How Low Will MinRes Go?

Stephen Gorenstein manages the ARI Resources Fund at SG Hiscock.A former geologist, he spent a decade as a sell-side analyst at Goldman Sachs and Bank of America before working in M&A at Newcrest and St Barbara.We dig into how he builds the portfolio and the stocks he likes right ...  Show more

Darko Kuzmanovic, Portfolio Manager of the Janus Henderson Global Natural Resources Fund, is back on the show.A metallurgist by training, Darko’s fund was up 20% by February. Then came Iran, rising rates and a full risk-off reversal.We get his read on where we sit in the cycle, a ...  Show more

This is the Fear and Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes.

Have your stocks been down recently? Potentially seen some headlines about an imminent market crash? Well hey, volatility and surprises seem to be the never ending gift of 2021! On today’s episode we break down three of the biggest news stories that are playing a role in the curr ...  Show more

Australia's latest economic data was released last week, and while our GDP grew 0.2% there were plenty of reasons to be concerned. We dig into the data in today's episode.

We also cover the news of the day, including: