Market Mondays #294: Nancy Pelosi’s Stock Picks, the Next Metal After Gold & Silver, & the Black Forefather of AI

Podcast: Market Mondays (EYL Network)
Hosts: Troy, Rashad, Ian Dunlap
Episode: #294
Date: January 27, 2026

Overview

This episode dives into advanced investing strategies for any market condition, spotlights unique opportunities in AI and biotech, puts a magnifying glass on Nancy Pelosi’s much-watched stock trading, explores the next hot commodity after gold and silver, and highlights the untold story of Black mathematician Dr. David Blackwell—the “forefather of AI.” The show is packed with actionable insights, memorable moments, and an inspiring interview about legacy and the importance of telling our own stories.

Key Discussion Points & Insights

1. Biotech and AI Investing Trends

• Biotech’s AI-fueled future: Nvidia’s deep investments in health tech signal massive changes for medicine accelerations—from drug discovery to patient experiences.
• Top biotech stock picks:
  • Ian’s picks: IBB (ETF), Gilead Sciences (GILD), and Amgen (AMGN)
  • Rashad’s picks: Lilly (LLY), Biogen (BIIB), Vertex Pharmaceuticals (VRTX)
• “The riches are in the niches.” – Troy [03:34]

Timestamp Highlights:

• 09:59 – Biotech ETF and stock recommendations
• 12:46 – Breakdown of dominance by niche biotech firms

2. Nvidia Field Trip: Lessons from Silicon Valley

• Nvidia is more than hardware: “Most people think they’re a hardware company. They're actually a software company.” – Troy [15:53]
• Partnership as empire strategy: Nvidia partners/invests in 2,000+ startups to expand its AI ecosystem.
• AI investment is still early: AI infrastructure is what's being built now; apps will come later, maybe even bigger than today’s giants.
• Entrepreneurial angle: AI enables solo founders to build billion-dollar companies with tiny teams.

Memorable Quotes & Timestamps:

• “Be so valuable that you partner with everyone on earth.” – Ian [24:11]
• “The company that’s going to dominate in 10 years hasn’t even been invented yet.” – Rashad [24:02]
• “If you’re not reading 50 to 100 pages a day, you’re going to get left behind.” – Ian [25:20]
• 19:36 – Takeaways from Nvidia’s campus and culture

3. Nancy Pelosi’s Stock Trades: A Masterclass in Options

• Pelosi’s legendary moves: $69 million in stock/options trades in a month: Bagged deep-in-the-money call options on Google, Amazon, Nvidia (2027 expiry strikes far below current prices).
• Why deep-in-the-money calls? High capital, low risk, high intrinsic value, less decay; rinse and repeat.
• Sold: Major profit-taking in Apple, Nvidia, Amazon, Disney, PayPal.
• “You never lose by taking profit. Yes, you know, sometimes ... but you never lose by taking money out.” – Rashad [07:57]

Quotes & Timestamps:

• “She’s protecting herself on the way down… It’s a great strategy.” – Rashad [45:09]
• 44:27 – Explanation of her options strategy

4. Copper: The Next Metal Beyond Gold & Silver

• Surging demand: AI infrastructure build-out is a direct copper play, as seen in GPU racks.
• Top copper ETFs to watch: COPX, COPP, CPER
• “Copper is part of [the AI] story… put all three of those on your watch list.” – Rashad [62:11]

Timestamp Highlights:

• 59:45 – Why copper is next for investors

5. Real vs. Finesse in Investment Pitches

• Intuition & Due Diligence: Follow-on investments (don't be the first check), look for scale, tech, and serious backers.
• Who is jockeying the business matters.
• “If they're too elated and a cap table is too wide, probably not the best.” – Ian [40:05]

Timestamp Highlights:

• 36:55 – How to filter investment pitches

6. Blackwell: The Hidden Black Forefather of AI

Special Guest: Lisa Blackwell (David Blackwell’s granddaughter)

