427. Ideas de Inversión 2026 con Silvermoon

Summary

In this interview, Silvermoon analyzes his current investment strategy amidst an uncertain and highly volatile market, marked by deglobalization and the rise of the semiconductor and battery metals sectors. After reviewing the success of his previous recommendations (such as New World Resources or Adriatic Metals), he focuses on high-risk, high-reward opportunities (unicorns) like ASP Isotopes and Regulus Resources, while also discussing his view on corporate debt, gold as a safe haven, and the importance of capital preservation.

Topics covered

• Portfolio Strategy
• Copper Thesis

+4 more topics (full content when you follow the channel)

Transcript excerpt

Valeum Bestin FM, episode 427. [music] [music] Hello, I'm Paco Lodeiro. Welcome to Valenvesting FM, the weekly podcast where we'll help you make the most of that hard-earned money you need to save, through the safest, most sensible, and most profitable investment method: volume investing. I remind you that if you want to make the most of your savings and don't know how to start, my free introductory course to stock market investing is available at academiainversión.com. And I am Adrián Godas, collaborator of Academia de Inversión and Pattery Metals consultant at Fast Markets. And another week we're back with another fantastic interview and once again we're talking about hard drugs in podcast 297 and today Silver Moon returns with us for more hard drugs. Spectacular program, it was really long. We promise this one will be short because we 're recording it very late, in the most unexp…