
Where mining meets financial markets. We break down the news that matters to investors and industry, without the fluff.
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 structur...
Chase Taylor and Zach Abraham from Bulwark Capital join the show to unpack a world turned upside down. The pair walk through why oil could be mispriced by $30 or more, how cheap drones and missiles have rewritten the global s...
We've wanted to have this conversation for 3 years. Our guest today is James Davolos of Horizon Kinetics, the New York-based deep value firm managing over US$11.5B across a range of contrarian strategies, where James runs the...
Michel Mamet started his fund on 3 key pillars. Gold, energy, and resources. His strategy has returned ~90% since inception 18 months ago. In this conversation, Michel walks through the three foundations of the fund, why he b...