A very different style of interviewee, While he basically presented the Mark Cutifani marketing spiel in response to your questions, there were plenty of gems of knowledge amongst his list of achievements.
Love hearing fund managers sharing their thoughts, macro, ideas and especially the stocks their in and recommend. These guys are in the game investing big money and most of them specialising in the resources sector. This is also the MOM point of difference you can’t just be one dimensional and only do ASX daily wrap. I will agree and say this interview with Mark Cutifani was focused on him self promoting
Just read through the comments - gee as the subscription numbers rally the Money Miners out here are becoming proactive listeners lol - as you were lads stick at it - the diversity of your guests to the pod is something to encourage imo
I think I understand what some other comments are talking about. Other fundies have offered interesting perspectives on markets and particular companies. This seemed a little more focused on his own achievements and the love of his own voice. He doesn’t really answer questions properly.
I love your content but this is probably the worst interview to date. What a bunch of circle talking, waste of time. Please dont let your future content go down this route.
@@MoneyofMinetoo much suckin off the fundys lately, the shows rubbish. Bring back asx wrap up daily show. Dozens of these pages cover all these fundys be individual for fux sake. #bringbackmatty
@@MoneyofMine If I wanted to hear shameless corporate self-promotion and shallow sustainability concepts I could tune into Bloomberg. Your content is authentic and critical. This is the exact opposite. I disagree with some of the other comments regarding fundies. If they are prepared to share some of their hard work and analysis with the public that's a social good in my opinion. Especially when you ask good questions and push back where necessary. To me that's your secret sauce.
Way too many of these silly fundy interviews lately, i was under the impression this was a daily mining show, no such thing for days. Ya forgot to mention min res stake in wc8 confirmed. Some mining comanies released thier quarterlies over 7 days ago with no mention, seems blowing smoke up these fundys and asx execs bum seems first priority. Was way better when matty hosted the show everday, atleast it was a mining show. My view is that trevor and jonas are taking this down the same route as every other similar content. I heard on the decline that for 2024 there will be a daily asx report wrap up show with no stupid interviews at all, just solely diving into asx reports, exactly what yous started off doing. Im unsubscribing if yas dont change back asap, and so will a few others i know of. Sadly dissapointing, maybe jd and trev start thier own chanell blowing smoke up fundys bums and matty goes back to HIS daily mining show. Or maybe its all the sponsors are leading yas down this way. Im told that this new asx wrap up page is completely sponsor free not even asx. #bringbackmatty.
I would have to disagree there is so much value hearing from fund managers sharing their thoughts, macro, ideas and especially the stocks their in and recommend. These guys are in the game investing big money and most of them specialising in the resources sector. This is also the MOM point of difference you can’t just be one dimensional and only do ASX daily wrap. I will agree and say this interview with Mark Cutifani was focused on him self promoting
The EV market is a huge bubble which will eventually burst. The % of EVs won’t be any different in 10-30 years time for two simple reasons. 1) Price - No one is interested in paying an extra 30-40% for an EV. Perhaps battery costs might come down but not by much more. 2) The current and future pipeline of critical minerals supply chain cannot facilitate the expected demand (which is overhyped). That lack of supply will keep batteries and by extension EVs high to keep uptake very slow. Throw in a high inflationary environment with capex blow outs and less disposable income for consumers and yeah, again it’s a huge bubble. I’ll give it 3 years until big auto makers pivot back towards ICE cars
Disagree, mate..Telsa has been reducing prices 15,000 US dollars..surely you've heard. China today has just released substantial growth rates in EV sales. The youth of today are more aware of environmental issues.Lithium from brines etc will be less damaging with DLE process. Solid state batteries will have a range of 1200 kms..Toyota will be releasing them on the market by 2026..etc maybe earlier
@@MickB52sthe demand isn’t there though. Whether it’s the demand/affordability not getting there or the supply chain bottlenecks to accommodate that demand, can’t see EVs ever being more than 10% of overall car market. Ford are already scaling back EV production to pivot towards hybrid and ICE. Battery Technology needs to improve significantly to bring price down but I can’t see that happening without car makers losing billions first. ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-cZlsZwcIgpc.htmlsi=y6543t2yvauv1j9M
I also question if EV demand is so high why is lithium which makes up a small portion of a battery compared to other critical metals, the only metal to have spikes in its rice? Nickel, copper and graphite make up much more of the battery and yet prices are flat. Even with their current demand for other industrial applications, the additional EV boom hasnT created a shortage and price hike in price? Just think this whole EV is so overhyped VS actual demand @@MickB52s
