Best Alpha India Podcasts (2024)

1
Paulo Macro on Rolling Bubbles in Commodity Markets 1:45:11

4h ago1:45:11

1:45:11

We had the delight of having a detailed & candid chat with Paulo Macro. Paulo is a financial commentator and investor who’s connect with many people over recent years because of his work analysing the macro plus in his own special style. Our conversation focused on various commodities and their future, including uranium, gold, copper, oil (& other …

1
Will we see respite for lithium miners? 57:52

1h ago57:52

57:52

It’s all happening on the final day of quarterly season. First up, MinRes, with a big asset sale and some interesting quarterly numbers, followed by Liontown’s first quarter in operation, then on to lithium giant Pilbara and lastly a surprise capital raising at Meeka Metals. Sign-up for the Director’s Special Please read our Privacy Policy and Disc…

1
Is Work-from-Home a Blessing? Pros, Cons and Making it Fairer to Women ft. Neha J Hiranandani 38:21

1d ago38:21

38:21

I have been working from home since 2014 and have realised that it's both a boon and a bane. As a freelancer, I can decide my own schedule which gives me flexibility but this same ease becomes a problem too. I am sure most freelancers, especially women would agree with me. Even the people around us don’t take work from home as seriously especially …

1
Fire Sale for Anglo Coal Bidders 58:10

1d ago58:10

58:10

We rip in with the highs and lows of Sandfire’s quarterly, before jumping into speculation regarding the Anglo coal sale. Next on the list is Black Cat and their bumper $80m raise plus a chat about Kalgoorlie gold infrastructure, then Vault’s quarterly, and finally a first… a segment on diamond miner Burgundy Mines. Sign-up for the Director’s Speci…

1
Feels like we only go backwards – Forwarding Gen Z & Alpha 27:03

1d ago27:03

27:03

Are we going backwards? The Regression Generation is a new label given to Gen Z and Alphas who are coming of age while regressing in society in terms of social and educational skills. Unlike previous generations, they are battling crises of confidence, education, and finances as a result of the pandemic, geopolitical tensions and an increasingly on…

1
What does the future hold for MinRes? 57:24

2d ago57:24

57:24

On back of an update from MinRes’ board, we have a chat about the decision they’ve got to make. We then move to an interesting take-over battle involving Siren Gold, Rua & Federation Mining before diving into Paladin’s quarterly which saw it drop 20%. Westgold’s new debt facility, the Brightstar & Aurumin trading halts and IGO’s quarterly round us …

1
#146 Artificial Intelligence (A.I) | MSK Telugu Podcast 35:30

6d ago35:30

35:30

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1
Cailey Barker: Geologist, Fund Manager, Streetfighter 1:21:24

5d ago1:21:24

1:21:24

Today we get to share with you a conversation with Cailey Barker who has one of the most intriguing CVs we have ever seen in the industry. A qualified geologist who spent 15yrs as a sell side analyst and nearly a decade at Blackrock, the worlds largest mining fund manager, where he was a Portfolio Manager. We discuss trends, deals, fund dynamics, E…

1
Quick fire + Jake Klein on China, McPhillamys and M&A 57:09

6d ago57:09

57:09

Today’s show includes a recap of the interesting details from this morning’s announcements, including Sayona Lithium, Northern Star, Metals X, & Antipa. Then, we share a chat we had with Jake Klein on the topics of regulatory challenges in Australia, our relationship with China plus M&A in the gold sector. Sign-up for the Director’s Special Please …

1
You Might be Pushing Your Kids without Realising- Here’s How to Balance between Forcing and Lenience ft. Arti Sonthalia 40:47

7d ago40:47

40:47

I like to think of myself as an open minded parent who doesn’t push her daughter for anything but guess what I realised when I was researching for this episode? I realised that I sometimes force her without being aware of it and sometimes I am too lenient. This conversation helped me find a balance. I am speaking with author Arti Sonthalia. She has…

