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Darren McLean
From Muddy Waters, specializing in investing in hard metals and mining. He focuses on informational edges and unconventional data analysis to identify investment opportunities.
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Jun 3, 2025
• 55min
Muddy Waters' Darren McLean on investing in the mining sector
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Darren McLean from Muddy Waters, an expert in hard metals and mining, offers unique insights into a sector often overlooked by general investors. He discusses the power of unconventional data analysis in uncovering inefficiencies and potential goldmines in mining investments. McLean highlights the ramifications of the brain drain in the industry and why supermajors are hesitant to engage in early-stage projects. He emphasizes that with the right expertise, investing in mining can yield significant returns, steering clear of common pitfalls.
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