Best Jack Kavanagh Podcasts (2026)

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2025: Will We See Another Year Like It? (Peter Ker) 1:23:09

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18d ago1:23:09

1:23:09

Our final episode for 2025 is our outro classic, with none other than the AFR’s Pete Ker joining us. In this special episode, we unpack the biggest stories of the year, including: • Geopolitics changing the game • Big-town M&A • Is Simandou the disruption it’s made out to be • How succession will change the landscape • Our 2026 predictions Thank yo…

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Mining Private Equity Unmasked (Fraser Perry) 1:07:02

21d ago1:07:02

1:07:02

Today we’re going deep into the world of mining private equity with Fraser Perry. If those words don’t mean an awful lot to you, don’t worry, because we’re going back to basics. We break down: • What mining PE is • The scale & impact it has on the industry • How these investors are incentivised • And what mining PE will look like in the future The …

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30 Fundies’ Highest Conviction Trades for 2026 (Part 2) 1:39:18

25d ago1:39:18

1:39:18

The second half of the 30 top fund managers share their boldest predictions for 2026 in the commodities sector. Each guest answers the same four rapid-fire questions: • Their highest conviction call • Most non-consensus view • Best performing commodity • Worst performing commodity …………...… DIRECTOR'S SPECIAL EMAIL Join 15k+ subscribers to the ⁠⁠⁠⁠⁠…

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30 Fundies Share Their Best Picks for 2026 (Part 1) 1:27:51

28d ago1:27:51

1:27:51

In part 1 of this special episode, we bring together 30 top fund managers to share their boldest predictions for 2026 in the commodities sector. Each guest answers the same four rapid-fire questions: • Their highest conviction call • Most non-consensus view • Best performing commodity • Worst performing commodity From gold and copper to uranium, ni…

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How a New Global Order Is Rewriting Commodity Investing (Tomasz Nadrowski) 1:05:20

1M ago1:05:20

1:05:20

Tomasz Nadrowski is one of the deepest thinkers in the natural resources sector, and we finally got him on the show. From his position in New York, Tomasz's fund invests purely in non-Chinese critical mineral plays – a challenging feat in a sector dominated by Chinese offtakes, mining, and processing. We pressed Tomasz to share his unique views on …

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Why The Mining Boom is Just Beginning (Hedley Widdup) 1:05:57

1M ago1:05:57

1:05:57

Where are we in the mining cycle? That’s the question we look to answer today. Hedley Widdup joins us to discuss his views on the current mining boom, which is slowly revealing itself, as well as a raft of other topics, including: • Whether juniors or producers are next to run • The buy vs build debate • What the IPO market is telling us • How the …

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The Copper Sleeper that Nobody’s Watching (Anthony Kavanagh) 45:51

1M ago45:51

45:51

Today’s episode is a bit different. Joining us is show favourite Anthony Kavangh, to share his view on a specific stock… Havilah. Kav has been on a long and winding road as an investor in the South Australian copper hopeful and today he shares the whole story. As a fund manager whose performance speaks for itself, we’re intrigued to learn about his…

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Why BHP Will Return for Anglo (Again) 32:50

2M ago32:50

32:50

We’ve got a special episode to share today, full of yarns about all the biggest stories in mining. A recurring deal that’s near and dear to has returned once more… its BHP-Anglo version 2. The lithium market has provided no end of entertainment lately, and the astonishing run up in the stocks got us asking: Where do stocks go from here? Lastly, we’…

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10 Strategic Metals: Overrated or Underrated? (Jack Bedder) 48:05

2M ago48:05

48:05

Today’s guest is Jack Bedder, a man who’s built a business around understanding some of the most niche and fascinating metals on the planet. In this episode, we dive into 10 of the world’s hottest future-facing commodities – from antimony and tungsten to tin and beyond. Jack breaks down what’s really happening in each market, the forces shaping sup…

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No Spin, Just Tin. Brett Smith on MetalsX and Every Tin Project 1:07:21

