
Where mining meets financial markets. We break down the news that matters to investors and industry, without the fluff.
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...
A absolutely favourite guest is back - Hedley Widdup of Lion Selection. Leading one of the industry's sharpest specialist mining investors, we work through the state of the gold stocks, where capital is moving, and what the c...
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 e...