428 Episodes

  1. Which of these 3 Miners Took Gold?

    Published: 10/14/2024
  2. China’s Conundrum and what it means for Commodities (Huw McKay)

    Published: 10/11/2024
  3. What does Rio’s brine bet mean for spod?

    Published: 10/10/2024
  4. What’s MinRes Scheming in Mauritania?

    Published: 10/8/2024
  5. A Message to Rio from an Arcadium Shareholder

    Published: 10/7/2024
  6. Building Mining Behemoths from Acorns (Owen Hegarty)

    Published: 10/4/2024
  7. Is Ganfeng Bearish Pilbara Minerals?

    Published: 10/3/2024
  8. The Miners on our Radar this Quarterly Season

    Published: 10/1/2024
  9. Commodities Rip Higher on China Stimulus

    Published: 9/30/2024
  10. Why the Lithium Market Has Bottomed with YJ Lee

    Published: 9/27/2024
  11. Why are 3 billionaires in the shadows of these two gold projects?

    Published: 9/26/2024
  12. 2 Miners Battle Short Reports – Who Wins?

    Published: 9/24/2024
  13. Chris Judd on the Macro Themes Moving the Market

    Published: 9/23/2024
  14. The Hype around Hybrids is Rubbish (Andy Leyland Interview)

    Published: 9/20/2024
  15. What’s Missing from Lotus’s Study?

    Published: 9/19/2024
  16. These 8 Gold Juniors are on our M&A Watchlists

    Published: 9/17/2024
  17. Is $85/lb the new Uranium Floor?

    Published: 9/16/2024
  18. Le Shrub: The Case for Commodities and Fading the "Monkeys"

    Published: 9/13/2024
  19. Is the lithium bottom in?

    Published: 9/12/2024
  20. Greatland copy the NST Playbook

    Published: 9/10/2024

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An ex-underground miner, a couple of ex-investment bankers, and an ex-equity research guy breaking down the mining news that matters in markets. It's a bit of entertainment, information, and occasionally some alpha.