2M ago1:07:21

1:07:21

Brett Smith joins us for an unexpectedly open conversation about Metals X, its turnaround and the state of the global tin industry. We have criticised Metals X in the past, which makes Brett an unlikely guest, but he leans straight into the tough topics. He walks through how a now $700m producer had to slim costs to one employee, capital allocation…

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The Current Commodity Supercycle (Paulo Macro) 1:23:52

2M ago1:23:52

1:23:52

Today’s episode is a wide-ranging conversation with Paulo Macro. Paulo’s been sharing some fantastic and thought-out views on many commodities, as well as his all-encompassing that we’re in a new supercycle. He details and expands upon these ideas, while we quiz him on copper, uranium and energy, where he shines a light on the key features to watch…

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The Lundin Legacy (Adam & Jack Lundin) 51:54

2M ago51:54

51:54

Our guests today are Jack and Adam Lundin, of the renowned Lundin Family, a name synonymous with value creation and long-term thinking in the mining sector. We were fortunate to record a conversation that delves into their philosophy and vision for the future. Among many topics, we cover: • Their approach to creating sustainable value in mining inv…

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Mick McMullen on Deals, Discipline and Activism 1:04:03

2M ago1:04:03

1:04:03

What does it take to create billions in value – and reshape an industry? In this episode, industry veteran Mick McMullen shares lessons from the front lines of major deals and corporate strategy, with insights from his roles at Stillwater, Detour, and MAC Copper. With more than $10B in transactions under his belt, Mick discusses what drives success…

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What Gold’s Past Tells Us About Its Future 1:02:24

2M ago1:02:24

1:02:24

We’re mixing it up today with a different kind of episode featuring a Money of Mine favourite, Sean Russo. Sean’s a fountain of market & mining knowledge, and we tap into it to uncover: • What history teaches us about how to play gold • The key ratios that really matter and what they’re screaming right now • The global forces driving gold higher Pl…

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Smart Money is Buying-the-Dip in Copper and Gold 1:09:01

2M ago1:09:01

1:09:01

For today’s wrap we’ve brought of Dave Franklyn from the Argonaut Natural Resources Fund. Dave helps us navigate through a bunch of macro talking points, from the big US government nuclear deal to gold’s volatility and copper’s strength. We then jump into the high and lowlights from this week’s quarterlies, exploring companies from Develop to Boss …

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The Playbook Behind Evolution’s $20B Gold Success 2:13:31

2M ago2:13:31

2:13:31

This is the story of how Evolution Mining rose from a junior with a busted project to be one of Australia’s best business success stories, all in under 15 years. We trace the journey back to the Sino Gold days, uncovering how Jake Klein and his team built China’s largest foreign gold miner, then sold it all and started again. From the deals that de…

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From Royalties to Real Assets: Smallwood, Awram, and Jay Martin 1:29:21

2M ago1:29:21

1:29:21

In today’s episode, we’re sharing highlights from 3 great conversations we recorded on air at IMARC. Our guests are David Awram, co-founder of the recently acquired Sandstorm Royalties, Randy Smallwood, CEO of the US$45B Wheaton Precious Metals, and Jay Martin, host of the fantastic Jay Martin show. Across the conversations we covered a plethora of…

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Jeff Phillips: 2 Details That Make or Break a Mining Bet 33:49

3M ago33:49

33:49

In today’s episode we’re sharing our discussion with resource investor Jeff Phillips. Jeff has near on 30 years’ experience speculating in the natural resource business, and along the way he’s crafted a simple and effective approach. It all comes down to people and share structure. In our conversation we explore why backing the right people, who of…

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The Dollar Cracks. Ferg’s Back. Why Hard Assets Win. 1:09:18

3M ago1:09:18

1:09:18

Ferg Cullen (aka Trader Ferg) joins us for a wide-angle look at the market’s many dynamics front of mind this week. We unpack BHP’s quiet shift to RMB settlement, the end of dollar dominance, and what it means for commodities. From platinum and uranium to oil and tin, we dive into the real assets leading this cycle, the mania across uranium ETFs, a…

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Rob Mullin: Gold Stocks Still Cheap, Energy Stocks Cheaper 1:02:21

