Cygnet Capital Podcast | Ep 10 | 2026 Outlook, Commodities Reset & Portfolio Positioning

This week on the Cygnet Capital Podcast, we open the year with a comprehensive review of market positioning, key commodity themes and our outlook for 2026.Episode 10 focuses on how we are thinking about macro conditions, policy-driven liquidity and structural demand across commodities as we move into the new year. The discussion covers precious metals, base metals, energy, uranium and lithium, alongside a review of several core positions, recent drilling results and current portfolio positioning.This episode covers:• Start-of-year market reset and outlook• Gold, silver, copper, uranium, lithium and energy market commentary• Cygnet’s key themes for 2026 and strategic positioning• Big Hits: notable ASX exploration and drilling results• Tigers With Spots: emerging opportunities• Watchlist and portfolio updateChapters30:54 – Big Hits33:27 – Tigers With Spots34:10 – WatchlistRecorded: 15 January 2026Connect with Cygnet CapitalWebsite: https://www.cygnetcapital.com.auLinkedIn: https://www.linkedin.com/company/cygnet-capitalDisclaimerInformation discussed is general in nature and does not constitute personal or financial advice. Past performance is not indicative of future results. Please consider your objectives and circumstances and seek independent advice if required.Cygnet Capital Pty Ltd | Authorised Representative of Cygnet Securities Australia Pty Ltd | AFSL 241095. Hosted on Acast. See acast.com/privacy for more information.