Where mining meets equity markets, and noise gets cut to signal. We unpack the stories moving commodities, companies, and capital without the fluff. Featuring candid conversations with fund managers, executives, and commodity specialists. Hosted by Travis Ricciardo and Jonas Dorling.
Where mining meets equity markets, and noise gets cut to signal. We unpack the stories moving commodities, companies, and capital without the fluff. Featuring candid conversations with fund managers, executives, and commodity specialists. Hosted by Travis Ricciardo and Jonas Dorling.
In today’s episode, we’re joined by renowned resource investor Rick Rule to explore where the most overlooked pockets of value lie in the market.
Our conversation covers the most beaten-up parts of the market, whether there’s merit in playing the ‘picks n shovels’ approach to resources, how the financing side of the industry continues to evolve, his views on the latest government intervention in the sector, and plenty more.
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TIMESTAMPS
(00:00) Introduction: Neglected Sectors
(01:29) Oil and Gas
(04:34) Government Influence on Commodities (09:29) Rare Earths and Global Supply Chains
(15:54) Uranium Market Dynamics
(26:28) Natural Resource Financing
(28:21) Streaming and Royalties
(35:08) Gold and Copper Miners
(36:12) Barrick's Future
(41:36) Mining Services Businesses
(49:01) Lithium Market Insights
(51:53) Vanadium and Nickel
(56:49) Silver and Tin
(01:03:11) Contrarian Views and the US Dollar
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PARTNERS
Thank you to the mining services businesses that make this content possible:
· Axis Mineral Services – Crushing services for all requirements in mining, milling & civil applications | jason.orourke@axisminerals.com.au
· Sandvik Ground Support – The only ground support you’ll ever need
· Africa Down Under – Get your tickets for Australia’s premier African-focused conference, running from Sept 3 – 5
· Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial
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FOLLOW & CONNECT
• YouTube: @MoneyofMine
• Twitter / X: @moneyofminepod
• LinkedIn | Instagram | Facebook
• Travis Ricciardo: @TRAVmoneyofmine
• Jonas Dorling: @JDmoneyofmine
• Email us Word on the Decline: gc@moneyofmine.com
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JOIN THE GROUP CHAT
• Step 1: Join the MoneyMiners Facebook Group
• Step 2: Request access to the HOOTEROO chat
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DISCLAIMER
All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer.
