HeyJaredBaza Capital Investor Podcast
Baza Capital’s new investor podcast with co-founders William Sandover and Brayden McCormack, covers the performance of their funds, market conditions, and thematic ideas. Hosted by Patrick Poke.
- Indexed episodes, last 90 days
- 1
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- Aug 9, 2026
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- Aug 9, 2026
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Electrification, M&A, and Deep Value Opportunities (Q2 CY2026) (opens the original)
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In this episode, William Sandover and Brayden McCormack review Baza Capital’s June 2026 quarter and FY26 performance. For Baza High Conviction, Brayden discusses recent portfolio investments including life insurer NobleOak and Janus Electric. He also explains why the team believes the mining cycle may still be in its early stages, with copper now the fund’s largest individual commodity exposure. For Baza Special Opportunities, Will reviews a strong FY26 and explains how the March sell-off create
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