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Podcast: Mining Stock Daily
Episode: Is This Metals Boom Built to Last? - In-depth with Jay Ashfield of Hannam & Partners
Description: Welcome to a special London Metals Exchange Week edition of Mining Stock Daily, where host Trevor sits down with Jay Ashfield of Hannam and Partners, a global financier specializing in resource equities, M&A advisory, and, following a recent merger, strong capabilities in project and bank debt. They analyze the "incredible booming market" experienced over the last 18 months and whether the current macro environment indicates the beginning of a cycle with "legs to move for the next multiple years". A significant portion of the conversation focuses on the critical role of geopolitics, noting that defense and AI themes have...