This week’s episode features Alon Olsha, Senior Analyst for Metals & Mining at Bloomberg Intelligence, in conversation with host Adrian Pocobelli on the latest developments at Glencore. Alon explains the mounting shareholder pressure over Glencore’s shrinking copper portfolio and its dominant but controversial trading division. He also explores the company’s growing focus on Argentina as a key growth region. The discussion also explores the significant obstacles Glencore would encounter if it were to pursue a bid for Teck Resources, as well as the structural and market challenges confronting its smelting operations in a competitive global landscape.
All this and more with host Adrian Pocobelli.
“Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (www.incompetech.com).
Licensed under Creative Commons: By Attribution 4.0 License
creativecommons.org/licenses/by/4.0
Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201
Spotify: https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K
YouTube: https://www.youtube.com/@NorthernMiner
Soundcloud: https://soundcloud.com/northern-miner
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This week’s episode features Alon Olsha, Senior Analyst for Metals & Mining at Bloomberg Intelligence, in conversation with host Adrian Pocobelli on the latest developments at Glencore. Alon explains the mounting shareholder pressure over Glencore’s shrinking copper portfolio and its dominant but controversial trading division. He also explores the company’s growing focus on Argentina as a key growth region. The discussion also explores the significant obstacles Glencore would encounter if it were to pursue a bid for Teck Resources, as well as the structural and market challenges confronting its smelting operations in a competitive global landscape.
All this and more with host Adrian Pocobelli.
“Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (www.incompetech.com).
Licensed under Creative Commons: By Attribution 4.0 License
creativecommons.org/licenses/by/4.0
Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201
Spotify: https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K
YouTube: https://www.youtube.com/@NorthernMiner
Soundcloud: https://soundcloud.com/northern-miner
‘Tectonic shift’ as portfolio allocations increase gold exposure, ft Canaccord’s Currie
The Northern Miner Podcast
1 hour 21 minutes 25 seconds
2 months ago
‘Tectonic shift’ as portfolio allocations increase gold exposure, ft Canaccord’s Currie
This week’s episode features Canaccord Genuity senior investment advisor Cam Currie in conversation with host Adrian Pocobelli on gold and silver stocks, the bond market, the dollar, and industrial metals. Currie explains why he believes gold stocks are set to continue performing, and why equities offer better opportunities than the metals themselves. He also shares his outlook on silver, copper, and lithium, and highlights why some of the greatest opportunities often lie in overlooked markets.
All this and more with host Adrian Pocobelli.
This week’s Spotlight features Major Drilling Chief Technology Officer Marc Landry and GeoSolutions Services Manager Patricia Frisch, who discuss the company’s latest developments, including the Rock5 real-time data platform for senior mining clients, as well as collaborations with DGI Geoscience and KORE Geosystems. To learn more, visit: majordrilling.com.
“Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (www.incompetech.com).
Licensed under Creative Commons: By Attribution 4.0 License
creativecommons.org/licenses/by/4.0
Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201
Spotify: https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K
YouTube: https://www.youtube.com/@NorthernMiner
Soundcloud: https://soundcloud.com/northern-miner
The Northern Miner Podcast
This week’s episode features Alon Olsha, Senior Analyst for Metals & Mining at Bloomberg Intelligence, in conversation with host Adrian Pocobelli on the latest developments at Glencore. Alon explains the mounting shareholder pressure over Glencore’s shrinking copper portfolio and its dominant but controversial trading division. He also explores the company’s growing focus on Argentina as a key growth region. The discussion also explores the significant obstacles Glencore would encounter if it were to pursue a bid for Teck Resources, as well as the structural and market challenges confronting its smelting operations in a competitive global landscape.
All this and more with host Adrian Pocobelli.
“Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (www.incompetech.com).
Licensed under Creative Commons: By Attribution 4.0 License
creativecommons.org/licenses/by/4.0
Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201
Spotify: https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K
YouTube: https://www.youtube.com/@NorthernMiner
Soundcloud: https://soundcloud.com/northern-miner
