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Money of MineAuthor: Mineral Media
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. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Deficits Drive Bull Markets (Sam Berridge)
Tuesday, 16 June, 2026
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 structural deficits he chases tend to survive the chaos, as well as the latest on the aluminium setup.In this one we cover:Gold's sell-off and the long-term thesisThe Iran war latest + oil and aluminium on a knife's edgeThe gold developers Sam likes and his 1 + 1 = 3 playsThe Elliott campaign shaking up Northern StarIndonesia running nickel like OPECThe niche metals nobody cared about until they vanished: tungsten, fluorine and moreWhy the capital gains tax changes will set us backA cracking chat covering the lot. Enjoy.Follow Sam:X - https://x.com/strikeextentLinkedIn - https://www.linkedin.com/in/sam-berridge-8150a02a/If you like hearing a fund manager who covers just about every commodity under the sun, subscribe for more.Episode recorded: 12/06/2026…………...… DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… TIMESTAMPS (0:00) Market Chaos Check In(5:30) Rates, Inflation, and Gold(11:30) Small Caps, Gold, and Aluminum(19:00) Northern Star and the Elliott Campaign(32:40) Copper Picks and Jurisdictions(39:00) Nickel and Indonesia(43:00) Lithium's Quiet Bull Market(49:00) Uranium and Wrap Up…………… PARTNERS Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial Metalshub - The leading supply chain software to buy, sell and trade raw materials | https://www.metals-hub.com/en/money-of-mine/Exceed Capital – Diversify your portfolio with Exceed’s property funds …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook …………… JOIN THE GROUP CHAT Join the Money of Mine Discord Server …………… DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only.Please ensure you read our full disclaimer.
