Pellucidity: Morning Walks with The Investing Doc
Ramandeep Kahlon, MD
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About This Podcast
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
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Recent Episodes
S1E7 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…
S1E6 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…
S1E5 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…
S1E4 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…
S1E3 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 LATELY1. FOLLOWING THEIR DISTRESSED FINANCING, LARGO HAS BEEN ABLE TO PUSH BACK DEBT MATURITIES2. IMPROVED LIQUIDITY WITH 56…
S1E2 Geopolitical Alpha: Investing in Rare Earths Stocks
Doc takes you along on his morning walk discussing Rare Earth deposits that are strategically important to avoid supply chain risks in the Western World. Companies Discussed:Aclara Resources Meteoric…
S1E1 Critically Hated: Mettalurgical aka Met Coal
This morning, Doc takes you with him on a walk to discuss Met Coal and some coal stocks.Companies Discussed:Warrior Met Coal Glencore PLCAlpha Mettalurgical ResourcesEcora Royalty CoCore Natural…
Frequently Asked Questions
Pellucidity: Morning Walks with The Investing Doc has published 7 episodes since January 2026, covering topics in Business, Investing.
Pellucidity: Morning Walks with The Investing Doc is currently active with new episodes every 2 weeks. Average episode length is 17m.
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