20 Stocks for the Next 20 Years (Rupert Mitchell)

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 mixUS$135 off Blind Squirrel Macro Subscription: https://www.blindsquirrelmacro.com/moneyofmine……………    TIMESTAMPS  (0:00) Can You Hold Miners?(4:10) China Capitalism Reality(10:20) Scoring Resources Stocks(15:20) Glencore Deep Dive(32:00) China Tech and Energy Bets(47:00) Wrap Up, Picks, and Disclaimers……………    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.