Gold, Lithium, Copper & Uranium ✨⛏️🌍 2025 | The Next Resource Cycle & Mining Boom with David Franklyn

Talk Money To Me · Oct 2, 2025 · 39m

In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas sit down with David Franklyn, Fund Manager of the Argonaut Natural Resources Fund, to explore the next resource cycle and the potential mining boom in 2025.

We dive into:

✨ Gold outlook – still glittering for investors?

🔋 Lithium – is the bear market finally over?

⚡ Copper demand – the “metal of electrification” powering the energy transition.

☢️ Uranium – nuclear’s comeback and supply/demand tailwinds.

🌏 Tariffs & trade – risks vs opportunities for Australian miners.

The Argonaut Natural Resources Fund has returned 24.9%…