FINANZ Podcast

Trump, geopolitics and macroeconomics – How have miners been performing? (EN)

Episode Summary

Mark Burridge, CEO and Fund Manager at Baker Steel Capital Managers LLP, explores how the mining sector is navigating shifting geopolitical dynamics, macroeconomic uncertainty, and the resurgence of Donald Trump. Discover what these developments mean for mining equities and where opportunities are emerging.

Episode Notes

In this expert presentation recorded live at Finanzmesse 2025, Mark Burridge shares his insights on the intersection of global macroeconomic forces and mining sector performance. Topics include the impact of U.S. political developments, shifting geopolitical risks, inflationary pressures, and their influence on commodities and mining equities. With over 30 years of industry experience, Mark offers an informed outlook on how mining investments can serve as both a hedge and a growth opportunity in turbulent times.

This episode is brought to you by Baker Steel Capital Managers LLP, an investment manager specializing in mining and precious metals equities.

Learn more about the event and upcoming episodes at finanz-ch.ch.