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On the show
From 12 epsHost
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Recent episodes
Australia's Once in a Generation Energy Opportunity
May 5, 2026
Unknown duration
Bargain Hunting in the Market Sell-Offs (David Franklyn)
May 1, 2026
49m 15s
Moz' Special Sits Playbook: MIN, SMR, 29M
Apr 29, 2026
1h 25m 05s
Dial-a-Fund-Manager
Apr 24, 2026
43m 19s
Forget Valuations. Hard Assets Go Higher (Tony Greer)
Apr 21, 2026
43m 02s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 5/5/26 | Australia's Once in a Generation Energy Opportunity | 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 Resource Fund, compounding at ~26% per annum since inception in 2013.Will leads Equus Energy, is a director of Strike Energy and Carnarvon Energy, and is a geologist with decades of experience building large-scale gas projects.Two deep thinkers on energy in one room.In this conversation, Rusty and Will cover:Why the real supply shock from the Strait closure has barely startedHow four countries control most of global LNG supply — and why three of them are currently compromisedAustralia falling from 25% of global LNG investment a decade ago to just 3%The case for better regulation over more taxation — and the forgotten super profits taxHow Australia can seize the opportunity sitting in front of itFollow Rusty:LinkedIn: https://www.linkedin.com/in/russell-delroy-05a670313/Follow Will Barker:LinkedIn: https://www.linkedin.com/in/will-barker-6b679632b/If you find value in the conversations, subscribing goes a long way.Episode recorded: 1.05.2026 …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Asia Energy Shockwave(1:10) Strait Closure Fallout(6:00) LNG Market Reset(11:20) Australia LNG Opportunity(21:20) Taxes, PRRT, and Policy(46:00) Facts Over Slogans(49:10) WA Gas Crunch Warning(55:10) Projects That Move Supply(1:02:10) Dorado Oil and Refining(1:14:20) Capital, Climate, 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 • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only.Please ensure you read our full disclaimer. | — | ||||||
| 5/1/26 | Bargain Hunting in the Market Sell-Offs (David Franklyn)✨ | market sell-offscommodities+4 | David Franklyn | copperlithium+22 | — | market sell-offcommodities+8 | — | 49m 15s | |
| 4/29/26 | Moz' Special Sits Playbook: MIN, SMR, 29M✨ | special situationsmining stocks+3 | Moz | Mineral MediaMinRes+5 | — | MinResStanmore+3 | — | 1h 25m 05s | |
| 4/24/26 | Dial-a-Fund-Manager✨ | market analysisfund management+5 | — | Mineral Media | Australia | energy pricesLNG supply shock+6 | — | 43m 19s | |
| 4/21/26 | Forget Valuations. Hard Assets Go Higher (Tony Greer)✨ | commoditiesgold+5 | Tony Greer | TG MacroSumitomo+2 | Australia | commoditiesgold+5 | — | 43m 02s | |
| 4/17/26 | We Visited 7 Mines in Africa. Here's What We Found✨ | mining in Africainvestment opportunities+3 | — | DRD GoldZCCM | South AfricaZambia | miningAfrica+5 | SS&C Intralinks | 34m 41s | |
| 4/14/26 | Rick Squire on the Junior Miners That Can Actually Make It✨ | junior minersmining equities+4 | Rick Squire | Acorn CapitalMidas Minerals+16 | — | junior minersmining equities+5 | — | 1h 02m 31s | |
| 4/11/26 | The Hedge Fund That Stays Ahead of the Street (Matt Zabloski)✨ | hedge fundscommodities+3 | Matt Zabloski | goldcritical metals+3 | — | hedge fundDelbrook Capital+5 | — | 48m 22s | |
| 4/7/26 | If this were Doomsday, Markets would Show It (Alyosha)✨ | tradinggeopolitical analysis+3 | JJ | SubstackNymex+1 | Strait of HormuzMiddle East | trading floorgold+3 | — | 57m 59s | |
| 4/3/26 | Last Energy Crisis, This Sector Went Up 20x (Ferg Cullen)✨ | energy securitycoal investment+5 | Ferg Cullen | coalgrains+4 | Europe | energy securitycoal+5 | — | 50m 22s | |
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| 3/31/26 | Lessons from Building 6 Gold Mines (Matt Wilcox)✨ | gold miningWest Africa+3 | Matt Wilcox | RobexPredictive+9 | GuineaWest Africa+1 | gold minesWest Africa+7 | — | 1h 16m 38s | |
| 3/27/26 | How Capital Cycles Create 100 Baggers (Django Davidson)✨ | capital cycle frameworkmining and commodities investing+5 | Django Davidson | PGMsnatural diamonds+4 | S&P 500 | capital cycles100 baggers+7 | — | 1h 06m 16s | |
| 3/24/26 | Forget FalconBridge. NexGen is Gilman's Big Score✨ | mining investmentnatural resources+4 | Warren Gilman | NexGenRook I+8 | Voisey's Bay | Queens Road CapitalWarren Gilman+6 | — | 54m 59s | |
