Markets and Leaders Podcast

International Investment Forum

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Join global leaders, investors, and policymakers for the premier gathering on international finance and investment. Engage in thought-provoking discussions, network with industry experts, and gain insights into the future of global markets.

3d ago

Episode # 30 : What Mining CEOs Know That Investors Don’t

Millions of dollars. High-stakes decisions. And sometimes, a whole lot of uncertainty dressed up as confidence. In mining, a few promising drill holes can send a stock soaring, but a compelling discovery and a compelling investment are NOT the same thing. And that's where things can get expensive. Lyndsay Malchuk sits down with Doug Engdahl, President & CEO of Axiom Exploration Group, to challenge the assumptions shaping mineral exploration, junior mining investments and the decisions that can make or break a project. We get into the pressure to deliver results, the art of knowing when to walk away, AI's growing role in exploration and the mistakes investors make when a good story starts looking like a sure thing. Because sometimes the biggest risk isn't what's in the ground. It's what people convince themselves is down there. Think you can tell the difference between a world-class discovery and an expensive lesson? Watch, join the conversation in the comments, and subscribe. Your portfolio might appreciate the second opinion. You heard the answers. Now come see the faces behind them. Find the full episode on YouTube, where body language is free and the expressions are occasionally worth a thousand words. Consider it your due diligence.
Oct 26

Episode # 29 : Hollywood’s Billion Dollar Bet.

Hollywood has a buying problem. And the price tag has a lot of zeroes. Brian Balthazar returns to Markets & Leaders to unpack the blockbuster mergers, billion dollar acquisitions and executive power plays reshaping the media and entertainment industry. When companies combine, the pitch is usually bigger reach, greater efficiency and a glorious future. But between the boardroom presentation and the actual execution? That’s where things can get expensive. With decades of experience behind some of television’s biggest names, Brian brings an insider’s perspective to the strategy, ambition and occasional chaos driving entertainment’s biggest deals. Who’s thinking three moves ahead, what can derail a grand plan, and when does a bold acquisition start looking like an exceptionally expensive midlife crisis? We’re talking business strategy, M&A, media consolidation and the decisions that could change the industry. No spoilers. There may, however, be a few uncomfortable questions.
Oct 19

Episode # 29 : The FUNNIEST Podcast Moments: CEOs, Mining Executives & Investment Experts Under Pressure

We gave CEOs a microphone, took away their excuses, and put their professional reputations on the line. What could possibly go wrong? Welcome to the FUNNIEST moments from Markets & Leaders, where CEOs, mining executives and investment strategists discover that years of industry experience offer absolutely no protection when Lyndsay Malchuk is running the games. From a mining apocalypse and uranium BS detection to investment conviction calls, artificial intelligence and the dreaded “well, it depends,” these are the unexpected answers, questionable calls and hilarious moments our guests probably didn't anticipate when they agreed to come on the podcast. Featuring Raul Munoz of Marsh, Ronnie Stöferle of Incrementum AG, Jon Bey of Standard Uranium, Rahul Goel of Century Global Commodities, Nick Kuzyk and Andrew Moncur of Answir, Christopher Ecclestone of Hallgarten & Company, and Todd Stone of the Association of Mineral Exploration in BC. Business is serious. Investing is serious. Our games? Not so much.
Sep 28

Episode # 28 : WHO IS WINNING THE FIGHT FOR BC MINING? Todd Stone on Capital, Policy & Critical Minerals

BC MINING IS CHANGING FAST. IS CANADA READY FOR WHAT COMES NEXT? Todd Stone and AME BC have been anything but quiet this summer. From pushing Ottawa to close the financing gap for Canada’s 171 advanced critical mineral projects, to challenging BC over DRIPA, land use planning, ELUA orders and mineral claim delays, AME has been putting some very uncomfortable questions directly on the table. And the timing matters. Canada wants critical minerals. BC wants to be a major mining jurisdiction. Governments are putting money behind infrastructure and exploration. But investors still want certainty, capital wants a pathway and explorers need to know they can actually get to work. In this episode of Markets & Leaders, Lyndsay Malchuk sits down with Todd Stone, President & CEO of AME BC, to talk about what has changed, what is still broken and where BC mining goes from here. They get into BC mining, critical minerals, copper, mineral exploration, mining investment, DRIPA, permitting, land use, infrastructure, strategic capital, Indigenous partnerships, AI and the future of Canadian mining.
Sep 21

