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 Gold Dragon Daily: Your Essential Private Markets Podcast The only daily podcast delivering twice-daily insights for investors winning the game of passive investing through private markets—whether you're accredited, building toward it, or exploring your first alternative investment. What You Get: Market Pulse (5 AM Daily) - Data-driven updates on US private markets covering energy sector investing, commercial real estate trends, multifamily market analysis, and private credit opportunities. Real-time market updates on natural gas investments, oil and gas private equity, renewable energy infrastructure, and institutional real estate capital flows. Game Theory (5 PM Daily) - Pure nerd entertainment meets strategic wealth building. Explore Dungeons & Dragons, Warhammer 40K, and tabletop gaming principles that teach calculated risk-taking, resource management, elite performance, and the adventurer's mindset. This isn't just gaming talk—it's how legendary campaigns reveal the psychology that separates winners from everyone else in investing and life. Perfect For: - Investors seeking private market opportunities (accredited or building toward it) - Fund managers and capital raisers in energy and real estate - Institutional investors allocating to private credit and alternative investments - Sophisticated investors building strategic wealth through passive investing - Entrepreneurs and business leaders exploring private market capital - Gamers, dungeon masters, and tabletop strategists who love D&D, Warhammer 40K, and board games - Anyone who sees the connection between gaming strategy and wealth building Your Host: Justin 2.0, powered by Gold Dragon Investments, delivering institutional-grade market analysis and strategic mindset training twice daily, seven days a week. Daily Dominance: While others publish weekly, Gold Dragon Daily gives you the unfair advantage of consistent, twice-daily content that compounds into total market authority. Morning: private markets data. Evening: nerd wisdom. No fluff, no hype—just pure analysis and strategic mindset training. Subscribe now for 3-5 minute episodes that sharpen your understanding of private markets investing, commercial real estate opportunities, energy sector trends, D&D strategy, Warhammer 40K lore, tabletop gaming insights, and the winning mindset that builds generational wealth. Download "Strategic Wealth: The Hidden Power of Private Market Energy" and join The Gold Dragon Investor Club at GotTheGold.com© 2025 Gold Dragon Investments Direction Economie Finances privées Management et direction
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    • Market Pulse — Friday: Week-End Wrap-Up & Forward Look

      Market Pulse — Friday: Week-End Wrap-Up & Forward Look
      Nov 14 2025
      Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0.This is Market Pulse — Friday's numbers.Equities: • Sold off Thursday • S&P 500 down 1.66% to 6,695 • Dow down 1.65% • Nasdaq down 2.29%, tech leading losses • Concerns about reduced chances of Fed rate cuts pressuring markets • Tech sector weakness accelerating, investors rotating out of growth into defensive positions • Market reassessing rate cut timeline heading into year-endOil: • WTI at $59.71, up 2.39% Thursday • Brent at $64.35, up 2.13% • Both rallying on geopolitical tensions • Ukrainian drone strike damaged major Russian oil depot, intensifying market anxieties • U.S. sanctions on Lukoil and Rosneft taking effect November 21, prohibiting transactions with both companies • IEA lifted 2025 global oil demand growth forecast by 40,000 barrels per day • However, IEA warning of growing oil glut: supply expected to exceed demand by 2.4 million barrels per day this year, 4 million next year • U.S. crude inventories surged 6.4 million barrels last week, larger than expected • Market balancing geopolitical risk premium against oversupply concernsGas: • Henry Hub at $4.54 per MMBtu, down 2.25% Thursday • Up 51% month-over-month, up 61% year-over-year • LNG exports from U.S. averaging 17.8 billion cubic feet per day in November, up from record 16.7 billion in October • Strong demand from Europe supporting prices • U.S. gas output in Lower 48 states reached new record: 109 billion cubic feet per day • Storage levels 4% above seasonal norms • EIA forecasting Henry Hub spot price to average $3.90 per MMBtu during winter, peaking at $4.25 in JanuaryProduction: • Permian Basin breakeven costs vary widely • Dallas Fed Energy Survey reporting average breakeven at $65 per barrel: large firms at $61, smaller firms at $66 • Operating expenses for existing wells at $33 per barrel (Delaware area), $35 (Midland area) • ExxonMobil brought breakeven down to $40-$42 through automation • Diamondback Energy at $37 through faster drilling and improved pumping • Enverus reporting average breakeven for new shale wells at $70, projecting rise to $95 by 2035 as industry shifts to more speculative prospects • With WTI at $60, operators near or below breakeven maintaining disciplineReal Estate: • Cap rates stabilizing • CBRE mid-year survey indicating cap rates may have peaked in early 2025 • Average all-property cap rates experiencing slight decrease, early signs of yield compression • Industrial properties remain strong on e-commerce and logistics demand • Multifamily performing well, buyer sentiment improving for core and value-add assets • Office leasing at highest level in six years • Transaction volumes increasing year-to-date compared to 2024 • Investor sentiment improving, leading to more competitive transactional market • Fed rate trajectory and economic uncertainty remain key factorsCredit: • Markets resilient • SOAFER spreads stable • Investment-grade spreads compressed in 2025 • Investment-grade yield at 4.85%, spread of 0.82% over Treasuries on November 11 • Investment-grade market on pace for one of best return years since 2020, BBB-rated bonds performing best • High-yield spreads at 3.02%, below long-term average of 5.23% • High-yield yielding 6.75% • CCC-rated bonds underperforming, spreads widened 27 basis points late October through early November • Credit spreads trading near multi-year lows despite equity market wobbles • Market expecting slower global economic growth: 3.2% in 2025 to 3.1% in 2026 • Monetary policy expected on cutting path, positive for credit marketsBottom Line: S&P down 1.66% to 6,695, Dow down 1.65%, Nasdaq down 2.29% on Fed rate cut concerns. Oil up 2.39%, WTI at $60, Brent at $64 on Ukraine strike and Russia sanctions. IEA warning of oil glut, 4 million barrels per day surplus expected 2026. Gas at $4.54, up 61% year-over-year, LNG exports at record levels. Permian breakevens ranging $37 to $70, operators maintaining discipline near $60 WTI. Real estate cap rates stabilizing, early yield compression signs. Credit markets resilient, investment-grade spreads at 0.82%, high-yield at 3.02%. Target sub-$50 breakevens, hedge floors above $75. Industrial caps sub-5.7%, senior secured credit SOAFER plus 650, LTV under 65%.Visit GotTheGold.com. Stay sharp.
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      6 min
    • Game Theory — Thursday: The Mummy Franchise Returns — What We Know

