Is Ganfeng Bearish Pilbara Minerals?

Is Ganfeng Bearish Pilbara Minerals?

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This Energy Crisis Could Get Ugly (Arrakis Global)

Leon (aka Arrakis Global) is a pseudonymous generalist fund manager, a former banker turned go-anywhere, thematic fund manager with a track record that has been up and to the right.We have the privilege sharing his podcast debut.This episode goes deep into how a generalist with a ...  Show more

He Poured Drinks for Mining Legends. Now He Beats Them (Rick Rule)

We sat down with the great Rick Rule, one of the natural resource industry's biggest names of the last 50 years, to dig into his career spanning bull markets, busts, banking, brokering, and everything in between.Rick is a true contrarian, as overused as that expression is, who co ...  Show more

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