register of an emerging Australian gold developer, usually buying on market rather than waiting for a placement. Timed for those heading to Diggers, this one is a tour through the calls that built the track record, and the process behind them. In this episode, Rob covers:
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TIMESTAMPS (0:00) Diggers Trip Intro ……………
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| Forrestania’s Paper Empire | 30 Jul 2026 | 00:44:50 | |
Forrestania Resources has gone from a 1c shell to a $600 million company through an extraordinary run of 16 deals in 14 months. But its recommended takeover of Zenith Minerals is now facing scrutiny from the Takeovers Panel, raising questions around timing, disclosure, director acceptances and a massive equity raising that followed the bid. We walk through the chronology, the key players, why the Edna May acquisition changes everything, and whether this ultimately ends with a sweeter offer for Zenith shareholders. …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………
TIMESTAMPS (0:00) Corporate Battle Teaser ……………
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DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| Developers Are Generationally Cheap (Darren McLean) | 25 Jul 2026 | 01:20:14 | |
Darren McLean is back. A longtime mining investor, Muddy Waters consultant and Chairman of Mayfair Gold, Darren has spent his career hunting dislocations in the development space, and he argues developers are now the cheapest he has ever seen. We get into why the setup is so unusual: quality assets trading at a fraction of NAV, a permitting environment that has finally turned, and a market he thinks is heading for a construction cycle rather than the M&A wave everyone keeps waiting for. In this ep, Darren covers: • Why development companies are trading at generationally cheap multiples, and what has to go right to unlock them …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………
TIMESTAMPS (0:00) Developers Are Generationally Cheap ……………
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| Here Comes the Scandium Supercycle (Koala) | 17 Jul 2026 | 00:37:30 | |
The Koala is back on the show. Our favourite pseudonymous investor joins to unpack the most niche commodity story in the market: scandium, a metal with barely 80 tonnes of annual production that Bloom Energy's fuel cells have suddenly made indispensable to the AI buildout. With short sellers circling Bloom over its Chinese supply chain exposure, the timing couldn't be better. In this ep, the Koala covers: • How data centres turned the Bloom box from a marginal power solution into a must-have, and scandium into a bottleneck …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………
TIMESTAMPS (0:00) Supply Chain Integrity ……………
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| Is It Too Late to Break China's Minerals Grip? (Henry Sanderson) | 14 Jul 2026 | 00:46:53 | |
Henry Sanderson, the author of Volt Rush and writer of the Volt Insight Substack has spent two decades reporting for the FT and Bloomberg, including seven years in Beijing. There are few better guides to China's grip on batteries and critical minerals. Fresh from a trip to China, Henry unpacks where the East versus West supply chain battle really stands. In this ep, Henry covers: • Where China's dominance sits after the Trump and Xi meeting, and why Europe is now bearing the brunt of its export machine …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………
TIMESTAMPS (0:00) China Exports for Profit ……………
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| Why Small Caps Are Trading Too Cheap (Matt Griffin) | 10 Jul 2026 | 00:52:11 | |
Matt Griffin is back. Two years on from his last chat with us, the Maple-Brown Abbott small caps PM returns to unpack a macro-dominated FY26 that saw 75% of active managers underperform the index. It's a full tour of the small cap resources landscape, from gold to uranium, aluminium and the mining services boom. In this ep, Matt covers:
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TIMESTAMPS (0:00) Small Caps Valuation Snapshot ……………
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| The Battle for Leonora’s Final Act | 07 Jul 2026 | 00:28:58 | |
We're back to where it all began. The Battle for Leonora. Undoubtedly, our favourite M&A saga, taking us back to where it all began. It’s as if things have come full circle with the announcement that Genesis will interrupt the Regis-Vault merger, making its own long-anticipated play to acquire Vault (in a “merger”). In this ep, we discuss:
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TIMESTAMPS (0:00) Will Regis Return? ……………
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DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| Discovery, Luck and the Thrill of the Chase (Mark Bennett) | 03 Jul 2026 | 01:15:23 | |
