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.
Ferg Cullen (aka Trader Ferg) joins us for a wide-angle look at the market’s many dynamics front of mind this week.
We unpack BHP’s quiet shift to RMB settlement, the end of dollar dominance, and what it means for commodities.
From platinum and uranium to oil and tin, we dive into the real assets leading this cycle, the mania across uranium ETFs, and why energy services might be the next big trade.
Ferg shares why he’s still bullish on physical assets like gold, silver, platinum, and tin, even as market FOMO and speculative fever run rampant.
If you want honest, nuanced insights on commodities, currency, and the future of real assets, this episode is for you.
Companies mentioned:
BHP, VALE, FMG, RIO, ZIM, SPD, THS.L, IMP.J, SBSW, VALT.L, MMI, CAY, BML, S32, UEC, UUUU, LEU, URA, GMKN.ME, NVDA, BP.L, SHEL.L
Follow Trader Ferg on Substack here
Recorded on October 15, 2025.
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TIMESTAMPS
(00:00) - Introduction
(03:04) - Market FOMO and Portfolios
(06:07) - BHP’s China Settlement
(10:51) - Asian Growth and Currency Implications
(17:21) - Power Dynamics Between Miners and China
(27:01) - Australian Energy Market Opportunities
(32:24) - Physical Commodities
(43:24) - Silver
(48:15) - Energy Sector Investment Opportunities
(54:09) - Oil Services and Offshore Drilling
(58:09) - European Energy Services Companies
(1:02:00) - Tin Market
(1:08:00) - Closing Remarks and Disclaimers
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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.