Australia's Power Grid Is About to Break (Matt Fist)
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 expertise, honed in previous roles at Macquarie and BHP, to the table as we chat through a raft of companies and commodities.
The topics discussed include:
- What Aussie funds are all talking about right now
- Gold M&A and Genesis Minerals
- How AI-driven power demand is re-shaping thermal coal
- Rare earths and Lynas
- The hunt for copper opportunities
- The commodities Matt thinks the market has most wrong
Follow Matt:
LinkedIn: https://www.linkedin.com/in/matthew-fist-53191a36/
Firetrail: https://firetrail.com/
Episode recorded: 08.05.2026
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TIMESTAMPS
(0:00) Hype Cycle Setup
(1:00) Gold M&A and Genesis
(6:50) AI Data Centers and Coal
(18:20) Gold Juniors and Royalties
(32:10) Copper Value Picks
(33:30) Hillgrove Revisited
(36:50) Lithium and Tungsten Cycles
(46:10) Energy Outlook and Wrap
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