About this episode

Matthew Fist discusses the current state of the Australian power grid and various commodities in the market.

Today's episode is with the great Matthew Fist, portfolio manager at Firetrail Investments, where he focuses on Aussie small-cap resources and industrials. Fresh off the Macquarie conference floor, Matt brings his technical expertise, honed in previous roles at Macquarie and BHP, to the table as we chat through a raft of companies and commodities. The topics discussed include: What Aussie funds are all talking about right now Gold M&A and Genesis Minerals How AI-driven power demand is re-shaping thermal coal Rare earths and Lynas The hunt for copper opportunities The commodities Matt thinks the market has most wrong Follow Matt: LinkedIn: https://www.linkedin.com/in/matthew-fist-53191a36/ Firetrail: https://firetrail.com/ Episode recorded: 08.05.2026 …………...… 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) Hype Cycle Setup (1:00) Gold M&A and Genesis (6:50) AI Data Centers and Coal (18:20) Gold Juniors and Royalties (32:10) Copper Value…

More episodes of Money of Mine

• The 3 Trades That'll Win the Next Decade (Michel Mamet) · June 5, 2026 · 33 min
• Whitehaven's Big Bet (Paul Flynn) · June 2, 2026 · 1h 1m
• Inflation Is the Only Escape (Chris Judd) · May 29, 2026 · 1h 4m
• The End for Australian Exploration? · May 26, 2026 · 59 min
• This is a Hard Reset Moment (Emanuel Datt) · May 22, 2026 · 1h 10m
• The Most Overlooked Commodity Opportunity? (Vas Piperoglou) · May 19, 2026 · 57 min

Explore listener stats, chart rankings, contacts and more on the Money of Mine podcast page.