3M ago1:02:21

1:02:21

We continue our search for the world’s best natural-resource investors with today’s guest, Rob Mullin. Rob is the Founder and CIO of Marathon Resource Advisors, a long-short fund that has compounded at extraordinary rates by doing what few others still do: buying real cash flow, not stories. In this wide-ranging chat, Rob explains why gold stocks r…

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Gold Goes Vertical, We Hunt for Value (Ben Richards) 1:07:23

3M ago1:07:23

1:07:23

With us for this week’s Weekly Wrap is Ben Richards, co-portfolio manager at Seneca. Ben helps us navigate all the wild market action, starting with a discussion on gold and all the companies that’ve pre-reported quarterly performance, plus some takeover hopefuls. We then try to find value in the energy space, talking through oil & coal players, be…

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Australia’s Most Successful Gold Explorer 1:12:04

3M ago1:12:04

1:12:04

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Gold Soars & China Corners BHP (Jeff Quartermaine) 1:18:25

3M ago1:18:25

1:18:25

We had the privilege of being joined by the outgoing Perseusboss Jeff Quartermaine for the latest Weekly Wrap episode. The conversation began by unpacking Jeff’s 12-year rein as CEO to his ultimate departure, having built a ~$7B business. He shares the deals that could’ve been, the lessons learnt and what history has taught him about this bull mark…

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Gold Mania, Niobium Dreams, and Antimony Nightmares (Datt) 59:53

4M ago59:53

59:53

In Today’s episode is an across-the-board conversation with Melbourne based fundie Emanuel Datt. We kick off by hearing how he’s thinking about the excess and frothy behaviour we’re seeing in markets, segueing into gold, gold miners and portfolio construction. The discussion moves to his long-term bets on high quality companies, including WA1, as w…

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Inside a $3.8B Gold Deal + The US Wakes Up 59:15

4M ago59:15

59:15

On this week Weekly Wrap, we’re joined by Gold Road CEO Duncan Gibbs, as he puts the finals touches on the company’s $3.8B takeover by Gold Fields. We discuss the journey and get the inside details of the takeover, before moving into a general gold chat, putting some of the junior flyers under the microscope. The conversation moves to the huge move…

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Shrub Unplugged: Gold, Grift & Debasement 1:19:07

4M ago1:19:07

1:19:07

In this episode, we sit down with Le Shrub for a wide-ranging conversation on today’s markets - what he calls the Golden Age of Grift. From currency debasement to the rolling Ponzi cycle, Shrub lays out why valuation no longer drives markets, why real assets matter more than ever, and how to survive when both sides of the barbell can break. We cove…

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Majors Panic Amid Market Madness (Koala) 1:14:44

4M ago1:14:44

1:14:44

This week’s wrap is action-packed, featuring the Koala(@YellowLabLife). We kick off with his takeaways from Beaver Creek and theWorld Nuclear Association conference – then jump into the froth and speculation sweeping the sector. Then we dive deeper into debate on the Anglo Teck deal,posing the question, why now? Grade Control covers: The US’ plans …

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The Fremantle Fundie that picked WA1 at 20c and Almonty at $1 1:21:55

4M ago1:21:55

1:21:55

We sat down with Peter Prendiville and Chris Wiener, the people behind Norfolk Capital Management. Norfolk is one of the newest resource funds on the block. While being new, Norfolk’s returns have been spectacular since the fund kicked off, buoyed by a sound investment process and enviable exploration success. Pete and Chris shared this process thr…

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Anglo Teck Mega Merger... and a Retail Revolt 57:14

4M ago57:14

57:14

This week’s wrap is packed – featuring special guest James Nicholls, a resources M&A lawyer with an abundance of deal-making experience. We kick off with the industry’s biggest shake-up in a decade: Teck and Anglo American’s plan to tie the knot – a deal we could spend hours dissecting. From there, James takes us into his sweet spot, unpacking the …

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Contrarian Bets: Brian Laks on Lithium, Coal & Uranium 56:30

