Money of Mine

Leon (aka Arrakis Global) is a pseudonymous generalist fund manager, a former banker turned go-anywhere, thematic fund manager with a track record that has been up and to the right.

We have the privilege sharing his podcast debut.

This episode goes deep into how a generalist with a commodity bias navigates today's markets.
In this conversation, we dive into:
Why he treats risk management as a religion - hence going 95% cash!
How he thinks about price action, narrative, and market structure as a fluid system
Why he will flatten his entire book when the market is telling him he's wrong
The macro forces reshaping commodities & real assets
His most painful trade — a huge loss on Illumina — and the lessons on borrowed conviction
Why learning too much about a stock is his red flag

Follow Leon:
X — https://x.com/ArrakisGlobal

If you found this valuable, subscribe for more conversations with investors and operators across mining, commodities, and global markets.

Episode recorded: 03/18/2026
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TIMESTAMPS  

(0:00) Intro
(4:10) Leon’s Risk First Playbook
(11:50) How Themes Are Born
(21:20) Commodities Now and Glencore
(37:10) Chaos Trades With Glencore
(40:30) Earning the Right to Trade
(44:10) Crisis Playbook and Precious Metals
(1:07:50) Illumina Losses and Closing

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PARTNERS

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• Email us Word on the Decline: [email protected]

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DISCLAIMER
All information in this podcast is for education and entertainment purposes only and is of general nature only.
Please ensure you read our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠full disclaimer⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

We sat down with the great Rick Rule, one of the natural resource industry's biggest names of the last 50 years, to dig into his career spanning bull markets, busts, banking, brokering, and everything in between.Rick is a true contrarian, as overused as that expression is, who combines deep commodity knowledge with hard-won wisdom on speculation, capital allocation, and experience in working with the sector's best.This episode goes deep into his history.In this conversation, Rick covers:• Why he sat out the 2008 to 2011 precious metals bull market• How he deployed capital during the GFC when other banks couldn’t• Why allocating capital is getting harder• What he learned from the greats Friedland, Lundin, Sprott and others• His standout experiences with these unique individuals

Follow Rick:

X: https://x.com/RealRickRule
LinkedIn: https://www.linkedin.com/in/rick-rule-1058921a/

If you enjoy deep dives on natural resource investing, commodity cycles, and the history of the mining industry, make sure to subscribe and turn on notifications so you don’t miss future episodes.

Episode recorded: 03/16/2026
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TIMESTAMPS  

(0:00) - Intro
(1:50) - Market Cycles and Missed Bull
(9:30) - Sprott Deal and Risk Styles
(17:30) - Pouring Drinks & Learning the Trade
(22:05) - What Legacy Means
(26:50) - Experiences with Adolf Lundin Lessons
(31:50) - Decisive Leadership Lessons
(33:50) - Mispriced Optionality Plays
(43:20) - Friedland First Encounters
(48:35) - The Next Generation
(56:00) - Final Thoughts

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PARTNERS

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Exceed Capital⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – Diversify your portfolio with Exceed’s property funds⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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• Email us Word on the Decline: [email protected]

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DISCLAIMER
All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠full disclaimer⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

We sat down with Mark Connolly, one of the most prolific deal-makers in the Australian mining industry, to dig into what it really takes to build and sell a mining business.With a track record that includes Adamas → Endeavour, Papillon → B2Gold, Cardinal → Shangdong and many more, Mark has been at the table for more transactions than almost anyone in the ASX mining space.

In this conversation, Mark covers:

His “go or grow” philosophy and how he sets expectations from day one on a board

Why the CEO role is the loneliest job in the company — and what makes a great one

The difference between a good non-exec director and one who overreaches

How to navigate activist shareholders, private equity and misaligned investor horizons

What really happens behind the scenes during a takeover and why speed and certainty win

Why mining needs more M&A

Follow Mark on socials:
Linkedin: https://www.linkedin.com/in/mark-connelly-57a9694/
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TIMESTAMPS  
(0:00) Everything For Sale
(2:50) Chair Role and Board Boundaries
(12:20) Board Alignment and Incentives
(18:20) M&A Offers and Deal Process
(25:40) Valuation Cycles and Case Studies
(48:20) Capricorn Deal Mechanics
(49:50) How the Deal Began
(52:30) Retail Pushback Explained
(55:40) Takeover Battles and Board Judgment
(1:16:30) Industry Incentives and Wrap Up
……………

PARTNERS

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Exceed Capital⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – Diversify your portfolio with Exceed’s property funds⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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DISCLAIMER
All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠full disclaimer⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

We sat down with Alan Clark of CM Group — aka “Aluminium Alan” — one of our favourite people to speak with and a with tremendous commodity insights focused on the global aluminium, alumina and bauxite markets.