Episode # 27 : THE FED JUST RAISED RATES...AND CANADA CAN'T IGNORE IT

The Fed just raised rates. Now the question isn't what they did...it’s what breaks next. And for Canadian investors, the fallout could reach far beyond the stock market. The Fed just raised rates. Now the question isn't what they did — it's what breaks next. And for Canadian investors, the fallout could reach far beyond the stock market. Lyndsay Malchuk sits down with Michael Succurro, CEO of Spark Financial Group, to unpack the macro forces now moving through global markets — inflation, real yields, the Treasury curve, the Canadian dollar, the Fed vs. Bank of Canada, equity valuations, the TSX and the changing cost of capital. Is the market underestimating how long rates could stay elevated? Are investors still pricing assets for cheap money? And what happens when U.S. monetary policy and Canadian monetary policy move in different directions?
Sep 14

Episode # 26 : THE MINING MARKET IS LYING TO YOU | Christopher Ecclestone on Copper, Critical Minerals & Mining Fads

What if the biggest mistake investors are making in mining isn't picking the wrong commodity... but believing the right story? Christopher Ecclestone, Principal & Mining Strategist at Hallgarten & Company, joins Lyndsay Malchuk on Markets & Leaders to challenge the narratives driving today's mining and critical minerals markets. We go far beyond the usual copper conversation, digging into mining market fads, critical minerals, antimony, copper supply, geopolitical risk, mining investment, resource nationalism, processing capacity, junior mining companies and the gap between a great mineral story and a great investment. Christopher also takes on our rapid fire BUY IT OR BYE BYE? game, where he gets three seconds to make the call. And yes... we make him choose. Think you know which commodities deserve your attention? Christopher may change your mind.
Sep 7

Episode # 25 : AI Is Changing Capital Markets. But What Happens to Trust

What happens to capital markets communication when AI can process almost everything, investors expect information instantly and trust becomes harder to earn? In this episode of Markets & Leaders, Lyndsay Malchuk sits down with Nick Kuzyk, Founder of Answir, and Andrew Moncur, Founder of Capital Markets Dad and Head of Sales at Answir, for a wide ranging conversation about where investor communication is heading and what investors actually want from companies. We get into AI and capital markets, investor psychology, trust, storytelling, reputation, the changing information landscape and the increasingly human side of finance. AI can identify patterns, compare years of commentary and make enormous amounts of information easier to access. But communication is about more than information. It is also about judgment, context, credibility, relationships and understanding the people behind the public story. We also get into why some companies have an incredible story but still struggle to capture investor attention, who investors actually trust when information is coming from everywhere, and what exceptional capital markets communication could look like five years from now.
Aug 31

Episode # 24 : The Commodity That Builds Everything... Yet Nobody Talks About It

Iron ore doesn't make headlines like gold, oil or copper... but perhaps it should. In this episode of the Markets & Leaders Podcast, host Lyndsay Malchuk sits down with Rahul Goel, Senior Vice President of Corporate Development at Century Global Commodities, for a conversation that goes far beyond mining. From global infrastructure and AI data centres to geopolitics, China, India, supply chains and the future of steel, this discussion explores why iron ore may be one of the world's most strategically important—and overlooked—commodities. Drawing on decades of experience trading commodities across China, Singapore, Vietnam, Australia, Europe and the Middle East, Rahul shares his perspective on reading global markets, navigating commodity cycles and identifying the trends many investors are missing. The conversation also explores Century Global's unique corporate strategy, including its profitable food distribution business in Hong Kong and how it was intentionally developed to help support the company's long term iron ore strategy. Whether you're an investor, entrepreneur, mining executive, or simply interested in the forces shaping the global economy, this episode offers a fresh perspective on a commodity that quietly influences almost everything around us.

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Creator

International Investment Forum
Years Active

2026
Episodes

31
Rating

Explicit
Show Website

Markets and Leaders Podcast

Markets and Leaders Podcast

Episodes

Episode # 30 : What Mining CEOs Know That Investors Don’t

Episode # 29 : Hollywood’s Billion Dollar Bet.

Episode # 29 : The FUNNIEST Podcast Moments: CEOs, Mining Executives & Investment Experts Under Pressure

Episode # 28 : WHO IS WINNING THE FIGHT FOR BC MINING? Todd Stone on Capital, Policy & Critical Minerals

Episode # 27 : THE FED JUST RAISED RATES...AND CANADA CAN'T IGNORE IT

Episode # 26 : THE MINING MARKET IS LYING TO YOU | Christopher Ecclestone on Copper, Critical Minerals & Mining Fads

Episode # 25 : AI Is Changing Capital Markets. But What Happens to Trust

Episode # 24 : The Commodity That Builds Everything... Yet Nobody Talks About It

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