Outlook for global miners; lithium, uranium, copper, natgas, coal & cobalt | Todd Warren

In today's ROCast, Murdoch speaks with Todd Warren, a Partner and Head of Research for Tribeca Investment Partners.

Tribeca is a global investment manager with multiple strategies across equities, credit, carbon, and Global Natural Resources. Join us as Todd unpacks strategies in which he specializes. These include their Listed Resources fund TGF, their unlisted main fund The Tribeca Global Natural Resources strategy, the 2050 Strategy, the Kimberley Syndicate, and The Nuclear Energy Opportunities Strategy, which is currently having its time in the sun averaging 40.96% over 5 years, 34.9% over 3 years, 35% over 1 year, and averaging 31.43% the past 6 months (As of time of recording).

Companies discussed: Tamboran, Glencore, Falcon Oil & Gas, Boss Energy, Paladin, Deep Yelow, Far Northern Resources, Azure, RIO, BHP, Vale, Camico, Energy Fuels and more.

For me, I really enjoyed hearing Todd's thoughts on what's currently driving global resources, where he sees global resources going, and how they are investing in Lithium, Natural Gas, Coal, Iron Ore, Steel, Copper, Uranium, Diamonds, Carbon Credits, and Cobalt.

Before we get into the conversation, please remember this podcast is made for entertainment purposes only and is not to be construed as any form of advice. I encourage you to listen to the disclaimer at the end of this ROCast and to keep your feedback coming.

You can reach me at mgatti@ywm.com.au.

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