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Money of Mine: Daily Summaries Delivered
by Mineral Media
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.
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The most recent episodes — sign up to get AI-powered summaries of each one.
- 5 days ago59 min
Buying Gold Miners When Everyone is Selling
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 Preview & The Director's Special Iran and the macro fallout The debasement trade takes a breather Playing oil: ETFs, producers and refiners Zach on getting the Iran call wrong The quiet US-China deal The electric stack Can the West actually get competitive? Nuclear's bipartisan moment Regulatory capture choking the West Nickel and aluminium Gold and copper…………… PARTNERS 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 …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn |
- 1 weeks ago58 min
The $1.6 Billion Bet on Hard Assets (James Davolos)
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:Why we're in the early innings of a long-term, structurally higher inflation regimeThe investment case for capital-light real assets with pricing power & minimal reinvestment needsWhy the best time to buy royalty companies is when funding markets are breaking downHow scarce assets are priced differently across precious metals, industrial metals and energyWhy stock exchanges are royalty businesses in disguiseFollow James:LinkedIn: https://www.linkedin.com/in/james-davolos-0a1a9a44/Website: https://horizonkinetics.comEpisode 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 Higher Inflation Thesis Horizon Kinetics DNA Zero Rates Distortions Tech Duration Meets Reality Capital Light Real Assets Royalty Multiples Explained Streams and Portfolio Build Exchanges, Crypto, and Wrap…………… PARTNERS 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 …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | <a href="https://www.instagram.com/moneyofminepod" target="_blank" rel="ugc noope
- 1 weeks ago33 min
The 3 Trades That'll Win the Next Decade (Michel Mamet)
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:From banking to launching GERAFThe macro drivers behind gold's third bull market since the '70sHow the Hormuz disruption is triggering a gold liquidity squeezeGas over oil: Why Michel sees a longer runway for gasWhat the majors investing offshore tells us about Australia's investment climateFollow Michel: LinkedIn - https://www.linkedin.com/in/michel-mamet-b6541518/ Website - https://www.geraf.com.auEpisode recorded: 03/06/2026If 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 Meet GERAF Fund Why Gold, Energy, & Resources Global Mandate & Australia Gold and Energy Macro Uranium, Copper, and Closing…………… 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 …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod •
- 2 weeks ago1h 0m
Whitehaven's Big Bet (Paul Flynn)
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-27638319If 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 Why Coal Fascinates Us Newcastle Trip Value Chain Paul Flynn Joins the Show Coal Cycles, ESG, and Whitehaven Deals Today's energy grid The Big Deal Becoming CEO and Delivering Synergies Maules Creek Scale and Logistics Debt Strategy and Queensland Royalties Met Coal Growth and Closing Thoughts…………… 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 …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn
- 2 weeks ago1h 3m
Inflation Is the Only Escape (Chris Judd)
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:Why the Strait dynamics may reflect US strategic intent - and what naval choke points mean for China’s commodity leverageWhy the US may only solve its debt via inflationWhy he sees Australian stagflation, and the impact of higher rates on small-cap stocksHis highest conviction positions - and the shared hard-asset exposure linkFollow Chris:LinkedIn: https://au.linkedin.com/in/chris-judd-3897611b3If 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 Macro Show Kickoff Conference Circuit Chat Geopolitics, Debt, and Inflation Macro to Stock Picks Viridis Valuation Rerate Mining Services Picks: AIH, MLG Macro Hedges and Currency View Rapid Fire Wrap and Signoff…………… 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 …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | In
- 3 weeks ago58 min
The End for Australian Exploration?
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.Why the proposed CGT changes could gut the retail investor baseAre we picking winners with the Critical Minerals Strategic ReserveHow cultural heritage compliance costs have risen more than 50% since 2023The agreement expected by year-end that could halve federal environmental assessment timeframesFollow Warren and Neil:LinkedIn (Warren Pearce): https://www.linkedin.com/in/warren-pearce/LinkedIn (Neil van Drunen): https://au.linkedin.com/in/neilvandrunenIf 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 Budget Shock and CGT Fallout Risk Capital and IPO Reality Canberra Fight and EPBC Reforms Cultural Heritage Bottlenecks Flora and Fauna Approval Bottlenecks Carbon Leakage and Ethical Supply Critical Minerals Reserve Debate…………… 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 …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn
- 3 weeks ago1h 10m
This is a Hard Reset Moment (Emanuel Datt)
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:Why the Iran War triggered a full portfolio resetHis decisive rotation into refiners and thermal coal businessesHow he thinks about holding 30% cash and waiting for the fat pitchesThe big opportunity he sees in the next monthWhat the most overlooked setups in the market are right nowHis worst-ever call+ Under-rated versus over-rated.Follow Manny:X: https://x.com/eadattLinkedIn: 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 Intro and Lithium Pricing Datt Hard Reset and Energy Tilt Refiners, Coal, and Multiples Cash Discipline and Activism Consolidation and Management Edge Lithium Developers and Price Outlook Tungsten, Tin, and Nickel Rabbit Holes AI Tech Thesis and Final Rapid Fire…………… 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 …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn
- 4 weeks ago56 min
The Most Overlooked Commodity Opportunity? (Vas Piperoglou)
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:Why he has returned most the money from the gold fundWhat silver going parabolic told himThe full backstory behind the Matrix takeover - and if he's buying back into offshore serviceWhy Carnarvon remains a deeply frustrating but asymmetricHow the Humm Group activist campaign is trackingA totally hidden monopoly trading at 6x earnings with a 10% dividend yield - Nasdaq listedWhy the almond supply cycle is tantalisingFollow Vas on LinkedIn: https://www.linkedin.com/in/vasilios-piperoglou-3122a3225If 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 Gold Cycle Reality Check Capital Cycles and Fund Structure Matrix Deal and Oil Services M&A Oil Outlook, Carnarvon, and Activism Humm Activism Endgame Convertible Notes Overhang Global Value Picks: Kaspi Almonds Thesis and Wrap…………… 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 …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod •
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About 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.
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