Exploration geologist Mark Bennett joins us for a conversation on his journey finding world-class ore bodies, from his start at Western Mining, through discoveries at Thunderbox and onto the staggering story of the Nova-Bollinger discovery. Mark shares stories from WMC, getting a taste for success at LionOre, the disaster at Apex that taught him how boards really work, and his deal with Mark Creasy that birthed Sirius. He relives the white-knuckle Nova discovery, drilled on the last holes they could afford, the 18-month dance with circling predators, battling Glencore on an offtake, and the IGO takeover. We get into: • Why big companies create the openings for small explorers …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………
TIMESTAMPS (0:00) Why Mark Matters ……………
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| From Boom to Bust and Back (Ken Brinsden) | 30 Jun 2026 | 01:35:40 | |
Ken Brinsden joins us today to trace a remarkable career across the mining industry, from underground gold and Victorian mineral sands to building Atlas Iron and turning Pilbara Minerals into a lithium powerhouse. Ken shares his journey from the highest highs and down to the troughs, only to rise back up. From the debt & commodity cycle that stumped Atlas, to the brutal 2020 lithium downturn and the masterstroke acquisition of Altura out of receivership, plus the auctions that forced price changes on the market. We explore with him: • From Kalgoorlie roots to gold, mineral sands and iron ore …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………
TIMESTAMPS (0:00) Boomtown Careers Teaser ……………
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| Hunting For Outliers (Tony Manini) | 26 Jun 2026 | 01:11:05 | |
Tony Manini joins us for a wide-ranging conversation on a career built around discovery, from leading the team that found Sepon in Laos to the wild ride of Oxiana/OZ Minerals and the founding of EMR Capital. Tony lays out his core belief that exploration and investing are fundamentally the same venture capital game — all about managing probabilities, sizing the prize, and having the discipline to cut losers early. He digs into the people he hires for, why the best opportunities show up countercyclically when nobody wants to know, and the story behind backing NexGen at 5 cents. In this conversation, Tony covers: • Why exploration and investing are both a probabilities game …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………
TIMESTAMPS (0:00) Upsides and Cut Losses ……………
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DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| Time Arbitrage & Fourth Grade Math (Mike Alkin) | 23 Jun 2026 | 01:11:43 | |
We're joined by Mike Alkin of Sachem Cove to break down where we are in the uranium cycle, why his supply-driven thesis evolved, and what he thinks of the SMR and data centre hype.He digs into the broken price reporting that distorts the market, Kazakhstan's value-over-volume shift, the East-West bifurcation of supply, and how to think about a world-class asset like NexGen's Rook I in the trickiest part of the cycle.Plus, his contrarian plays in offshore drillers.• Why uranium’s supply shortage was structurally predetermined• How broken price reporting distorts the entire uranium market• Kazakhstan, the East-West split, and the return of supply discipline• Valuing NexGen’s Arrow deposit through the Lassonde Curve• Contrarian opportunities in offshore drillers and uranium equities …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………
TIMESTAMPS (0:00) Uranium Market Catch-Up ……………
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DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| The Oil Shock That Wasn't (Rory Johnston) | 19 Jun 2026 | 00:48:32 | |
Oil analyst Rory Johnston joins to unpack a wild three months in the oil market, as an Iran deal is on the cusp of being signed and Brent bounces around. Rory walks through what actually moved the market, why prices underreacted to a major supply shock, and what it all means looking forward. • China’s import collapse: the biggest surprise of the crisis Rory Johnston Socials: X: https://x.com/Rory_Johnston LinkedIn: https://www.linkedin.com/in/rorysjjohnston/ …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………
TIMESTAMPS (0:00) Intro ……………
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| Deficits Drive Bull Markets (Sam Berridge) | 16 Jun 2026 | 00:54:26 | |
Sam Berridge from Perennial is back after a wild first half of 2026. We run through just about every commodity under the sun. Gold's sold off, but the fundamentals haven't changed. What next? We also get into why the structural deficits he chases tend to survive the chaos, as well as the latest on the aluminium setup. In this one we cover:
