April 30, 2026
This week’s episode is a little different.
Both Gerardo and I are out on site visits, boots on the ground, doing the real work behind the scenes — meeting teams, kicking rocks, and evaluating projects firsthand.
So instead of our usual live episode, we’re opening the vault.
What you’re about to see is a recent Speculator Session — content that’s normally reserved exclusively for paying members of Junior Resource Speculator.
We don’t release these publicly, but given the timing, we thought it was a good opportunity to give you a look behind the curtain.
And it’s a valuable one.
In this session, Gerardo walks through what’s happening beneath the surface of the market right now. Yes, commodities have been volatile. Yes, the headlines are driving short-term swings. But the core message is simple: the long-term thesis hasn’t changed — and in many ways, it’s getting stronger.
He breaks down the disconnect between short-term “calm” — particularly in the Middle East — and the underlying structural drivers like currency debasement, supply chain fragility, and rising input costs that continue to push commodities higher over time.
From there, he digs into specific sectors that matter most right now — lithium, uranium, gold, and copper — explaining why recent pullbacks were opportunities, not warnings. Lithium, in particular, is already snapping back sharply, validating the thesis he’s been laying out for months.
He also touches on the growing global “resource cold war,” with governments and institutions increasingly prioritizing critical minerals and supply chain security — a trend that’s accelerating capital flows into the exact kinds of companies we focus on.
Finally, Gerardo walks through the Junior Resource Speculator portfolio — where value is being created, where the market hasn’t caught up yet, and where he sees the biggest opportunities right now, especially in smaller, underfollowed names that haven’t participated in the rebound yet.
The throughline is clear: volatility is part of the game, but the bull market in commodities — and the opportunity set in high-quality junior resource names — is very much intact.
Enjoy the session.
And if you like what you see, you can get these Speculator Sessions every month by becoming a member of Junior Resource Speculator. Click here to learn more.
April 30, 2026
This week’s episode is a little different.
Both Gerardo and I are out on site visits, boots on the ground, doing the real work behind the scenes — meeting teams, kicking rocks, and evaluating projects firsthand.
So instead of our usual live episode, we’re opening the vault.
What you’re about to see is a recent Speculator Session — content that’s normally reserved exclusively for paying members of Junior Resource Speculator.
We don’t release these publicly, but given the timing, we thought it was a good opportunity to give you a look behind the curtain.
And it’s a valuable one.
In this session, Gerardo walks through what’s happening beneath the surface of the market right now. Yes, commodities have been volatile. Yes, the headlines are driving short-term swings. But the core message is simple: the long-term thesis hasn’t changed — and in many ways, it’s getting stronger.
He breaks down the disconnect between short-term “calm” — particularly in the Middle East — and the underlying structural drivers like currency debasement, supply chain fragility, and rising input costs that continue to push commodities higher over time.
From there, he digs into specific sectors that matter most right now — lithium, uranium, gold, and copper — explaining why recent pullbacks were opportunities, not warnings. Lithium, in particular, is already snapping back sharply, validating the thesis he’s been laying out for months.
He also touches on the growing global “resource cold war,” with governments and institutions increasingly prioritizing critical minerals and supply chain security — a trend that’s accelerating capital flows into the exact kinds of companies we focus on.
Finally, Gerardo walks through the Junior Resource Speculator portfolio — where value is being created, where the market hasn’t caught up yet, and where he sees the biggest opportunities right now, especially in smaller, underfollowed names that haven’t participated in the rebound yet.
The throughline is clear: volatility is part of the game, but the bull market in commodities — and the opportunity set in high-quality junior resource names — is very much intact.
Enjoy the session.
And if you like what you see, you can get these Speculator Sessions every month by becoming a member of Junior Resource Speculator. Click here to learn more.
April 30, 2026
This week’s episode is a little different.
Both Gerardo and I are out on site visits, boots on the ground, doing the real work behind the scenes — meeting teams, kicking rocks, and evaluating projects firsthand.
So instead of our usual live episode, we’re opening the vault.
What you’re about to see is a recent Speculator Session — content that’s normally reserved exclusively for paying members of Junior Resource Speculator.
We don’t release these publicly, but given the timing, we thought it was a good opportunity to give you a look behind the curtain.
And it’s a valuable one.
In this session, Gerardo walks through what’s happening beneath the surface of the market right now. Yes, commodities have been volatile. Yes, the headlines are driving short-term swings. But the core message is simple: the long-term thesis hasn’t changed — and in many ways, it’s getting stronger.
He breaks down the disconnect between short-term “calm” — particularly in the Middle East — and the underlying structural drivers like currency debasement, supply chain fragility, and rising input costs that continue to push commodities higher over time.
From there, he digs into specific sectors that matter most right now — lithium, uranium, gold, and copper — explaining why recent pullbacks were opportunities, not warnings. Lithium, in particular, is already snapping back sharply, validating the thesis he’s been laying out for months.
He also touches on the growing global “resource cold war,” with governments and institutions increasingly prioritizing critical minerals and supply chain security — a trend that’s accelerating capital flows into the exact kinds of companies we focus on.
Finally, Gerardo walks through the Junior Resource Speculator portfolio — where value is being created, where the market hasn’t caught up yet, and where he sees the biggest opportunities right now, especially in smaller, underfollowed names that haven’t participated in the rebound yet.
The throughline is clear: volatility is part of the game, but the bull market in commodities — and the opportunity set in high-quality junior resource names — is very much intact.
Enjoy the session.
And if you like what you see, you can get these Speculator Sessions every month by becoming a member of Junior Resource Speculator. Click here to learn more.