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Money of Mine

Money of Mine

By: Mineral Media
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Where mining meets financial markets. We break down the news that matters to investors and industry, without the fluff.

Mineral Media Economics Personal Finance
Episodes
  • Why the World’s Biggest Funds Get Mining Wrong (David Sparks)

    Why the World’s Biggest Funds Get Mining Wrong (David Sparks)
    Jul 8 2025

    We’ve got the pleasure of sharing a conversation with David Sparks — an investor in the natural resources world with experience at some of the world’s biggest hedge funds, including the famed multi-strat firm Millennium, as well as BBT and Exodus Point.


    In this episode, we unpack why investing in mining from a pod shop is often a flawed strategy, how these firms came to dominate the market, and what it actually means when a pod “blows up.”

    David also shares his picks for the most impressive management teams in global mining and plenty more along the way.


    We hope you enjoy this one as much as we did.


    ……………


    TIMESTAMPS

    00:00 Introduction

    02:09 David Sparks on MoM

    07:55 Being Market Neutral

    09:58 Why the model doesn’t work in mining

    13:40 The Volatility

    16:07 Reflecting on multi strategy funds

    19:02 The worst way to invest in mining

    23:55 Shorting

    27:20 The “lack of risk”

    30:40 Access to management

    32:00 Deploying capital in an unconstrained world

    34:40 Are mining stocks more inefficient?

    36:40 Cheap stocks

    ……………


    Join 12k+ 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:

    · ⁠Grounded⁠ - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: pn@groundedgroup.com.au

    · ⁠Sandvik Ground Support⁠ – The only ground support you’ll ever need

    · ⁠Cross Boundary Energy⁠ – Independent power producer for the global mining industry | tim.taylor@crossboundary.com +61 466 184 943


    ……………


    FOLLOW & CONNECT

    • YouTube: ⁠@MoneyofMine⁠

    • Twitter / X: ⁠@moneyofminepod⁠

    • ⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠Facebook⁠

    • Travis Ricciardo: ⁠@TRAVmoneyofmine⁠⁠

    • Jonas Dorling: ⁠@JDmoneyofmine⁠⁠

    • Email us Word on the Decline: gc@moneyofmine.com


    ……………


    JOIN THE GROUP CHAT

    • Step 1: Join the ⁠MoneyMiners Facebook Group⁠

    • Step 2: Request access to the ⁠HOOTEROO chat⁠


    ……………


    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.
    Show More Show Less
    41 mins
  • We Surprise Call 3 Fund Managers....

    We Surprise Call 3 Fund Managers....
    Jul 3 2025
    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..……………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……………Join 12k+ subscribers to the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Director’s Special⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: one daily email with all the news that matters in mining ……………PARTNERSThank you to the mining services businesses that make this content possible: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mineral Mining Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – Your preferred mining contractor - 1300 546 117 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Grounded⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: pn@groundedgroup.com.au ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sandvik Ground Support⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – The only ground support you’ll ever need relevant ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cross Boundary Energy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – Independent power producer for the global mining industry | tim.taylor@crossboundary.com +61 466 184 943 ……………FOLLOW & CONNECT• YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@MoneyofMine⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠• Twitter / X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@moneyofminepod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠• ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠• Travis Ricciardo: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@TRAVmoneyofmine⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠• Jonas Dorling: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@JDmoneyofmine⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠• Email us Word on the Decline: gc@moneyofmine.com……………JOIN THE GROUP CHAT• Step 1: Join the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Money Miners Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠• Step 2: Request access to the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HOOTEROO chat⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠……………DISCLAIMERAll information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠full disclaimer⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.
    Show More Show Less
    37 mins

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