| 3/20/26 | This Energy Crisis Could Get Ugly (Arrakis Global) | Leon (aka Arrakis Global) is a pseudonymous generalist fund manager, a former banker turned go-anywhere, thematic fund manager with a track record that has been up and to the right.We have the privilege sharing his podcast debut.This episode goes deep into how a generalist with a commodity bias navigates today's markets.In this conversation, we dive into:Why he treats risk management as a religion - hence going 95% cash!How he thinks about price action, narrative, and market structure as a fluid systemWhy he will flatten his entire book when the market is telling him he's wrongThe macro forces reshaping commodities & real assetsHis most painful trade — a huge loss on Illumina — and the lessons on borrowed convictionWhy learning too much about a stock is his red flagFollow Leon:X — https://x.com/ArrakisGlobalIf you found this valuable, subscribe for more conversations with investors and operators across mining, commodities, and global markets.Episode recorded: 03/18/2026…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Intro(4:10) Leon’s Risk First Playbook(11:50) How Themes Are Born(21:20) Commodities Now and Glencore(37:10) Chaos Trades With Glencore(40:30) Earning the Right to Trade(44:10) Crisis Playbook and Precious Metals(1:07:50) Illumina Losses 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 …………… 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 …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only.Please ensure you read our full disclaimer. | — | ||||||
| 3/17/26 | He Poured Drinks for Mining Legends. Now He Beats Them (Rick Rule) | 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 markets, busts, banking, brokering, and everything in between.Rick is a true contrarian, as overused as that expression is, who combines deep commodity knowledge with hard-won wisdom on speculation, capital allocation, and experience in working with the sector's best.This episode goes deep into his history.In this conversation, Rick covers:• Why he sat out the 2008 to 2011 precious metals bull market• How he deployed capital during the GFC when other banks couldn’t• Why allocating capital is getting harder• What he learned from the greats Friedland, Lundin, Sprott and others• His standout experiences with these unique individualsFollow Rick:X: https://x.com/RealRickRuleLinkedIn: https://www.linkedin.com/in/rick-rule-1058921a/If you enjoy deep dives on natural resource investing, commodity cycles, and the history of the mining industry, make sure to subscribe and turn on notifications so you don’t miss future episodes.Episode recorded: 03/16/2026…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) - Intro(1:50) - Market Cycles and Missed Bull(9:30) - Sprott Deal and Risk Styles(17:30) - Pouring Drinks & Learning the Trade(22:05) - What Legacy Means(26:50) - Experiences with Adolf Lundin Lessons(31:50) - Decisive Leadership Lessons(33:50) - Mispriced Optionality Plays(43:20) - Friedland First Encounters(48:35) - The Next Generation(56:00) - Final Thoughts…………… PARTNERS Exceed Capital – Diversify your portfolio with Exceed’s property funds 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 …………… 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 …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | — | ||||||
| 3/13/26 | Mark Connelly on Why Every Miner is for Sale | 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 sell a mining business.With a track record that includes Adamas → Endeavour, Papillon → B2Gold, Cardinal → Shangdong and many more, Mark has been at the table for more transactions than almost anyone in the ASX mining space.In this conversation, Mark covers:His “go or grow” philosophy and how he sets expectations from day one on a boardWhy the CEO role is the loneliest job in the company — and what makes a great oneThe difference between a good non-exec director and one who overreachesHow to navigate activist shareholders, private equity and misaligned investor horizonsWhat really happens behind the scenes during a takeover and why speed and certainty winWhy mining needs more M&AFollow Mark on socials:Linkedin: https://www.linkedin.com/in/mark-connelly-57a9694/…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Everything For Sale(2:50) Chair Role and Board Boundaries(12:20) Board Alignment and Incentives(18:20) M&A Offers and Deal Process(25:40) Valuation Cycles and Case Studies(48:20) Capricorn Deal Mechanics(49:50) How the Deal Began(52:30) Retail Pushback Explained(55:40) Takeover Battles and Board Judgment(1:16:30) Industry Incentives and Wrap Up…………… PARTNERS Exceed Capital – Diversify your portfolio with Exceed’s property funds 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 …………… 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 …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | — | ||||||
