Money of Mine
Episodes
The Oil Shock That Wasn't (Rory Johnston)
19 Jun 2026
Contributed by Lukas
Oil analyst Rory Johnston joins to unpack a wild three months in the oil market, as an Iran deal is on the cusp of being signed and Brent bounces arou...
Deficits Drive Bull Markets (Sam Berridge)
16 Jun 2026
Contributed by Lukas
Sam Berridge from Perennial is back after a wild first half of 2026. We run through just about every commodity under the sun.Gold's sold off, but ...
Buying Gold Miners When Everyone is Selling
12 Jun 2026
Contributed by Lukas
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 misprice...
The $1.6 Billion Bet on Hard Assets (James Davolos)
09 Jun 2026
Contributed by Lukas
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 managi...
The 3 Trades That'll Win the Next Decade (Michel Mamet)
05 Jun 2026
Contributed by Lukas
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 conv...
Whitehaven's Big Bet (Paul Flynn)
02 Jun 2026
Contributed by Lukas
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 sto...
Inflation Is the Only Escape (Chris Judd)
29 May 2026
Contributed by Lukas
To understand the commodity moves, you need to understand the macro.Chris Judd joins us to dive deep into the big picture.Founder & portfolio mana...
The End for Australian Exploration?
26 May 2026
Contributed by Lukas
The Federal Budget has dropped a bombshell on the mining and exploration sector.Proposed CGT changes could leave a generational mark on the industry, ...
This is a Hard Reset Moment (Emanuel Datt)
22 May 2026
Contributed by Lukas
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% p...
The Most Overlooked Commodity Opportunity? (Vas Piperoglou)
19 May 2026
Contributed by Lukas
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 Manag...
The Gold M&A Wave Has Started (Hedley Widdup)
15 May 2026
Contributed by Lukas
A absolutely favourite guest is back - Hedley Widdup of Lion Selection.Leading one of the industry's sharpest specialist mining investors, we work thr...
Australia's Power Grid Is About to Break (Matt Fist)
12 May 2026
Contributed by Lukas
Today's episode is with the great Matthew Fist, portfolio manager at Firetrail Investments, where he focuses on Aussie small-cap resources and industr...
Sandfire’s Brendan Harris: Risk Less, Win Bigger
08 May 2026
Contributed by Lukas
Brendan Harris, MD and CEO of Sandfire Resources, joins Money of Mine for a conversation on building a lower-beta copper company in a volatile sector....
Australia's Once in a Generation Energy Opportunity
05 May 2026
Contributed by Lukas
This is a different episode for us.Rusty Delroy is back - and this time he’s brought company in the form of Will Barker.Rusty is the founder of Nero...
Bargain Hunting in the Market Sell-Offs (David Franklyn)
01 May 2026
Contributed by Lukas
Today we're sharing our conversation with natural resource fund manager David Franklyn, covering as a whole host of the commodities and company...
Moz' Special Sits Playbook: MIN, SMR, 29M
29 Apr 2026
Contributed by Lukas
Moz is back.Nearly a year on from the MinRes spectacular, Moz has joined us again to dive into the opportunities capturing his attention. In keeping w...
Dial-a-Fund-Manager
24 Apr 2026
Contributed by Lukas
We need inspiration for today's episode - and it came our way.We picked up the phone in an attempt to make sense of everything going on in this ma...
Forget Valuations. Hard Assets Go Higher (Tony Greer)
21 Apr 2026
Contributed by Lukas
We sat down with Tony Greer, founder of TG Macro and a 35 year Wall Street veteran whose career has seen him on the desk at banks from Sumitomo to UBS...
We Visited 7 Mines in Africa. Here's What We Found
17 Apr 2026
Contributed by Lukas
After visiting 7 mines across South Africa and Zambia in 10 days, we unpack the biggest takeaways while waiting to board our flight home. From massive...
Rick Squire on the Junior Miners That Can Actually Make It
14 Apr 2026
Contributed by Lukas
Rick Squire, portfolio manager at Acorn Capital, breaks down a volatile start to the year and where opportunities are emerging across mining equities....
