Why 2026 is the Year of Resources - Luke Laretive
Equity Mates Investing Podcast
Silver and South32 as a Play
Luke recommends South32 as the best ASX way to play silver and suggests a possible asset spin could unlock value.
Luke Laretive is our first guest in the studio for 2026 and he's wasting no time, laying out his call for the year ahead: 2026 is the year of resources.
We're diving deep into commodity cycles, big-cap miners and two stocks Luke says have genuine 10-bag potential.
For more tips from Luke, subscribe to his newsletter at https://senecafs.com.au/subscribe
In this episode:
01:55 Why 2026 is the year of resources
06:27 What’s driving prices
09:09 Why many fund managers will miss the trade
12:36 Top picks by commodity
17:10 The big miners: BHP, Rio & merger talk
21:02 Lithium outlook
22:52 Two stocks with 10-bag potential
24:44 Portfolio construction & commodity exposure
Win a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV
———
Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
———
Looking for some of our favourite research tools?
- Download our free Basics of ETF handbook
- Or our free 4-step stock checklist
- Find company information on TIKR
- Screen the market with GuruFocus
- Track your portfolio with Sharesight
———
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.
———
Equity Mates Investing is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 5406
Hosted on Acast. See acast.com/privacy for more information.
The AI-powered Podcast Player
