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The Innovators & Investors Podcast

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Transforming Due Diligence with AI: Wokelo’s Automation of Private Market Research and Risk Analysis 44:11

منذ 21 يومًا44:11

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44:11

In this episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Sid Masson, co-founder and CEO of Wokelo AI, to explore how their platform is transforming due diligence and research workflows in private equity, venture capital, consulting, and banking. Sid shares the origins of Wokelo AI, born from firsthand experience with the tedious and error-prone aspects of manual data analysis, and how their agent-driven platform automates complex data synthesis—turning scattered public and proprietary datasets into tailored, actionable insights and well-crafted deliverables. The conversation delves into the nuanced approach Wokelo takes toward risk assessment by integrating unconventional signals from social media, user reviews, and expert interviews, aiming to provide a comprehensive and balanced view beyond traditional metrics. Sid also discusses the evolution of their product from a single-feature diligence tool to a versatile, no-code platform empowering users to build customized AI agents that fit unique workflows. The episode highlights key lessons learned in product design, emphasizing founder-led UX development early on, and the strategic decisions around hybrid remote work culture to attract and retain top talent globally. Sid offers candid reflections on fundraising challenges during a tough market, the importance of investor alignment beyond capital, and how they allocate resources prioritizing rapid product innovation ahead of scaling sales and marketing. Listeners gain valuable perspectives on navigating startup growth, maintaining culture, and leveraging AI to augment—not replace—human expertise across the investment lifecycle. Sid closes with personal insights on adaptability, discipline, and continuous learning that have shaped his entrepreneurial journey, making this episode a rich resource for founders, investors, and professionals interested in the intersection of AI and private market research. For more information, visit wokelo.ai or contact Sid directly at sid@wokelo.ai. Learn more about Wokelo AI work at: https://www.wokelo.ai/ Connect with Sid Masson on LinkedIn at: https://www.linkedin.com/in/siddhantmasson/ Think you'd be a great guest on the show? Apply at https://finstratmgmt.com/innovators-investors-podcast/ Want to learn more about Kristian Marquez's work? Check out his website at https://finstratmgmt.com…

The KE Report

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The KE Report provides exclusive interviews with private money managers and sub $10 billion market cap stocks. Interviews are published daily to help investors navigate the markets.

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#Trading #Business #KE Report

The KE Report

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The KE Report provides exclusive interviews with private money managers and sub $10 billion market cap stocks. Interviews are published daily to help investors navigate the markets.

592 حلقات

#Trading #Business #KE Report

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1
Joel Elconin - Earnings Season Preview and Has The Market Lost It’s Momentum? 15:52

منذ 10 hours15:52

15:52

In this KE Report Daily Editorial, we’re joined by Joel Elconin, Co-Host of the PreMarket Prep Show and Founder of the Stock Trader Network, to discuss market dynamics amid the ongoing U.S. government shutdown and missing economic data. With key reports like jobs and inflation delayed, Joel outlines what’s driving markets in the meantime and what could shift sentiment once data resumes. Key Discussion Highlights: No data, no problem? Markets remain steady despite a lack of government reports, with momentum trades and algos leading the way. Earnings season ahead: Big banks kick things off next week, followed by mega-cap tech and retail - with expectations running high given lofty market levels. Tariffs and guidance: Companies may use tariff uncertainty to lower expectations, but actual impacts appear limited so far. AI & government stakes: A new phenomenon - the U.S. government taking positions in tech, healthcare, and resource companies - fueling strong rallies but raising sustainability questions. Sector rotation: Homebuilders slump despite easing rates; value stocks and healthcare catching bids as mega-cap tech momentum fades (except Nvidia). Retail & Robinhood: Retail traders remain dominant. Robinhood’s expansion into prediction markets could drive another wave of activity if pattern day trading rules are eased. Stocks / symbols mentioned: AAPL, MSFT, NVDA, ORCL, AMD, INTC, PFE, HOOD, DKNG, PENN, DAL, PEP, XLV ------------------ For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.…

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Sean Brodrick – Opportunities In Gold, Rare Earths, Antimony, Uranium, and Oil Stocks 22:00

