Cygnet Capital Podcast

This week on the Cygnet Capital Podcast, we examine the growing importance of supply security, strategic minerals and capital allocation as governments and markets respond to an increasingly fragmented global economy. Episode 19 explores the recent sell-off in gold and silver, the implications of US Treasury refinancing requirements, rare earth supply chain localisation and the emerging divide bet...

This week on the Cygnet Capital Podcast, we unpack the structural shifts shaping commodities, capital markets and resource investing, with a focus on critical minerals, supply security, artificial intelligence and emerging ASX opportunities. Episode 18 explores the growing divide between productivity-driven industries and resource-constrained sectors, examining how AI, government policy and strate...

This week on the Cygnet Capital Podcast, we unpack the latest movements across commodity markets, strategic resource themes and emerging ASX opportunities, with a focus on copper, gold, rare earths, defence and AI infrastructure. Episode 17 explores why this remains a selective, stock-picker’s market, where the strongest opportunities continue to sit in hard assets, strategic supply chains and pol...

This week on the Cygnet Capital Podcast, we unpack the latest movements across commodity markets, with a focus on the Australia–US critical minerals deal, policy driven shifts and evolving sector dynamics across the ASX. Episode 16 explores the shift from geopolitics back to policy and earnings, strength across lithium, uranium and copper, and easing pressure in energy markets. The episode's discu...

This week on the Cygnet Capital Podcast, we unpack the latest movements across commodity markets, with a focus on energy volatility, precious metals strength and shifting sector dynamics across the ASX. Episode 15 explores the evolving macro backdrop following recent geopolitical developments, including divergence across commodities, continued strength in gold and copper and near term weakness in...

This week on the Cygnet Capital Podcast, the team unpacks the key macro and commodity themes shaping markets, from energy security and gold to copper, silver and lithium. We are also joined by Rob Watkins from Carnaby Resources to discuss the Greater Duchess Project, recent high grade drilling results and the company’s pathway toward first copper-gold production in the second half of 2026.Timestam...

This week on the Cygnet Capital Podcast, we unpack the latest movements across gold, silver, copper and energy markets, alongside the macro forces shaping the resources sector. Episode 13 explores the strength in the gold price environment and its impact on junior explorers, macro driven weakness in silver and copper, and escalating energy market pressures linked to geopolitical disruption. The di...

This week on the Cygnet Capital Podcast, we examine the accelerating global materials crisis and the structural choke points emerging across critical metals supply chains. Episode 12 explores China’s refining dominance, the growing industrial role of gold and silver, copper’s exposure to AI and energy infrastructure build-outs, and the strategic importance of defence metals including gallium and s...

This week on the Cygnet Capital Podcast, we step back into the macro setup for 2026 and outline our specific commodity focus for the year ahead. Episode 11 explores the shift toward a hard-asset-dominated environment driven by geopolitical change, fiscal and monetary instability, and long-term supply constraints. The discussion covers key commodity markets, Andrew’s stock overview, Cygnet portfoli...

This week on the Cygnet Capital Podcast, we open the year with a comprehensive review of market positioning, key commodity themes and our outlook for 2026.Episode 10 focuses on how we are thinking about macro conditions, policy-driven liquidity and structural demand across commodities as we move into the new year. The discussion covers precious metals, base metals, energy, uranium and lithium, alo...

In Episode 9 of the Cygnet Capital Podcast, Jonathan Rosham, John Cathcart, Andrew Mouchacca and David McGlashan discuss the week’s major themes across commodities and the ASX small-cap space. They unpack gold consolidation, governance failures in DroneShield (ASX:DRO), and fresh developments in copper, rare earths and critical minerals. This episode covers:• Commodities overview — Gold, silver, c...

Welcome to the  Cygnet Capital Podcast , a weekly discussion for sophisticated and wholesale investors navigating the ASX and broader financial markets. Each episode explores key market movements, high-conviction company updates and insights drawn from decades of combined experience across finance, markets and resources. Hosted by  Sienna Rosham  joined by  Jonathan Rosham ,  David McGlashan ,and ...