The Hedge Fund That Stays Ahead of the Street (Matt Zabloski)
11 Apr 2026
Contributed by Lukas
We sit down with Matt Zabloski of Delbrook Capital, for a rare look inside how a long short resources fund actually generates returns, including a sta...
If this were Doomsday, Markets would Show It (Alyosha)
07 Apr 2026
Contributed by Lukas
JJ, who writes under the Substack name Alyosha, spent decades as a pit trader on the Comex and Nymex, trading precious metals, energy, and commodities...
Last Energy Crisis, This Sector Went Up 20x (Ferg Cullen)
03 Apr 2026
Contributed by Lukas
Straight into it with Ferg Cullen (aka Trader Ferg) in a volatile tape.Core view, energy security is back, and the system is tighter than markets are ...
Lessons from Building 6 Gold Mines (Matt Wilcox)
31 Mar 2026
Contributed by Lukas
Matt Wilcox and his team have built six mines in the last 14 years and counting.Most of them in West Africa. Some in places where logistics alone woul...
How Capital Cycles Create 100 Baggers (Django Davidson)
27 Mar 2026
Contributed by Lukas
We sat down with Django Davidson, portfolio manager at Hosking Partners, to discuss the capital cycle framework, one of the most sensible lenses for i...
Forget FalconBridge. NexGen is Gilman's Big Score
24 Mar 2026
Contributed by Lukas
Warren Gilman is the Chairman and CEO of Queens Road Capital, a TSX-listed natural resources investor, targeting long-term bets on the world's best mi...
This Energy Crisis Could Get Ugly (Arrakis Global)
20 Mar 2026
Contributed by Lukas
Leon (aka Arrakis Global) is a pseudonymous generalist fund manager, a former banker turned go-anywhere, thematic fund manager with a track record tha...
He Poured Drinks for Mining Legends. Now He Beats Them (Rick Rule)
17 Mar 2026
Contributed by Lukas
We sat down with the great Rick Rule, one of the natural resource industry's biggest names of the last 50 years, to dig into his career spanning bull ...
Mark Connelly on Why Every Miner is for Sale
13 Mar 2026
Contributed by Lukas
We sat down with Mark Connolly, one of the most prolific deal-makers in the Australian mining industry, to dig into what it really takes to build and ...
Why Aluminium Just Hit a Four Year High
10 Mar 2026
Contributed by Lukas
We sat down with Alan Clark of CM Group — aka “Aluminium Alan” — one of our favourite people to speak with and a with tremendous commodity ins...
Listeners Are Back Pitching Their Top Mining Stocks
06 Mar 2026
Contributed by Lukas
We did it again. Following the feedback from last month's retail stock pitch episode, we opened the lines and let Money Miners dial in to pitch th...
There's No Value in Gold Right Now (Will Thomson)
03 Mar 2026
Contributed by Lukas
We sat down with Will Thomson of Massif Capital, fresh off a standout year for the fund, to dig into his high-conviction bets across materials, energy...
The Uranium Deal 10 Years in the Making (Brandon Munro)
27 Feb 2026
Contributed by Lukas
We sat down with Brandon Munro from Bannerman Energy to discuss their transformative deal with CNNC and the broader uranium market landscape.Brandon h...
Why Smart Money Is Buying Energy Chaos (Saul Kavonic)
24 Feb 2026
Contributed by Lukas
We continue our exploration of the energy space with today’s guest, Saul Kavonic. Saul covers the Australian energy sector as an analyst wit...
The Ultra Bull Case for Lithium (YJ Lee)
20 Feb 2026
Contributed by Lukas
Today we're sharing our conversation with YJ Lee, founder of the Arcane Green Metal Fund, fresh off an incredible 165% return in 2025.YJ breaks do...
The Strategic Metals Awakening (Craig Tindale)
17 Feb 2026
Contributed by Lukas
Today we’re sharing our conversation with Craig Tindale, author of the widely read “Return to Matter” paper. Craig’s writing captures ...