منذ 1 day22:00

22:00

Recorded on October 7th, 2025: Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily, joins us to outline why he still remains bullish and holding positions in gold, rare earths, antimony, uranium, and oil stocks. Gold is now above $4,000 and we’ve started to see a little profit taking in the gold equities this week, and many technical indicators point to the sector starting to get overbought. Despite the many calls for a pullback, we point out that with so many people waiting on the sidelines to buy any dips, that there may not be as big of a protracted or deep correction as many have been waiting for. Sean has been holding most of his PM positions for some time, but added a few new gold names right after attending the Precious Metals Summit in Beaver Creek in early September. While he’s up nicely in those with his subscribers, he wishes he’d have kept buying even more throughout last month as they’ve continued to ratchet even higher here into the early part of October. Next we got into the blistering rally higher that we’ve seen in some of the rare earth stocks on the back of Chinese export bans sending prices skyrocketing, and with the US government bringing more attention to the downstream processors with a strategic investment into MP Materials Corp. (NYSE: MP). This has really ignited a further boom in the sector where Sean wants to be invested with companies like Energy Fuels Inc. (NYSE American: UUUU); (TSX: EFR), a U.S. producer of rare earth element oxides from their mineral sands projects, and USA Rare Earth, Inc. (Nasdaq: USAR), that have a compelling development project and domestic mine-to-magnet supply chain approach that may be able to attract some of those government funds earmarked for this sector. This brought up a larger discussion on positioning in the critical minerals sector, where another metal of focus for Sean has been in antimony. He’s got some exposure through gold companies with antimony credits, but also mentioned United States Antimony Corp (NYSE:UAMY) as a stock that has been a big winner for him and his subscribers. US Antimony is another company that has received government funds for development of domestic critical minerals projects. The trends higher in nuclear and uranium stocks have been another sector that Sean has been exposed to for some time, and that he feels still has a lot of potential to keep moving higher. With regards to the uranium stocks, he is positioned in US and Canadian producers and developers, including Energy Fuels that was aforementioned. When discussing a company we met with at the PM Summit in Beaver Creek, enCore Energy Corp. (NASDAQ: EU) (TSXV: EU), it brought the discussion to the potential for US producers to be consolidated, and if most of them were rolled into a larger entity if it would qualify as a monopoly. Sean is not as animated by uranium exploration companies until we see significantly higher prices, because there has already been plenty of uranium delineated by exploration work in past cycles that is still in the ground. Wrapping up we shifted over to traditional energy with the oil and gas stocks, where Sean is considering selling some of them, to put more focus on the critical minerals sector, but is still going to keep holding some of the better oil producers that pay him to wait with solid dividends. We consider whether this could be a contrarian area to follow more closely in the commodities sector. Click here to follow along with Sean’s work at Weiss Ratings Daily and Wealth Megatrends Click here to learn more about Resource Trader Click here to find out about registering to see Sean at the Orlando Money Show For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.…

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KER Market QuickTake - Precious Metals’ Historic Run: Valuations, Exploration, M&A & Portfolio Management 26:58

منذ 1 day26:58

26:58

Fresh off another record-breaking week for precious metals, Cory Fleck and Shad Marquitz dive into the numbers behind this historic rally and what it means for valuations, exploration plays, and investor strategy going forward. Key Topics Historic run: Gold has surged past $4,000/oz, rising seven straight weeks and up nearly 20% since late September. GDX and GDXJ have both outperformed gold, up over 120–140% YTD, while silver has gained roughly 50% in the last four months. Valuation discipline: With miners flying, Cory and Shad unpack how to assess value at these levels - using economic studies, considering NPV sensitivity, realistic spot price assumptions, and peer comps by deposit size and jurisdiction. They also flag red flags in “financial engineering” where low CapEx hides high sustaining costs. Exploration risk & reward: Exploration money is flowing again, but investors should stay selective. In today’s bull market, 300–400 gram-meter hits are the new standout threshold. Companies chasing multiple targets have the best odds of a true new discovery win. M&A reality: Global deal value is up 15% this year to $1.1T, but mining takeovers remain concentrated among majors and mid-tiers. Not every junior will be bought - teams that can build mines should outperform those just waiting for takeouts. Portfolio strategy: After nine straight up weeks for GDX, Cory and Shad emphasize taking partial profits, managing concentration, and rotating some gains into other resource sectors. Trim into strength - and always have a plan beyond “waiting for a buyout.” Stocks / ETFs mentioned: GDX, GDXJ, SILJ, EQX.TO / EQX (Equinox Gold), GMIN.TO (G Mining Ventures) ----------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.…

