Gold Dragon Daily

Wednesday's mid-week update covering oil consolidation ahead of OPEC+, natural gas at three-year highs, real estate cap rate trends, and elevated credit market stress.

Show Notes

Market Pulse — Wednesday, December 3rd Oil & Gas • WTI crude: $69.98/barrel (+2.66%), consolidating ahead of OPEC+ meeting • Brent crude: $73.67/barrel (+2.39%), $3.69 spread to WTI • Permian Basin: Record 6.3M bpd (47% of U.S. production), rig count at 302 (lowest since Q4 2021) • Natural gas: $4.94/MMBtu (+2.04%), three-year high driven by cold weather demand • LNG exports: 10.7M tons in November (+40% YoY) Real Estate • Industrial cap rates: 4.75%-5.25% in prime markets (LA, Central/Northern NJ) • Multifamily: Cap rate compression as NOI growth prospects improve Credit Markets • Corporate default risk: 9.2% (post-financial crisis high) • Bankcard delinquency: 3.16% severe delinquency rate • Moody's forecasts elevated default levels through 2025 Bottom Line Target sub-$50 breakevens. Hedge floors above $75. Industrial sub-5.7% caps near logistics hubs. Senior secured credit, SOFR plus 650+, LTV under 65%. GotTheGold.com

What is Gold Dragon Daily?

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.

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