Max Wiethe(@maxwiethe):OUT NOW - Freddy Brick from @muddywatersre on their move into metals and mining. Listen to the episode and subscribe to @opmpod Apple: https://t.co/GPMGhkybUS Spotify: https://t.co/ogBrjDhPrw YouTube: https://t.co/aT4QCUUyVG 00:00 Intro 01:28 Approach to Portfolio Construction 07:56 Fraud Report Origin 09:35 Block Models Explained 15:27 Why Juniors Are Distressed 21:19 Finding Mispriced Projects 25:12 Venture Like Investing 28:25 Promoters and Capital Raising 33:43 Sentiment and Cycles 38:28 M&A Wave Ahead 43:27 Trading Vol and Hedging 46:57 Long Activism Approach 50:23 Scaling the Strategy 55:10 When Alpha Shows Up

2026.09.13 16:24

OUT NOW - Freddy Brick from @muddywatersre on their move into metals and mining. Listen to the episode and subscribe to @opmpod Apple: Spotify: YouTube: 00:00 Intro 01:28 Approach to Portfolio Construction 07:56 Fraud Report Origin 09:35 Block Models Explained 15:27 Why Juniors Are Distressed 21:19 Finding Mispriced Projects 25:12 Venture Like Investing 28:25 Promoters and Capital Raising 33:43 Sentiment and Cycles 38:28 M&A Wave Ahead 43:27 Trading Vol and Hedging 46:57 Long Activism Approach 50:23 Scaling the Strategy 55:10 When Alpha Shows Up