Why the World’s Biggest Funds Get Mining Wrong (David Sparks) Podcast Por  capa

Why the World’s Biggest Funds Get Mining Wrong (David Sparks)

Why the World’s Biggest Funds Get Mining Wrong (David Sparks)

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We’ve got the pleasure of sharing a conversation with David Sparks — an investor in the natural resources world with experience at some of the world’s biggest hedge funds, including the famed multi-strat firm Millennium, as well as BBT and Exodus Point.In this episode, we unpack why investing in mining from a pod shop is often a flawed strategy, how these firms came to dominate the market, and what it actually means when a pod “blows up.”David also shares his picks for the most impressive management teams in global mining and plenty more along the way.We hope you enjoy this one as much as we did. ……………TIMESTAMPS 00:00 Introduction02:09 David Sparks on MoM07:55 Being Market Neutral09:58 Why the model doesn’t work in mining13:40 The Volatility16:07 Reflecting on multi strategy funds19:02 The worst way to invest in mining23:55 Shorting27:20 The “lack of risk”30:40 Access to management32:00 Deploying capital in an unconstrained world34:40 Are mining stocks more inefficient?36:40 Cheap stocks……………Join 12k+ subscribers to the ⁠Director’s Special⁠: one daily email with all the news that matters in mining ……………PARTNERSThank you to the mining services businesses that make thiscontent possible: · ⁠Grounded⁠ - Infrastructure for remote mining and civil projects Australia wide | Paul Natoli: pn@groundedgroup.com.au · ⁠Sandvik Ground Support⁠ – The only ground support you’ll ever need· ⁠Cross Boundary Energy⁠ – Independent power producer for the global mining industry | tim.taylor@crossboundary.com +61 466 184 943 ……………FOLLOW & CONNECT• YouTube: ⁠@MoneyofMine⁠• Twitter / X: ⁠@moneyofminepod⁠• ⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠Facebook⁠• Travis Ricciardo: ⁠@TRAVmoneyofmine⁠⁠• Jonas Dorling: ⁠@JDmoneyofmine⁠⁠• Email us Word on the Decline: gc@moneyofmine.com……………JOIN THE GROUP CHAT• Step 1: Join the ⁠MoneyMiners Facebook Group⁠• Step 2: Request access to the ⁠HOOTEROO chat⁠……………DISCLAIMERAll information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our ⁠full disclaimer⁠.

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