20 Stocks for the Next 20 Years (Rupert Mitchell)

<p>Rupert Mitchell spent 25 years on the sell side, running equity capital markets desks for Citi and Goldman in Hong Kong and taking hundreds of companies public, including none other than Glencore. </p><p><br></p><p>Now was the perfect time to have him on the show as he&#39;s just finished the resources sleeve of a portfolio built to be held until 2046. </p><p><br></p><p>We don&#39;t believe mining stocks are meant to be owned for 20 years - which is precisely what makes the exercise interesting.Rupert covers:</p><p><br></p><p>• The systematic screen that spat out Vale, Anglo and didn&#39;t deliver a single copper stock</p><p><br></p><p>• Why Agnico scored worse than Newmont (stale price decks!)</p><p><br></p><p>• Glencore as his captain&#39;s call</p><p><br></p><p>• Why he stepped away from uranium this year</p><p><br></p><p>• How he works energy companies into the mix</p><p><br></p><p><br></p><p>US$135 off Blind Squirrel Macro Subscription: <a href="https://www.blindsquirrelmacro.com/moneyofmine" target="_blank" rel="ugc noopener noreferrer">https://www.blindsquirrelmacro.com/moneyofmine</a></p><p><br></p><p>……………  </p><p><strong>  </strong></p><p><strong>TIMESTAMPS  </strong></p><p>(0:00) Can You Hold Miners?<br>(4:10) China Capitalism Reality<br>(10:20) Scoring Resources Stocks<br>(15:20) Glencore Deep Dive<br>(32:00) China Tech and Energy Bets<br>(47:00) Wrap Up, Picks, and Disclaimers</p><p>……………  </p><p>  </p><p>Join 19k+ subscribers to the <a href="https://www.moneyofmine.com/subscribe" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠⁠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/" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠<strong>Sandvik Ground Support</strong>⁠⁠⁠⁠⁠</a> – The only ground supportyou’ll ever need</p><p>• <a href="https://www.titanrecruitment.com.au/contact" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠<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" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠<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" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠10-day free trial⁠⁠⁠⁠</a></p><p>• <a href="https://www.intralinks.com/" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠<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" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠<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" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠⁠@MoneyofMine⁠⁠⁠⁠⁠</a>   </p><p>• Twitter / X: <a href="https://x.com/moneyofminepod" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠⁠@moneyofminepod⁠⁠⁠⁠⁠</a></p><p>• <a href="https://www.linkedin.com/company/moneyofmine/" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠</a> | <a href="https://www.instagram.com/moneyofminepod" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠</a> | <a href="https://www.facebook.com/moneyofminepod" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠</a>  </p><p>• Travis Ricciardo: <a href="https://x.com/TRAVmoneyofmine" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠⁠⁠@TRAVmoneyofmine⁠⁠⁠⁠⁠⁠</a>  </p><p>• Jonas Dorling: