Warren Erwin: Colonial coal and EV scepticism

The second half of the 30 top fund managers share their boldest predictions for 2026 in the commodities sector.

Each guest answers the same four rapid-fire questions:

• Their highest conviction call

• Most non-consensus view

• Best performing commodity

• Worst performing commodity

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DIRECTOR'S SPECIAL EMAIL

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CHRISTMAS DRINKS

5PM Tuesday 16th December at Brewdog Perth. RSVP here: ⁠⁠https://calendarlink.com/event/9FJi5⁠⁠

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TIMESTAMPS  

(00:00) Introduction
(03:20) David Sparks | First New York
(11:22) Chris Judd | Cerutty Macro Fund
(15:51) Warren Irwin | Rosseau Asset Management
(23:17) Michael Teran | Blackwattle Investment Partners
(27:35) Sam Broom | Sprott
(35:04) Rodrigo Carvallo | BTG Pactual, Fondo Litio+
(40:11) Robert Mullin | Marathon Resource Advisors
(45:55) Matthew Fist | Firetrail Investments
(50:17) Romano Sala Tenna | Katana Asset Management
(55:54) Peter Prendiville | Norfolk Capital
(1:02:56) YJ Lee | Arcane Capital

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PARTNERS

Thank you to the mining services businesses that make this content possible:

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DISCLAIMER

All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠full disclaimer⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.