Money of Mine Podcast

Rob Mullin returns, a year on from his last visit. The founder and CIO of Marathon Resource Advisors in San Francisco has been investing in natural resources since the early 1990s, running a long short book built around cash flow and dividends rather than stories. We check in on the predictions he made last time, then work through what a genuinely multipolar world does to supply chains, correlations and the case for owning resources. In this ep, Rob covers: Why a 30 to 50% drawdown in preciou

We watched over ten hours of Diggers & Dealers presentations so you don't have to. Here's what we learned - in 30 minutes. What are the standout stories? Who missed? What were the best moments? We get into it. A freudian slip in the Regis' presentation? Why Bellevue stands out from the pack What's the attraction with Greatland Northern Star's unitless cost chart, + what was left unsaid The great trade at PLS Stocks covered: PLS LTR CXO WC8 BGO NST RRL GMD VAU GHM MM8 ALK GGP CMM SLS TCG

Rob Cohen has been on our wish list for a long time. A metallurgical engineer who has spent nearly three decades at 1832 Asset Management in Toronto, he runs the Dynamic Precious Metals Fund and is often the first institution to appear on the register of an emerging Australian gold developer, usually buying on market rather than waiting for a placement. Timed for those heading to Diggers, this one is a tour through the calls that built the track record, and the process behind them. In this epi