Is Oil the Next Commodity to Rip? (Josh Young)
13 Feb 2026
Contributed by Lukas
We’re branching out for this episode. Today, it’s all about energy. As metals markets have moved violently higher across the board, we call...
11 Listeners Pitch Their Top Mining Stocks
10 Feb 2026
Contributed by Lukas
We threw the bone out there (via Twitter) and asked the great crowd of mining investors & speculators for their best ideas. A simple 5-min sp...
Huw McKay Makes Sense of the Chaos
06 Feb 2026
Contributed by Lukas
Today, we’re sharing a conversation with BHP’s former head economist and ANU Visiting Fellow, Huw McKay. Huw is an incredibly deep thinker ...
Coal in 2026: The Energy Inflection Point (Matt Warder)
03 Feb 2026
Contributed by Lukas
With coal stocks moving strongly of their lows of 2025 and the funding landscape being flipped on its head, we called upon the most knowledge person i...
The Spine-Tingling Metals Bull Market (John Forwood)
30 Jan 2026
Contributed by Lukas
In today’s show we bring back on the man behind Lowell Resources Funds stellar returns, John Forwood. With his geological experience and stoc...
Why Generalists Can’t Ignore Commodities Anymore (Sam Berridge)
23 Jan 2026
Contributed by Lukas
Sam Berridge of Perennial Value Management joins us to pick apart the huge start to 2026 in the commodity markets. With gold pushing towa...
Riding the Face-Ripping-Rally with Tom Woolrych
20 Jan 2026
Contributed by Lukas
Tom Woolrych, fund manager at Deutsche Rohstoff AG, joins us to reflect on the remarkable commodity rally underway. With Tom's Geo-Alpha approach,...
2025: Will We See Another Year Like It? (Peter Ker)
19 Dec 2025
Contributed by Lukas
Our final episode for 2025 is our outro classic, with none other than the AFR’s Pete Ker joining us. In this special episode, we unpac...
Mining Private Equity Unmasked (Fraser Perry)
16 Dec 2025
Contributed by Lukas
Today we’re going deep into the world of mining private equity with Fraser Perry. If those words don’t mean an awful lot to you, don’t...
30 Fundies’ Highest Conviction Trades for 2026 (Part 2)
12 Dec 2025
Contributed by Lukas
The second half of the 30 top fund managers share their boldest predictions for 2026 in the commodities sector. Each guest answers the same four rapid...
30 Fundies Share Their Best Picks for 2026 (Part 1)
09 Dec 2025
Contributed by Lukas
In part 1 of this special episode, we bring together 30 top fund managers to share their boldest predictions for 2026 in the commodities sector. Each ...
How a New Global Order Is Rewriting Commodity Investing (Tomasz Nadrowski)
05 Dec 2025
Contributed by Lukas
Tomasz Nadrowski is one of the deepest thinkers in the natural resources sector, and we finally got him on the show. From his position in New York, To...
Why The Mining Boom is Just Beginning (Hedley Widdup)
02 Dec 2025
Contributed by Lukas
Where are we in the mining cycle? That’s the question we look to answer today. Hedley Widdup joins us to discuss his views on the current mining bo...
The Copper Sleeper that Nobody’s Watching (Anthony Kavanagh)
28 Nov 2025
Contributed by Lukas
Today’s episode is a bit different. Joining us is show favourite Anthony Kavangh, to share his view on a specific stock… Havilah. Kav has been...
Why BHP Will Return for Anglo (Again)
25 Nov 2025
Contributed by Lukas
We’ve got a special episode to share today, full of yarns about all the biggest stories in mining. A recurring deal that’s near and dear to has r...
10 Strategic Metals: Overrated or Underrated? (Jack Bedder)
21 Nov 2025
Contributed by Lukas
Today’s guest is Jack Bedder, a man who’s built a business around understanding some of the most niche and fascinating metals on the planet. In th...
