logo
episode-header-image
Aug 2023
35m 23s

Which Commodity is made from Bird POO?

Mineral Media
About this episode
tail spinning
Up next
Today
Lessons from Building 6 Gold Mines (Matt Wilcox)
Matt Wilcox and his team have built six mines in the last 14 years and counting.Most of them in West Africa. Some in places where logistics alone would stop most teams before they start.He’s now running Robex and just pulled off one of the more interesting deals in the gold space ... Show More
1h 16m
Mar 27
How Capital Cycles Create 100 Baggers (Django Davidson)
We sat down with Django Davidson, portfolio manager at Hosking Partners, to discuss the capital cycle framework, one of the most sensible lenses for investing in mining and commodities.Hosking manages ~US$8B in capital, using a model honed over 40 years.Django's approach is roote ... Show More
1h 6m
Mar 24
Forget FalconBridge. NexGen is Gilman's Big Score
Warren Gilman is the Chairman and CEO of Queens Road Capital, a TSX-listed natural resources investor, targeting long-term bets on the world's best mining projects.Backed by investors including Li Ka-shing, Jack Cowin, and Brett Blundy, he has built one of the more distinctive ve ... Show More
54m 59s
Recommended Episodes
Nov 2024
A Once in a Lifetime Investment Opportunity (EP.385)
On episode 385 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Warren Buffett's massive cash pile, the performance of the average stock this year, the Polymarket whale, markets in everything, Twitter replies now and then, the cost of college is going down, Bitcoin is ... Show More
1h 12m
Sep 2025
Precious metals shine as markets open September
August saw strong gains in global equities, particularly in the Dow Jones, as well as indices in both China, and Japan. Gold has hit a four-month high nearing USD 3,500 per ounce this morning, driven by concerns over the Federal Reserve’s independence and uncertainty around US ta ... Show More
10m 25s
Jul 2025
Venture capital is booming, but only if you’re in AI
64% of venture capital funding this year has gone straight to AI startups, leaving consumer ventures starving for cash. That’s what Bryanna Samuels, a Wall Street-trained VC investor, reveals on Stocks in Translation. Samuels explains how public markets shape private valuations, ... Show More
23m 34s
Oct 2025
Gold vs. Bitcoin: Which is the real safe bet?
Gold (GC=F) fever is back, and it’s changing the rules of the 2025 market rally. In this episode of Stocks in Translation, On Course Consulting CEO Michaella Gallina joins host Jared Blikre and Senior Reporter Allie Canal to discuss the latest on Wall Street, specifically the gol ... Show More
23m 58s
Mar 2025
Is a Recession Coming? (EP.402)
On episode 402 of Animal Spirits, Michael Batnick and Ben Carlson discuss: GDP growth rolling over, the probability of a recession is rising, timing a bear market, Ray Dalio's crash calls, the crypto strategic reserve, the bull market in convenience, why we need Social Security, ... Show More
1 h
Aug 2024
The Dumbest Crash Ever
On episode 153 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by fan favorites and TCAF legends JC Parets and Joe Fahmy to discuss: the Nikkei, buying green in a sea of red, the opportunity in industrials, the VIX spike, tips for traders during ma ... Show More
1h 38m
Sep 2025
How Many People Make $100,000? (EP. 430)
tail spinning
1h 20m
Sep 2024
Talk Your Book: The Next Catalyst for Crypto Assets
On today's show, we are joined by Chris Kuiper, Director of Research, and Matt Horne, Head of Digital Asset Strategists for Fidelity Digital Assets to discuss narratives surrounding ETH and BTC, use cases around ETH, how advisors can work with Fidelity utilizing digital assets, d ... Show More
39m 28s
Dec 2024
Managing Headline Risk
<p>Headline risk is part of trading no matter how well you manage the risk. There's always the possibility of getting a downgrade or press release that wrecks havoc on your swing trade. But what can you do to better prepare your portfolio against such headwinds? </p> <p>Be sure ... Show More
24m 26s
Oct 2025
Talk Your Book: Investing in Public and Private Credit
tail spinning
35m 5s