Cocktails and Commodities Podcast
1) Lincoln Minerals: The graphite winter is almost over
In this episode, Julian Babarczy, non executive director of Lincoln Minerals, explains why graphite is unloved, but that’s where the long term opportunity is. 3:29 – Prefers the less crowded trades ...Show More
2) Earths Energy: Hot rocks can power Australia
Blurb: In this episode, Matt Kay, managing director of Earth Energy (ASX:EE1) explains how we can embrace geothermal energy even though Australia isn’t on the ring of fire, why their projects run thro...Show More
3) West Wits Mining: Is the ASX’s next gold producer?
Eight weeks to production. Six months to revenue. An AISC half of the spot price of gold. In this episode Michael Quinert, chairman of West Wits Mining, says the company is already stockpiling ore on ...Show More
4) Jim Rickards: The Fed is out of rabbits
In this episode, economist and geopolitical expert Jim Rickards why the market needs to stop banking on more than one rate cut from the Fed, how Wall Street has been wrong for two years and the loomin...Show More
5) Callum Newman: “I’m super bullish on small caps”
“I’m super bullish on small caps…now is the time to do your homework”. In this episode Callum Newman, small cap specialist from Fat Tail Investment Research, joins the podcast to talk how iron ore pro...Show More
6) Brent Cook: True exploration requires patience, time, and money.
In this episode, veteran economic geologist Brent Cook explains why exploration is slow as a company ‘build’s a scientific case’, be careful what fin-influencers you follow and what key information in...Show More
7) Chris Judd on rocks, stocks and kicking investing goals
In this episode, former professional athlete now Cerutty Macro Fund’s portfolio manager, Chris Judd joins Shae Russell to talk about Cerutty view gold as a currency, why uranium is looking a little bu...Show More
8) Greenwing Resources: Breaking new ground in the Lithium Triangle
Today, Rick Anthon and Peter Wright join Cocktails & Commodities to discuss the San Jorge Lithium Project located inside Argentina’s famous lithium tringle. San Jorge has never been explored and the t...Show More
9) Uranium bulls charge ahead...but how high will the price go?
Resource news in under 15 minutes: Four weeks into the new and commodity prices are on the move. Gold is trapped as the markets bet the farm on rate cuts, nickel dives so hard it knocks out Twiggy, th...Show More
10) "You don’t have to fall in love with the frog"…and other commodity exploration lessons from a geologist.
On Air at IMARC: Kicking off the new year, Hedley Widdup from Lion Selection Group joins Shae Russell at IMARC 2023. Together they discuss why explorers should be nimble, how one company’s hype faded ...Show More