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Money of Mine
By Mineral Media
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 manager
... more
4.9
1111 ratings
FAQs about Money of Mine:
How many episodes does Money of Mine have?
The podcast currently has 1,062 episodes available.
Best of Money of Mine
The most played episodes among Podcast App listeners.
- Number 1: Weekly Wrap + The Canyon Conspiracy
We spent the week pulling apart Canyon Resources, and what came out is the sort of story that should worry anyone who has ever held a minority stake in a single asset developer. A billion tonne bauxite project in Cameroon, a fully funded announcement, and then $170m of equity at 26 cents that simply never arrived. Four months later the controlling shareholder was offering those same minorities five cents. In this ep, we discuss: - The Canyon expose - Regis burying a $240m catch-up tax payment, and why quarterly cash builds now flatter every goldie - The dividend round: Alkane's first-ever payout, Genesis surprising, and Northern Star's buyback that probably never completes - Ausgold going to OceanaGold, and why the marginal buyer is no longer the Aussie mid-tier - Mt Cattlin M&A goss - Lindian's red flag- Copper's all time run …………...… DIRECTOR'S SPECIAL EMAIL Join 18k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) September Kickoff (4:40) Bauxite Project Basics (8:10) Funding Package Announced (14:00) Approval Delays Mount (19:00) March Vote Bombshell (28:10) Canyon Control Squeeze (37:40) Dividends, Taxes, and Costs (47:10) M&A and OzGold Wrap …………… PARTNERS Sandvik Ground Support – The only ground support you’ll ever need Titan Recruitment – Specialists in engineering and technology recruitmentFocus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… 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.
56min
- Number 2: Everything in Resources Is Cheap (Rob Mullin)
Rob Mullin returns, a year on from his last visit. The founder and CIO of Marathon Resource Advisors in San Francisco has been investing in natural resources since the early 1990s, running a long short book built around cash flow and dividends rather than stories. We check in on the predictions he made last time, then work through what a genuinely multipolar world does to supply chains, correlations and the case for owning resources. In this ep, Rob covers: Why a 30 to 50% drawdown in precious metals equities was exactly what the doctor ordered, and how Agnico got to its cheapest relative PE in company historyThe rare earths arbitrage: what happens when governments throw tens of billions at a sector used to surviving on tens of millionsRiding tanker rates from $30,000 a day to $300,000, and why he is now rotating toward dry bulkQuickfire takes on nickel, PGMs, tin, tungsten, vanadium and silver versus gold…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Welcome and Rob Returns (6:30) Gold Selloff and Reserve Shift (13:50) Government Push and Multipolar Supply Chains (32:20) Hard Assets Portfolio Mix (38:40) Non-Consensus Resource Plays (47:30) Scaling and Position Sizing (57:10) Gold vs Silver Decision (58:50) Lithium Outlook and Wrap …………… PARTNERS Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… 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.
1h 2min - Number 3: Why The Gold Bid Isn't Going Away (Jacob Shapiro)
Everything in commodities over the past few years has been driven by geopolitics. So today we're going deep on it with one of the best in the business: Jacob Shapiro.The Inflation Reduction Act, the US-China trade war, Washington taking a stake in MP Materials, Argentina reopening, Indonesia's nickel dominance. None of it makes sense without the politics behind it.Jacob co-founded Geopolitical Futures with George Friedman, ran the Operations Centre at Stratfor, and now heads geopolitical analysis at Cognitive Investments in New Orleans. He's also one half of the fantastic Geopolitical Cousins podcast alongside Marko Papic.In this conversation: • Why the gold run isn't finished • Energy: the great deflationary force still to come? • Signal versus noise on Iran, Russia-Ukraine, and what to watch next • Why China doesn't actually want the renminbi as the global reserve currency • What Australia should do about all of it+ How to shape your views in this multi-polar world …………… TIMESTAMPS [0:00] Introducing Jacob Shapiro[1:50] US Deficits and Gold Surge[10:20] Geopolitics Framework and Multipolar Shift[18:00] Signal vs Noise and Reserve Currency Debate[26:10] Taiwan Slow Absorption[39:30] US Constraints and Unipolar Hangover[48:20] Contrarian Takes and Wrap …………… Join 19k+ subscribers to the Director’s Special:one daily email with all the news that matters in mining …………… PARTNERS Thank you to the mining services businesses that make thiscontent possible: • Sandvik Ground Support – The only ground supportyou’ll ever need • Titan Recruitment – Specialists in engineering and technology recruitment • Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial • SS&C Intralinks – Powering deals with unmatched security and efficiency • Exceed Capital – Diversify your portfolio with Exceed’s property trusts …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: [email protected] …………… DISCLAIMER All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our full disclaimer.
