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Pellucidity: Morning Walks with The Investing Doc

Podcast de Ramandeep Kahlon, MD

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Acerca de Pellucidity: Morning Walks with The Investing Doc

Sharing thoughts about value and natural resource investing during my morning walks as a simple, unedited, and spontaneous exchange of ideas. The content presented in this video is for educational and informational purposes only and should not be construed as financial, investment, legal, or professional advice. I am not a registered financial advisor, investment advisor, broker-dealer, or licensed securities professional. Nothing in this video constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation for any security, investment product, or investment strategy. An

Todos los episodios

7 episodios

Portada del episodio Revisiting Rare Earths: Aclara Resources

Revisiting Rare Earths: Aclara Resources

Disclaimer: The content presented in this video is for educational and informational purposes only and should not be construed as financial, investment, legal, or professional advice. I am not a registered financial advisor, investment advisor, broker-dealer, or licensed securities professional. Nothing in this video constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation for any security, investment product, or investment strategy. Any views, opinions, or analysis expressed are solely my personal opinions based on publicly available information and should not be relied upon for making investment decisions. Investing in mining and resource stocks, including junior mining companies, involves substantial risk including the potential loss of principal. These companies may be subject to exploration, operational, permitting, financing, commodity price, geopolitical, environmental, litigation, and other risks that could result in total loss of investment. Past performance is not indicative of future results. I make no representations or warranties regarding the accuracy, completeness, timeliness, or reliability of any information, data, financial statements, technical reports, or company disclosures discussed in this video, and I have not independently verified such information. All third-party trademarks, logos, company names, and data cited or displayed are the property of their respective owners and are used here for purposes of commentary, education, and analysis under Fair Use principles. Viewers are strongly encouraged to conduct their own thorough due diligence, read all relevant corporate filings and technical reports, and consult with a licensed financial advisor, tax professional, or legal counsel before making any investment decisions. By watching this video, you acknowledge that you are solely responsible for your own investment decisions and that I bear no liability for any losses, damages, or consequences resulting from reliance on the content herein.

9 de abr de 2026 - 16 min
Portada del episodio Counterfactuals - A different investing landscape

Counterfactuals - A different investing landscape

Disclaimer: The content presented in this video is for educational and informational purposes only and should not be construed as financial, investment, legal, or professional advice. I am not a registered financial advisor, investment advisor, broker-dealer, or licensed securities professional. Nothing in this video constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation for any security, investment product, or investment strategy. Any views, opinions, or analysis expressed are solely my personal opinions based on publicly available information and should not be relied upon for making investment decisions. Investing in mining and resource stocks, including junior mining companies, involves substantial risk including the potential loss of principal. These companies may be subject to exploration, operational, permitting, financing, commodity price, geopolitical, environmental, litigation, and other risks that could result in total loss of investment. Past performance is not indicative of future results. I make no representations or warranties regarding the accuracy, completeness, timeliness, or reliability of any information, data, financial statements, technical reports, or company disclosures discussed in this video, and I have not independently verified such information. All third-party trademarks, logos, company names, and data cited or displayed are the property of their respective owners and are used here for purposes of commentary, education, and analysis under Fair Use principles. Viewers are strongly encouraged to conduct their own thorough due diligence, read all relevant corporate filings and technical reports, and consult with a licensed financial advisor, tax professional, or legal counsel before making any investment decisions. By watching this video, you acknowledge that you are solely responsible for your own investment decisions and that I bear no liability for any losses, damages, or consequences resulting from reliance on the content herein.

23 de mar de 2026 - 12 min
Portada del episodio Critical Minerals + Bias Removal, Humility : Necessary skills for an investor to develop

Critical Minerals + Bias Removal, Humility : Necessary skills for an investor to develop

Disclaimer: The content presented in this video is for educational and informational purposes only and should not be construed as financial, investment, legal, or professional advice. I am not a registered financial advisor, investment advisor, broker-dealer, or licensed securities professional. Nothing in this video constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation for any security, investment product, or investment strategy. Any views, opinions, or analysis expressed are solely my personal opinions based on publicly available information and should not be relied upon for making investment decisions. Investing in mining and resource stocks, including junior mining companies, involves substantial risk including the potential loss of principal. These companies may be subject to exploration, operational, permitting, financing, commodity price, geopolitical, environmental, litigation, and other risks that could result in total loss of investment. Past performance is not indicative of future results. I make no representations or warranties regarding the accuracy, completeness, timeliness, or reliability of any information, data, financial statements, technical reports, or company disclosures discussed in this video, and I have not independently verified such information. All third-party trademarks, logos, company names, and data cited or displayed are the property of their respective owners and are used here for purposes of commentary, education, and analysis under Fair Use principles. Viewers are strongly encouraged to conduct their own thorough due diligence, read all relevant corporate filings and technical reports, and consult with a licensed financial advisor, tax professional, or legal counsel before making any investment decisions. By watching this video, you acknowledge that you are solely responsible for your own investment decisions and that I bear no liability for any losses, damages, or consequences resulting from reliance on the content herein.

