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Money of Mine

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

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 weeklyEpisodes590Founded8 years ago
Number of ListenersCategories
InvestingBusiness

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Latest Episodes

We went hunting for value disconnects with a clock ticking and came up with 10 special situations in ASX small cap resources.

Some are textbook merger arbs, some are cash boxes the market refuses to count, and a few are special situation adjacent at... more

YouTube

We're hunting far and wide for the best businesses in mining.

Naturally, we had to speak with Sprott, one of the mining industry's best known brands.

From the Sprott Physical Uranium Trust (SPUT) to its physical gold and silver trusts and the Urani... more

YouTube

Australia’s biggest gold deal is here, with Gold Fields locking Northern Star in its gaze.

There's so much to this story. We get into why this isn't a rerun of Gold Road, what Gold Fields does next and whether an NST board mid-CEO transition has the... more

YouTube

Tony Kiernan has chaired more WA miners into the big leagues than just about anyone.

He was founding chair of BC Iron when it listed at around $12m, chaired Pilbara Minerals from lithium hopeful to the ASX 50, chaired Saracen through the Super Pit d... more

YouTube

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Recent Guests

Tony Kiernan
Founding chair and longtime mining executive
Genesis, BC Iron, Pilbara Minerals, Saracen, etc.
Episode: If You Don't Pay a Dividend, You're Not in Business (Tony Kiernan)
Thomas Woolrych
Knighted geologist and investor, proponent of GeoAlpha framework
Geology/GeoAlpha framework
Episode: The Art & Science of Discovery Investing (Tom Woolrych)
Fred Seguy
Commodity trader and writer known for Fred's Corner on Substack
Independent trader
Episode: What 2 Decades Trading Commodities Taught Fred Seguy
Dino Otranto
Fortescue CEO
Fortescue
Episode: The Man Who Killed the Iron Ore Benchmark
Ross Beaty
Mining executive and founder/developer of multiple public mining companies
Lumina Group / Pan American Silver / Equinox Gold (various roles)
Episode: How Ross Beaty Built Eleven 10 Baggers
Rupert Mitchell
The Blind Squirrel, mining and macro investing veteran
The Blind Squirrel
Episode: 20 Stocks for the Next 20 Years (Rupert Mitchell)
Brock Salier
Equity research veteran and mining financier
Former head of mining equity research at SCP, GMP/others
Episode: Why Great Mining Projects Still Fail (Brock Salier)
Jacob Shapiro
Geopolitical Cousins co-host; geopolitical analyst featured on Money Miners episode
Geopolitical Cousins
Episode: Why The Gold Bid Isn't Going Away (Jacob Shapiro)
Rob Mullin
Portfolio manager investing in resources; manages flagship fund at Marathon Asset Management
Marathon Asset Management
Episode: Everything in Resources Is Cheap (Rob Mullin)

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 987 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
    Australia7 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.

Talking Points

Recent interactions between the hosts and their guests.

If You Don't Pay a Dividend, You're Not in Business (Tony Kiernan)
Q: Can you summarize your core philosophy as a chair and how it shaped decisions across the companies you led?
The core philosophy centers on understanding the business, trusting the management team, maintaining a strong balance sheet, and ensuring shareholder value through sensible, well-structured deals; governance requires active engagement, informed challenge, and preventing overreaching by proxy advisors when it harms the business fundamentals.
We Asked David Finch About 8 Polarising Mining Stocks
Q: What is your top-down view on the landscape as we enter a new cycle for mining equities?
Finch describes a structurally bullish gold outlook, supported by central bank demand and debasement fears, while remaining cautious on macro noise and focusing on margins, capital discipline, and selective exposure to higher-conviction opportunities in copper and gold developers.
Everything in Resources Is Cheap (Rob Mullin)
Q: Rob, tell me about how you evaluated the Tanka landstead.
The Tanka market was evaluated from a logistics and sanction risk perspective in late 2024, considering VLCCs, refining positions, and potential OPEC volume shifts. The space benefited from tight tanker markets, with an upside from risk premiums and resilient cash generation, including cash dividends from key positions.
Is It Too Late to Break China's Minerals Grip? (Henry Sanderson)
Q: What do you think else is wrong with the consensus views in the West when it comes to critical minerals supply chains and all these sorts of things?
Henry argues that fear of China is overemphasized and that China itself is vulnerable to imports of key minerals; he emphasizes the need to shift from a supply-centric to a demand-centric view, noting that China's import dependencies and embedded goods complicate the narrative and that diversification and resilience are essential.
Why Small Caps Are Trading Too Cheap (Matt Griffin)
Q: How do you manage positions in the context of index inclusions and potential re-rating when small stocks become part of broader indices?
We're willing to hold longer if there's clear earnings upside and strategic optionality, but we trim when earnings or growth prospects look capped and recognize that index inclusion can drive substantial returns, sometimes inflating valuations and creating risk if the growth story stalls.

Audience Metrics

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

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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. Mining Stock Education
3. The Rules of Investing
4. Macro Voices
5. Buy Hold Sell, by Livewire Markets

How many episodes of Money of Mine are there?

Money of Mine launched 8 years ago and published 590 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. Tony Kiernan
2. Thomas Woolrych
3. Fred Seguy
4. Dino Otranto
5. Ross Beaty
6. Rupert Mitchell
7. Brock Salier
8. Jacob Shapiro

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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