Australia's Power Grid Is About to Break (Matt Fist)

Today's episode is with the great Matthew Fist, portfolio manager at Firetrail Investments, where he focuses on Aussie small-cap resources and industrials.

Fresh off the Macquarie conference floor, Matt brings his technical expertise, honed in previous roles at Macquarie and BHP, to the table as we chat through a raft of companies and commodities.

The topics discussed include:

• What Aussie funds are all talking about right now
• Gold M&A and Genesis Minerals
• How AI-driven power demand is re-shaping thermal coal
• Rare earths and Lynas
• The hunt for copper opportunities
• The commodities Matt thinks the market has most wrong

Follow Matt:

LinkedIn: https://www.linkedin.com/in/matthew-fist-53191a36/

Firetrail: https://firetrail.com/

Episode recorded: 08.05.2026

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TIMESTAMPS  

(0:00) Hype Cycle Setup
(1:00) Gold M&A and Genesis
(6:50) AI Data Centers and Coal
(18:20) Gold Juniors and Royalties
(32:10) Copper Value Picks
(33:30) Hillgrove Revisited
(36:50) Lithium and Tungsten Cycles
(46:10) Energy Outlook and Wrap

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DISCLAIMER

All information in this podcast is for education and entertainment purposes only and is of general nature only.

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