54min - Number 4: Six Opinions, Five Geologists
A few beers with a geologist (Alexander Zanier) turned into a wide-ranging conversation on exploration, investing and the people behind the mining industry. We talk about what separates great geologists from average ones, why some juniors waste capital, where the next discoveries might come from, the role of majors and government in funding exploration, and a few mining stocks and regions that have caught Alex’s attention. …………...… DIRECTOR'S SPECIAL EMAIL Join 18k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS 0:00 - What Makes Great Geos 3:30 - Alkane and the Boda Bug 9:00 - Science-First Exploration Teams 17:50 - Educating Investors 21:50 - Funding Undercover Discoveries 27:40 - Majors and Government Support 32:30 - Camp Life and Going the Extra Mile 42:00 - Financialization and Tickers 49:50 - Mining Stories and Environmental Liabilities 56:30 - Talent Pipeline and Market Punts 1:02:40 - Eastern States Gold and ESG Drilling 1:06:30 - Capricorn and WA Mid Tiers 1:08:20 - Consolidation and Smarter Spending 1:10:30 - Industry Optimism …………… PARTNERS Sandvik Ground Support – The only ground support you’ll ever need Titan Recruitment – Specialists in engineering and technology recruitmentFocus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… 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.
1h 13min - Number 5: The 11 Gold Takeovers to Happen Before 2027
It's prediction time. We get the whiteboard out and chalk up our starting 11 of the most likely deals the gold market serves up before the year is out. The parameters are wide, the timeline is short. Let us know what surprised you, what we missed and what you think. …………… TIMESTAMPS (0:00) Intro (2:00) Deal #1 (7:40) Deal #2 (11:50) Deal #3 (15:50) Deal #4 (23:10) Deal #5 (27:20) Deal #6 (31:50) Deal #7 (37:30) Deal #8 (40:50) Deal #9 (47:20) Deal #10 (48:00) Deal #11 (52:10) Outro …………… Join 19k+ subscribers to the Director’s Special:one daily email with all the news that matters in mining …………… PARTNERS Thank you to the mining services businesses that make thiscontent possible: • Sandvik Ground Support – The only ground supportyou’ll ever need • Titan Recruitment – Specialists in engineering and technology recruitment • Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial • SS&C Intralinks – Powering deals with unmatched security and efficiency • Exceed Capital – Diversify your portfolio with Exceed’s property trusts …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline: [email protected] …………… DISCLAIMER All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our full disclaimer.
55min
Money of Mine episodes:
August 01, 2026How to Spot a 20-Bagger Early (Rob Cohen) July 30, 2026Forrestania’s Paper Empire July 25, 2026Developers Are Generationally Cheap (Darren McLean) July 17, 2026Here Comes the Scandium Supercycle (Koala) July 14, 2026Is It Too Late to Break China's Minerals Grip? (Henry Sanderson) July 10, 2026Why Small Caps Are Trading Too Cheap (Matt Griffin) July 07, 2026The Battle for Leonora’s Final Act July 03, 2026Discovery, Luck and the Thrill of the Chase (Mark Bennett) June 30, 2026From Boom to Bust and Back (Ken Brinsden) June 26, 2026Hunting For Outliers (Tony Manini)
FAQs about Money of Mine:
How many episodes does Money of Mine have?
The podcast currently has 1,062 episodes available.
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