      Game Theory — Thursday: The Mummy Franchise Returns — What We Know
      Nov 14 2025

      Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0.

      This is Game Theory. Today we're talking about the Mummy franchise making a comeback and what we know so far. Now let's get into it.

      The Mummy Is Back:
      • After years of false starts, failed reboots, and one very forgettable Tom Cruise attempt in 2017, Universal Pictures is giving the franchise another shot
      • This time they might actually get it right

      Let's Rewind — The Original Trilogy:
      • The original Mummy trilogy starring Brendan Fraser ran from 1999 to 2008
      • The first film was a perfect blend of adventure, horror, and comedy — it had charm, heart, and a charismatic lead who could throw a punch and deliver a one-liner
      • The sequel, The Mummy Returns, leaned heavier into spectacle but kept the spirit alive
      • The third film, Tomb of the Dragon Emperor, swapped Egypt for China and lost most of the magic

      The 2017 Disaster:
      • Universal wanted to launch a Dark Universe, a shared cinematic universe of classic monsters
      • The Mummy was supposed to be the first domino — instead, it was the only domino
      • The film was a tonal mess, trying to be a gritty action thriller while also setting up a franchise
      • It failed on both counts, and the Dark Universe died before it began

      What We Know About the New Film:
      • First: Brendan Fraser is not returning — that ship has sailed. Fraser has moved on to a career renaissance with roles in The Whale and other dramatic projects
      • Second: This new Mummy film is reportedly a standalone project, not part of a larger universe. Universal learned their lesson — no more forced world-building, no more post-credit scenes teasing movies that will never happen. Just one good film
      • Third: The tone is shifting back toward adventure. Early reports suggest the new film will lean into the pulp, Indiana Jones-style action that made the 1999 version work — less grimdark horror, more swashbuckling fun
      • Fourth: The setting might be different. While the original trilogy focused on Egypt and China, rumors suggest this new film could explore Mayan or Aztec mythology. Mummies aren't just an Egyptian thing — cultures around the world have mummification traditions, and tapping into that could give the franchise fresh ground to explore
      • Fifth: No director or cast has been officially announced yet, but names are circulating. Some reports suggest Universal's courting directors known for balancing action and humor — think James Gunn or Taika Waititi types, people who can make a fun, crowd-pleasing blockbuster without taking themselves too seriously

      Why This Matters to Nerds and Gamers:
      • The Mummy franchise has always been a gateway to adventure storytelling
      • It's treasure hunting, ancient curses, puzzle-solving — the same DNA that powers tabletop RPGs like Dungeons & Dragons and video games like Tomb Raider and Uncharted
      • The 1999 Mummy film came out at the perfect time, rode the wave of late-90s adventure cinema, and helped define a generation's love for exploration-based stories
      • If this new film can capture even a fraction of that energy, it could reignite interest in adventure gaming, tabletop campaigns set in ancient tombs, and pulp fiction storytelling

      The Nostalgia Factor:
      • Millennials who grew up with the Fraser trilogy are now in their 30s and 40s
      • They have disposable income
      • They'll show up for a well-made Mummy film, especially if it respects the tone and spirit of the originals

      The Risk:
      • Universal has burned fans before — the 2017 film was a disaster
      • If this new attempt feels like another corporate cash grab, audiences won't give it a third chance
      • The key is to make a film that stands on its own: no universe building, no sequel bait, just a great adventure

      Bottom Line:
      The Mummy franchise has the potential to be something special again. Ancient mysteries, high-stakes action, charismatic heroes — it's a formula that works when done right. Let's hope Universal learned from their mistakes.

