April 09, 2026
Here’s what was covered:
Macro Musings - For part of this week’s episode, Gerardo is in conversation with Neil McCallum, VP of Exploration for Q2 metals. They cover the company’s gold and lithium projects and the resultant embarrassment of riches. The conversation touches on the importance of quality companies and how that quality can attract the attention of bigger companies because of buyout potential.
Market Takes - It was a crazy week for the markets because of the war. Not even gold could escape the volatility, but it’s important to remember that it is still in a bull market and has a bright future ahead. Silver is in a more precarious position than gold, but is still bullish long-term. Even with the fickle whims of the leadership behind this war, commodities are poised to continue higher because of the fundamentals we’ve been talking about for months.
Bizarro Banter - Amidst everything going on, it’s important to phase out the noise in regards to your positions and what you own. Pay attention to fundamentals and how those will affect the long-term picture.
Premium Portfolio Picks:
Lion Rock Resources (ROAR) - An impressive news release highlights multiple zones of legitimate gold discovery. The market is starting to understand what’s there, as shown by the company being up 35% this week. Gerardo will be visiting the site soon.
North Shore Uranium (NSU) - This company has a small market cap and is a great value. It has a historic resource of 11 million pounds and the exploration upside will surprise the market. Uranium is boring and boring is good in this market.
T2 Metals (TWO) - Just closed financing at 50 cents. It has two exciting precious metals projects in the Yukon stacked between massive deposits. Its own projects will likely be worth more than the company’s small market cap once drills begin turning.
April 09, 2026
Here’s what was covered:
Macro Musings - For part of this week’s episode, Gerardo is in conversation with Neil McCallum, VP of Exploration for Q2 metals. They cover the company’s gold and lithium projects and the resultant embarrassment of riches. The conversation touches on the importance of quality companies and how that quality can attract the attention of bigger companies because of buyout potential.
Market Takes - It was a crazy week for the markets because of the war. Not even gold could escape the volatility, but it’s important to remember that it is still in a bull market and has a bright future ahead. Silver is in a more precarious position than gold, but is still bullish long-term. Even with the fickle whims of the leadership behind this war, commodities are poised to continue higher because of the fundamentals we’ve been talking about for months.
Bizarro Banter - Amidst everything going on, it’s important to phase out the noise in regards to your positions and what you own. Pay attention to fundamentals and how those will affect the long-term picture.
Premium Portfolio Picks:
Lion Rock Resources (ROAR) - An impressive news release highlights multiple zones of legitimate gold discovery. The market is starting to understand what’s there, as shown by the company being up 35% this week. Gerardo will be visiting the site soon.
North Shore Uranium (NSU) - This company has a small market cap and is a great value. It has a historic resource of 11 million pounds and the exploration upside will surprise the market. Uranium is boring and boring is good in this market.
T2 Metals (TWO) - Just closed financing at 50 cents. It has two exciting precious metals projects in the Yukon stacked between massive deposits. Its own projects will likely be worth more than the company’s small market cap once drills begin turning.
April 09, 2026
Here’s what was covered:
Macro Musings - For part of this week’s episode, Gerardo is in conversation with Neil McCallum, VP of Exploration for Q2 metals. They cover the company’s gold and lithium projects and the resultant embarrassment of riches. The conversation touches on the importance of quality companies and how that quality can attract the attention of bigger companies because of buyout potential.
Market Takes - It was a crazy week for the markets because of the war. Not even gold could escape the volatility, but it’s important to remember that it is still in a bull market and has a bright future ahead. Silver is in a more precarious position than gold, but is still bullish long-term. Even with the fickle whims of the leadership behind this war, commodities are poised to continue higher because of the fundamentals we’ve been talking about for months.
Bizarro Banter - Amidst everything going on, it’s important to phase out the noise in regards to your positions and what you own. Pay attention to fundamentals and how those will affect the long-term picture.
Premium Portfolio Picks:
Lion Rock Resources (ROAR) - An impressive news release highlights multiple zones of legitimate gold discovery. The market is starting to understand what’s there, as shown by the company being up 35% this week. Gerardo will be visiting the site soon.
North Shore Uranium (NSU) - This company has a small market cap and is a great value. It has a historic resource of 11 million pounds and the exploration upside will surprise the market. Uranium is boring and boring is good in this market.
T2 Metals (TWO) - Just closed financing at 50 cents. It has two exciting precious metals projects in the Yukon stacked between massive deposits. Its own projects will likely be worth more than the company’s small market cap once drills begin turning.