We went a bit rogue today with a completely different dailyepisode style.

Financial markets, mining and commodities are at a fascinating inflection point, and we wanted to hear what some of the smartest people in markets are thinking. So we called them.

This episode is packed with thoughts and ruminationsfrom Russell “Rusty” Delroy, Dan Porter and Tom Woolrych, who opened up on global macro, hunting for value, coal markets, and a bunch of explorers looking for the next big find.

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TIMESTAMPS

(00:00) Improvising a show

(01:42) Phonecall #1 - Rusty

(20:17) Phonecall #2 - Dan Porter

(24:52) Phonecall #3- Hedley Widdup

(25:09) Phonecall #4- Tom Woolrych

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DISCLAIMER

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