Today we get to share with you a conversation with Cailey Barker who has one of the most intriguing CVs we have ever seen in the industry.

A qualified geologist who spent 15yrs as a sell side analyst and nearly a decade at Blackrock, the worlds largest mining fund manager, where he was a Portfolio Manager.

We discuss trends, deals, fund dynamics, ESG, London mining and a lot more. Enjoy.

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(0:00:00)Intro

(0:01:34)Growth of passive investing

(0:07:12)Standout PE groups

(0:08:10)LSE for Mining companies

(0:10:50)Geologists in money management

(0:14:41)Good and bad historical investments

(0:20:34)Orebody quality

(0:23:11)Investing in Africa

(0:28:18)Meeting management teams

(0:34:14)ESG investing

(0:45:35)Behing the M&A curtain

(0:58:59)Different types of fund structures

(1:03:00)Rise of active ETF's

(1:05:53)Due diligence and network of big money managers

(1:10:00)Cailey's biggest misses