Rich McDonald, Chris Fellingham and Mark “Spice” Holden get their hands dirty with a deep dive into mining and metals - from copper powering AI data centres to uranium’s surprising comeback. Along the way, they tackle your big questions: is long-term investing really just about “time in the market,” or can timing it make all the difference?

This week’s market action:

• Rate cuts + record highs: S&P 500, Nasdaq, Dow, and Russell all at fresh peaks
• Gold shines: hits new all-time highs, silver not far behind
• AI arms race: Nvidia pours $100bn into OpenAI, while Apple’s iPhone 17 defies the critics
• EV shake-up: Porsche pivots back to petrol after weak electric sales
• TikTok deal drama: Oracle, Dell and Murdoch in the mix for control in the US
• Debt ceiling déjà vu: the US faces another potential government shutdown

Special Topic - Metals & Mining Deep Dive:

• Why copper is king in the AI era
• Uranium’s revival as a “clean” energy play for data centres
• How China still calls the shots on global commodities
• BlackRock World Mining Trust breakdown: exposure to Rio, BHP, Glencore, Anglo American & more
• The wild world of mining IPOs - and why some deals age better than others

Portfolio Action:

• Up 5.04% after seven weeks
• Taking some profits: trimming Nasdaq and gold holdings, parking 10% in cash (earning 4%)
• Strategy check: balancing “time in the market” with smart top-slicing

Your Questions Answered:

• Timing vs. Time in the Market: which really wins in the long run?
• Portfolio review habits: how often should you really check your investments?
• Why we prefer “quarterly check-ups” to over-trading

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Disclaimer:

This podcast is provided for educational and informational purposes only. The content presented is not intended as personal investment advice, financial planning guidance, or a recommendation to buy, sell, or hold any particular securities or investments. All discussions regarding the model portfolio are for educational purposes only.

Past performance is not an indication of future results. Your capital is at risk. The value of shares, ETFs and ETCs can fall as well as rise, which could mean getting back less than you originally put in.

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