Sam Berridge on the state of the market, China’s retreating influence & the energy setup (Part 1)

We had the opportunity to sit down with Sam Berridge, natural resource fund manager at Perennial, for a wide-ranging chat.

We started on the state of the market & how we got here, then moved onto the influence on the US and what their interest rate decisions mean, followed by discussing how China’s position in commodities and influences has changed over time.

We then delved into the growing significance of nuclear energy and the role that’ll play in the energy transition as well as a chat on how policy decisions have positioned the Australian East Coast energy makeup.

We hope the Money Miners enjoy part 1!

All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.

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TIMESTAMPS

(0:00:00) Introduction
(0:01:38) Hot Goss in Family Offices
(0:07:23) Sammy B back on Money of Mine
(0:10:31) The state of the market
(0:12:05) Where are US interest rates going
(0:16:02) What does the size of US debt mean
(0:18:52) Will China’s stimulus ever arrive?
(0:21:00) Have we seen the end of the One Belt One Road Initiative
(0:22:21) How to interpret uranium price breakout
(0:28:52) Do SMRs have a big role in the uranium bull thesis
(0:39:42) What’s the East Coast gas play?