15 de mar de 2026 - 30 min
Portada del episodio Soros, Reflexivity, Buffet, Munger, and my unpopular take on Gold in the current environment

Soros, Reflexivity, Buffet, Munger, and my unpopular take on Gold in the current environment

Disclaimer: The content presented in this video is for educational and informational purposes only and should not be construed as financial, investment, legal, or professional advice. I am not a registered financial advisor, investment advisor, broker-dealer, or licensed securities professional. Nothing in this video constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation for any security, investment product, or investment strategy. Any views, opinions, or analysis expressed are solely my personal opinions based on publicly available information and should not be relied upon for making investment decisions. Investing in mining and resource stocks, including junior mining companies, involves substantial risk including the potential loss of principal. These companies may be subject to exploration, operational, permitting, financing, commodity price, geopolitical, environmental, litigation, and other risks that could result in total loss of investment. Past performance is not indicative of future results. I make no representations or warranties regarding the accuracy, completeness, timeliness, or reliability of any information, data, financial statements, technical reports, or company disclosures discussed in this video, and I have not independently verified such information. All third-party trademarks, logos, company names, and data cited or displayed are the property of their respective owners and are used here for purposes of commentary, education, and analysis under Fair Use principles. Viewers are strongly encouraged to conduct their own thorough due diligence, read all relevant corporate filings and technical reports, and consult with a licensed financial advisor, tax professional, or legal counsel before making any investment decisions. By watching this video, you acknowledge that you are solely responsible for your own investment decisions and that I bear no liability for any losses, damages, or consequences resulting from reliance on the content herein.

15 de feb de 2026 - 13 min
Portada del episodio GEOPOLITICAL ALPHA: CRITICAL MINERAL PRODUCER LARGO & US GOVERNMENT NEARING CONTRACT FOR VANADIUM PENTOXIDE

GEOPOLITICAL ALPHA: CRITICAL MINERAL PRODUCER LARGO & US GOVERNMENT NEARING CONTRACT FOR VANADIUM PENTOXIDE

A LOT OF THINGS GOING RIGHT FOR LGO:NYSE ; LGO:TSE LARGO INC VANADIUM LATELY 1. FOLLOWING THEIR DISTRESSED FINANCING, LARGO HAS BEEN ABLE TO PUSH BACK DEBT MATURITIES 2. IMPROVED LIQUIDITY WITH 56 MILLION TAILINGS SALE CONTRACT (UNDISCOUNTED LIFE OF CONTRACT VALUE) 3. ARIAS IS THE LARGEST SHAREHOLDER, INCREASING ALIGHNMENT WITH SHAREHOLDERS MOVING FORWARD 4. 60 MILLION USD ATM PROGRAM (I HOPE THEY USE IT JUDICIOUSLY AT HIGH STOCK PRICES) 5. MEANINFUL MANAGEMENT CHANGES 6. SMALL (BUT FIRST IN A LONG TIME) INSIDER BUY 7. NEW CO-CEO IS TRAINED AS A METTALURGICAL ENGINEER ALTHOUGH HE IS IN CAPITAL MARKETS AND MANAGES THE ARIAS RESOURCE FUND 8. US DLA Strategic Materials Vanadium Pentoxide IDIQ FIXED-PRICE CONTRACT SOLICITATION DETAILS:  https://sam.gov/workspace/contract/opp/a56d561807744f48abe84a25228872d8/view Disclaimer: The content presented in this video is for educational and informational purposes only and should not be construed as financial, investment, legal, or professional advice. I am not a registered financial advisor, investment advisor, broker-dealer, or licensed securities professional. Nothing in this video constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation for any security, investment product, or investment strategy. Any views, opinions, or analysis expressed are solely my personal opinions based on publicly available information and should not be relied upon for making investment decisions. Investing in mining and resource stocks, including junior mining companies, involves substantial risk including the potential loss of principal. These companies may be subject to exploration, operational, permitting, financing, commodity price, geopolitical, environmental, litigation, and other risks that could result in total loss of investment. Past performance is not indicative of future results. I make no representations or warranties regarding the accuracy, completeness, timeliness, or reliability of any information, data, financial statements, technical reports, or company disclosures discussed in this video, and I have not independently verified such information. All third-party trademarks, logos, company names, and data cited or displayed are the property of their respective owners and are used here for purposes of commentary, education, and analysis under Fair Use principles. Viewers are strongly encouraged to conduct their own thorough due diligence, read all relevant corporate filings and technical reports, and consult with a licensed financial advisor, tax professional, or legal counsel before making any investment decisions. By watching this video, you acknowledge that you are solely responsible for your own investment decisions and that I bear no liability for any losses, damages, or consequences resulting from reliance on the content herein.

3 de feb de 2026 - 8 min
Soy muy de podcasts. Mientras hago la cama, mientras recojo la casa, mientras trabajo… Y en Podimo encuentro podcast que me encantan. De emprendimiento, de salid, de humor… De lo que quiera! Estoy encantada 👍
Soy muy de podcasts. Mientras hago la cama, mientras recojo la casa, mientras trabajo… Y en Podimo encuentro podcast que me encantan. De emprendimiento, de salid, de humor… De lo que quiera! Estoy encantada 👍
MI TOC es feliz, que maravilla. Ordenador, limpio, sugerencias de categorías nuevas a explorar!!!
Me suscribi con los 14 días de prueba para escuchar el Podcast de Misterios Cotidianos, pero al final me quedo mas tiempo porque hacia tiempo que no me reía tanto. Tiene Podcast muy buenos y la aplicación funciona bien.
App ligera, eficiente, encuentras rápido tus podcast favoritos. Diseño sencillo y bonito. me gustó.
contenidos frescos e inteligentes
La App va francamente bien y el precio me parece muy justo para pagar a gente que nos da horas y horas de contenido. Espero poder seguir usándola asiduamente.

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