About this episode
The second half of the 30 top fund managers share their boldest predictions for 2026 in the commodities sector. Each guest answers the same four rapid-fire questions: • Their highest conviction call• Most non-consensus view• Best performing commodity • Worst performing commodity …………...… DIRECTOR'S SPECIAL EMAIL Join 15k+ subscribers to the ????????????????????????????????????Director’s Special????????????????????????????????????: one daily email with all the news that matters in mining CHRISTMAS DRINKS 5PM Tuesday 16th December at Brewdog Perth. RSVP here: ??https://calendarlink.com/event/9FJi5??…………… TIMESTAMPS (00:00) Introduction(03:20) David Sparks | First New York(11:22) Chris Judd | Cerutty Macro Fund(15:51) Warren Irwin | Rosseau Asset Management(23:17) Michael Teran | Blackwattle Investment Partners(27:35) Sam Broom | Sprott(35:04) Rodrigo Carvallo | BTG Pactual, Fondo Litio+(40:11) Robert Mullin | Marathon Resource Advisors(45:55) Matthew Fist | Firetrail Investments(50:17) Romano Sala Tenna | Katana Asset Management(55:54) Peter Prendiville | Norfolk Capital(1:02:56) YJ Lee | Arcane Capital …………… PARTNERS Thank you to the mining services businesses that make this content possible: ??Switch Technologies?? – Engineers solving your mine site problems | email ??mike@switchtechnologies.net????Exceed Capital?? – Diversify your portfolio with Exceed’s property funds??SS&C Intralinks?? - Powering deals with unmatched security and efficiency ?????????????????????????????????Sandvik Ground Support????????????????????????????????? – The only ground support you’ll ever need ????????????????????????????????Focus by Marketech???????????????????????????????? – All your mining news and mar