4M ago56:30

56:30

Coal and lithium are down 60 - 90% from their highs, uranium stocks have risen tenfold, and copper is on the cusp of breaking out. Where does a contrarian put capital next? In this episode, Brian Laks (Old West Management) shares how he’s positioning after being early and right on uranium: • Why coal and lithium are attractive again after brutal se…

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Gold Takes Off, Rates Bite, Miners Rip 49:02

4M ago49:02

49:02

Gold is flying, rates are being lowered, and mining equities are finally waking up. A punchy tour through a risk-on week for gold and real assets, field notes from Africa Down Under, and three segments: Grade Control, Sweet/Sour Deals, and Hidden Gems. We hit Teck’s QB2 stumble, Anglo’s PGM exit, South32’s permitting spray, BHP’s 30-year paper, and…

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Gold Miners That Actually Compound (Greg Orrell) 1:00:57

4M ago1:00:57

1:00:57

We’re excited to share a candid conversation with Greg Orrell — veteran fund manager and head of the OCM Gold Fund. With more than 30 years as a fund manager, Greg has seen plenty of booms, busts, and boardroom mistakes in the gold sector. In this episode, he unpacks why miners are making huge profits today, why investors still don’t believe it, an…

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How a Multipolar World Reshapes Mining (Michael Willoughby) 1:06:58

5M ago1:06:58

1:06:58

This week we’re joined by Michael Willoughby of Pacific One Capital for the wrap. With his unique experience, Willo is the perfect guest to break down the shifting trends in how miners are getting financed and the geopolitical moves reshaping the sector. We grade BHP’s attempt to offload Nickel West, WestAfrican’s Burkina challenge, the blistering …

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Hanging Out in Hated Places with Rick Rule 1:07:32

5M ago1:07:32

1:07:32

In today’s episode, we’re joined by renowned resource investor Rick Rule to explore where the most overlooked pockets of value lie in the market. Our conversation covers the most beaten-up parts of the market, whether there’s merit in playing the ‘picks n shovels’ approach to resources, how the financing side of the industry continues to evolve, hi…

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Buybacks, Cost Curves & Dingo’s Picks 1:10:29

5M ago1:10:29

1:10:29

Daniel Dingo Harangozo of Nero Resource Fund is joins us on the mic as we review the big events of the week just gone. And there's no bigger news that China’s push toward “anti-involution” and what it means for commodity markets. From there, we cover the latest twists in Regis’ M&A hunt and Vault’s decision to buy back up to 10% of its shares. In G…

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Lithium’s True Inflection Point (YJ Lee) 46:58

5M ago46:58

46:58

With so much unfolding in China across the battery metalsspace, we sat down with YJ Lee at the perfect time. YJ runs a fund focused on the energy transition and bringsdeep expertise in both metals and battery markets. In this conversation, we dig into China’s policy pivot toward anti-involution and its knock-on effects for lithium and EVs. From the…

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Lithium Mayhem and Mozal Woes (Sam Berridge) 1:04:48

5M ago1:04:48

1:04:48

We’ve got a new style of show that we’re pumped to share. The weekly wrap covering all the big stories in detail plus plenty highlights. We’ve got analysis, ratings and hot takes. And we're joined by Sam Berridge, Portfolio Manager of the Perennial Natural Resources Trust. Today’s show gets into the lithium melt-up, South32’s Mozalheadache, the cra…

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Booms, Busts & Billion-Dollar Builds (Zimi Meka) 1:03:08

5M ago1:03:08

1:03:08

We’re thrilled to bring you a candid conversation with ZimiMeka — co-founder and CEO of Ausenco, one of the world’s top mining engineering firms. From the soaring highs to unbearable lows, Zimi sharesstories of building mines in explosive-laden corners of Laos, hacking through Tanzanian & Zambian jungles, and navigating the temptations of debt and …

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The Unbelievable Story of how Fortescue Beat the Odds 1:57:19

5M ago1:57:19

1:57:19

Today’s episode is an exploration into the story behind one of Australia’s greatest business success stories, Fortescue. The company has paid over $42B in dividends in its brief history, which began at Andrew Forrest’s kitchen table just 22 years ago. Within a few years it was one of the largest companies in the nation as it smashed through records…

