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

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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Episoder(231)

197: From the Shadow of the Death Camps to Leading Sequoia: A Family’s Journey Through Peril & Possibility (With Sir Michael Moritz)

197: From the Shadow of the Death Camps to Leading Sequoia: A Family’s Journey Through Peril & Possibility (With Sir Michael Moritz)

Some lives trace the currents of history; a childhood in Wales, growing up in the shadow of parents who had escaped Nazi Germany, academic distinction at Oxford and Wharton, followed by a career that ...

2 Apr 1h 5min

196: Scale, Strategy, and Stewardship: Rachel Elwell, CEO, on Border to Coast’s Growing Power in UK Pensions

196: Scale, Strategy, and Stewardship: Rachel Elwell, CEO, on Border to Coast’s Growing Power in UK Pensions

Moreover, if executed well, it offers the potential to act with a long-term horizon as true asset owners, and to unlock investment opportunities that individual funds might struggle to access alone. T...

19 Mar 57min

195: From Battlefield to Boardroom: Assessing the Cyber War Frontlines  - Jen Easterly on the New Era of Cyber Risk

195: From Battlefield to Boardroom: Assessing the Cyber War Frontlines - Jen Easterly on the New Era of Cyber Risk

We have had some extremely distinguished guests over the last 6 years, but we haven’t secured one who combines, a Rhodes Scholar, US Army Colonel, Counter terrorism expert, leading the US’s cyber inte...

5 Mar 1h 4min

194: General David Petraeus: Inside a World Glowing Red

194: General David Petraeus: Inside a World Glowing Red

A first! For the first time since our inception 6 years ago, we welcome back a guest for their third visit. General David Petraeus, once described by Simon Sebag Montefiore as the ultimate soldier-sch...

19 Feb 1h 6min

193: From Hedge Fund Roots to Alternative Credit Leadership: Soraya Chabarek, President & CEO, MCQS

193: From Hedge Fund Roots to Alternative Credit Leadership: Soraya Chabarek, President & CEO, MCQS

While women leaders in finance are gradually becoming more common, that cannot be said the alternatives industry. But as traditional investment firms increasingly acquire alternatives and private mark...

5 Feb 51min

192: Emerging and Frontier Markets: Cyclical Bounce or the Beginning of a Secular Advance? A discussion with Peter Elam Håkansson, CEO and Founder of East Capital.

192: Emerging and Frontier Markets: Cyclical Bounce or the Beginning of a Secular Advance? A discussion with Peter Elam Håkansson, CEO and Founder of East Capital.

Emerging Markets, once the darling of the asset allocators world, have found themselves increasingly discarded by those same allocators. Such became the re-allocation away from them and the magnetism ...

22 Jan 47min

191: Can We Live Longer? What it Might Mean for Medicine, Money, & Markets - With Dr Andrew Steele

191: Can We Live Longer? What it Might Mean for Medicine, Money, & Markets - With Dr Andrew Steele

As Mike Milken said on this podcast, “the greatest achievement of humankind in the 20th century, was the doubling of life expectancy.” If living longer seems a powerful goal, the caveat would be only ...

8 Jan 1h 4min

190: Marketing God. With Nicky Gumbel, Pioneer of the Alpha Course

190: Marketing God. With Nicky Gumbel, Pioneer of the Alpha Course

In this Christmas special, we reshare our conversation with Nicky Gumbel!  Very occasionally one individual can have a disproportionately powerful impact on a collection of people, but very rarely do...

18 Des 20251h 2min

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