Life of Mine Podcast
1) The Uranium Deal 10 Years in the Making (Brandon Munro)
We sat down with Brandon Munro from Bannerman Energy to discuss their transformative deal with CNNC and the broader uranium market landscape.Brandon has been at the helm of Bannerman for a decade, gui...Show More
2) Why Smart Money Is Buying Energy Chaos (Saul Kavonic)
We continue our exploration of the energy space with today’s guest, Saul Kavonic. Saul covers the Australian energy sector as an analyst with MST Financial and has been a prolific commentator for a nu...Show More
3) The Ultra Bull Case for Lithium (YJ Lee)
Today we're sharing our conversation with YJ Lee, founder of the Arcane Green Metal Fund, fresh off an incredible 165% return in 2025.YJ breaks down the explosive dynamics driving lithium and silver m...Show More
4) The Strategic Metals Awakening (Craig Tindale)
Today we’re sharing our conversation with Craig Tindale, author of the widely read “Return to Matter” paper. Craig’s writing captures the fragility of the situation that the West finds itself in, as C...Show More
5) Is Oil the Next Commodity to Rip? (Josh Young)
We’re branching out for this episode. Today, it’s all about energy. As metals markets have moved violently higher across the board, we called on Josh Young to hear his take on where we are in the ener...Show More
6) 11 Listeners Pitch Their Top Mining Stocks
We threw the bone out there (via Twitter) and asked the great crowd of mining investors & speculators for their best ideas. A simple 5-min spiel on why you think the company is going places. Today’s e...Show More
7) Huw McKay Makes Sense of the Chaos
Today, we’re sharing a conversation with BHP’s former head economist and ANU Visiting Fellow, Huw McKay. Huw is an incredibly deep thinker about global commodity markets, geopolitics and financial sys...Show More
8) Coal in 2026: The Energy Inflection Point (Matt Warder)
With coal stocks moving strongly of their lows of 2025 and the funding landscape being flipped on its head, we called upon the most knowledge person in the sector, Matt Warder, to give us the run down...Show More
9) The Spine-Tingling Metals Bull Market (John Forwood)
In today’s show we bring back on the man behind Lowell Resources Funds stellar returns, John Forwood. With his geological experience and stock picking nous, John shares what’s exciting him and equally...Show More
10) Why Generalists Can’t Ignore Commodities Anymore (Sam Berridge)
Sam Berridge of Perennial Value Management joins us to pick apart the huge start to 2026 in the commodity markets. With gold pushing toward $5,000, copper at all-time highs, and generalist investors ...Show More