      That's Game Theory. Subscribe if you haven't already. Visit GotTheGold.com. Stay sharp.
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      5 min
    • Market Pulse — Thursday: Production, Hedging, Transaction Data

      Market Pulse — Thursday: Production, Hedging, Transaction Data
      Nov 13 2025

      Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0.

      This is Market Pulse — Thursday's numbers.

      Equities:
      • Mixed Wednesday
      • Dow jumped 0.7% to fresh record high, closing at 48,255
      • S&P 500 up marginally to 6,851, adding 0.05%
      • Nasdaq slipped 0.3% to 23,406 on continued tech rotation
      • Healthcare and industrials leading gains
      • Tech sector underperforming as investors rotate into value and defensive sectors
      • Market watching Fed rate trajectory and year-end positioning

      Oil:
      • WTI at $58.43, down 3.4% Wednesday
      • Brent at $62.58, down 3.2%
      • Both under pressure on oversupply concerns
      • OPEC projecting global supply will align with demand in 2026 due to increased OPEC+ production
      • OPEC reporting supply exceeded demand by 500,000 barrels per day in Q3
      • IEA warning of increasingly unbalanced oil market with rising global inventories and growing surplus expected
      • U.S. crude inventories increased 1.3 million barrels last week
      • EIA projecting U.S. crude output averaging 13.59 million barrels per day in 2025, 13.58 million in 2026
      • Global supply projected at 105.98 million barrels per day in 2025, 107.37 million in 2026
      • Global consumption expected 104.14 million barrels per day in 2025, 105.20 million in 2026
      • Market pricing in persistent oversupply through 2026

      Gas:
      • Henry Hub at $4.49 per MMBtu, down 0.91% Wednesday
      • Up 48% month-over-month, up 61% year-over-year
      • Colder conditions in early December expected to boost heating demand
      • Storage levels tightening heading into winter
      • LNG export activity supporting prices
      • December contract reflecting seasonal premium

      Production:
      • Permian Basin output steady around 6.6 million barrels per day
      • Operators maintaining discipline with WTI near $58
      • Hedging activity elevated for 2025 and 2026
      • SM Energy hedged 50% of Q4 2025 production at $63 to $69 per barrel
      • Matador Resources hedged 70,000 barrels per day second half 2025 with price floor at $52, ceiling at $77
      • EON Resources hedged 70% of oil production at $70 to $70.50 per barrel
      • Oversupply conditions projected to persist into 2025, potentially reaching 2 million barrels per day
      • Drilling activity slowing on price pressure

      Real Estate:
      • Cap rates stabilizing Q4
      • Industrial at 6.3%, up 20 basis points year-over-year
      • Investor demand for high-quality logistics assets remains strong
      • Quarterly warehouse sales volumes ranging $15 billion to $25 billion
      • CMBS delinquency rates low at 0.6%
      • Multifamily at 5.63%, highest in eight years
      • Apartment transactions surged Q3: $43.8 billion in deals, up 13% year-over-year
      • Average price per unit at $227,167
      • Vacancy rate at 6.5%
      • Office bifurcation continues: Class A at 7.8%, distressed assets at significant discounts
      • Fed expected to stabilize rates between 3.5% and 4.0% by year-end
      • Transaction volumes improving modestly
      • Construction starts down significantly

      Credit:
      • Markets resilient
      • SOAFER stable
      • Investment-grade spreads stable
      • High-yield spreads widened modestly, ending October 14 basis points wider at 294
      • Yields for high-yield market increased 9 basis points to 6.82%
      • U.S. high-yield market gained 0.20% in October, year-to-date returns at 7.27%
      • Credit investors proving resilient to political uncertainty
      • Continued economic growth expected to support strong corporate earnings and low defaults heading into 2026
      • Corporate refinancing activity strong

      Bottom Line:
      Dow hit record 48,255, S&P up 0.05%, Nasdaq down 0.3% on tech rotation. Oil down 3.4% on oversupply fears, WTI at $58, Brent at $63. OPEC and IEA projecting persistent surplus through 2026. Gas at $4.49, up 61% year-over-year on winter demand. Permian steady, operators hedging aggressively at $52 to $70 floors. Real estate stabilizing, industrial at 6.3%, multifamily at 5.63%. Credit markets resilient, high-yield spreads at 294. Target sub-$50 breakevens, hedge floors above $75. Industrial caps sub-5.7%, senior secured credit SOAFER plus 650, LTV under 65%.

      Visit GotTheGold.com. Stay sharp.
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      6 min
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