A cracking chat covering the lot. Enjoy. Follow Sam: X - https://x.com/strikeextent LinkedIn - https://www.linkedin.com/in/sam-berridge-8150a02a/ If you like hearing a fund manager who covers just about every commodity under the sun, subscribe for more. Episode recorded: 12/06/2026 …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………
TIMESTAMPS (0:00) Market Chaos Check In(5:30) Rates, Inflation, and Gold(11:30) Small Caps, Gold, and Aluminum(19:00) Northern Star and the Elliott Campaign(32:40) Copper Picks and Jurisdictions(39:00) Nickel and Indonesia(43:00) Lithium's Quiet Bull Market(49:00) Uranium and Wrap Up ……………
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DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| Buying Gold Miners When Everyone is Selling | 12 Jun 2026 | 00:59:59 | |
Chase Taylor and Zach Abraham from Bulwark Capital join the show to unpack a world turned upside down. The pair walk through why oil could be mispriced by $30 or more, how cheap drones and missiles have rewritten the global security picture, and why the debasement trade is only taking a breather. We also dig into the quiet detente between the US and China, the "electric stack" thesis spanning drones, EVs, solar and robotics, the West's regulation problem, and the nuclear renaissance. Plus the metals capturing their attention right now: nickel, aluminium, copper and gold. Follow Chase and Zach: Chase's macro research: https://www.pineconemacro.com/Zach on X - https://x.com/KYRRadioBulwark Capital - https://bulwarkcapitalmgmt.comZach & Chase's podcast: https://www.youtube.com/ @knowyourriskpodcast …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………
TIMESTAMPS (0:00) Preview & The Director's Special ……………
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| The $1.6 Billion Bet on Hard Assets (James Davolos) | 09 Jun 2026 | 00:58:48 | |
We've wanted to have this conversation for 3 years. Our guest today is James Davolos of Horizon Kinetics, the New York-based deep value firm managing over US$11.5B across a range of contrarian strategies, where James runs the ~$1.6B Inflation Beneficiaries mandate. The core reason for wanting to speak with James is that he's responsible for fundamentally changing how we view the hard asset market, and what constitutes a great business in this part of the world. With us, James covers:
Follow James: Episode recorded: 09/06/2026 …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………
TIMESTAMPS (0:00) Higher Inflation Thesis ……………
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| The 3 Trades That'll Win the Next Decade (Michel Mamet) | 05 Jun 2026 | 00:33:14 | |
Michel Mamet started his fund on 3 key pillars. Gold, energy, and resources. His strategy has returned ~90% since inception 18 months ago. In this conversation, Michel walks through the three foundations of the fund, why he built it to invest globally from day one, and why he sees Australia as an increasingly difficult place to deploy capital. We get into the mechanics of the recent gold sell-off, his view that the Strait situation is far more significant than markets are pricing, the energy-as-economy thesis, and where he sees the best copper and gas exposures globally. Topics covered:
Follow Michel: LinkedIn - https://www.linkedin.com/in/michel-mamet-b6541518/ Website - https://www.geraf.com.au Episode recorded: 03/06/2026 If you found this useful, subscribe to Money of Mine for more conversations with the people who shape the global resources sector. …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………
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DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| Whitehaven's Big Bet (Paul Flynn) | 02 Jun 2026 | 01:00:44 | |
Paul Flynn has spent 13 years building Whitehaven Coal into one of Australia's most consequential resources companies. He's joined us to share the story. From a deal many considered one of the best in recent mining history, to the structural shift in coal's floor price, to why India is quietly becoming the world's most important met coal growth market, we're excited to share our conversation with one of the sector's most respected operators. Paul also takes on Queensland's royalty regime and what it really means for capital allocation in Australian resources. If you have any interest in coal, commodities, or how world-class resource businesses actually get built, you'll enjoy this. Follow Paul: LinkedIn: https://au.linkedin.com/in/paul-flynn-27638319 If you found this useful, subscribe to Money of Mine for more conversations with the people who shape the global resources sector. …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………
TIMESTAMPS (0:00) Why Coal Fascinates Us (11:32) Today's energy grid (17:25) The Big Deal ……………
PARTNERS
SS&C Intralinks - Powering deals with unmatched security and efficiency
Sandvik Ground Support – The only ground support you’ll ever need
Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/ Exceed Capital – Diversify your portfolio with Exceed’s property funds
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DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| Inflation Is the Only Escape (Chris Judd) | 29 May 2026 | 01:03:42 | |
To understand the commodity moves, you need to understand the macro. Chris Judd joins us to dive deep into the big picture. Founder & portfolio manager at Cerutty Macro Fund, Chris' perspective and model for navigating the world helps us break down many of the big themes in markets today. Chris covers:
Follow Chris: LinkedIn: https://au.linkedin.com/in/chris-judd-3897611b3 If you found this useful, subscribe to Money of Mine for more conversations with the people actually allocating capital in the resources sector. …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………
TIMESTAMPS (0:00) Macro Show Kickoff ……………
PARTNERS
SS&C Intralinks - Powering deals with unmatched security and efficiency
Sandvik Ground Support – The only ground support you’ll ever need
Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/ Exceed Capital – Diversify your portfolio with Exceed’s property funds
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FOLLOW & CONNECT • LinkedIn | Instagram | Facebook ……………
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DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| The End for Australian Exploration? | 26 May 2026 | 00:58:57 | |
The Federal Budget has dropped a bombshell on the mining and exploration sector. Proposed CGT changes could leave a generational mark on the industry, the economy, and everyday Australians. We sat down with the people best placed to explain it. Warren Pearce & Neil van Drunen from AMEC (Association of Mining and Exploration Companies) represent 500+ exploration and mining companies across Australia. They unpack what's really at stake.
Follow Warren and Neil: LinkedIn (Warren Pearce): https://www.linkedin.com/in/warren-pearce/ LinkedIn (Neil van Drunen): https://au.linkedin.com/in/neilvandrunen If you found this episode useful, subscribe to Money of Mine for more conversations at the intersection of capital markets, mining, and Australian resources policy. …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………
TIMESTAMPS (0:00) Budget Shock and CGT Fallout ……………
PARTNERS
SS&C Intralinks - Powering deals with unmatched security and efficiency
Sandvik Ground Support – The only ground support you’ll ever need
Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/ Exceed Capital – Diversify your portfolio with Exceed’s property funds
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DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| This is a Hard Reset Moment (Emanuel Datt) | 22 May 2026 | 01:10:00 | |
Emanuel Datt (founder & CIO of Datt Capital) has been selling. He's now at 30%+ in cash. The Datt Absolute Return Fund has compounded at over 17% pa for near a decade. The Strait of Hormuz shutdown marked a hard reset of the portfolio. We've got lots to discuss. In this conversation, Manny covers:
+ Under-rated versus over-rated. Follow Manny: X: https://x.com/eadatt LinkedIn: https://www.linkedin.com/in/emanuel-ajay-datt-60299786/ If you found this useful, subscribe to Money of Mine for more conversations with the people who actually allocate capital in the resources sector. …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………
TIMESTAMPS (0:00) Intro and Lithium Pricing ……………
PARTNERS
SS&C Intralinks - Powering deals with unmatched security and efficiency
Sandvik Ground Support – The only ground support you’ll ever need
Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/ Exceed Capital – Diversify your portfolio with Exceed’s property funds
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FOLLOW & CONNECT • LinkedIn | Instagram | Facebook ……………
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DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| The Most Overlooked Commodity Opportunity? (Vas Piperoglou) | 19 May 2026 | 00:56:40 | |
In today's episode, we're joined by value investor Vas Piperoglou. Vas is the co-founder and chief investment officer of Collins St Asset Management. He runs one of Australia’s most consistently high-performing value investment firms, with a knack for starting special situations funds in markets near and dear to our hearts. Collins St has played 3 resource capital cycle thematics. All three worked out to a tee. We explore with him what's next. Vas runs us through:
Follow Vas on LinkedIn: https://www.linkedin.com/in/vasilios-piperoglou-3122a3225 If you found this useful, subscribe to Money of Mine for more conversations with the people who actually allocate capital in the resources sector. …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………
TIMESTAMPS (0:00) Gold Cycle Reality Check ……………
PARTNERS
