HeyJaredMoney of Mine
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.
- Indexed episodes, last 90 days
- 17
- Latest publication
- Sep 12, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 7, 2026
Latest episodes
We Asked David Finch About 8 Polarising Mining Stocks (opens the original)
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Gold, copper, tungsten, antimony, macro, micro… we cover it all in this ep with David Finch. We’ve got one of the sharpest operators in the commodity investment landscape on the show today. He joins us to chat through: Commodities from a macro lens The cost pressures facing companies What margins are looking like How equities have performed against the underlying + a heap of the companies he follows closely …………… TIMESTAMPS (0:00) Hot Streak in Miners (2:30) Gold Bull Case Stages (5:30) Why Gold
20 Stocks for the Next 20 Years (Rupert Mitchell) (opens the original)
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Rupert Mitchell spent 25 years on the sell side, running equity capital markets desks for Citi and Goldman in Hong Kong and taking hundreds of companies public, including none other than Glencore. Now was the perfect time to have him on the show as he's just finished the resources sleeve of a portfolio built to be held until 2046. We don't believe mining stocks are meant to be owned for 20 years - which is precisely what makes the exercise interesting.Rupert covers: • The systematic screen that
Why Great Mining Projects Still Fail (Brock Salier) (opens the original)
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We sat down with Brock Salier to dig into his experience getting projects funded, reflecting on who made it and who didn't. We walked through colourful examples of why some countries worked for projects while others didn't, which commodities seemed destined for greatness yet failed, and what the details were that actually mattered for project success. From Burkina to Cambodia, Guyana to Congo, and graphite to lithium to nickel and more, we cover it all. Plus, what commodities & countries to look
9 Mining Investing Rules We Learnt the Hard Way (opens the original)
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We've all made stupid mistakes punting on mining stocks. We don't want to make any more. So we're airing the decisions that cost us dearly, and what they taught us. 9 rules, learnt the hard way. Here are the howlers behind them: • Jupiter and the manganese squeeze of 2024 • Fund managers refusing to utter the words "Gascoyne Resources" • Strandline's MD jumping ship during ramp up • Torque, lithium mania, and why a market order can wait • Genesis, Sandfire and Cameco outrunning the juniors ……………
The 11 Gold Takeovers to Happen Before 2027 (opens the original)
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It's prediction time. We get the whiteboard out and chalk up our starting 11 of the most likely deals the gold market serves up before the year is out. The parameters are wide, the timeline is short. Let us know what surprised you, what we missed and what you think. …………… TIMESTAMPS (0:00) Intro (2:00) Deal #1 (7:40) Deal #2 (11:50) Deal #3 (15:50) Deal #4 (23:10) Deal #5 (27:20) Deal #6 (31:50) Deal #7 (37:30) Deal #8 (40:50) Deal #9 (47:20) Deal #10 (48:00) Deal #11 (52:10) Outro …………… Join 19
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