We Asked David Finch About 8 Polarising Mining Stocks

<p>Gold, copper, tungsten, antimony, macro, micro… we cover it all in this ep with David Finch. </p><p>We’ve got one of the sharpest operators in the commodity investment landscape on the show today. </p><p>He joins us to chat through:  </p><ul><li><p>Commodities from a macro lens </p></li></ul><ul><li><p>The cost pressures facing companies </p></li></ul><ul><li><p>What margins are looking like </p></li></ul><ul><li><p>How equities have performed against the underlying </p></li></ul><ul><li><p>+ a heap of the companies he follows closely </p></li></ul><p><br></p><p>……………  </p><p><strong>  </strong></p><p><strong>TIMESTAMPS  </strong></p><p>(0:00) Hot Streak in Miners<br>(2:30) Gold Bull Case Stages<br>(5:30) Why Gold Stocks Outperform<br>(8:00) Barrick Strategy Questions<br>(10:50) M&amp;A Discipline Debate<br>(14:10) Costs, Diesel, and Inflation<br>(18:40) Energy Metals Copper Run<br>(24:50) Rapid Fire Company Takes<br>(40:50) Wrap Up, Risks, and Thanks</p><p>……………  </p><p>  </p><p>Join 19k+ subscribers to the <a href="https://www.moneyofmine.com/subscribe">⁠⁠⁠⁠⁠⁠Director’s Special⁠⁠⁠⁠⁠⁠</a>:one daily email with all the news that matters in mining  </p><p>……………  </p><p><strong>  </strong></p><p><strong>PARTNERS  </strong></p><p>Thank you to the mining services businesses that make this content possible:  </p><p>• <a href="https://www.rocktechnology.sandvik/en/products/ground-support/">⁠⁠⁠⁠⁠<strong>Sandvik Ground Support</strong>⁠⁠⁠⁠⁠⁠</a> – The only ground supportyou’ll ever need</p><p>• <a href="https://www.titanrecruitment.com.au/contact">⁠⁠⁠⁠⁠<strong>Titan Recruitment</strong>⁠⁠⁠⁠⁠</a> – Specialists in engineering and technology recruitment</p><p>• <a href="https://marketech.com.au/focus?utm_source=partnerships&utm_campaign=mom">⁠⁠⁠⁠⁠<strong>Focus by Marketech</strong>⁠⁠⁠⁠⁠</a> – All your mining news and market needs in one powerful platform | <a href="https://marketech.com.au/focus?utm_source=partnerships&utm_campaign=mom">⁠⁠⁠⁠⁠10-day free trial⁠⁠⁠⁠⁠</a></p><p>• <a href="https://www.intralinks.com/">⁠⁠⁠⁠⁠<strong>SS&amp;C Intralinks</strong>⁠⁠⁠⁠⁠</a> – Powering deals with unmatched security and efficiency</p><p>• <a href="https://www.exceedcapital.com.au/sp-property-trust">⁠⁠⁠⁠⁠<strong>Exceed Capital</strong>⁠⁠⁠⁠⁠</a> – Diversify your portfolio with Exceed’s property trusts</p><p><strong>……………  </strong></p><p><strong>  </strong></p><p><strong>FOLLOW &amp; CONNECT </strong></p><p>• YouTube: <a href="https://www.youtube.com/@MoneyofMine">⁠⁠⁠⁠⁠⁠@MoneyofMine⁠⁠⁠⁠⁠⁠</a>   </p><p>• Twitter / X: <a href="https://x.com/moneyofminepod">⁠⁠⁠⁠⁠⁠@moneyofminepod⁠⁠⁠⁠⁠⁠</a></p><p>• <a href="https://www.linkedin.com/company/moneyofmine/">⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠</a> | <a href="https://www.instagram.com/moneyofminepod">⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠</a> | <a href="https://www.facebook.com/moneyofminepod">⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠</a>  </p><p>• Travis Ricciardo: <a href="https://x.com/TRAVmoneyofmine">⁠⁠⁠⁠⁠⁠@TRAVmoneyofmine⁠⁠⁠⁠⁠⁠⁠</a>  </p><p>• Jonas Dorling: <a href="https://x.com/JDmoneyofmine">⁠⁠⁠⁠⁠⁠@JDmoneyofmine⁠⁠⁠⁠⁠⁠⁠</a>  </p><p>• Email us <em>Word on the Decline</em>: <a href="mailto:gc@moneyofmine.com">⁠⁠⁠⁠⁠gc@moneyofmine.com⁠⁠⁠⁠⁠</a>  </p><p><strong>……………  </strong></p><p><strong> </strong></p><p><strong>DISCLAIMER  </strong></p><p>All information in this podcast is for education andentertainment purposes only and is of general nature only. Please ensure you read our <a href="https://www.moneyofmine.com/c/privacy-policy">⁠⁠⁠⁠⁠⁠full disclaimer⁠⁠⁠⁠⁠⁠</a>.  </p>