1
Is India the new China? (Ian Roper Interview) 57:51

8d ago57:51

57:51

Today we welcomed on the show Ian Roper, a commodity strategist & expert with some unique views. Ian is a big believer in the growth of India, which he thinks will lead to huge met coal demand, he’s also identifying a “new” + “old” China which investors need to be aware of as well as having in depth knowledge of industrial metals copper & aluminium…

1
What the Ellison allegations mean for MinRes 52:36

9d ago52:36

52:36

Naturally we start the show discussing the latest drama from MinRes as they & their top man Chris Ellison battle serious financial allegations. We then run through a round of gold quartiles, with Evolution, Ora Banda & Bellevue grabbing our attention. To wrap up, we discuss the likelihood of lower-grade iron ore product becoming the norm for Rio & …

1
Why you should give a s**t about aluminium 1:40:39

12d ago1:40:39

1:40:39

Today’s episode is one we’ve long wanted to do, and finally we got the opportunity. We’re excited to share our conversation with Alan Clark, better known as Aluminium Al. The discussion covered why you should care about aluminium and the urgent steps we need to take in Australia to save our industry, as well as delving into his global experience, t…

1
Can China escape its confidence doom loop? (Shehzad Qazi) 56:02

13d ago56:02

56:02

We’ve got a mega China special today with Shehzad Qazi, from the go-to experts, China Beige Book. Shehzad filled us in on the misconceptions the market has regarding China’s stimulus, whether the recent run in commodity prices was purely speculative hype, where the property sector goes from here plus where China will find itself by 2050, and lots m…

1
Why do We feel Drained after Some Interactions? Energy Leakage, Protection, Harvesting and Evil Eye ft. Dr. Ankita Singh 59:08

14d ago59:08

59:08

Do you believe in evil eye? Have you ever thought how interacting with some people makes you feel energetic while some interactions make you feel drained? Energy is easy to understand but harvesting and protecting it needs some effort. It’s something we can do to feel more energetic everyday, for mental clarity and to overcome overwhelm. Whether yo…

1
Will Zijin Pay Up for this Copper Hopeful? 38:16

17d ago38:16

38:16

We rip in with a yarn about Pilbara’s new debt facility and what it might be used for, then onto the Xanadu’s PFS and end-game. Google is getting into the nuclear game which caught our eye, and lastly Siren Gold looks to be turning down Federation Mining for a deal with Rua gold. Sign-up for the Director’s Special All information in this podcast is…

1
Designing our past, present and future with Liam Maher 25:54

19d ago25:54

25:54

Design has the power to transform our lives and help us figure out where we come from, where we belong and where we hope to go. That is the message from Creative Director, Liam Maher. Leading the design team at the Danish shoe brand ECCO, Liam has just released his new book ‘Menswhere: A Lost History of the Militant Guild of Rural Tailors’ which is…

1
Which of these 3 Miners Took Gold? 38:27

16d ago38:27

38:27

Westgold (WGX) gets us started as they bed down the Karora merger, before we continue with the gold theme with Pantoro (PNR). Next, we chat about NSW producer Alkane (ALK), and finally we discuss the big move in the global bauxite market after events in world’s biggest producing country, Guinea. Sign-up for the Director’s Special All information in…

1
China’s Conundrum and what it means for Commodities (Huw McKay) 1:43:00

19d ago1:43:00

1:43:00

We’re excited to share our conversation with Huw Mackay, former BHP chief economist. Huw is a leading economist and strategist with deep insight into China, global macroeconomics and commodities. We invited him on the show so we could learn about the headline grabbing China stimulus, the challenges facing the world’s 2nd largest economy, the ramifi…

1
What does Rio’s brine bet mean for spod? 1:02:59

24d ago1:02:59

1:02:59

Rio’s (RIO) agreed deal with Arcadium (LTM), priced at US$6.7b kickstarted conversation today, before we went deep on Regis’ (RRL) strong cash print and outlook. To wrap up we discussed the expanded $150m capital raise for MAC, and what the read throughs are. Sign-up for the Director’s Special All information in this podcast is for education and en…

