Money of Mine 30 Fundies’ Highest Conviction Trades for 2026 (Part 2)
Dec 12, 2025
Guest
Emmanuel Dat
Guest
Tom Solomon
Guest
Peter Prendiville
Guest
Sam Broom
Guest
Warren Erwin
Guest
David Sparks
In this insightful conversation, fund manager David Sparks shares his bullish outlook on Quebec lithium plays, while Warren Erwin challenges the hype around EVs, advocating for metallurgical coal. Sam Broom favors copper and niche industrial metals like vanadium, and Peter Prendiville emphasizes the importance of North American rare earth supplies. Tom Solomon discusses the potential of US graphite anodes, and Emmanuel Dat highlights niobium's promise amid ongoing energy needs, showcasing a bright future for strategic commodities.
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Episode notes
Quebec Spodumene Re-Rating Looms
- David Sparks thinks Quebec spodumene projects (Q2) will re-rate strongly as resources and studies progress in 2026.
- He also sees lithium prices as underpriced and a major commodity upside next year.
US Grid Upgrade Becomes Central Macro Theme
- Chris Judd expects US grid upgrades to be the top economic and market focus in 2026 and critical for the AI race.
- He recommends Ike GPS as a play on utilities' pole infrastructure modernization.
EV Hype Meets Practical Limits
- Warren Erwin remains contrarian on EV adoption, arguing performance limits in cold climates and towing reduce EV utility in places like Canada.
- He favours metallurgical coal as a neglected upside due to steel demand dynamics.