30 Fundies Share Their Best Picks for 2026 (Part 1)

Video Description

In part 1 of this special episode, we bring together 30 top fund managers to share their boldest predictions for 2026 in the commodities sector. Each guest answers the same four rapid-fire questions: • Their highest conviction call • Most non-consensus view • Best performing commodity • Worst performing commodity From gold and copper to uranium, nickel, and beyond, you’ll hear a diverse range of expert opinions, market insights, and actionable ideas. The conversation covers global trends, geopolitical shifts, company spotlights, and the macro forces shaping the future of resources investing. Highlights include: • Unique, high-conviction predictions from leading fund managers • Contrarian takes and under-the-radar opportunities • Discussion of global markets, currencies, and geopolitical risks • Insights into the companies and sectors to watch in 2026 📰 THE DIRECTOR'S SPECIAL Join 15k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining https://www.moneyofmine.com/subscribe ------------------------------------------------------- 🎄 CHRISTMAS DRINKS 5PM Tuesday 16th December at Brewdog Perth. RSVP here: ⁠⁠ https://calendarlink.com/event/9FJi5⁠ ------------------------------------------------------- ▶️ CHAPTER TIMESTAMPS 00:00:00 – Intro & Episode Overview 00:01:14 Rick Squire | Acorn Capital 00:05:37 Ben Richards | Seneca Financial 00:12:13 Warren Gilman | Queens Road Capital 00:19:52 Kingsley Jones | Jevons Global 00:27:03 Henry Ruehl | Sierra Morena Capital 00:34:50 Hedley Widdup | Lion Selection Group 00:40:12 Russell Delroy | Nero Resource Fund 00:53:09 John Forwood | Lowell Resources Fund 00:58:22 Chris Berry | House Mountain 01:02:56 Anthony Kavanagh | Chester Asset Management 01:09:17 Sam Berridge | Perennial Natural Resources Trust 01:15:09 Samuel Pelaez | Olive Resource Capital 01:18:30 Christopher Schmidt | Incomet Capital ------------------------------------------------------- 🤝 OUR PARTNERS Thank you to the mining services businesses that make this show possible: Sandvik Ground Support – The only ground support you’ll ever need http://www.rocktechnology.sandvik/groundsupport Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial: https://marketech.com.au/focus?utm_source=partnerships&utm_campaign=mom SS&C Intralinks - Powering deals with unmatched security and efficiency | https://www.intralinks.com/ Switch Technologies – Engineers solving your mine site problems | email [email protected] | https://www.switchtechnologies.net/ Exceed Capital – Diversify your portfolio with Exceed’s property trusts - https://www.exceedcapital.com.au/the-collective ------------------------------------------------------- 📌 FOLLOW US Join our group chat: - Join the Money of Mine ⁠Discord Server⁠: https://discord.gg/vb7XxW4X6q - The Messenger chat has been sunset by Facebook. We have migrated to this Discord server Subscribe to our podcast: - Spotify: https://open.spotify.com/show/0LsIJIsFh7AhvtAZ09EPcK - Apple: https://apple.co/3Fdocwx Follow us on all social platforms to stay up-to-date: - Twitter: https://x.com/moneyofminepod - Instagram: https://www.instagram.com/moneyofminepod - LinkedIn: https://www.linkedin.com/company/moneyofmine - Facebook: https://www.facebook.com/moneyofminepod - TikTok: https://www.tiktok.com/@moneyofminepod Our personal Twitter accounts: - Travis Ricciardo: https://twitter.com/TRAVmoneyofmine - Jonas Dorling: https://twitter.com/JDmoneyofmine ------------------------------------------------------- ⚠️ DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. The hosts of Money of Mine are not financial professionals. Money of Mine and our contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional. Money of Mine doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of Money of Mine are their opinions only and may contain forward-looking statements that may not eventuate. Please read the full Disclaimer here: https://www.moneyofmine.com/privacy-policy