Lots of confusion with Liontown... and with Money of Mine

Lots of confusion with Liontown... and with M...

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Hunting For Outliers (Tony Manini)

Tony Manini joins us for a wide-ranging conversation on a career built around discovery, from leading the team that found Sepon in Laos to the wild ride of Oxiana/OZ Minerals and the founding of EMR Capital.Tony lays out his core belief that exploration and investing are fundamen ...  Show more

Time Arbitrage & Fourth Grade Math (Mike Alkin)

We're joined by Mike Alkin of Sachem Cove to break down where we are in the uranium cycle, why his supply-driven thesis evolved, and what he thinks of the SMR and data centre hype.He digs into the broken price reporting that distorts the market, Kazakhstan's value-over-volume shi ...  Show more

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