• 18 Fundies’ Predictions for Commodities is 2025 (Part 2)

  • Dec 18 2024
  • Length: 53 mins
  • Podcast

18 Fundies’ Predictions for Commodities is 2025 (Part 2)

  • Summary

  • This episode is one of our favourites for the year, with fundies sharing their wisdom and insights on the year ahead.

    We learn about what these money managers think will do well, what to avoid and what nobody else is talking about for what’ll no doubt be a fascinating year.

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    (0:00:00)Introduction

    (0:01:26)John Forwood - Lowell

    (0:05:13)Emanuel Datt - Datt Capital

    (0:11:11)Hedley Widdup - Lion Selection

    (0:18:02)Kingsley Jones - Jevons Global

    (0:27:25)Warren Gilman - Queens Road

    (0:34:31)Warren Irwin - Rosseau

    (0:39:28)Dan Porter - Pure

    (0:44:09)Bentley Atteberry - MYST

    (0:48:43)Matthew Fist - Firetrail

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