Money Miners
Summary
Money Miners is hosted by JD covering Investment Strategy, Artificial Intelligence, Data Centers, and Electricity Demand. Notable guests include Matt Fist (Firetrail), Hedley Widdup (Investor / Fund Manager), Warren Pearce (Representatives, AMEC), and Neil van Drennen. Episodes span from May 2026 to May 2026.
The Australian federal budget's proposed changes to capital gains tax (CGT) are a major concern, threatening to stifle risk capital from retail investors, who are crucial for funding early-stage mi...
The Vault-Regis merger is analyzed as a strategic move for scale and a solution to Vault's succession planning issues, rather than a deal driven by operational synergies. The current mining market ...
A massive surge in AI-driven data center construction in Australia is creating unprecedented electricity demand, with 1 gigawatt of new capacity signed in just two weeks, signaling a major tailwind...