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Hosted by Unknown Host · 🇺🇸 US · EN · 545 episodes
Established thought leaders with verified media credentials.
Where mining meets equity markets, and noise gets cut to signal. We unpack the stories moving commodities, companies, and capital without the fluff. Featuring candid conversations with fund managers, executives, and commodity specialists. Hosted by Travis Ricciardo and Jonas Dorling.
Unknown Host hosts Money of Mine, a business show with 545 episodes published.
The Koala is back on the show. Our favourite pseudonymous investor joins to unpack the most niche commodity story in the market: scandium, a metal with barely 80 tonnes of annual production that Bloom Energy's fuel cells
Henry Sanderson, the author of Volt Rush and writer of the Volt Insight Substack has spent two decades reporting for the FT and Bloomberg, including seven years in Beijing. There are few better guides to China's grip on
Matt Griffin is back. Two years on from his last chat with us, the Maple-Brown Abbott small caps PM returns to unpack a macro-dominated FY26 that saw 75% of active managers underperform the index. It's a full tour of the
We're back to where it all began. The Battle for Leonora. Undoubtedly, our favourite M&A saga, taking us back to where it all began. It’s as if things have come full circle with the announcement that Genesis will interru
Exploration geologist Mark Bennett joins us for a conversation on his journey finding world-class ore bodies, from his start at Western Mining, through discoveries at Thunderbox and onto the staggering story of the Nova-
Ken Brinsden joins us today to trace a remarkable career across the mining industry, from underground gold and Victorian mineral sands to building Atlas Iron and turning Pilbara Minerals into a lithium powerhouse. Ken sh
Tony Manini joins us for a wide-ranging conversation on a career built around discovery, from leading the team that found Sepon in Laos to the wild ride of Oxiana/OZ Minerals and the founding of EMR Capital. Tony lays ou
We're joined by Mike Alkin of Sachem Cove to break down where we are in the uranium cycle, why his supply-driven thesis evolved, and what he thinks of the SMR and data centre hype.He digs into the broken price reporting
Oil analyst Rory Johnston joins to unpack a wild three months in the oil market, as an Iran deal is on the cusp of being signed and Brent bounces around. Rory walks through what actually moved the market, why prices unde
Sam Berridge from Perennial is back after a wild first half of 2026. We run through just about every commodity under the sun. Gold's sold off, but the fundamentals haven't changed. What next? We also get into why the str
Chase Taylor and Zach Abraham from Bulwark Capital join the show to unpack a world turned upside down. The pair walk through why oil could be mispriced by $30 or more, how cheap drones and missiles have rewritten the glo
We've wanted to have this conversation for 3 years. Our guest today is James Davolos of Horizon Kinetics, the New York-based deep value firm managing over US$11.5B across a range of contrarian strategies, where James run
Michel Mamet started his fund on 3 key pillars. Gold, energy, and resources. His strategy has returned ~90% since inception 18 months ago. In this conversation, Michel walks through the three foundations of the fund, why
Paul Flynn has spent 13 years building Whitehaven Coal into one of Australia's most consequential resources companies. He's joined us to share the story. From a deal many considered one of the best in recent mining histo
Paul Flynn has spent 13 years building Whitehaven Coal into one of Australia's most consequential resources companies. He's joined us to share the story. From a deal many considered one of the best in recent mining histo
To understand the commodity moves, you need to understand the macro. Chris Judd joins us to dive deep into the big picture. Founder & portfolio manager at Cerutty Macro Fund, Chris' perspective and model for navigating t
To understand the commodity moves, you need to understand the macro. Chris Judd joins us to dive deep into the big picture. Founder & portfolio manager at Cerutty Macro Fund, Chris' perspective and model for navigating t
The Federal Budget has dropped a bombshell on the mining and exploration sector. Proposed CGT changes could leave a generational mark on the industry, the economy, and everyday Australians. We sat down with the people be
The Federal Budget has dropped a bombshell on the mining and exploration sector. Proposed CGT changes could leave a generational mark on the industry, the economy, and everyday Australians. We sat down with the people be
Emanuel Datt (founder & CIO of Datt Capital) has been selling. He's now at 30%+ in cash. The Datt Absolute Return Fund has compounded at over 17% pa for near a decade. The Strait of Hormuz shutdown marked a hard reset of
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Money of Mine is hosted by Unknown Host. The show is categorised under business (investing) and has published 545 episodes.
Money of Mine has published 545 episodes.
Money of Mine regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of Money of Mine average 59 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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