18 Fundies’ Predictions for Commodities is 20...

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Why Smart Money Is Buying Energy Chaos (Saul Kavonic)

We continue our exploration of the energy space with today’s guest, Saul Kavonic. Saul covers the Australian energy sector as an analyst with MST Financial and has been a prolific commentator for a number of years with many high conviction calls. In this episode, he runs us throu ... Show more

. 1h 1min

The Ultra Bull Case for Lithium (YJ Lee)

Today we're sharing our conversation with YJ Lee, founder of the Arcane Green Metal Fund, fresh off an incredible 165% return in 2025.YJ breaks down the explosive dynamics driving lithium and silver markets, and why we're only at the beginning of a multi-year commodity supercycle ... Show more

. 51min 29sec

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