This is the first part of a two-part podcast episode featuring predictions for 2026 from thirty fund managers. The hosts interview fund managers like Rick Squire, Ben Richards, Warren Gilman, Kingsley Jones, Hank Ruehl, Hedley Widdup, Rusty, John Forward, Chris Berry, Anthony Kavanagh, Sammy Varich, and Sam Pelaez, and Christopher Schmidt asking them about their highest conviction prediction, most non-consensus view, best performing commodity, and worst performing commodity for the year. The episode covers a wide range of topics including mergers in the gold sector, the popularity of fund managers, the performance of various commodities like gold, nickel, coal, bauxite, copper, uranium, and rare earths, and also touches on currencies, geopolitics, and specific companies. The hosts also promote their upcoming Christmas drinks event in Perth.
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