Investing, Markets & Money

In the latest episode of the Investing Markets and Money podcast, Drew Clark, CEO of Summit Royalties (TSXV:SUM), discusses the explosive growth of his company and why the royalty model remains the "most beautiful part" of the mining industry. Since its public debut just four months ago, Summit has rapidly transformed from a startup with minimal capital into a diversified powerhouse with over 50 royalties in its portfolio.

Find out more about Summit Royalties here - https://www.summit-royalties.com/

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00:00 What are mining royalties?
02:57 Intro to Summit Royalties
04:37 How have Summit grown so quickly?
05:39 Which are the key assets in the portfolio?
08:49 The Saddle North project
09:03 How major is the Star Royalties project?
10:12 What kind of projects do Summit look for?
12:46 Precious Metals outlook
14:17 Importance of networking
15:09 Future plans for Summit Royalties
15:27 The attraction of the royalty model

What are mega trends — and how can investors actually invest in them without falling into hype?

In this episode of the Investing, Markets & Money, we’re joined by Pierre Debru, Head of Research at WisdomTree, to unpack how long-term structural shifts create real investment opportunities.

We explore:

What mega trends are and how they differ from short-term cycles
How thematic investing works in practice
Why AI, defence spending, and energy demand are driving global change
The biggest mistake investors make when buying thematic ETFs
Why thematic investing is a winner-takes-most game
How diversification, sentiment, and discipline matter over the long term
Emerging ideas like physical AI, infrastructure, and strategic metals

This conversation is designed for investors looking to understand long-term growth themes, thematic ETFs, and how global trends can shape portfolios over years — not weeks.

🎧 Follow Investing, Markets & Money on SoundCloud for more insights on markets, ETFs, commodities, and global investment trends.

This episode is for educational purposes only and does not constitute financial advice.

In this episode of Investing, Markets & Money, we’re joined by @CMEGroup Chief Economist Erik Norland to break down what futures markets are really telling us about the global economy.

We discuss:

- Why inflation — not recession — is the market’s biggest fear
- What soaring gold, silver, and platinum prices are signalling
- How futures markets act as an early warning system
- Why the bond market may be smarter than the stock market
- What the yield curve tells us about growth, rates, and recession risk
- How central bank policy and government debt are reshaping markets
- Which futures markets affect mortgages, fuel prices, and everyday costs

This conversation explains how professional investors read futures, bonds, and commodities — often before the headlines catch up.

If you want clearer insight into inflation, interest rates, gold, bonds, and where markets may be heading next, this episode is for you.

#Investing #FinancialMarkets #Economy #Inflation #Recession #FuturesMarkets #BondMarket
#GoldPrice #InterestRates #YieldCurve #MacroEconomics #Commodities #MarketOutlook #InvestingPodcast

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Use the chapters to jump to inflation, gold, bonds, or futures market signals.

00:00 What Futures Markets Reveal About the Economy
00:42 What CME Group Does (And Why It Matters)
01:59 How Futures Markets Signal Economic Direction
04:01 Inflation vs Recession: What Markets Fear Most
05:31 Why Central Banks Treat Gold Like a Currency
06:15 Is the Bond Market Smarter Than the Stock Market?
09:10 Bond Vigilantes, Government Debt & Market Discipline
10:42 What a 100-Year Bond Really Tells Investors
12:04 Can Futures Markets Predict Headlines?
13:11 Market Fear, Volatility & the VIX Explained
14:52 Which Futures Markets Affect Everyday Life?
16:26 Commodities as Portfolio Diversifiers
18:11 The Yield Curve Explained (Without Jargon)
20:22 What the Yield Curve Signals Right Now
21:12 One Rule Retail Investors Should Follow in Futures
24:15 Education, Risk & Using Futures Responsibly

Is the UK commercial real estate market poised for a massive rebound?

In this episode, Bradley Biggins from Schroder Real Estate Investment Trust reveals why we may have reached a critical turning point. Following a 25% valuation correction, Schroder now forecasts total returns of 8 - 10% per annum over the next four years.

Discover how high construction costs are limiting supply and driving rental growth, while the ‘Green Premium’ sees sustainable assets commanding rents up to 40% higher than older units. We also explore the impact of interest rates and hybrid working on future property returns.

00:00 Intro to Schroder Real Estate
01:20 How healthy is the UK's commercial real estate market?
03:18 What's the big drag on lack of supply?
03:53 How has investor appetite varied?
04:56 How do interest rates affect the market?
06:19 EPC ratings
08:17 Occupier sentiment and hybrid working
09:48 Private equity geting involved in the market
11:24 Schroder Real Estate paying dividends
13:39 New acquisitions and disposals
16:54 When to redevelop and when to buy from new
18:31 What's the key selling point for UK commercial property?

In this episode, we sit down with Dr Mike Jones, Managing Director of Impact Minerals [ASX:IPT], to discuss the incredible potential of High Purity Alumina (HPA). From preventing Tesla battery fires to creating scratch-proof sapphire glass, HPA is the critical mineral you haven't heard of yet.

Mike explains how the unique Lake Hope Project in Western Australia aims to become the lowest-cost HPA producer globally. We dive into the economics of the project, the recent acquisition of game-changing processing technology, and what this means for investors.

Topics covered:
What is High Purity Alumina (HPA)?
The role of HPA in Lithium-Ion battery safety.
How Impact Minerals plans to undercut global production costs.
The $1.2 Billion AUD project valuation.

Disclaimer: The content of this video is for information and entertainment purposes only and does not constitute financial advice. Always do your own research.

#ImpactMinerals #LakeHope #LithiumBattery #HPA #AustralianMining #SyntheticSapphire #Semiconductor #BatteryTech #MikeJones #alumina

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