| 3/10/26 | Why Aluminium Just Hit a Four Year High | 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 insights focused on the global aluminium, alumina and bauxite markets.This episode is packed with detail on one of the world’s most important and underappreciated metals markets, from Guinea’s dominance in bauxite supply to the ripple effects of China’s smelting sector and the overlooked stories in molybdenum and vanadium.In this conversation, Alan covers:• The 5-2-1 rule and how much bauxite it really takes to make a ton of aluminium• Why Guinea now accounts for ~75% of China’s bauxite imports and why analysts keep under-calling it• What caused the alumina price to surge to a 4-year high in early 2025• China’s hydro-exposed smelting sector and why rainfall dictates output in Yunnan• The Iran / Middle East supply risk hiding in plain sight• Molybdenum and China’s growing import dependency and what that means for prices• Vanadium flow cell batteries gaining real traction in China and the supply chain complexity that followsFollow Alan and CM Group:https://www.cmgroup.net/our-staff/alan-clark/This episode was recorded on 19 Feb 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 (0:00) Intro(3:20) Guinea Bauxite Boom(5:50) Alumina Price Spike(16:40) China Model Goes Global(36:10) Australia’s HPA Opportunity(37:20) From Bauxite to Sapphire Wafers(38:40) HPA Qualification and Cost Edge(40:10) Substitution and Tariff Volatility(51:00) Magnesium China Dependence(54:20) Magnesium Price Spikes and Die Casting(59:50) Gallium Extraction Add-Ons(1:01:00) Molybdenum Cost Curve Story(1:04:00) Vanadium and Flow Batteries…………… PARTNERS Exceed Capital – Diversify your portfolio with Exceed’s property funds 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 …………… 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 …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | — | ||||||
| 3/6/26 | Listeners Are Back Pitching Their Top Mining Stocks | 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 their best ideas.Today's episode is that conversation - Part 2.The stocks pitched ranged from WA gold developers to vanadium turnarounds to Italian gas plays. From Chile to Guyana to the Lachlan Fold Belt, we got served up plenty of new ideas.This was recorded on 5.3.2026. …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00:00) Introduction(0:02:10) Auric Mining (AWJ) - WA gold developer(0:12:30) Red Hill Minerals (RHI) - Onslow iron ore royalty(0:23:30) Dalrymple Bay Infrastructure (DBI) - Met coal export terminal(0:26:50) Aurum Resources (AUE) - Côte d'Ivoire gold developer(0:35:00) Somerset Minerals (SMM) - Canadian copper explorer(0:41:30) CZR Resources (CZR) - WA gold explorer(0:45:10) Solstice (SLS) - WA copper-gold explorer(0:46:30) Awale Resources (ARIC.V) - Côte d'Ivoire gold explorer(0:49:40) Largo Inc (LGO) - Vanadium producer turnaround(0:59:40) San Lorenzo Gold (SLG) - Chilean gold explorer(1:08:50) Kuniko (KNI) - Lachlan Fold Belt VMS explorer(1:17:50) Lunnon Metals (LM8) - WA gold/nickel developer(1:22:50) Po Valley Energy (PVE) - Italian gas producer(1:26:30) Altair Resources (ALR) - Guyana gold explorer…………… PARTNERS Exceed Capital – Diversify your portfolio with Exceed’s property funds 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 …………… 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 …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | — | ||||||
| 3/3/26 | Why Management Matters more than Project (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, with some punchy views on gold, mining management & commodity investing. In this conversation, Will covers:• Why he sees little value in gold miners right now — and what would change his mind• His deep dive on Equinox Gold and why new CEO Darren Hall is the key variable• Lundin Mining’s Vicuña project — what the $18B capex really means• Why management teams matter more than the commodity• Whether he’s rotating toward energy and niche industrials — including a hot take on offshore windFollow Will on socials: X - https://x.com/wmthomson22Stocks mentioned: EQX.TO, LUN.TO, AFM.V, LRV, HBR.L…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (00:00) Real Assets Rotation(03:20) Inbound Interest Signals(07:00) Why Gold Looks Overpriced(15:10) Equinox Underappreciated(19:00) Lundin Copper Masterclass(31:50) What Drives Miner Returns(33:50) Management Fit by Lifecycle(37:50) Larvotto and Distressed Assets(44:30) Tin Outlook and Alphamin(53:10) Rebalancing Beyond Mining…………… PARTNERS Exceed Capital – Diversify your portfolio with Exceed’s property funds 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 …………… 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 …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | — | ||||||
