30 Fundies’ Highest Conviction Trades for 2026 (Part 2) скачать в хорошем качестве

30 Fundies’ Highest Conviction Trades for 2026 (Part 2)

In part 2 of this special episode, we bring together 30 top fund managers to share their boldest predictions for 2026 in the commodities sector. Each guest answers the same four rapid-fire questions: • Their highest conviction call • Most non-consensus view • Best performing commodity • Worst performing commodity From gold and copper to uranium, nickel, and beyond, you’ll hear a diverse range of expert opinions, market insights, and actionable ideas. The conversation covers global trends, geopolitical shifts, company spotlights, and the macro forces shaping the future of resources investing. 🎄 CHRISTMAS DRINKS 5PM Tuesday 16th December at Brewdog Perth. RSVP here: ⁠⁠⁠https://calendarlink.com/event/9FJi5⁠⁠⁠ 📰 THE DIRECTOR'S SPECIAL Join 15k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining https://www.moneyofmine.com/subscribe ------------------------------------------------------- ▶️ CHAPTER TIMESTAMPS 00:00 Introduction 03:20 David Sparks | First New York 11:22 Chris Judd | Cerutty Macro Fund 15:51 Warren Irwin | Rosseau Asset Management 23:17 Michael Teran | Blackwattle Investment Partners 27:35 Sam Broom | Sprott 35:04 Rodrigo Carvallo | BTG Pactual – Fondo Litio+ 40:11 Robert Mullin | Marathon Resource Advisors 45:55 Matthew Fist | Firetrail Investments 50:17 Romano Sala Tenna | Katana Asset Management 55:54 Peter Prendiville | Norfolk Capital 1:02:56 YJ Lee | Arcane Capital 1:08:27 George Cheveley | Ninety One 1:14:09 Tom Solomon | Pala Investments 1:23:57 Will Thomson | Massif Capital 1:26:56 Emanuel Datt | Datt Capital 1:34:43 David Franklyn | Argonaut Funds Management ------------------------------------------------------- 🤝 OUR PARTNERS Thank you to the mining services businesses that make this show possible: Sandvik Ground Support – The only ground support you’ll ever need http://www.rocktechnology.sandvik/gro... Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial: https://marketech.com.au/focus?utm_so... SS&C Intralinks - Powering deals with unmatched security and efficiency | https://www.intralinks.com/ Switch Technologies – Engineers solving your mine site problems | email [email protected] | https://www.switchtechnologies.net/ Exceed Capital – Diversify your portfolio with Exceed’s property trusts - https://www.exceedcapital.com.au/the-... ------------------------------------------------------- 📌 FOLLOW US Join our group chat: Join the Money of Mine ⁠Discord Server⁠:   / discord   The Messenger chat has been sunset by Facebook. We have migrated to this Discord server Subscribe to our podcast: Spotify: https://open.spotify.com/show/0LsIJIs... Apple: https://apple.co/3Fdocwx Follow us on all social platforms to stay up-to-date: Twitter: https://x.com/moneyofminepod Instagram:   / moneyofminepod   LinkedIn:   / moneyofmine   Facebook:   / moneyofminepod   TikTok:   / moneyofminepod   Our personal Twitter accounts: Travis Ricciardo:   / travmoneyofmine   Jonas Dorling:   / jdmoneyofmine   ------------------------------------------------------- ⚠️ DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine are not financial professionals. Money of Mine and our contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. Money of Mine doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of Money of Mine are their opinions only and may contain forward-looking statements that may not eventuate. Please read the full Disclaimer here: https://www.moneyofmine.com/privacy-p...