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Golden Cross Resources - Exploration Update: Reedy Creek Project, Australia, Early Drilling & Resampling Results 12:11

منذ 1 day12:11

12:11

In this KE Report Company Update, Matt Roma, CEO of Golden Cross Resources (TSX.V:AUX – OTCQB:ZCRMF – FSE:ZMLO), joins us to discuss the company’s ongoing exploration at the Reedy Creek Gold Project in Victoria, Australia. Golden Cross recently completed its Phase 1 drill program and has already launched a fully funded 10,000-meter Phase 2 program with two rigs turning. Key Discussion Highlights Phase 1 Drilling Recap Completed ~2,300 meters across the Reedy Creek Goldfield and Prince Of Wales target; results released from the first 3 holes. Best intercept to date: 11 meters at just over 2 g/t gold. Approximately 1,900 meters of assays still pending, expected over the coming months. Phase 2 Program – 10,000 Meters Underway Dual rigs testing multiple targets across the Reedy Creek Goldfield, including Welcome Reef, a historic high-grade field recently opened for modern exploration. Program designed to vector toward feeder structures using pathfinder minerals like arsenic, stibnite, and antimony. Geological & Exploration Insights Arsenic halos near surface and stibnite (antimony) at depth mirror mineral signatures from nearby deposits like Costerfield and Fosterville mines. Financial & Operational Overview Treasury stands at ~C$5 million, fully funded drill program. All-in drill costs: approximately C$230 per meter. Click here to visit the Golden Cross Resources website. ---------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ Investment Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.…

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Corcel Exploration - Advancing Toward Drilling at the Historic Yuma King Copper-Gold Project in Arizona 9:43

منذ 1 day9:43

9:43

In this KE Report Company Update, John Ward, CEO of Corcel Exploration (CSE:CRCL - OTCQB:CRLEF), joins us to discuss the company’s next steps at its Yuma King Project in west-central Arizona. Corcel recently released historical drill results as it finalizes targets and prepares for a Phase 1 drill program. Key Discussion Highlights: Project Overview: The Yuma King Project covers 3,200 hectares of BLM claims in Arizona, hosting the historic Yuma King Mine, which produced nearly 8,000 tons between 1940–1963, yielding ~500,000 lbs of copper at grades around 2.65% Cu. Historical Drilling: Roughly 3,900 meters across 21 holes were drilled in 2006 and 2011. The standout intercept - 45.7m of 0.78% Cu and 0.5 g/t Au (1.1% CuEq) - was near surface, confirming shallow, high-grade copper-gold skarn mineralization. Exploration Strategy: Corcel plans a mix of confirmation and step-out drilling around the historic workings, supported by recent drone magnetic surveys and rock-chip sampling. These have highlighted new skarn extensions and possible porphyry targets at depth in the Yuma King West and Three Musketeers areas. Upcoming Drill Program: The company is finalizing permits with the BLM and expects to begin a ~2,000-meter, 8-hole drill program, combining shallow skarn tests with a few deeper holes to probe potential porphyry systems. Infrastructure Advantages: Excellent access via highway and graded roads, close proximity to the town of Parker, and on-site water availability from the historic flooded mine make logistics straightforward. Valuation & Market Positioning: With a market cap of roughly C$6 million, Corcel trades at an early-stage valuation despite the project’s advanced groundwork and copper-gold exposure. Management expects increased market attention as drilling begins amid rising metal prices. Any follow up questions for Jon? Comment below or email at Fleck@kereport.com Click here to visit the Corcel Exploration website to learn more about the Company. ------------ For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ _ Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ _ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.…

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Erik Wetterling – Value Proposition Adjustments In The Exploration Stocks – Rackla Metals, West Point Gold, And Altamira Gold 18:19