SS&C Intralinks - Powering deals with unmatched security and efficiency
Sandvik Ground Support – The only ground support you’ll ever need
Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/ Exceed Capital – Diversify your portfolio with Exceed’s property funds
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FOLLOW & CONNECT • LinkedIn | Instagram | Facebook ……………
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DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| The Gold M&A Wave Has Started (Hedley Widdup) | 15 May 2026 | 01:05:13 | |
A absolutely favourite guest is back - Hedley Widdup of Lion Selection. Leading one of the industry's sharpest specialist mining investors, we work through the state of the gold stocks, where capital is moving, and what the cycle looks like from the inside. Hedley runs a portfolio of junior miners and explorers built on a foundation as a mine geologist across WMC, Xstrata and Goldfields. He thinks in cycles and deploys slowly and deliberately. In this conversation, Hedley covers:
Follow Hedley: LinkedIn: https://www.linkedin.com/in/hedleywiddup/ If you found this useful, subscribe to Money of Mine for more conversations with the people who actually allocate capital in the resources sector. …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………
TIMESTAMPS (0:00) Intro ……………
PARTNERS
SS&C Intralinks - Powering deals with unmatched security and efficiency
Sandvik Ground Support – The only ground support you’ll ever need
Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/ Exceed Capital – Diversify your portfolio with Exceed’s property funds
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FOLLOW & CONNECT • LinkedIn | Instagram | Facebook ……………
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DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| Australia's Power Grid Is About to Break (Matt Fist) | 12 May 2026 | 00:56:31 | |
Today's episode is with the great Matthew Fist, portfolio manager at Firetrail Investments, where he focuses on Aussie small-cap resources and industrials. Fresh off the Macquarie conference floor, Matt brings his technical expertise, honed in previous roles at Macquarie and BHP, to the table as we chat through a raft of companies and commodities. The topics discussed include:
Follow Matt: LinkedIn: https://www.linkedin.com/in/matthew-fist-53191a36/ Firetrail: https://firetrail.com/ Episode recorded: 08.05.2026 …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………
TIMESTAMPS (0:00) Hype Cycle Setup ……………
PARTNERS
SS&C Intralinks - Powering deals with unmatched security and efficiency
Sandvik Ground Support – The only ground support you’ll ever need
Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/ Exceed Capital – Diversify your portfolio with Exceed’s property funds
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FOLLOW & CONNECT • LinkedIn | Instagram | Facebook ……………
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DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| Sandfire’s Brendan Harris: Risk Less, Win Bigger | 08 May 2026 | 01:20:52 | |
Brendan Harris, MD and CEO of Sandfire Resources, joins Money of Mine for a conversation on building a lower-beta copper company in a volatile sector. His philosophy is clear: miners cannot control commodity prices, FX, freight, input costs, grade variability, geopolitics or market sentiment, so they must ruthlessly eliminate the volatility they can control. We discuss why debt can be dangerous in mining, how Sandfire thinks about balance sheet strength, and why Brendan believes good mining M&A is rare. He explains what made Kalkaroo asymmetric, why Sandfire was willing to move there, and why it chose not to pursue other seemingly logical opportunities. We also cover copper scarcity, lessons from Macquarie, BHP and South32, and how Sandfire is trying to survive the cycle, wait patiently, and move with conviction when the right opportunity appears. Follow Brendan: LinkedIn: https://www.linkedin.com/in/brendan-harris-0819927b/ Subscribe for more conversations with the people shaping mining, commodities and capital markets. Episode recorded: 01.05.2026 …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………
TIMESTAMPS (0:00) Debt and Mining Beta ……………
PARTNERS
SS&C Intralinks - Powering deals with unmatched security and efficiency
Sandvik Ground Support – The only ground support you’ll ever need
Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/ Exceed Capital – Diversify your portfolio with Exceed’s property funds
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FOLLOW & CONNECT • LinkedIn | Instagram | Facebook ……………
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DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| Australia's Once in a Generation Energy Opportunity | 05 May 2026 | 01:25:21 | |
