In this episode of On the Couch, Henry Jennings sits down with Sean Russo, Managing Director of Noah's Rule, at the International Mining and Resources Conference (IMARC) 2026. Recorded live in the OnAir podcast zone at ICC Sydney.

Sean spent 20 years at Rothschild before starting Noah's Rule, which helps mining companies manage price, currency and fuel risk. They discuss his view that miners tend to hedge at the wrong time, the trend and score method used to guide timing, and how gold is bought and sold in the West compared with Asia.

They also look at what gold's ratios to equity markets in Australia, the US and elsewhere are showing.

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Disclaimer
This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.