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

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.


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▶️ CHAPTER TIMESTAMPS

00:00 Introduction
02:09 David Sparks on MoM
07:55 Being Market Neutral
09:58 Why the model doesn’t work in mining
13:40 The Volatility
16:07 Reflecting on multi strategy funds
19:02 The worst way to invest in mining
23:55 Shorting
27:20 The “lack of risk”
30:40 Access to management
32:00 Deploying capital in an unconstrained world
34:40 Are mining stocks more inefficient?
36:40 Cheap stocks

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🤝 OUR PARTNERS

Thank you to the mining services businesses that make this show possible:

Grounded - Infrastructure for remote mining and civil projects Australia wide
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Paul Natoli - [email protected]

Sandvik Ground Support – The only ground support you’ll ever need
http://www.rocktechnology.sandvik/gro...

Cross Boundary Energy – Independent Power Producer for the global mining industry
https://crossboundaryenergy.com/servi...
[email protected]
+61 466 184 943

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⚠️ 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/c/privacy...