This episode is packed with detail on one of the world’s most important and underappreciated metals markets, from Guinea’s dominance in bauxite supply to the ripple effects of China’s smelting sector and the overlooked stories in molybdenum and vanadium.

In this conversation, Alan covers:

• The 5-2-1 rule and how much bauxite it really takes to make a ton of aluminium
• Why Guinea now accounts for ~75% of China’s bauxite imports and why analysts keep under-calling it
• What caused the alumina price to surge to a 4-year high in early 2025
• China’s hydro-exposed smelting sector and why rainfall dictates output in Yunnan
• The Iran / Middle East supply risk hiding in plain sight
• Molybdenum and China’s growing import dependency and what that means for prices
• Vanadium flow cell batteries gaining real traction in China and the supply chain complexity that follows

Follow Alan and CM Group:
https://www.cmgroup.net/our-staff/alan-clark/

This episode was recorded on 19 Feb 2026.
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TIMESTAMPS  
(0:00) Intro
(3:20) Guinea Bauxite Boom
(5:50) Alumina Price Spike
(16:40) China Model Goes Global
(36:10) Australia’s HPA Opportunity
(37:20) From Bauxite to Sapphire Wafers
(38:40) HPA Qualification and Cost Edge
(40:10) Substitution and Tariff Volatility
(51:00) Magnesium China Dependence
(54:20) Magnesium Price Spikes and Die Casting
(59:50) Gallium Extraction Add-Ons
(1:01:00) Molybdenum Cost Curve Story
(1:04:00) Vanadium and Flow Batteries
……………

PARTNERS

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⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Focus by Marketech⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – All your mining news and market needs in one powerful platform | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠10-day free trial⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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DISCLAIMER
All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠full disclaimer⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

We did it again.

Following the feedback from last month's retail stock pitch episode, we opened the lines and let Money Miners dial in to pitch their best ideas.

Today's episode is that conversation - Part 2.

The stocks pitched ranged from WA gold developers to vanadium turnarounds to Italian gas plays. From Chile to Guyana to the Lachlan Fold Belt, we got served up plenty of new ideas.

This was recorded on 5.3.2026.   

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TIMESTAMPS  
(0:00:00) Introduction
(0:02:10) Auric Mining (AWJ) - WA gold developer
(0:12:30) Red Hill Minerals (RHI) - Onslow iron ore royalty
(0:23:30) Dalrymple Bay Infrastructure (DBI) - Met coal export terminal
(0:26:50) Aurum Resources (AUE) - Côte d'Ivoire gold developer
(0:35:00) Somerset Minerals (SMM) - Canadian copper explorer
(0:41:30) CZR Resources (CZR) - WA gold explorer
(0:45:10) Solstice (SLS) - WA copper-gold explorer
(0:46:30) Awale Resources (ARIC.V) - Côte d'Ivoire gold explorer
(0:49:40) Largo Inc (LGO) - Vanadium producer turnaround
(0:59:40) San Lorenzo Gold (SLG) - Chilean gold explorer
(1:08:50) Kuniko (KNI) - Lachlan Fold Belt VMS explorer
(1:17:50) Lunnon Metals (LM8) - WA gold/nickel developer
(1:22:50) Po Valley Energy (PVE) - Italian gas producer
(1:26:30) Altair Resources (ALR) - Guyana gold explorer
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PARTNERS

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Exceed Capital⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – Diversify your portfolio with Exceed’s property funds⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sandvik Ground Support⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – The only ground support you’ll ever need

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Focus by Marketech⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ – All your mining news and market needs in one powerful platform | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠10-day free trial⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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