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Investing, Markets & Money
The Armchair Trader
153 episodes
3 days ago
In this episode of the Investing, Markets & Money podcast from The Armchair Trader, we talk with Brett Heath, CEO of Metalla Royalty & Streaming (NYSE/TSX: MTA) — an innovative company in the gold and mining royalty space. Brett explains how royalty companies make money without ever operating a mine, the growth story behind Metalla’s $700 million market cap, and why royalties can offer investors exposure to gold, silver, and copper without the same risks faced by traditional miners. Topics covered: • How royalty and streaming models work • Metalla’s $6M investment that became a major gold discovery • Why the royalty model scales with minimal overhead • Outlook for gold, silver, and copper in 2025–2030 • The next growth phase for Metalla Royalty Find more on Metalla Royalties and Streaming. Visit the website: https://www.metallaroyalty.com/ 📩 Subscribe to our free newsletter for reglar insights on Stocks, ETFs, Commodities, and Global Markets: https://www.thearmchairtrader.com/newsletter/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Intro to Metalla Royalty and how royalty companies work 03:51 Hanging on to portfolio companies 05:09 How Metalla sources investments 07:45 Metalla's plans for the next year or two 12:49 Spread of gold, silver and copper companies 13:58 Operational and downside risks 18:16 Criteria for new investments 23:20 Commodity cycle outlook and growing the business 26:56 How do mining companies pay - cash or bullion? 31:24 Can production satisfy projected demand?
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Business
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In this episode of the Investing, Markets & Money podcast from The Armchair Trader, we talk with Brett Heath, CEO of Metalla Royalty & Streaming (NYSE/TSX: MTA) — an innovative company in the gold and mining royalty space. Brett explains how royalty companies make money without ever operating a mine, the growth story behind Metalla’s $700 million market cap, and why royalties can offer investors exposure to gold, silver, and copper without the same risks faced by traditional miners. Topics covered: • How royalty and streaming models work • Metalla’s $6M investment that became a major gold discovery • Why the royalty model scales with minimal overhead • Outlook for gold, silver, and copper in 2025–2030 • The next growth phase for Metalla Royalty Find more on Metalla Royalties and Streaming. Visit the website: https://www.metallaroyalty.com/ 📩 Subscribe to our free newsletter for reglar insights on Stocks, ETFs, Commodities, and Global Markets: https://www.thearmchairtrader.com/newsletter/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Intro to Metalla Royalty and how royalty companies work 03:51 Hanging on to portfolio companies 05:09 How Metalla sources investments 07:45 Metalla's plans for the next year or two 12:49 Spread of gold, silver and copper companies 13:58 Operational and downside risks 18:16 Criteria for new investments 23:20 Commodity cycle outlook and growing the business 26:56 How do mining companies pay - cash or bullion? 31:24 Can production satisfy projected demand?
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Business
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This outperforming Asia fund is Overweight the IT sector. Here's why | Ep.136
Investing, Markets & Money
31 minutes 52 seconds
7 months ago
This outperforming Asia fund is Overweight the IT sector. Here's why | Ep.136
Stuart meets Richard Sennitt, fund manager of Schroder Oriental Income [LON:SOI] to discuss the Asia-Pacific outlook, how Asian companies pay dividends compared with US/UK firms, and what the future may hold for China and the greater region. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register Listen on: Spotify - https://open.spotify.com/show/2vfaIsYhqcRejpjWNqYF6f Apple Podcasts - https://podcasts.apple.com/gb/podcast/the-armchair-trader-podcast/id1454640070 Amazon - https://music.amazon.co.uk/podcasts/68a66097-24d8-403e-a86f-70fab0d2d686/The-Armchair-Trader-Podcast SoundCloud - https://soundcloud.com/armchairtrader/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Intro to Schroders Oriental Income investment trust 04:21 How do Asian company dividends compare with US/UK? 05:57 Outlook for yields in the region 09:54 How does the trust beat the benchmark? 12:30 Investment opportunities in financial services and technology 18:03 Changes in the Asian and ASEAN markets 20:55 Richard's view on China 25:38 Future growth in Asia-Pacific 27:44 How does Richard choose stocks for the fund?
Investing, Markets & Money
In this episode of the Investing, Markets & Money podcast from The Armchair Trader, we talk with Brett Heath, CEO of Metalla Royalty & Streaming (NYSE/TSX: MTA) — an innovative company in the gold and mining royalty space. Brett explains how royalty companies make money without ever operating a mine, the growth story behind Metalla’s $700 million market cap, and why royalties can offer investors exposure to gold, silver, and copper without the same risks faced by traditional miners. Topics covered: • How royalty and streaming models work • Metalla’s $6M investment that became a major gold discovery • Why the royalty model scales with minimal overhead • Outlook for gold, silver, and copper in 2025–2030 • The next growth phase for Metalla Royalty Find more on Metalla Royalties and Streaming. Visit the website: https://www.metallaroyalty.com/ 📩 Subscribe to our free newsletter for reglar insights on Stocks, ETFs, Commodities, and Global Markets: https://www.thearmchairtrader.com/newsletter/ Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader 00:00 Intro to Metalla Royalty and how royalty companies work 03:51 Hanging on to portfolio companies 05:09 How Metalla sources investments 07:45 Metalla's plans for the next year or two 12:49 Spread of gold, silver and copper companies 13:58 Operational and downside risks 18:16 Criteria for new investments 23:20 Commodity cycle outlook and growing the business 26:56 How do mining companies pay - cash or bullion? 31:24 Can production satisfy projected demand?