Gold Dragon Daily

Friday's data-focused market update covering oil and gas prices, natural gas trends, Permian production, real estate cap rates, and credit market fundamentals with week-end wrap-up and forward-looking analysis.

Show Notes

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.
Oil & Gas:
  • • WTI closed at $60.27, up 1.41%
  • • Brent settled at $64.23, up 1.34%
  • • Brent-WTI spread holds at $3.96
  • • Both benchmarks posted modest Friday gains after three-day slide
  • • On track for second consecutive week of losses driven by oversupply concerns
  • • Natural gas climbed to $4.36 per MMBtu
  • • December contract sits at $4.23
  • • Near-record LNG export demand continues pushing prices higher
  • • Flows averaging 17.4 billion cubic feet per day in November
Production:
  • • Permian output holds steady at 6.6 million barrels per day
  • • Drilling efficiency gains and enhanced completion designs keep production robust despite price pressure
  • • Hedging coverage remains mixed
  • • Industry-wide oil hedge ratios averaged just 21% for 2025 production as of March
  • • Some operators locked in 80% coverage during June's price spike
Real Estate:
  • • Industrial cap rates range from 6.22% to 6.48% for Class A properties
  • • Multifamily Class A assets trade between 4.90% and 5.17%
  • • Cap rate compression continues as NOI growth confidence returns
Credit:
  • • SOAFER spreads and dry powder levels remain stable
  • • Senior secured lending continues at SOAFER plus 650 basis points with LTV ratios under 65%
Bottom Line:
  • • Oil: Target sub-$50 breakevens, hedge floors above $75
  • • Gas: Selective exposure, winter contracts locked
  • • Real Estate: Industrial sub-6.5% caps near logistics hubs
  • • Credit: Senior secured, SOAFER plus 650, LTV under 65%
Visit GotTheGold.com. Stay sharp.

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.

Download "Strategic Wealth: The Hidden Power of Private Market Energy" and join The Gold Dragon Investor Club at GotTheGold.com