Show Notes
Today's episode is with the great Matthew Fist, portfolio manager at Firetrail Investments, where he focuses on Aussie small-cap resources and industrials. Fresh off the Macquarie conference floor, Matt brings his technical expertise, honed in previous roles at Macquarie and BHP, to the table as we chat through a raft of companies and commodities. The topics discussed include: What Aussie funds are all talking about right now Gold M&A and Genesis Minerals How AI-driven power demand is re-shaping thermal coal Rare earths and Lynas The hunt for copper opportunities The commodities Matt thinks the market has most wrong Follow Matt:
LinkedIn: https://www.linkedin.com/in/matthew-fist-53191a36/ Firetrail: https://firetrail.com/
Episode recorded: 08.05.2026
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TIMESTAMPS
(0:00) Hype Cycle Setup (1:00) Gold M&A and Genesis (6:50) AI Data Centers and Coal (18:20) Gold Juniors and Royalties (32:10) Copper Value Picks (33:30) Hillgrove Revisited (36:50) Lithium and Tungsten Cycles (46:10) Energy Outlook and Wrap
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