Money of Mine Podcast
Where mining meets financial markets. We break down the news that matters to investors and industry, without the fluff.
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June 26, 2026
Hunting For Outliers (Tony Manini)
Tony Manini joins us for a wide-ranging conversation on a career built around discovery, from leading the team that found Sepon in Laos to the wild ride of Oxiana/OZ Minerals and the founding of EMR Capital. Tony lays out his core belief that exploration and investing are fundamentally the same venture capital game — all about managing probabilities, sizing the prize, and having the discipline to cut losers early. He digs into the people he hires for, why the best opportunities show up countercy
June 23, 2026
Time Arbitrage & Fourth Grade Math (Mike Alkin)
We're joined by Mike Alkin of Sachem Cove to break down where we are in the uranium cycle, why his supply-driven thesis evolved, and what he thinks of the SMR and data centre hype.He digs into the broken price reporting that distorts the market, Kazakhstan's value-over-volume shift, the East-West bifurcation of supply, and how to think about a world-class asset like NexGen's Rook I in the trickiest part of the cycle.Plus, his contrarian plays in offshore drillers.• Why uranium’s supply shortage
June 19, 2026
The Oil Shock That Wasn't (Rory Johnston)
Oil analyst Rory Johnston joins to unpack a wild three months in the oil market, as an Iran deal is on the cusp of being signed and Brent bounces around. Rory walks through what actually moved the market, why prices underreacted to a major supply shock, and what it all means looking forward. • China’s import collapse: the biggest surprise of the crisis • How jawboning and volatility crushed bullish trader positioning • Backwardation vs contango, and what the curve signals • Why the outlook now l
June 16, 2026
Deficits Drive Bull Markets (Sam Berridge)
Sam Berridge from Perennial is back after a wild first half of 2026. We run through just about every commodity under the sun. Gold's sold off, but the fundamentals haven't changed. What next? We also get into why the structural deficits he chases tend to survive the chaos, as well as the latest on the aluminium setup. In this one we cover: Gold's sell-off and the long-term thesis The Iran war latest + oil and aluminium on a knife's edge The gold developers Sam likes and his 1 + 1 = 3 plays The E
Reviews
These guys are the best
As others have said, these guys are the go-to guys if you follow the resources sector in Australia and want to educate yourself. Great information and great entertainment. Keep it up, guys! I love watching on YouTube for the full effect.
- DBS Perth
- Sept. 5, 2023
- Bayview HC
- May 21, 2025
- Kimbo in the limbo
- Oct. 25, 2024
- Leighrigg9
- Sept. 8, 2023
A must for mining/resource investors
My staple for all things relevant to investing in ASX listed mining stocks. Great interviews and insights. Would recommene
- @agroasx
- Oct. 27, 2023
Superb!
One of THE BEST podcast available for understanding the ASX listed resource market.., much thanks from 🇺🇸!
- Fly Navy Far East
- Nov. 24, 2023
Brilliantly conceived
The team at MoM brings forth a host of differing perspectives and insights informing anyone considering investing in ASX mineral resources. Interesting interviews with very clever people abound from episode to episode.
- Friend of Telstra
- June 5, 2024
Mining Mecca
If you are generally interested in mining and/or investing in this sector this is a fantastic nearly daily update regarding what is going on in the sector, delivered in a both easy to understand and hilarious way at times. In addition, they regularly have excellent subject matter experts on as guests which is very interesting. Finally, sign up to the Director’s Special newsletter. Keep up the great work team MoM.
- Johnny_Bravo78
- Oct. 26, 2024