
Where mining meets financial markets. We break down the news that matters to investors and industry, without the fluff.
This is a different episode for us. Rusty Delroy is back - and this time he’s brought company in the form of Will Barker. Rusty is the founder of Nero Resource Fund, compounding at ~26% per annum since inception in 2013. Will...
Today we're sharing our conversation with natural resource fund manager David Franklyn, covering as a whole host of the commodities and company's we love chatting about.Dave walks through how the fund navigated one of the wil...
Moz is back. Nearly a year on from the MinRes spectacular, Moz has joined us again to dive into the opportunities capturing his attention. In keeping with his style, we go deep on special situations where the market is presen...
We need inspiration for today's episode - and it came our way. We picked up the phone in an attempt to make sense of everything going on in this market. We called some fund managers to get clarity and ask the questions we can...