• Dr. David Blackwell: Pioneering Black mathematician, namesake of Nvidia’s 2025 “Blackwell” chip—his core research is foundational to AI and machine learning.
• Legacy and erasure: Navigating racism, Blackwell still contributed groundwork for predictive analytics, decision theory, and online learning.
• The importance of storytelling: If his story had been widely told, STEM could look different in Black communities.
• Documentary in the works: “Game of Genius” (support at gameofgenius.film.com)

Quotes & Memorable Moments:

• “Don't consider your race as a handicap… If you want to go in a direction, go in that direction.” – Dr. David Blackwell [83:33]
• “He’s the only one who’s really done something in AI specifically.” – Lisa Blackwell [88:09]
• 73:00–105:08 – Interview and documentary preview

7. Platform & Resource Recommendations

• Best research tools:
  • Fintel.IO, MoneyFlows.com, OldSchoolValue.com (Ian)
  • Investor’s Business Daily, Seeking Alpha, Barron’s, Wall Street Journal, Estimize (Rashad)
• Community reminder: “We’re not going to look past solutions we’ve already curated.” – Troy [66:53]

8. Quick Battles, Picks, & Earning Plays

• Best stocks per Morgan Stanley list:
  • AMD, Costco, Cummins (Ian)
  • AMD, Palantir, Visa (Rashad)
• Investment Tip: Hold 4 quality companies for minimum 5 years for true wealth; don’t flip!

Timestamps:

• 52:02 – Morgan Stanley’s top stock analysis
• 53:45, 55:11 – How nine-to-five workers should invest

9. Closing: Generational Wealth, Legacy, & Naming

• Legacy isn’t just wealth, it’s the story and the name: Building and maintaining family stories, values, and traditions so genius and excellence aren’t lost to history.
• “If we don’t tell our stories, who’s going to tell them?” – Troy [104:54]
• “The greatest companies on earth are going to thrive… it’s a wicked time we’re living in.” – Ian [121:06]

Timestamps:

• 110:40–117:16 – Legacy, naming, and the urgency to secure your family’s story

Notable Quotes (with Timestamps)

• “The company that’s going to dominate in the next 10 years hasn’t even been created yet.” – Rashad [24:02]
• "Be so valuable that you partner with everyone on earth." – Ian [24:11]
• “You never lose by taking profit.” – Rashad [07:57]
• "If you're not reading 50 to 100 pages a day, you're going to get left behind." – Ian [25:20]
• "Don't consider your race as a handicap... go in that direction." – Dr. David Blackwell [83:33]
• “If we don’t tell our stories, who’s going to tell them?” – Troy [104:54]
• “Relationships is the key. That’s the key.” – Troy [64:58]

Useful Timestamps

| Segment/Topic | Timestamp | |-----------------------------------------------------|-------------| | Biotech Picks & AI Healthcare | 09:59–15:10 | | Nancy Pelosi Stock/Options Strategy | 43:52–48:53 | | Copper: Next Big Metal | 59:45–62:11 | | Real v Finesse in Investment Pitches | 36:55–41:09 | | Nvidia HQ Takeaways / Entrepreneurship & AI | 19:36–25:51 | | Lisa Blackwell interview & Blackwell story | 73:00–105:08| | Best Research Tools | 65:53–66:53 | | Morgan Stanley’s Top Stock Picks | 50:44–53:33 | | Generational Wealth, Storytelling | 110:40–117:16|

Final Takeaways

• Invest in strong, quality companies for the long-term; avoid the urge to “flip.”
• AI’s infrastructure phase means new giants will emerge; entrepreneurial opportunities abound.
• Copper is poised to ride the AI wave after gold and silver.
• Support and share stories like David Blackwell’s—economic legacy is just as crucial as intellectual legacy.
• Relationships and community elevate all—this underpins the biggest wins in business and life.

Support “Game of Genius” documentary, learn the real history, and keep striving to build, share, and invest for generations to come.