Mining markets without the varnish.
Money of Mine treats mining as both an operating business and a market puzzle. Recent episodes move from gold producers and uranium optionality to coal, nuclear policy, China demand, hedge-fund positioning, and the old dealmakers who shaped the sector.
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Money of Mine is a commodities and mining markets show with its boots in the orebody and its eyes on the tape. It is interview-led, but not politely generic. Recent conversations bring in fund managers, builders, traders, financiers, and old-cycle veterans to test what is actually moving resource equities. The show cares about the hard mechanics. A guest may be asked about gold producer valuations, hedge structures, uranium optionality, coal shortages, aluminum, fertilizers, tungsten, or the trade-flow effects that can push a metal price away from fundamentals. It also cares about people. Warren Gilman's deal history, Matt Wilcox's mine-building record, Mr. Rick Rule's industry history, and Leon's risk process all matter because mining returns are rarely just spreadsheet outputs. The show is strongest when it zooms out, then drills down. A market panic becomes a question about positioning. A nuclear reversal in Germany or Taiwan becomes a question about energy systems that cannot be rebuilt by slogans. China's property overhang becomes a copper problem, not just a macro headline. Capital cycles are treated as a practical investing framework, especially when supply is measurable and demand is dressed up as story. The tone is fluent and human. There is matey banter, sponsor chatter, dry self-deprecation, and the occasional sharp disclaimer, but the substance is dense. Listeners hear how resource investors think when they are not trying to sound like a press release. Some episodes are history lessons in disguise. Others are live reads on volatile markets. The common thread is skepticism about easy consensus. Money of Mine suits people who can handle mining-specific detail and want the connective tissue between commodities, companies, capital, and character.
Made for: For resource investors, commodities watchers, mining professionals, and finance listeners who want more than headline takes. It best suits people comfortable with technical market language and long-form expert answers.
What sets it apart: Money of Mine blends operating detail with market structure, letting guests connect mine-building, deal history, policy errors, and positioning in the same conversation. Its edge is practical skepticism delivered with enough familiarity to stay human.
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.
Based on 6 episodes we listened to · September 2026
Money of Mine makes commodity markets legible through candid questioning about capital, operating choices, policy constraints, and mining's recurring cycles.
Money of Mine follows the decisions that move mining companies and commodity markets, with Travis Ricciardo and Jonas Dorling using candid interviews to connect technical detail with capital allocation.
A mining deal sounds different when you ask what its owners actually returned.
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Short reviews from the PlayNext desk, based on the episodes we processed.
Warren Gilman's gold tombstone gives shape to a measured discussion of China, mining finance, and copper's short-term signals.
The episode uses Warren Gilman's career as a clean route into mining finance, Queens Road Capital, and NextGen. Gilman lays out Queens Road's convertible instruments, the names on its register, and the relationships behind that support, then draws on a 25-plus-year…
A sharp commodities conversation about positioning, deratings, and where the tape still looks tradable.
Money of Mine presents Leon as a pseudonymous fund manager with a strong recent record and a process that feels unusually considered, then follows him through a commodities view that moves from market shock to positioning and specific trades. He argues the U.S.
A mining conversation about legacy, cycles, and the people shaping outcomes.
Rick Rule spends much of the conversation on mining history, legacy, and the habits that tend to matter over decades. The Lundin family, Adolph Lundin, Lucas and Ian, and the value of a proven ownership team all come into focus.
A candid mining discussion about saleability, proxy advisors, and the thin record of lasting shareholder returns.
Mining deals give this episode its spine, with Mark Connolly's history of building companies that sell to larger, better-capitalized buyers set against his plain view that any asset can move when a willing buyer meets a willing seller.
A four-year aluminium high leads into China's capacity rules, Middle Eastern production, and the wider market forces behind the metal.
Aluminium at a four-year high gives this episode a clear reason to exist now, and Alan Clark of CM Group uses that price move as the way into a wider market story.
A pit trader's history lesson on whether prices still speak before the story arrives.
Markets are meant to move before the story catches up, and this episode tests that belief through JJ's memory of an older information cycle. Writing as Ali Osha on Substack, he recalls starting early at Connie Commodities under Continental Grain, rolling up Dow Jones tapes,…
A clear reality check on rare-earth hype, supply chains, and the chemistry that can complicate projects.
Rare earths are now a mainstream market story, and this episode looks past the usual heat around export controls, headlines, and stock moves to ask what actually matters.
BBC's daily business show, from toy-industry founders to Anthropic's Pentagon standoff.
Overnight markets, explained before the day moves.
Gold-first macro with sharp political teeth.
Markets, money, and messy useful arguments.
This episode discusses the recent $3.8 billion takeover of Gold Road by Goldfields, including details on shareholder payouts and insights on the current gold market.
This episode discusses the coal market's outlook for 2026, focusing on themes like the 'great accumulation,' impacts of Chinese steel production and property issues, and recent price trends.
Two hosts discuss a viral Twitter clip involving Travis Ricardo and Elon Musk, along with media coverage from Daily Mail and News.com.au, while briefly touching on operational issues at MinRes.
This episode features an interview with Jeff Quartermaine discussing the record-high gold price, his tenure at Perseus Mining, and major news in the mining sector including China's involvement with BHP.
JJ joins the hosts to ask what markets can actually tell us about the future.
The host opens on rare earths as a mainstream market story and asks what actually matters for markets.
Money of Mine hosts Trev and JD fill an unplanned Friday slot before Anzac Day by phoning fund manager Anthony Kavanaugh for an impromptu market read.
This episode features an interview with Matt Zablowski, founder of the natural resources-focused hedge fund Delbrook, discussing his investment strategies and insights on gold and undervalued producers.
This episode features an interview with J.J.
Ferg Cullen discusses the energy crisis, focusing on coal, nuclear power, and policy failures in Germany and Taiwan amid volatile times.
This episode features an interview with Matt Wilcox, who has built six gold mines in Africa over 14 years, discussing his experiences and insights into mining operations and investments.
This episode explores the capital cycle style of investing, focusing on supply constraints and its application to mining investments, featuring insights from Django Davidson.
Warren Gilman gets put under the mining-market lights.
Leon appears under a pseudonym.
Rick Rule sits down for a mining conversation with a strong sense of history.
The host opens with a pointed accusation.
Aluminium has reached a four-year high.
This episode discusses the recent rapid surge in commodity prices, exploring the excitement and concerns of an investor navigating this volatile market environment.