186: Rare Earths, Energy, and the Green Agenda (Money Maze Allocator Summit 2025)

186: Rare Earths, Energy, and the Green Agenda (Money Maze Allocator Summit 2025)

On 30th September and 1st October 2025 we held our inaugural Money Maze Allocator Summit (MMAS). We gathered 120+ global investors & allocators - many of whom have been previous guests - for 2 days of fascinating investment discussions.

It proved incredibly popular & much of that was a result of the quality of panels, moderators & topics!

The moderator was the brilliant Annachiara Marcandalli, Global Head of Sustainability at Cambridge Associates.

The panel was Brian Menell (Chairman and CEO, TechMet), Per Lekander (CEO, Clean Energy Transition), Bill Orum (Partner, Capricorn Investment Group) & Kristin Eshak Weldon (Senior Managing Director, CCI).

The climatic changes challenging our world should not be in doubt. The responses, the consequences and the investment opportunities and risks are profound.

The panel encompasses rare earths, electrification, power sources, uses and solutions, the EV charge, the continued role of hydrocarbons & much more…

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MMAS - More Info & 2026 Event Registration - Please note that the 6th/7th October date indicated on the webpage remains provisional (as of 30/10/25).

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

Episoder(232)

174: Money Maze Podcast Corporate Trailer

174: Money Maze Podcast Corporate Trailer

Through direct, entertaining & insightful interviews with masters of the real life money maze, we hope to learn about different approaches to allocating capital, making business decisions and navigati...

19 Mai 20252min

173: The End of US Equity Dominance? With Chris Wood, Global Strategist and Author of 'Greed and Fear'

173: The End of US Equity Dominance? With Chris Wood, Global Strategist and Author of 'Greed and Fear'

Chris Wood, former guest and highly respected global strategist, recently made a bold prediction, namely that the US stock market has reached its all-time relative peak, similar to Japan in 1989.  Hi...

15 Mai 202546min

172: Heroes or Villains? The Shrinking World of Shorting - With Carson Block, Founder of Muddy Waters

172: Heroes or Villains? The Shrinking World of Shorting - With Carson Block, Founder of Muddy Waters

Economic theory suggests that when competition decreases, remaining firms may have more market power, which can lead to increased opportunities to expand, innovate, or capture a larger market share. ...

24 Apr 20251h 6min

171: From Triumph to Trauma: The Dramatic Investment Arc of Neil Woodford, Founder of Woodford Investment Management

171: From Triumph to Trauma: The Dramatic Investment Arc of Neil Woodford, Founder of Woodford Investment Management

Some of our conversations are deliberately different, and the man I interview here has cost me a lot of money! I also consider him a friend and somebody whose perspective I have valued.   It could be...

10 Apr 20251h 21min

170: The Irreversible Convergence of Public & Private Markets – With Scott Kleinman, Co-President of Apollo Asset Management

170: The Irreversible Convergence of Public & Private Markets – With Scott Kleinman, Co-President of Apollo Asset Management

In the world of mythology, Apollo is one the most revered and significant of all the ancient Greek and Roman Gods.  It was also the name given to an asset management business created in 1990 and toda...

1 Apr 202550min

169: Unlocking Investment Wisdom - With Howard Marks, Co-Founder of Oaktree Capital Management

169: Unlocking Investment Wisdom - With Howard Marks, Co-Founder of Oaktree Capital Management

When Warren Buffet singles you out for praise, it might be fair to say you have summited the investment equivalent of K2, Annapurna and Kangchenjunga, the most challenging of mountain peaks!   In a ca...

13 Mar 202556min

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 Xstra...

6 Mar 202551min

167: Space: The Next Frontier of Asset Allocation? With Mark Boggett, CEO of Seraphim Space

167: Space: The Next Frontier of Asset Allocation? With Mark Boggett, CEO of Seraphim Space

Star Trek’s opening lines were potent: "Space: The final frontier. These are the voyages of the Starship Enterprise. Its mission? To boldly go where no man has gone before!” Whether Star Trek or Star...

20 Feb 20251h 4min

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