| 2/27/26 | 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 expertise in the uranium sector and years of experience operating in Namibia, he shares unique insight into the uranium supply crunch, the contracting cycle, and how to get a deal done.In this episode, we cover:How the deal came togetherNegotiating with a Chinese SOEWhy now was the right timeChoosing strategic equity over project financeWhether partnering with the Chinese was the only choiceChina's voracious long-term uranium demandWhy the uranium market will overshootFollow Brandon on:LinkedIn - https://www.linkedin.com/in/brandonmunro/X - https://x.com/brandon_munroThis was recorded on 26.2.2026. …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (00:00) China’s Uranium Imperative(03:50) Uranium Cycle Since Fukushima(07:00) Etango-8 Rethink Explained(08:50) CNNC JV Deal Breakdown with Bannerman(34:40) Why Build Now(38:00) Financing Tradeoffs(41:50) Regulatory Guardrails(47:00) China Demand Surge(52:00) AI Power and Wrap-Up…………… PARTNERS Exceed Capital – Diversify your portfolio with Exceed’s property funds 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 …………… 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 …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | — | ||||||
| 2/24/26 | 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 landscape • The Woodside vs Santos debate • Which basins are the most exciting in Australia • Companies that have exciting exploration happening • How small-scale energy differs from mining juniors Stocks mentioned: WDS, STO, BPT, EXR, OMA, STX, CVN, EQU, BTL, AEL, TDO Follow Saul on:X: https://x.com/saulkavonic?lang=enThis was recorded on 19.02.2026.…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (00:00) Macro Oil and LNG Setup (06:20) Australia Energy Policy and ESG Shift (15:00) Sovereignty and Gas Demand Surge (20:40) Santos Under the Hood (32:40) Woodside LNG Price Leverage (35:00) Perth Basin Strike and Hancock (42:10) Beach Energy Deal or Drown (45:50) Exploration Basins and Final Wrap …………… PARTNERS Exceed Capital – Diversify your portfolio with Exceed’s property funds 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 …………… 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 …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | — | ||||||
| 2/20/26 | The Ultra Bull Case for Lithium (YJ Lee) | 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 down the explosive dynamics driving lithium and silver markets, and why we're only at the beginning of a multi-year commodity supercycle. With lithium demand set to grow 33% annually and China dominating the EV supply chain, the West faces tough choices ahead.In this chat, YJ articulates:• Why the lithium bottom in July 2024 was the buying opportunity• His 4.6 million ton lithium demand forecast for 2030 (and why it's conservative)• How Discovery Silver became a 10-bagger in 18 months• Why battery energy storage systems (BESS) will explode to 1.5 TWh by 2030• China's EV penetration hitting 80%+ and what it means globally• The Pilbara Minerals restart strategy and supply dynamicsFollow YJ on:X: https://x.com/usuallyYJLeeLinkedin: https://www.linkedin.com/in/realyjlee/This was recorded on 19.02.2026.…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Intro & 165% Fund Performance(3:10) Silver's Bull Run in 2025 and What Is Happening in 2026(16:40) Lithium and China's EV Market(28:20) Battery Energy Storage System Explosion(33:50) PLS & Wildcat(44:20) Are Automated Mines Going to Happen in the Future?(46:50) Other Metals Markets…………… PARTNERS Exceed Capital – Diversify your portfolio with Exceed’s property funds 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 …………… 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 …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | — | ||||||
