Money of Mine
Summary
Money of Mine is hosted by Trav and JD covering Gold, Geopolitics, Copper, and Capital Allocation. Notable guests include Brendan Harris (MD & CEO, Sandfire Resources), Vas Piperoglou (Fund Manager, Collins Street Value), Emanuel Datt (Founder & CIO, Datt Capital), and Chris Judd (Manager, Serenity Macro Fund). Episodes span from May 2026 to Jun 2026.
The global economy is in the early stages of a long cycle of structurally higher inflation, driven by government spending and the need for nominal GDP growth. The optimal investment strategy in thi...
The GRAAF Fund, managed by Michel Mamet, focuses on gold, energy, and industrial metals, employing a global investment strategy that has yielded a 90% return in its first 18 months. Mamet expresses...
Whitehaven Coal has completed a transformative acquisition of BHP's metallurgical coal assets, fundamentally shifting its business profile towards higher-margin met coal and away from a pure-play t...