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The Best Ideas from Diggers & Dealers 2025 43:55

5M ago43:55

43:55

We kick things off with Australia’s bold indication to set arare earth floor price – a page right out of the US playbook – and then dive into the big question: Will the government step in to rescue all our struggling smelters and refiners? Then, we pick a part the most interesting content fromDiggers & Dealers, including funny takes, companies to w…

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Horror Week for Boss, Greatland and Liontown 44:09

6M ago44:09

44:09

With the quarterly season wrapping up, we pick apart the most interesting updates in the market. First up: Boss Energy. A leadership shake-up and a cloudedoutlook for Honeymoon saw the share price halve. Then to Liontown, who’re still grinding to get KathleenValley up and humming. Next, we unpack Greatland, who were hit by a 24% drop on the back of…

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The Great MinRes Debate: Bull vs Bear 1:49:16

6M ago1:49:16

1:49:16

Today’s episode is a conversation on what remains Australia’s most intriguing company, Mineral Resources (aka MinRes).We invite on Moz, who unpacks with us his thesis for investing in the diversified miner after publishing his thesis on Twitter.The detailed discussion goes into the weeds on Mt Marion & Wodgina, the haul road, transhipping and gover…

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2 Geos Interviewed 100+ Top Discoverers — Here’s What it Takes (Steve & Ahmad) 1:39:37

6M ago1:39:37

1:39:37

We’re delighted to share this passionate and energeticconversation with Steve Beresford and Ahmad Saleem. With Steve and Ahmad, we dive into the problems they set out to tackle when they launched their timeless podcast, Exploration Radio nearly a decade ago. From there, we explore what they’ve learned about what it really takes to make a mineral di…

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Finding Alpha Where Others Fold with Muddy Waters’ Darren McLean 1:35:09

6M ago1:35:09

1:35:09

Today’s episode is a conversation that completely drew us in— with Canadian resource fund manager Darren McLean. Darren is a thoughtful and passionate investor, focused onfinding unloved and overlooked stocks. He follows companies from drilling right through to construction and execution, with a particular interest insingle-asset plays. In this wid…

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The 9 Red Flags in Exploration Investing (Roland Gotthard) 1:08:05

6M ago1:08:05

1:08:05

There’s plenty of alpha to be made — and money to be saved — by learning from a sceptical geologist. So we interviewed one. Roland Gotthard has built a reputation for calling out poordisclosure practices, guiding investors on what to watch for, and recognising when companies get it right. In this episode, Roland shares the lessons he’s learned from…

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Will Gold Stocks Protect You in a Crisis? (Dirk Baur) 53:45

6M ago53:45

53:45

Recent wild volatility in markets has led us to reflect ongold, so we thought why not chat with the man who’s spent more time than most thinking about the precious metal… Dirk Baur. Dirk was kind enough to share his wisdom from his decades of observing and analysing gold, as well as a host of other metals. We learn how gold & gold equities perform …

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An Unfiltered Chat with Wyloo (Luca Giacovazzi + Joel Turco) 1:49:45

6M ago1:49:45

1:49:45

We’re sharing a chat today that we immensely enjoyedrecording. Luca Giacovazzi and Joel Turco, who lead Andrew Forrest’s private mining business Wyloo, joined us in the studio to have a conversation on a wide range of experiences, ideas and perspectives. We reflected on the decision to spend ~$1B buying nickel assets, becoming the 60% owner of the …

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Why the World’s Biggest Funds Get Mining Wrong (David Sparks) 40:39

6M ago40:39

40:39

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, h…

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We Surprise Call 3 Fund Managers.... 37:16

6M ago37:16

37:16

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 …

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Undervalued Copper, Twitter Activism and IperionX with Hank Ruehl 42:28

7M ago42:28

42:28

We mix things up today with a daily show and interview allin one as we’re joined by Hank Ruehl, who is a natural resource investor through the fund he founded, Sierra Morena Capital. We dive into the latest escalations in the Rack Attack, withKinterra and CAML falling over for New World, before heading up to Sudbury to take a look at Magna Mining, …