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Money of Mine

Mineral Media
Gold
Copper
Uranium
Lithium
China
Mining Industry
Australia
Mining
Iron Ore
Investment Strategies
Electric Vehicles
Commodities
Rare Earths
Mining Sector
Mining Stocks
Minres
BHP
Mergers and Acquisitions
Gold Mining
Geopolitics

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.

PublishesTwice weeklyEpisodes598Founded8 years ago
Number of ListenersCategories
InvestingBusiness

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Latest Episodes

Nic Earner has run Alkane Resources for most of the last decade, and has been with the company even longer.

In that time, Alkane has spun out a rare earths business, discovered a large copper-gold porphyry, taken strategic stakes in developers like ... more

Stephen Gorenstein manages the ARI Resources Fund at SG Hiscock.

A former geologist, he spent a decade as a sell-side analyst at Goldman Sachs and Bank of America before working in M&A at Newcrest and St Barbara.

We dig into how he builds the portf... more

YouTube

Darko Kuzmanovic, Portfolio Manager of the Janus Henderson Global Natural Resources Fund, is back on the show.

A metallurgist by training, Darko’s fund was up 20% by February. Then came Iran, rising rates and a full risk-off reversal.

We get his re... more

YouTube

His last Takeovers Panel fight cost him $3k. The one before that cost half a million.

Activist investor Jeremy Raper is going after the ASX’s forgotten cash boxes, the broken mining microcaps that trade well below the cash they hold. AI has slashed ... more

YouTube

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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Darko Kuzmanovic
Portfolio manager of the Janus Henderson Global Natural Resources Fund and a trained metallurgist
Janus Henderson
Episode: Mining Stocks Are Oversold. Commodities Aren’t. (Darko Kuzmanovic)
Jeremy Raper
Activist investor focused on undervalued companies and shareholder campaigns
Episode: Jeremy Raper Is Coming for Busted Mining Microcaps
Mark Kristoff
Head of Traxys and commodity trading executive
Traxys
Episode: The Trader, the Infra Fund, the PE Shop and the Magnesium Bet | IMARC
Sylvain Eckert
Investment manager at InfraVia, focused on critical metals
InfraVia
Episode: The Trader, the Infra Fund, the PE Shop and the Magnesium Bet | IMARC
Rob Stein
Former Macquarie research director and chemical engineer at Latrobe Magnesium
Latrobe Magnesium
Episode: The Trader, the Infra Fund, the PE Shop and the Magnesium Bet | IMARC
Jason Chang
Executive at private equity group EMR Capital
EMR Capital
Episode: The Trader, the Infra Fund, the PE Shop and the Magnesium Bet | IMARC
Ben Bailey
Portfolio manager focused on M&A investing
Harvest Lane
Episode: A Billionaire, Two Cash Boxes and Some Unhappy Shareholders (Ben Bailey)
Alex Turnbull
Former Goldman special situations banker and founder of Sagax Capital
Sagax Capital
Episode: When Technology Outruns Commodities (Alex Turnbull)
John Ciampaglia
CEO of Sprott Asset Management
Sprott Asset Management
Episode: Sprott: The Best Business in Mining? (John Ciampaglia)

Hosts

Travis Ricciardo
Host of Money of Mine; long-time host with a focus on mining finance and market strategy.
Jonas Dorling
Co-host with a background in mining equity analysis and corporate strategy.

Reviews

4.9 out of 5 stars from 991 ratings
  • Geopolitical Nonsense Always Spouted

    Some good commodity commentary.

    However, geopolitical propaganda nonsense always spouted here by know nothing russia& CCP vatnik simping “realist” guest speakers (possibly without their even realising)

    Ukraine is NOT a proxy war. Imperialist russian genocidal invasion started 2014 before major US involvement. Learn about Revolution of Dignity. Learn about Ukrainian history. agency. Watch Winter on Fire. russia is not “winning” it is losing badly(>1.2m men & land now being retaken) it will ... more

    Apple Podcasts
    2
    Poddering
    United Kingdom5 months ago
  • Was great

    Was a great podcast prior to them parting ways with Matty. Now just another monotone finance podcast from 2 guys who have never stepped foot on a mine site. Hard listen most episodes, shame given the heyday was unique and provided great insight.