1
My Mental Health Journey- Therapy, Learnings, Self-Care and Goals- World Mental Health Day Special 28:54

21d ago28:54

28:54

Access to mental health care is a privilege. If you can access therapy, support groups, medication, please help yourself and others. Not everyone understands the importance of mental health care, even fewer people think that they need it and way fewer can access it. I wish I could do something about it but till I figure out a way, I’ll keep working…

1
What’s MinRes Scheming in Mauritania? 45:46

26d ago45:46

45:46

Today’s show takes us around the world, starting with MinRes’ (MIN) scheming in the West African country of Mauritania. Next, chat about the growing trend of Japanese conglomerates doing deals with explorers and developers, before touching on Capricorn’s (CMM) quarterly performance and Mt Gibson update, plus West African’s (WAF) recovery. Sign-up f…

1
A Message to Rio from an Arcadium Shareholder 1:04:34

27d ago1:04:34

1:04:34

We’ve got some cracking stories today, starting with the news that Rio Tinto (RIO) is sizing up Arcadium (LTM), for which we had Mike Teran, portfolio manager at Blackwattle, join us to discuss where fair value sits for the integrated lithium player. Next up we got into West African Resources (WAF) who had a torrid day amid nationalisation fears, a…

1
Building Mining Behemoths from Acorns (Owen Hegarty) 1:14:47

29d ago1:14:47

1:14:47

We had the privilege of speaking to mining industry veteran Owen Hegarty. Owen began his career Rio Tinto (CRA), becoming Asia & Aus. Copper-Gold MD, before branching out and starting Oxiana, which he ultimately merged with Zinifex to form OZ Minerals. Subsequently, he co-founded mining private equity giant EMR Capital, where he serves as exec chai…

1
Is Ganfeng Bearish Pilbara Minerals? 45:29

1M ago45:29

45:29

We kick off the show with a chat about the ~$270m block trade in Pilbara Minerals, with Ganfeng said to be involved, before jumping into Xanadu Mines and their big copper play in Mongolia. To wrap up we touch on the Paladin – Fission Uranium deal which is stalling at the final hurdle. Sign-up for the Director’s Special All information in this podca…

1
Being a Multi-Passionate Woman- The Inspiring Story of Radiologist and Painter Dr. Sushma Mahajan 30:55

28d ago30:55

30:55

I am a multi-passionate person- I like writing, my social media work and obviously podcasting. Some people might say that I have a problem with decision making in terms of my career but why do I have to be just one thing? I like doing different things and I have the opportunity so I keep trying. This episode’s guest is also like that- she is a doct…

1
The Miners on our Radar this Quarterly Season 54:49

1M ago54:49

54:49

Today we reveal what we are looking out for on our radar this quarterly reporting season since it’s October already. Plus we look at the stellar return of Tembo’s from selling their Spartan royalty to Osisko. And we wrap up with Rio’s optimism on getting Resolution up and about (finally maybe?) Sign-up for the Director’s Special All information in …

1
Age-Anxiety and Quirky Perfumes – Southeast Asia’s Beauty Behaviours 20:15

30d ago20:15

20:15

In this episode of Lives of Tomorrow, we learn about Southeast Asia’s top beauty trends from Thailand, Indonesia, the Philippines, and Vietnam. WGSN CEO Carla Buzasi sits with APAC Beauty Strategist Christine Chua to understand behavioural changes towards ageing and skincare in Southeast Asia. Christine delves into the rise in anti-ageing discourse…

1
Commodities Rip Higher on China Stimulus 49:08

1M ago49:08

49:08

3 different stories grabbed our attention today, the big China stimulus that is pushing stocks & commodities higher, Liontown (LTR) announcing their first shipment and Kingston Resources (KSN) releasing a ‘6-year mine life’ in the Cobar. Sign-up for the Director’s Special All information in this podcast is for education and entertainment purposes o…

