Can we overcome our China reliance? (Todd War...

Sam Berridge from Perennial is back after a wild first half of 2026. We run through just about every commodity under the sun.Gold's sold off, but the fundamentals haven't changed. What next? We also get into why the structural deficits he chases tend to survive the chaos, as well ...  Show more

Chase Taylor and Zach Abraham from Bulwark Capital join the show to unpack a world turned upside down. The pair walk through why oil could be mispriced by $30 or more, how cheap drones and missiles have rewritten the global security picture, and why the debasement trade is only t ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 01:13 - Austin Mitchell's Background and research in the energy sector. 10:40 - What problems do energy companies currently deal with that Bitcoin can potentially solve? 31:08 - What does the potential future with Bitcoin look like with energy co ...  Show more

We’re seeing some big mergers in the listed investment company space, so Alec and Bryce unpack what is happening and what it means for shareholders. First, Washington H. Soul Pattinson have made a $4b takeover bid of Milton Corporation and then you might have heard our previou ...

William chats with Matthew McLennan about how to achieve resilient wealth creation, which is a central focus of William's book “Richer, Wiser, Happier." This interview was recorded on August 30, 2022. IN THIS EPISODE, YOU'LL LEARN: 02:36 - How Matthew McLennan grew up off the ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 01:34 - How to apply probabilistic thinking when approaching investing. 14:26 - Will’s structure for the “perfect portfolio”. 32:29 - Why Uranium hasn’t performed as most hoped for in 2022. 40:11 - How the sustainable energy supply chain is stru ...  Show more