About this episode

The episode features insights from fund managers on market positioning and investment strategies during uncertain times.

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 market. We called some fund managers to get clarity and ask the questions we can't get off our mind. This episode goes deep into how smart money is positioning in uncertain times.In the episode, we discuss: Why energy prices could stay higher for longerThe LNG supply shock How gold has historically performed during major drawdowns The structural shift in lithium demand Constructing a portfolio across energy, gold, and food exposure Specific asymmetric opportunities in gas, copper, and gold equities Why diversification matters more than ever Follow Anthony: LinkedIn -https://www.linkedin.com/in/anthony-kavanagh-89b16818/?originalSubdomain=au If you enjoy these conversations, subscribe for more insights from investors and operators across the mining and commodities sector. Episode recorded: 04/24/26 …………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Director’s Special⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ : one daily email with all the news that…

People in this episode

Host: Anthony Kavanagh

Topics covered

• market analysis
• fund management
• energy prices
• gold performance
• lithium demand
• portfolio construction
• diversification

Keywords

• energy prices
• LNG supply shock
• gold
• lithium
• portfolio
• diversification
• copper
• gas equities

Mentioned in this episode

Organizations: Mineral Media

Places: Australia

More episodes of Money of Mine

• Forget Valuations. Hard Assets Go Higher (Tony Greer) · April 21, 2026 · 43 min
• We Visited 7 Mines in Africa. Here's What We Found · April 17, 2026 · 35 min
• Rick Squire on the Junior Miners That Can Actually Make It · April 14, 2026 · 1h 3m
• The Hedge Fund That Stays Ahead of the Street (Matt Zabloski) · April 11, 2026 · 48 min
• If this were Doomsday, Markets would Show It (Alyosha) · April 7, 2026 · 58 min
• Last Energy Crisis, This Sector Went Up 20x (Ferg Cullen) · April 3, 2026 · 50 min

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