About
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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Mineral Media
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Reviews
Episodes(3)
There's No Value in Gold Right Now (Will Thomson)
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, and industrials.Will is a deep, contrarian thinker who has grown his fund by finding value where others aren’t looking. This episode is no different
The Uranium Deal 10 Years in the Making (Brandon Munro)
We sat down with Brandon Munro from Bannerman Energy to discuss their transformative deal with CNNC and the broader uranium market landscape. Brandon has been at the helm of Bannerman for a decade, guiding the company through one of the most challenging financing environments in mining. With deep ex
Why Smart Money Is Buying Energy Chaos (Saul Kavonic)
We continue our exploration of the energy space with today’s guest, Saul Kavonic. Saul covers the Australian energy sector as an analyst with MST Financial and has been a prolific commentator for a number of years with many high conviction calls. In this episode, he runs us through: • The macro land