168: From Rare Earths to Broader Metals: Investment Opportunities & Strategic Priorities for the West
Money Maze Podcast6 Maalis 2025

168: From Rare Earths to Broader Metals: Investment Opportunities & Strategic Priorities for the West

In this episode we’ve been very fortunate to find someone who ranks amongst the most qualified anywhere in the world to discuss this topic.

He was the former CFO of Billiton, then as CEO, built Xstrata into one of the world’s largest diversified mining companies, helping grow their market value from US$500m to US$60bn, at one point employing over 90,000 people.

In this conversation we examine the most important supply and demand mismatches of critical materials. We assess the energy transition, discuss where the opportunities and challenges lie, what Vision Blue Resources is seeking to build, and how investors are positioned.

We expand the conversation to discuss valuation opportunities in the wider commodity space, geopolitical hotspots and their implications for commodity prices.

Mick also talks about effective management, building optionality into your business and why investors misunderstand how mining companies frequently demonstrate much better governance and responsibility than standard thinking suggests.

​​The Money Maze Podcast is kindly sponsored by Schroders, IFM Investors, World Gold Council and LSEG.

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8: Helen Watson – CEO Rothschild & Co, Wealth Management, UK

8: Helen Watson – CEO Rothschild & Co, Wealth Management, UK

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7: Chris Ralph, Chief Strategist, St James's Place Wealth Management

7: Chris Ralph, Chief Strategist, St James's Place Wealth Management

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn As a FTSE 100 company, managing over £100 billion for 750,000 clients, St James Place (SJP) has been a great financial su...

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6: David Yarrow of David Yarrow Photography

6: David Yarrow of David Yarrow Photography

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Dave Yarrow is considered one of the world’s greatest photographers. 3 former US presidents have his masterpieces adornin...

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5: Mark Mobius. CEO Mobius Capital Partners

5: Mark Mobius. CEO Mobius Capital Partners

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Mark Mobius, who has been referred to as the Godfather of Emerging Markets, was named as one of the 50 Most Influential P...

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4: Anthony Dalwood, CEO, Gresham House Plc

4: Anthony Dalwood, CEO, Gresham House Plc

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Tony Dalwood studied Economics and Accounting at Bristol University and then Management and Business at Cambridge, where ...

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3: Sarah Gordon, CEO, Impact Investing Institute

3: Sarah Gordon, CEO, Impact Investing Institute

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Our conversation begins with a glimpse of Sarah’s inspiring journey from finance, to journalism and now to the critical w...

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2: Nick Finegold, CEO, Curation Corporation

2: Nick Finegold, CEO, Curation Corporation

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Nick Finegold describes his journey through the world of finance, first in equity sales, then as the founder of his own b...

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1: Peter Harrison CEO, Schroders PLC.

1: Peter Harrison CEO, Schroders PLC.

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Peter Harrison, included in Debrett’s 500 most influential people, starts by describing a rebellious youth that led him t...

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