No Spin, Just Tin. Brett Smith on MetalsX and Every Tin Project
18 Nov 2025
Contributed by Lukas
Brett Smith joins us for an unexpectedly open conversation about Metals X, its turnaround and the state of the global tin industry. We have criticised...
The Current Commodity Supercycle (Paulo Macro)
14 Nov 2025
Contributed by Lukas
Today’s episode is a wide-ranging conversation with Paulo Macro. Paulo’s been sharing some fantastic and thought-out views on many commodities, as...
The Lundin Legacy (Adam & Jack Lundin)
12 Nov 2025
Contributed by Lukas
Our guests today are Jack and Adam Lundin, of the renowned Lundin Family, a name synonymous with value creation and long-term thinking in the mining s...
Mick McMullen on Deals, Discipline and Activism
07 Nov 2025
Contributed by Lukas
What does it take to create billions in value – and reshape an industry? In this episode, industry veteran Mick McMullen shares lessons from the fro...
What Gold’s Past Tells Us About Its Future
05 Nov 2025
Contributed by Lukas
We’re mixing it up today with a different kind of episode featuring a Money of Mine favourite, Sean Russo. Sean’s a fountain of market & ...
Smart Money is Buying-the-Dip in Copper and Gold
31 Oct 2025
Contributed by Lukas
For today’s wrap we’ve brought of Dave Franklyn from the Argonaut Natural Resources Fund. Dave helps us navigate through a bunch of macro talking ...
The Playbook Behind Evolution’s $20B Gold Success
28 Oct 2025
Contributed by Lukas
This is the story of how Evolution Mining rose from a junior with a busted project to be one of Australia’s best business success stories, all in u...
From Royalties to Real Assets: Smallwood, Awram, and Jay Martin
24 Oct 2025
Contributed by Lukas
In today’s episode, we’re sharing highlights from 3 great conversations we recorded on air at IMARC. Our guests are David Awram, co-founder of th...
Jeff Phillips: 2 Details That Make or Break a Mining Bet
21 Oct 2025
Contributed by Lukas
In today’s episode we’re sharing our discussion with resource investor Jeff Phillips. Jeff has near on 30 years’ experience speculating in the n...
The Dollar Cracks. Ferg’s Back. Why Hard Assets Win.
17 Oct 2025
Contributed by Lukas
Ferg Cullen (aka Trader Ferg) joins us for a wide-angle look at the market’s many dynamics front of mind this week. We unpack BHP’s quiet shift to...
Rob Mullin: Gold Stocks Still Cheap, Energy Stocks Cheaper
14 Oct 2025
Contributed by Lukas
We continue our search for the world’s best natural-resource investors with today’s guest, Rob Mullin. Rob is the Founder and CIO of Marathon Res...
Gold Goes Vertical, We Hunt for Value (Ben Richards)
10 Oct 2025
Contributed by Lukas
With us for this week’s Weekly Wrap is Ben Richards, co-portfolio manager at Seneca. Ben helps us navigate all the wild market action, starting with...
Australia’s Most Successful Gold Explorer
07 Oct 2025
Contributed by Lukas
We had the privilege of sitting down with legendary explorationist Ed Eshuys, widely credited with the Plutonic, Bronzewing and Jundee gold discoverie...
Gold Soars & China Corners BHP (Jeff Quartermaine)
03 Oct 2025
Contributed by Lukas
We had the privilege of being joined by the outgoing Perseusboss Jeff Quartermaine for the latest Weekly Wrap episode. The conversation began by un...
Gold Mania, Niobium Dreams, and Antimony Nightmares (Datt)
30 Sep 2025
Contributed by Lukas
In Today’s episode is an across-the-board conversation with Melbourne based fundie Emanuel Datt. We kick off by hearing how he’s thinking about t...
Inside a $3.8B Gold Deal + The US Wakes Up
26 Sep 2025
Contributed by Lukas
On this week Weekly Wrap, we’re joined by Gold Road CEO Duncan Gibbs, as he puts the finals touches on the company’s $3.8B takeover by Gold Fields...
Shrub Unplugged: Gold, Grift & Debasement
23 Sep 2025
Contributed by Lukas
In this episode, we sit down with Le Shrub for a wide-ranging conversation on today’s markets - what he calls the Golden Age of Grift. From currency...
Majors Panic Amid Market Madness (Koala)
19 Sep 2025
Contributed by Lukas
This week’s wrap is action-packed, featuring the Koala(@YellowLabLife). We kick off with his takeaways from Beaver Creek and theWorld Nuclear Associ...
The Fremantle Fundie that picked WA1 at 20c and Almonty at $1
16 Sep 2025
Contributed by Lukas
We sat down with Peter Prendiville and Chris Wiener, the people behind Norfolk Capital Management. Norfolk is one of the newest resource funds on the ...
Anglo Teck Mega Merger... and a Retail Revolt
12 Sep 2025
Contributed by Lukas
This week’s wrap is packed – featuring special guest James Nicholls, a resources M&A lawyer with an abundance of deal-making experience. We ki...
Contrarian Bets: Brian Laks on Lithium, Coal & Uranium
09 Sep 2025
Contributed by Lukas
Coal and lithium are down 60 - 90% from their highs, uranium stocks have risen tenfold, and copper is on the cusp of breaking out. Where does a contra...
Gold Takes Off, Rates Bite, Miners Rip
05 Sep 2025
Contributed by Lukas
Gold is flying, rates are being lowered, and mining equities are finally waking up.A punchy tour through a risk-on week for gold and real assets, fiel...
Gold Miners That Actually Compound (Greg Orrell)
02 Sep 2025
Contributed by Lukas
We’re excited to share a candid conversation with Greg Orrell — veteran fund manager and head of the OCM Gold Fund. With more than 30 years as a f...
How a Multipolar World Reshapes Mining (Michael Willoughby)
29 Aug 2025
Contributed by Lukas
This week we’re joined by Michael Willoughby of Pacific One Capital for the wrap. With his unique experience, Willo is the perfect guest to break do...
Hanging Out in Hated Places with Rick Rule
27 Aug 2025
Contributed by Lukas
In today’s episode, we’re joined by renowned resource investor Rick Rule to explore where the most overlooked pockets of value lie in the market. ...
Buybacks, Cost Curves & Dingo’s Picks
22 Aug 2025
Contributed by Lukas
Daniel Dingo Harangozo of Nero Resource Fund is joins us on the mic as we review the big events of the week just gone.And there's no bigger news that ...
Lithium’s True Inflection Point (YJ Lee)
19 Aug 2025
Contributed by Lukas
With so much unfolding in China across the battery metalsspace, we sat down with YJ Lee at the perfect time.YJ runs a fund focused on the energy trans...
Lithium Mayhem and Mozal Woes (Sam Berridge)
15 Aug 2025
Contributed by Lukas
We’ve got a new style of show that we’re pumped to share.The weekly wrap covering all the big stories in detail plus plenty highlights. We’ve go...
Booms, Busts & Billion-Dollar Builds (Zimi Meka)
12 Aug 2025
Contributed by Lukas
We’re thrilled to bring you a candid conversation with ZimiMeka — co-founder and CEO of Ausenco, one of the world’s top mining engineering firms...
The Unbelievable Story of how Fortescue Beat the Odds
08 Aug 2025
Contributed by Lukas
Today’s episode is an exploration into the story behind one of Australia’s greatest business success stories, Fortescue.The company has paid over ...
The Best Ideas from Diggers & Dealers 2025
05 Aug 2025
Contributed by Lukas
We kick things off with Australia’s bold indication to set arare earth floor price – a page right out of the US playbook – and then dive into th...
Horror Week for Boss, Greatland and Liontown
01 Aug 2025
Contributed by Lukas
With the quarterly season wrapping up, we pick apart the most interesting updates in the market.First up: Boss Energy. A leadership shake-up and a clo...