This is a different episode for us. Rusty Delroy is back - and this time he’s brought company in the form of Will Barker. Rusty is the founder of Nero Resource Fund, compounding at ~26% per annum since inception in 2013. Will leads Equus Energy, is a director of Strike Energy and Carnarvon Energy, and is a geologist with decades of experience building large-scale gas projects. Two deep thinkers on energy in one room.In this conversation, Rusty and Will cover:
Follow Rusty: Follow Will Barker: If you find value in the conversations, subscribing goes a long way. Episode recorded: 1.05.2026
…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………
TIMESTAMPS (0:00) Asia Energy Shockwave ……………
PARTNERS
SS&C Intralinks - Powering deals with unmatched security and efficiency
Sandvik Ground Support – The only ground support you’ll ever need
Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/ Exceed Capital – Diversify your portfolio with Exceed’s property funds
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FOLLOW & CONNECT • LinkedIn | Instagram | Facebook ……………
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DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| Bargain Hunting in the Market Sell-Offs (David Franklyn) | 01 May 2026 | 00:49:15 | |
Today we're sharing our conversation with natural resource fund manager David Franklyn, covering as a whole host of the commodities and company's we love chatting about.Dave walks through how the fund navigated one of the wildest quarters on record, and where conviction sits today across a portfolio spanning copper, lithium, uranium, gold, and oil & gas.This episode goes deep into how capital is managed when volatility hits.In this conversation, David covers:
Follow David: If you find value in the conversations, subscribing goes a long way. Stocks mentioned: AEL, ASCU, BOE, LOT, CMM, ELT, FDY.NY, ISO.V, LTR, LAAC.T, MARI, PDN, PLS, QTWO, SFR, WDS, EMP Episode recorded: 30.4.2026
…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………
TIMESTAMPS (0:00) Investor Timing Mistakes ……………
PARTNERS
SS&C Intralinks - Powering deals with unmatched security and efficiency
Sandvik Ground Support – The only ground support you’ll ever need
Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/ Exceed Capital – Diversify your portfolio with Exceed’s property funds
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FOLLOW & CONNECT • LinkedIn | Instagram | Facebook ……………
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DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| Moz' Special Sits Playbook: MIN, SMR, 29M | 29 Apr 2026 | 01:25:05 | |
Moz is back. Nearly a year on from the MinRes spectacular, Moz has joined us again to dive into the opportunities capturing his attention. In keeping with his style, we go deep on special situations where the market is presenting potential value. Our conversation centres around 4 main stocks and themes: MinRes, Stanmore, 29Metals and the energy sector. We explore:
Follow Moz: If you find value in the conversations, subscribing goes a long way. Episode recorded: 28.4.2026.
…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………
TIMESTAMPS (0:00) Queensland Royalties Cold Open ……………
PARTNERS
SS&C Intralinks - Powering deals with unmatched security and efficiency
Sandvik Ground Support – The only ground support you’ll ever need
Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/ Exceed Capital – Diversify your portfolio with Exceed’s property funds
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FOLLOW & CONNECT • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook ……………
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DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||
| Dial-a-Fund-Manager | 24 Apr 2026 | 00:43:19 | |
We need inspiration for today's episode - and it came our way. We picked up the phone in an attempt to make sense of everything going on in this market. We called some fund managers to get clarity and ask the questions we can't get off our mind. This episode goes deep into how smart money is positioning in uncertain times.In the episode, we discuss:
Follow Anthony: LinkedIn -https://www.linkedin.com/in/anthony-kavanagh-89b16818/?originalSubdomain=au If you enjoy these conversations, subscribe for more insights from investors and operators across the mining and commodities sector. Episode recorded: 04/24/26 …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………
TIMESTAMPS (0:00) Lithium Demand Turning Point ……………
PARTNERS
SS&C Intralinks - Powering deals with unmatched security and efficiency
Sandvik Ground Support – The only ground support you’ll ever need
Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/
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FOLLOW & CONNECT • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: gc@moneyofmine.com ……………
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DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | |||