Where mining meets equity markets, and noise gets cut to signal. We unpack the stories moving commodities, companies, and capital without the fluff. Featuring candid conversations with fund managers, executives, and commodity specialists. Hosted by Travis Ricciardo and Jonas Dorling.
Where mining meets equity markets, and noise gets cut to signal. We unpack the stories moving commodities, companies, and capital without the fluff. Featuring candid conversations with fund managers, executives, and commodity specialists. Hosted by Travis Ricciardo and Jonas Dorling.
Today’s guest is Jack Bedder, a man who’s built a business around understanding some of the most niche and fascinating metals on the planet. In this episode, we dive into 10 of the world’s hottest future-facing commodities – from antimony and tungsten to tin and beyond.
Jack breaks down what’s really happening in each market, the forces shaping supply and demand, and whether he believes each metal is under-rated or over-hyped. If you want a fast, insightful tour through the metals that could matter most over the coming decade, this one’s a must-listen.
This was recorded on 19.11.2025.
Connect with Jack on LinkedIn here.
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TIMESTAMPS
(00:00) Intro
(01:23) Antimony
(06:18) Cobalt
(12:31) Gallium
(17:49) Germanium
(20:50) Manganese
(27:09) Niobium
(31:31) Scandium
(34:46) Tin
(38:05) Tungsten
(42:11) Vanadium
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