Money of Mine
Mineral Media
30 Fundies’ Highest Conviction Trades for 2026 (Part 2)
DEC 12, 202599 MIN
30 Fundies’ Highest Conviction Trades for 2026 (Part 2)
DEC 12, 202599 MIN
Description
<p>The second half of the 30 top fund managers share their boldest predictions for 2026 in the commodities sector. </p><p>Each guest answers the same four rapid-fire questions: </p><p><br></p><p>• Their highest conviction call</p><p>• Most non-consensus view</p><p>• Best performing commodity </p><p>• Worst performing commodity </p><p> </p><p>…………...… </p><p><br></p><p><strong>DIRECTOR'S SPECIAL EMAIL </strong></p><p>Join 15k+ subscribers to the <a href="https://www.moneyofmine.com/subscribe">Director’s Special</a>: one daily email with all the news that matters in mining </p><p><strong>CHRISTMAS DRINKS</strong> </p><p> </p><p>5PM Tuesday 16th December at Brewdog Perth. RSVP here: <a href="https://calendarlink.com/event/9FJi5" target="_blank" rel="ugc noopener noreferrer">https://calendarlink.com/event/9FJi5</a></p><p><br></p><p>…………… </p><p><strong> </strong></p><p><strong>TIMESTAMPS </strong></p><p> </p><p>(00:00) Introduction<br>(03:20) David Sparks | First New York<br>(11:22) Chris Judd | Cerutty Macro Fund<br>(15:51) Warren Irwin | Rosseau Asset Management<br>(23:17) Michael Teran | Blackwattle Investment Partners<br>(27:35) Sam Broom | Sprott<br>(35:04) Rodrigo Carvallo | BTG Pactual, Fondo Litio+<br>(40:11) Robert Mullin | Marathon Resource Advisors<br>(45:55) Matthew Fist | Firetrail Investments<br>(50:17) Romano Sala Tenna | Katana Asset Management<br>(55:54) Peter Prendiville | Norfolk Capital<br>(1:02:56) YJ Lee | Arcane Capital</p><p> </p><p>…………… </p><p> </p><p><strong>PARTNERS </strong></p><p>Thank you to the mining services businesses that make this content possible: </p><p> </p><p><a href="https://www.switchtechnologies.net/" target="_blank" rel="ugc noopener noreferrer"><strong>Switch Technologies</strong></a> – Engineers solving your mine site problems | email <a href="mailto:[email protected]" target="_blank" rel="ugc noopener noreferrer">[email protected]</a></p><p><br></p><p><a href="https://www.exceedcapital.com.au/the-collective" target="_blank" rel="ugc noopener noreferrer"><strong>Exceed Capital</strong></a> – Diversify your portfolio with Exceed’s property funds<a href="https://www.intralinks.com/" target="_blank" rel="ugc noopener noreferrer"><strong>SS&C Intralinks</strong></a><strong> </strong>- Powering deals with unmatched security and efficiency </p><p> </p><p><a href="https://www.rocktechnology.sandvik/en/products/ground-support/" target="_blank" rel="ugc noopener noreferrer"><strong>Sandvik Ground Support</strong></a> – The only ground support you’ll ever need </p><p> </p><p><a href="https://marketech.com.au/focus?utm_source=partnerships&utm_campaign=mom" target="_blank" rel="ugc noopener noreferrer"><strong>Focus by Marketech</strong></a> – All your mining news and market needs in one powerful platform | <a href="https://marketech.com.au/focus?utm_source=partnerships&utm_campaign=mom" target="_blank" rel="ugc noopener noreferrer">10-day free trial</a> </p><p> </p><p><strong>…………… </strong></p><p> </p><p><strong>FOLLOW & CONNECT </strong></p><p>• YouTube: <a href="https://www.youtube.com/@MoneyofMine" target="_blank" rel="ugc noopener noreferrer">@MoneyofMine</a> </p><p>• Twitter / X: <a href="https://x.com/moneyofminepod" target="_blank" rel="ugc noopener noreferrer">@moneyofminepod</a> </p><p>• <a href="https://www.linkedin.com/company/moneyofmine/" target="_blank" rel="ugc noopener noreferrer">LinkedIn</a> | <a href="https://www.instagram.com/moneyofminepod" target="_blank" rel="ugc noopener noreferrer">Instagram</a> | <a href="https://www.facebook.com/moneyofminepod" target="_blank" rel="ugc noopener noreferrer">Facebook</a> </p><p>• Travis Ricciardo: <a href="https://x.com/TRAVmoneyofmine" target="_blank" rel="ugc noopener noreferrer">@TRAVmoneyofmine</a> </p><p>• Jonas Dorling: <a href="https://x.com/JDmoneyofmine" target="_blank" rel="ugc noopener noreferrer">@JDmoneyofmine</a> </p><p>• Email us <em>Word on the Decline</em>: [email protected] </p><p><br></p><p><strong>…………… </strong></p><p> </p><p><strong>JOIN THE GROUP CHAT </strong></p><p><em>Note: the Messenger group chat has been sunset by Facebook. We have migrated to a Discord server</em></p><p>• Join the Money of Mine <a href="https://discord.gg/vb7XxW4X6q" target="_blank" rel="ugc noopener noreferrer">Discord Server</a> </p><p> </p><p><strong>…………… </strong></p><p> </p><p><strong>DISCLAIMER </strong></p><p>All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our <a href="https://www.moneyofmine.com/c/privacy-policy" target="_blank" rel="ugc noopener noreferrer">full disclaimer</a>. </p>