
Where mining meets financial markets. We break down the news that matters to investors and industry, without the fluff.
To understand the commodity moves, you need to understand the macro. Chris Judd joins us to dive deep into the big picture. Founder & portfolio manager at Cerutty Macro Fund, Chris' perspective and model for navigating the wo...
The Federal Budget has dropped a bombshell on the mining and exploration sector. Proposed CGT changes could leave a generational mark on the industry, the economy, and everyday Australians. We sat down with the people best pl...
Emanuel Datt (founder & CIO of Datt Capital) has been selling. He's now at 30%+ in cash. The Datt Absolute Return Fund has compounded at over 17% pa for near a decade. The Strait of Hormuz shutdown marked a hard reset of the ...
In today's episode, we're joined by value investor Vas Piperoglou. Vas is the co-founder and chief investment officer of Collins St Asset Management. He runs one of Australia’s most consistently high-performing value investme...