منذ يومين18:19

منذ 11 يومًا33:22

33:22

Don Durrett, Founder and publisher of the website GoldStockData.com and author of the book "How To Invest In Gold And Silver -- A Complete Guide With A Focus On Mining Stocks" joins me to overview why he believes we've finally arrived at a generational one-time trade for the precious metals equities. This is an informative wide-ranging discussion on how Don approaches investing in gold and silver stocks, and touches upon what investing criteria will lead to 5-baggers, 10-baggers, and even 25-baggers and 50-baggers, why holding more positions than is typically recommended can actually give value investors an edge and takes the emotion out of investing in this sector, and why nobody can actually pick all the winners in advance within their portfolio. Key Topics Discussed: Don's 2-decade history investing in the precious metals sector, why he wrote his book, and why he developed his research website as a teaching tool for investors. Why Don has always positioned for a one-time generational trade in gold, silver, and the PM equities, and why he believes the period of time for for that trade to unfold has arrived. Don's outlook on gold to eclipse $5,000 in this run and for silver to move to over $100. Don't outlook on the US bond market starting to fail, and while gold and silver will be the beneficiaries if the US treasury market becomes fragile, and no longer risk-free. How to get an edge by diversifying one's portfolio across a larger portfolio, to get better odds at dozens of 5-baggers and 10-baggers, and the potential for a handful of 25-baggers and even 50-baggers Don's mining stock portfolio is now 177 stocks, and while he concedes that is too many positions, he points out that for most investors they should really hold a portfolio of 50-80 gold and silver stocks; unless they are an active trader - where 30 positions are more appropriate. Don points out that he rarely will have exposure to a 1% position, with the exception of the 2%+ position size he maintains in the 6 ETFs and 3 mutual funds that he holds within his portfolio "I didn't want large positions, and I still don't want large allocations. I found out that 1% is a large allocation, and I don't take 1% positions very often." Why even his current favorite developer, 1911 Gold Corp (TSXV: AUMB) (OTCQB: AUMBF) is just barely over a 1% position size, and why he will not let it get over 1.5% inside his portfolio despite how much potential it has to rerate higher. Why his strategy takes the emotion out of holding a portfolio of PM stocks, and why active investors with 30 positions or less still will have a lot of risk and also emotion tied to any one position that is weighted too heavily. Why Don doesn't need to use stop losses, and doesn't care if a few individual companies fail. An overview of the disciplined strategy and checklists that Don uses for making acquisitions of any position. Don shares a checklist of 10 criteria for producers, 6 criteria for developers, and 2 criteria for explorers. Why nobody can truly pick eventual winners, due to the nature of dilution versus value creation, unexpected acquisitions, and unforeseeable discoveries. All investors can do is pick potential winners. Coeur Mining (NYSE: CDE) is a company that didn't do will historically during bear market periods, but one that Don believes every precious metals portfolio should own. He goes on to share why he feels this is a must own stocks, because of how well it performs during bull market periods, due to the excellent location of their operating mines, and because of how accretive the Silvercrest acquisition was for fixing their balance sheet and their future trajectory. First Majestic Silver Corp. (NYSE: AG) (TSX: AG) has been a poor performer in the past, but Don explains that their acquisition of Gatos Silver fixed the company, but that he believes a future acquisition could make them an even-better overall company. Avino Silver & Gold Mines Ltd. (TSX: ASM)(NYSE American: ASM) was a stock Don believes could be as much as a 50-bagger from the low to the eventual high in a $5,000 gold and $100 silver environment. Even though the stock has run up over 6X on this recent move the last 2 years, Don still believes Avino is undervalued and heading much higher, but that it is also a prime takeover target in this cycle. Endeavour Silver Corp. (TSX: EDR) (NYSE: EXK) is one of the 8 silver stocks that Don believes you can "marry" for this PM cycle. He unpacks why he has changed his mind from not initially liking the recent acquisition of their Kolpa Mine in Peru, to now seeing it as very forward-looking and value-accretive for the longer term. Additionally, Don highlights why the Terronera Mine just finishing construction and beginning the ramp-up into production is going to be so significant to the company's growth profile and costs, along with the very large Pitarrilla Mine which is up next in the development cue. In full disclosure, Shad is a shareholder of Coeur Mining, Avino Silver and Gold, and Endeavour Silver, and may choose to buy or sell shares at any time. Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned. Click here to visit Don's website Gold Stock Data Click here to order Don's book - How To Invest In Gold and Silver…

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