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Cocktails and Commodities
Shae Russell
48 episodes
6 days ago
Macro analysis and mining insights for resource speculators. Join analyst Shae Russell and a range of mining experts each week as she covers what rocks are making news, which company has sunk some rigs into the ground and the commodities moving markets.
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Investing
Business
RSS
All content for Cocktails and Commodities is the property of Shae Russell and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Macro analysis and mining insights for resource speculators. Join analyst Shae Russell and a range of mining experts each week as she covers what rocks are making news, which company has sunk some rigs into the ground and the commodities moving markets.
Show more...
Investing
Business
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Nicholas Boyd-Mathews: Change must start at the top
Cocktails and Commodities
30 minutes 17 seconds
2 years ago
Nicholas Boyd-Mathews: Change must start at the top

OnAir @ IMARC: Nicholas Boyd-Mathews, chief investment officer from Eden Asset Management joins Shae Russell to tackle some difficult topics. Nick doesn’t hold back when it comes to addressing gender diversity in boardrooms across funds managers and resources companies, why ESG will become increasingly important to fund managers in the years ahead and there is no consensus on what ‘long term investing’ is.

(0:59) – Do Exchange traded funds (ETFs) create lazy investors?

(4:08) – If women are proven to be better investors, where are all the female fund managers?

(9:30) – When ethics and investing collide

(15:39) – ESG will become as ingrained as occupational health and safety practices  

(19:40) – Ditching fossils fuels because it’s popular or because it aligns with a thesis?

(25:03) – A long term investment timeframe is different for everyone

(289:50) – the Sex and the City influence


Cocktails and Commodities
Macro analysis and mining insights for resource speculators. Join analyst Shae Russell and a range of mining experts each week as she covers what rocks are making news, which company has sunk some rigs into the ground and the commodities moving markets.