James Kirby
speaker
9,081 appearances
40 recordings
1 series
first heard Apr 2026
last heard 10 Sep
James Kirby’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 40 in all, peaking in Jul 2026 with 9.
Appearances
How important are they to you in your selection of your main picks?
And
And then at the very top basis, at the very top, when you've got Newmont and Barrick or whatever, you're really talking about global technocratic executives that could be running anything.
I'm guessing, but I presume it gets to that level.
Yeah.
Okay.
Very interesting.
What we're going to do is we're going to take a look at a few of Cameron's favorites, basically, who he likes, who he doesn't like.
And we'll be back in a moment.
Hello, welcome back to the Australian's Money Positive podcast.
I'm James Kirby and I'm talking to Cameron Judd, who is the fund manager at the Smorgan Gold Resources Fund.
Okay, let's have some fun.
To the extent you can tell me, do you publicise your top 10 holdings?
Okay, and to the extent you can tell us who you don't like, that would be good too.
But you have the floor, Cameron.
Oh,
Is that more important than PE ratio for you?
Why is that?
Just to explain to listeners what you're looking at there, what you're really trying to excavate.
Yes, so many additions and subtractions.
Showing 161–180 of 9,081 · page 9 of 455
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