1
Why the Lithium Market Has Bottomed with YJ Lee 1:09:04

1M ago1:09:04

1:09:04

We had the privilege of speaking with YJ Lee (@usuallyYJLe) for a fascinating discussion on all things “clean energy”. YJ, a fund manager at Arcane Capital, covered why he thinks consensus lithium/battery/EV expectations are far too weak, the components of the market he believes analyst’s are glossing over, where fragility in his opinions sit, the …

1
Why are 3 billionaires in the shadows of these two gold projects? 51:57

1M ago51:57

51:57

We get into Delta Lithium’s strategic review of its Mt Ida gold project and spit ball a few potential outcomes, followed by a look at Southern Cross Gold’s AI supported mineralisation extension find. Lastly, we took the pulse on the Calidus administration process and whether a competing recap solution might pip Mr Creasy’s DOCA proposal. Sign-up fo…

1
#145 Work Pressure | MSK Telugu Podcast 53:45

1M ago53:45

53:45

Support our show - UPI ID: phanitej18@okiciciFor more such interesting content follow us on Instagram - https://www.instagram.com/msktelugupodcast/

1
Eco Anxiety- How Climate Change Impacts Women’s Mental Health and Simple Steps for a More Sustainable Future 41:48

1M ago41:48

41:48

When I think about my daughter’s future, I also worry about whether she’ll have access to necessities like clean water, clean air, fresh foods in the upcoming years. These worries can be categorised as eco anxiety and probably you also have such thoughts. The question is what we can do for a sustainable earth for our kids. Did you know that anxieti…

1
2 Miners Battle Short Reports – Who Wins? 55:44

1M ago55:44

55:44

We kick things off with the US$175m uranium deal between UEC and Rio Tinto, then follow it up with the fascinating short report that surfaced on New Found Gold (NFG.nyse). Our final story for the day covers Adriatic Metals, a company at an intriguing inflection point in its journey to becoming a fully-fledged miner. Sign-up for the Director’s Speci…

1
Chris Judd on the Macro Themes Moving the Market 54:08

1M ago54:08

54:08

The last few weeks have been HUGE in the macro world, with US rate cuts, volatile markets & threatening geopolitics. With this in mind, we interviewed macro-driven fund manager Chris Judd. Chris runs the Cerutty Macro Fund, which seeks out equity opportunities by following macro themes & liquidity cycles. The discussion covered his outlook on globa…

1
The Hype around Hybrids is Rubbish (Andy Leyland Interview) 1:00:02

1M ago1:00:02

1:00:02

Today we had the chance to chat with Andy Leyland, co-founder of SC Insights. Andy has spent his career analysing commodities markets, with a particular focus on the battery supply chain. In our conversation we dive into his contrarian views on hybrids, what’s next for lithium, what the future holds for European automakers, what trends he thinks mo…

1
What’s Missing from Lotus’s Study? 45:43

2M ago45:43

45:43

We rip into today’s show with a chat about Lotus’s (LOT) Letlhakane scoping study, which seemed to miss a key detail or two, then we moved to the big WA DomGas policy and the ramifications for MinRes (MIN). We round off with a chat about Kingsgate (KCN) and all the companies that came to mind who’ve ventured into South-East Asia, including Emerald …

1
#144 The Stranger Bond | MSK Telugu Podcast 7:31

2M ago7:31

7:31

Support our show - UPI ID: phanitej18@okiciciFor more such interesting content follow us on Instagram - https://www.instagram.com/msktelugupodcast/

1
How My Life Changed After Marriage- Arranged vs Love Marriage 20:21

1M ago20:21

20:21

I see a lot of stereotypes around Love and Arranged marriages and with this episode I am attempting to break them by sharing snippets of my life after ‘happily ever after’. I also talk about why I wanted to get married, my upbringing, conditioning, fights with my husband and about motherhood. Husband-Wife relationship is probably the most important…

1
These 8 Gold Juniors are on our M&A Watchlists 58:38

2M ago58:38

58:38

We kick things off with a revelation that another party tried buying Fission Uranium earlier this year. And with CGN publicly opposing the merger with Paladin, naturally we wonder if it was them. IGO is rumoured to be having a good look at Rio’s Winu Copper Project and we peel the curtain back on eight undeveloped gold projects in West Africa that …