| 2/17/26 | The Strategic Metals Awakening (Craig Tindale) | Today we’re sharing our conversation with Craig Tindale, author of the widely read “Return to Matter” paper. Craig’s writing captures the fragility of the situation that the West finds itself in, as China’s dominance in the physical world comes home to roost. Be it mineral processing all the way to defence equipment manufacturing, China now accounts for the vast majority, and in some cases the entirety of the world’s capacity. There is no easy fix for this. In this chat, Craig articulates: • How incentives & cheap money got us here • Why we’re at the end of the road for “Stateless Capitalism” • The tough medicine Western nations must take • China’s strategy for lower commodity prices • Hints of what the future could be Follow Craig on:- Substack- Twitter- LinkedInThis was recorded on 16.2.2026. …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Intro(1:00) Western material dependence on China(4:00) Cost of capital and central banking(5:40) Efficient pricing hollowing out economies(10:20) Chinese control of critical metals(11:40) Unrestricted economic warfare(23:00) The simultaneity trap(26:30) Mining valuations and Chinese partnerships(30:20) Stateless vs state capitalism(45:00) ESG costs and refining challenges(51:30) AI enabling manufacturing independence(55:10) China's automation advantage(56:40) Balkanization and regional alliances…………… PARTNERS Exceed Capital – Diversify your portfolio with Exceed’s property funds 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 …………… 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 …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | — | ||||||
| 2/13/26 | Is Oil the Next Commodity to Rip? (Josh Young) | We’re branching out for this episode. Today, it’s all about energy. As metals markets have moved violently higher across the board, we called on Josh Young to hear his take on where we are in the energy cycle. We’re hunting for potential value. Josh unpacks with us: • The “oil glut” narrative • Why funds are max bearish • What’s next for shale • Why people get China wrong • Which stocks are showing the most value • The companies that are over valued This was recorded on 12.2.2026. …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Introduction and Energy Market Overview(3:50) Supply and Demand Fundamentals(7:00) Capital Starvation Cycle(12:00) Shale Innovation and Decline Rates(17:50) Demand Growth and China(25:40) US Shale Production Outlook(30:00) Oil Majors Valuation(35:20) Services Sector Opportunities(38:20) Cost Curves and Breakevens(39:50) Royalty Companies Analysis(45:30) Geographic Valuation Differences(50:00) Geopolitical Risk and Iran …………… PARTNERS Exceed Capital – Diversify your portfolio with Exceed’s property funds 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 …………… 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 …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | — | ||||||
| 2/10/26 | 11 Listeners Pitch Their Top Mining Stocks | 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 spiel on why you think the company is going places. Today’s episode is that conversation. We hope it gets you thinking. A huge thank you to all the Money Miners who joined us to pitch their stock ideas. Follow them: • TwinTurboCelica (@TwinTurboCe1ica) - KAU, LMS • Spec Punter (@Spec_punter) - PVT, DSM, EFE • 6SL308 (@StefanPiruk) – CLA • spectrader (@555spectrader) – BKB • Tom Woolrych (@tom_woolrych) - ANDC.V, WIA • High-Conviction Troglodyte (@HCTroglodyte) – GRE • Jon Doyle (@JonDoylePD) - WCE, CBE, GGP • Jobson Growthe (@ShowerCapAM) - ARL, LM8 • Joshua Baker (@DznBkr) - MEK, LML • HCL (@HCP445) - AEU, PSC, CAY • Indie Niall (@niall_indie) – CAY Stocks mentioned: ARL, BKB, CAY, CLA, CTM, CHN, CBE, DSM, EFE, GGP, GRE, AEU, KAU, LMS, MEK, NIC, PVT, PSC, WCE, GLAD.CVE, ANDC.TO, LZM.NY This was recorded on 9.2.2026. …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS 0:00:00 - Introduction 0:02:02 - Kaiser Reef (KAU) 0:10:24 - Pivotal Metals (PVT) 0:17:29 - Desert Metals (DSM) 0:17:29 - Eastern Resources (EFE) 0:18:44 - Celsius (CLA) 0:29:23 - Black Bear (BKB) 0:35:00 - Andina (ANDC.V) 0:36:11 - WIA Gold (WIA) 0:39:09 - Greentech Metals (GRE) 0:44:08 - Litchfield Minerals (LMS) 0:48:11 - West Coast Silver (WCE) 0:50:14 - Cobre (CBE) 0:51:53 - Greatland Gold (GGP) 0:54:09 - Ardea (ARL) 0:59:38 - Lunnon Metals (LM8) 1:01:20 - Meeka Metals (MEK) 1:08:07 - Lincoln Minerals (LML) 1:12:51 - Atomic Eagle (AEU) 1:13:41 - Prospect (PSC) 1:14:55 - Gladiator Metals (GLAD.C)1:17:41 - Canyon (CAY) …………… PARTNERS Exceed Capital – Diversify your portfolio with Exceed’s property funds 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 …………… 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 …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer. | — | ||||||
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Chart Positions
8 placements across 7 markets.
Chart Positions
8 placements across 7 markets.