Money of Mine

Coal's Inflection Point: AI Collides With Energy

The Spine Tingling Metals Bull Market

The Opportunity in Commodities (Sam Berridge)

Riding the Face-Ripping-Rally with Tom Woolrych

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

Mining Private Equity Unmasked (Fraser Perry)

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

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

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...

How a New Global Order Is Rewriting Commodity Investing

This podcast episode features an interview with Tomasz Nadrowski, who manages the Amvest Heritage Fund, focusing on critical minerals and geopolitical strategies. The discussion covers Nadrowski's investment framework, which avoids the Chinese value chain due to geopolitical risks highlighted by China's Export Control ...

The Coming Mining Boom (Hedley Widdup)

The Copper Sleeper that Nobody’s Watching

Why BHP Will Return for Anglo (Again)

Are These 10 Strategic Metals Overrated or Underrated?

The Money of Mine podcast episode features Jack Bedder from Project Blue, who discusses critical and niche metals with the hosts. The conversation covers ten different metals, including antimony, cobalt, gallium, germanium, manganese, niobium, scandium, tin, tungsten, and vanadium, analyzing their market dynamics, supp...

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

Brett Smith, Executive Director of Metals X, discusses the company's turnaround, focusing on tin assets and capital allocation. He details the restructuring process, including overhead reduction, asset sales, and debt refinancing, highlighting the significance of the Renison mine. Smith also shares insights on the tin ...

The New Commodity Supercycle Is Already Here (Paulo Macro)

In this podcast episode, Paulo Macro discusses his perspectives on the current supercycle in commodities, contrasting it with the China-driven bull market of the 2000s. He highlights the shift from a demand-pull to a supply-constraint-driven market, emphasizing the importance of active commodity management. The convers...

The Lundin Legacy: No Guts, No Glory

In this episode of the Money Miners podcast, hosts interview Jack and Adam Lundin about their family's long-term approach to value creation in the mining industry. The Lundins discuss their philosophy of exploring, building, and producing with a focus on shareholder and stakeholder value, highlighting the importance of...

Mick McMullen on Deals, Discipline and Activism

What Gold’s Past Tells Us About Its Future

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

The Playbook Behind Evolution’s $20B Gold Success

This co-hosted podcast episode delves into the history and strategic deal-making of Evolution Mining, an Australian gold mining company. The discussion traces Evolution's journey from its origins through key acquisitions, including North Queensland Metals, Catalpa Resources, and Ernest Henry, to its current status as a...