1
The Introvert Economy 23:07

2M ago23:07

23:07

In this episode, we learn about macro trends impacting how young people live their lives. We hear why Gen Z are spending more time at home, having less sex and focusing on more digital-first connections. WGSN CEO Carla Buzasi speaks to Senior Strategist for WGSN Insight Allyson Rees about her research into this macro trend, what led to this behavio…

1
Is $85/lb the new Uranium Floor? 44:50

2M ago44:50

44:50

We start today’s show with the news that US$85/lb is the new floor price being conceived for uranium contracts, and then it’s a chat about Sibanye-Stillwater and the wider PGM markets. Next up we picked up on some chatter that there’s been a breakthrough of sorts from China Northern Rare Earths, & to wrap up we take a looking at the goldies spillin…

1
Le Shrub: The Case for Commodities and Fading the "Monkeys" 1:39:49

2M ago1:39:49

1:39:49

Le Shrub (@Agnostoxxx) consistently provides some of the most entertaining and clever market commentary via his parody pseudonym. Shrub has pedigree and writes his thoughts on both Twitter & Substack (www.shrubstack.com). Imagine sound investment thinking combined with brilliant finance memes. Our conversation covered plenty of ground, from how he'…

1
Is the lithium bottom in? 1:04:53

2M ago1:04:53

1:04:53

Plenty to rip through today, starting with the big news out of CATL that lit up lithium markets, followed by the Greatland / Newmont deal. Next we jumped into IGO’s big strategy day, then we looked at Putin’s comments on commodity markets, before closing off with a chat about Catalyst, De Grey & Astral. Sign-up for the Director’s Special All inform…

1
Children's Online Safety- Raising Gen Alpha and Millennial Parenting ft. Cyberpsychologist Nirali Bhatia 1:00:32

2M ago1:00:32

1:00:32

I am a millennial parent raising a gen alpha. We might have adapted to the internet but not all of us fully understand how fast the digital world is changing and what dangers it might carry especially for our kids. Yes, the internet has many many benefits but has its dark side too. I have stopped sharing my daughter’s pictures online and wonder abo…

1
Greatland copy the NST Playbook 49:24

2M ago49:24

49:24

We kick things off yarning about the Greatland-Telfer deal which leaked late yesterday, before jumping into another interesting gold story in G-Mining. Next we touched on the Fission-Paladin deal, which scraped over the line, while saving a couple of juicy ones for the end with Bowen Coking Coal & Global Lithium getting a rightful mention. Sign-up …

1
Are Index Inclusions an Alpha Opportunity? 42:53

2M ago42:53

42:53

We start today talking about the index changes for the top 200 & 300 biggest ASX players, with plenty of resource names featuring. Next up we dive into the Paladin – Fission Uranium deal, on the eve of the big vote, before chatting about the key points from WNA, the big uranium conference. Lastly, we touched on Perseus getting closer to wrapping up…

1
#143 Taxation in INDIA | MSK Telugu Podcast 29:40

2M ago29:40

29:40

Support our shown-on UPI - phanitej18@okiciciFor more such interesting content follow us on Instagram - https://www.instagram.com/msktelugupodcast/

1
Are data centres the new EVs? (Alex Turnbull Interview) 1:10:17

2M ago1:10:17

1:10:17

We had Alex Turnbull on for a cracking chat about raw materials through the entire supply chain to end demand. The discussion got in the weeds on data centres and the metals demand they’ll account for, whether the Aussie lithium sector can protect itself from wild volatility, lessons from years following met coal, whether certain parts of the world…

1
Mt Cattlin: The Next Domino Falls 46:38

2M ago46:38

46:38

We’ve got a mixed bag in stories to yarn about today, with a follow up on the big story that is MinRes (MIN), followed by the news that Arcadium Lithium (LTM) will put Mt Cattlin on care & maintenance. On a more upbeat note, we chatted about the progress at Metro Mining (MMI), and to close off we discussed the production downgrade at Coronado (CRN)…

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