    Apple Podcasts
    2
    TomM32111
    Australia8 months ago
  • Deep dive

    Thanks all for another view on what’s going in the mining world

    Apple Podcasts
    5
    Bayview HC
    Australiaa year ago
  • Love the show Matt and JC

    Great back to back episodes from JC and Matt. Love to hear it from the Aussie POV in the world of mining. Can’t wait for some Canadian content too, especially discussions of North American producers.

    Apple Podcasts
    5
    Jerrythegoldbug
    Canada2 years ago
  • You know

    I’ve always been a fan of the content, 17 “you knows” in the space of 2 minutes from Ellie though near the start of the latest podcast….this is not good presenting. If you’re gonna put female flavour on the podcast guys do better!

    Apple Podcasts
    2
    Hillyhawkie77
    Australia2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners value the practical mining market insights and guest mix.
Some episodes can be dense but rewards consistent listeners.
The banter and expertise balance is a strong draw for investors and practitioners.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#164
United Kingdom/Business/Investing
Apple Podcasts
#182
Canada/Business/Investing
Spotify
#40
Australia/Business
Apple Podcasts
#28
Australia/Business/Investing
Apple Podcasts
#52
Australia/Business
Apple Podcasts
#202
France/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Mining Stocks Are Oversold. Commodities Aren’t. (Darko Kuzmanovic)
Q: Do you think the AI thematic in copper has gone too far ahead of what demand could actually be?
He says AI-related copper demand is likely overdone in market expectations, because projected data-center demand would be small relative to the global copper market and other demand drivers also matter.
Mining Stocks Are Oversold. Commodities Aren’t. (Darko Kuzmanovic)
Q: What is your big-picture view of the past two years and where we are in the commodity cycle?
Kuzmanovic describes a strong prior year followed by a risk-off reversal driven by rising rates, inflation, energy prices, tariffs and uncertainty. He says mining equities look oversold even though commodities have not collapsed.
Jeremy Raper Is Coming for Busted Mining Microcaps
Q: So let's talk about DGR, because this is an instance where a foul was called and you got a penalty. What's your actual strategy for getting this outcome?
Raper describes tracing the relationship between DGR Global shareholders through unusual transactions and offshore entities, then challenging whether control had improperly passed the 20% threshold. The Takeovers Panel ordered that the excess 25% stake be unwound.
Jeremy Raper Is Coming for Busted Mining Microcaps
Q: What's changed? Like, why is this sector so interesting right now?
Raper says AI has dramatically reduced the cost of reviewing documents and preparing legal and shareholder communications, making it feasible to pursue smaller cash-rich companies that were previously uneconomic targets for activists.
The Trader, the Infra Fund, the PE Shop and the Magnesium Bet | IMARC
Q: What's the role for private equity in financing mining projects today?
Chang describes private equity as a supplement to volatile public markets, channeling private capital into mining projects and applying operational and technical expertise to assess risks and select investments.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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Frequently Asked Questions About Money of Mine

What is Money of Mine about and what kind of topics does it cover?

Two seasoned hosts shepherd candid conversations at the intersection of mining, capital markets, and investment strategy. Episodes typically feature fund managers, mining executives, and industry analysts who unpack macro themes, capital allocation, and company-specific dynamics with practical takeaways for investors. The show stands out for its accessible yet sharp market commentary, a steady stream of subject-matter experts, and a focus on how geology, project economics, and policy shape stock performance and deal activity. Potential listeners will likely appreciate the blend of technical mining insight with trading and portfolio considerations, and sponsorship opportunities may align with resource-focused financial media and mining servi... more

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These podcasts share a similar audience with Money of Mine:

1. Mining Stock Daily
2. The Rules of Investing
3. Chanticleer
4. The Call from ausbiz
5. Sprott Money News

How many episodes of Money of Mine are there?

Money of Mine launched 8 years ago and published 598 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Money of Mine?

Recent guests on Money of Mine include:

1. Darko Kuzmanovic
2. Jeremy Raper
3. Mark Kristoff
4. Sylvain Eckert
5. Rob Stein
6. Jason Chang
7. Ben Bailey
8. Alex Turnbull

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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