The Great MinRes Debate: Bull vs Bear
29 Jul 2025
Contributed by Lukas
Today’s episode is a conversation on what remains Australia’s most intriguing company, Mineral Resources (aka MinRes).We invite on Moz, who unpack...
2 Geos Interviewed 100+ Top Discoverers — Here’s What it Takes (Steve & Ahmad)
25 Jul 2025
Contributed by Lukas
We’re delighted to share this passionate and energeticconversation with Steve Beresford and Ahmad Saleem.With Steve and Ahmad, we dive into the prob...
Finding Alpha Where Others Fold with Muddy Waters’ Darren McLean
22 Jul 2025
Contributed by Lukas
Today’s episode is a conversation that completely drew us in— with Canadian resource fund manager Darren McLean.Darren is a thoughtful and passion...
The 9 Red Flags in Exploration Investing (Roland Gotthard)
18 Jul 2025
Contributed by Lukas
There’s plenty of alpha to be made — and money to be saved — by learning from a sceptical geologist. So we interviewed one.Roland Gotthard has b...
Will Gold Stocks Protect You in a Crisis? (Dirk Baur)
15 Jul 2025
Contributed by Lukas
Recent wild volatility in markets has led us to reflect ongold, so we thought why not chat with the man who’s spent more time than most thinking abo...
An Unfiltered Chat with Wyloo (Luca Giacovazzi + Joel Turco)
11 Jul 2025
Contributed by Lukas
We’re sharing a chat today that we immensely enjoyedrecording. Luca Giacovazzi and Joel Turco, who lead Andrew Forrest’s private mining business W...
Why the World’s Biggest Funds Get Mining Wrong (David Sparks)
08 Jul 2025
Contributed by Lukas
We’ve got the pleasure of sharing a conversation with David Sparks — an investor in the natural resources world with experience at some of the wor...
We Surprise Call 3 Fund Managers....
03 Jul 2025
Contributed by Lukas
We went a bit rogue today with a completely different dailyepisode style.Financial markets, mining and commodities are at a fascinating inflection poi...
Undervalued Copper, Twitter Activism and IperionX with Hank Ruehl
01 Jul 2025
Contributed by Lukas
We mix things up today with a daily show and interview allin one as we’re joined by Hank Ruehl, who is a natural resource investor through the fund ...
Paladin’s CEO Exit: Cause for Concern?
26 Jun 2025
Contributed by Lukas
To kick things off today we pick apart Paladin’s announcement that CEO Ian Purdy will step down and look at what the future could hold for the urani...
Know This Before Investing in African Miners
24 Jun 2025
Contributed by Lukas
Nothing gets us excited like a bidding war. The Rack Attackin Arizona ft. New World Resources, Kinterra Capital and CAML is delivering on all fronts, ...
The Most Exciting Mining Deal of 2025
20 Jun 2025
Contributed by Lukas
Hostile M&A is back! Kinterra Capital and CAML are going head-to-head in their quest to take out New World Resources, giving us no shortage of enj...
Uranium Goes Vertical. Overblown or Only the Beginning?
18 Jun 2025
Contributed by Lukas
We kick off with the wild moves sweeping through uranium, breaking down SPUT’s raise, the squeeze mechanics, and whether valuations have run too hot...
Rare Earths Reality: Hype vs Hope with 3 Experts
15 Jun 2025
Contributed by Lukas
We have been struggling to make sense of the headlines in the rare earths market lately. What's relevent? What's real? Why do the equities make no sen...
Why Tether’s Gold Mining Royalty Play is a Massive Deal
12 Jun 2025
Contributed by Lukas
There has hardly been news in the mining world that’s left us as stunned as Tether (yes, the crypto company) buying a huge stake in royalty group, E...
How Northern Star Became Australia's Biggest Gold Miner
07 Jun 2025
Contributed by Lukas
How does a shell company turn into Australia’s biggest goldminer, capped at nearly $30 billion? In this episode, we unpack the fascinating story of ...