October 29, 2026
Here’s what was covered in episode 386:
This special episode was recorded live at the New Orleans Investment Conference where we spoke on private placements, how they work, and how they’re one of the best vehicles for building wealth.
It all starts with meeting with and vetting the companies in question. The people behind the company and the share structure underlying it are two of the most important parts, and if those boxes aren’t checked, there’s no point in going any further.
Gerardo spends time talking about the consolidation of 2026 in areas like gold, silver, and how it's healthy. He also talks about copper’s standout performance and how it’s only going to get better from there given the demand fundamentals.
Nick chimes in, saying it all presents a strong buying opportunity. The rate hike cycle has taken the wind out of the sails of commodities and an economic slowdown is likely heading into early 2027. He also sees cooling inflation and a cooling economy might signal gold to begin moving back up.
Gerardo talks about debt, how it’s unsustainable and how all of that is good for gold. From there, he talks about uranium, lithium, and the critical metals. They currently face pressure from tax-loss selling, but the long-term fundamentals are in their favor.
Some of these names also have warrant upside, which leads to profit even when the underlying commodity faces pressure. Nick cites the example in Kingsman Resources, which turned a profit for Nick, Gerardo, and subscribers even amid price drawdowns. Gerardo mentions the team and share structure, alluding to what he looks for when initially vetting a company.
Gerardo talks about Daura Gold, its asset, why it’s the perfect example of what he looks for, and why it’s the kind of company that should be in any gold investor’s portfolio.
Since funding, shares are up over 250% and to Gerardo, it’s an example of how to use deals for big profits.
Nick and Gerardo also talk about AU Gold. He uses this company as another example of why share structure and management are important when choosing which companies to back. It’s important that management be transparent and like-minded.
AU’s assets have historic gold and antimony trends, which is a critical metal that western governments want more of. Like Daura, the company has management that Gerardo trusts and an agreeable share structure.
They also talked about Geomorphic AI, whose technology allows mining work that traditionally takes weeks or months to occur in just days.
In a question and answer session, audience members ask about subjects like brokered deals, further financing from portfolio companies, when to exercise warrants and more.
October 29, 2026
Here’s what was covered in episode 386:
This special episode was recorded live at the New Orleans Investment Conference where we spoke on private placements, how they work, and how they’re one of the best vehicles for building wealth.
It all starts with meeting with and vetting the companies in question. The people behind the company and the share structure underlying it are two of the most important parts, and if those boxes aren’t checked, there’s no point in going any further.
Gerardo spends time talking about the consolidation of 2026 in areas like gold, silver, and how it's healthy. He also talks about copper’s standout performance and how it’s only going to get better from there given the demand fundamentals.
Nick chimes in, saying it all presents a strong buying opportunity. The rate hike cycle has taken the wind out of the sails of commodities and an economic slowdown is likely heading into early 2027. He also sees cooling inflation and a cooling economy might signal gold to begin moving back up.
Gerardo talks about debt, how it’s unsustainable and how all of that is good for gold. From there, he talks about uranium, lithium, and the critical metals. They currently face pressure from tax-loss selling, but the long-term fundamentals are in their favor.
Some of these names also have warrant upside, which leads to profit even when the underlying commodity faces pressure. Nick cites the example in Kingsman Resources, which turned a profit for Nick, Gerardo, and subscribers even amid price drawdowns. Gerardo mentions the team and share structure, alluding to what he looks for when initially vetting a company.
Gerardo talks about Daura Gold, its asset, why it’s the perfect example of what he looks for, and why it’s the kind of company that should be in any gold investor’s portfolio.
Since funding, shares are up over 250% and to Gerardo, it’s an example of how to use deals for big profits.
Nick and Gerardo also talk about AU Gold. He uses this company as another example of why share structure and management are important when choosing which companies to back. It’s important that management be transparent and like-minded.
AU’s assets have historic gold and antimony trends, which is a critical metal that western governments want more of. Like Daura, the company has management that Gerardo trusts and an agreeable share structure.
They also talked about Geomorphic AI, whose technology allows mining work that traditionally takes weeks or months to occur in just days.
In a question and answer session, audience members ask about subjects like brokered deals, further financing from portfolio companies, when to exercise warrants and more.
October 29, 2026
Here’s what was covered in episode 386:
This special episode was recorded live at the New Orleans Investment Conference where we spoke on private placements, how they work, and how they’re one of the best vehicles for building wealth.
It all starts with meeting with and vetting the companies in question. The people behind the company and the share structure underlying it are two of the most important parts, and if those boxes aren’t checked, there’s no point in going any further.
Gerardo spends time talking about the consolidation of 2026 in areas like gold, silver, and how it's healthy. He also talks about copper’s standout performance and how it’s only going to get better from there given the demand fundamentals.
Nick chimes in, saying it all presents a strong buying opportunity. The rate hike cycle has taken the wind out of the sails of commodities and an economic slowdown is likely heading into early 2027. He also sees cooling inflation and a cooling economy might signal gold to begin moving back up.
Gerardo talks about debt, how it’s unsustainable and how all of that is good for gold. From there, he talks about uranium, lithium, and the critical metals. They currently face pressure from tax-loss selling, but the long-term fundamentals are in their favor.
Some of these names also have warrant upside, which leads to profit even when the underlying commodity faces pressure. Nick cites the example in Kingsman Resources, which turned a profit for Nick, Gerardo, and subscribers even amid price drawdowns. Gerardo mentions the team and share structure, alluding to what he looks for when initially vetting a company.
Gerardo talks about Daura Gold, its asset, why it’s the perfect example of what he looks for, and why it’s the kind of company that should be in any gold investor’s portfolio.
Since funding, shares are up over 250% and to Gerardo, it’s an example of how to use deals for big profits.
Nick and Gerardo also talk about AU Gold. He uses this company as another example of why share structure and management are important when choosing which companies to back. It’s important that management be transparent and like-minded.
AU’s assets have historic gold and antimony trends, which is a critical metal that western governments want more of. Like Daura, the company has management that Gerardo trusts and an agreeable share structure.
They also talked about Geomorphic AI, whose technology allows mining work that traditionally takes weeks or months to occur in just days.
In a question and answer session, audience members ask about subjects like brokered deals, further financing from portfolio companies, when to exercise warrants and more.