Angel Publishing boss Brian Hicks is teasing a way to invest alongside the “Warren Buffett of gold.”
It's a proven setup and Brian has identified what “Gold Stock Picks” he's moving into next.
The Teaser
The last time America found itself in this predicament, runaway inflation, a collapsing dollar, global turmoil, something extraordinary happened.
For nearly three decades, Brian Hicks has been publishing investment newsletters and making some of the most legendary early calls in financial research, like Bitcoin when it was trading under $100 and Nvidia back in 2016.
I wasn't able to find any evidence of these calls, but we have reviewed some of Angel's most recent teasers, including a #1 Oil and Gas Royalty Checks Play and a $4 Billion Natrium AI Bet.
At the start of this teaser, Brian talks about the historic gold and silver bull market of the late 1970s. A time when small gold miners didn't just go up, they went vertical.
The setup was the following:
- The end of the U.S. gold standard in 1971
- High double-digit inflation
- Two separate oil shocks and the Vietnam War.
If this sounds familiar, that's because it is. Today we have:
- $39 trillion in U.S. debt, the highest in history.
- The dollar experiencing its worst half-year performance since 1973.
- Central banks buying gold at the fastest pace in over 50 years.
- Geopolitical conflicts pushing the world closer to war than at any point since 1945.
This backdrop along with the Fed's last rate cut in December signaled to Brian that the next gold supercycle is offically upon us.
However, this time around could be different, because gold isn't just reacting to Fed policy anymore. It's being fueled by something far larger.
The Pitch
Brian's “Gold Stock Picks” are revealed across two separate reports:
- The Gold Billionaire's #1 Bet: The Tiny Miner Set to Lead America's Next Gold Rush
- Trump's $500 Billion Gold Play: The Tiny Miner Set to 10X in the New Gold Rush
Both are complimentary for new subscribers to Angel Publishing's New World Assets newsletter, which costs $1,999 for the first year.
The Bigger Picture
Gold is no longer just a monetary metal, it's now classified as a “critical mineral.”
Countries are acting like it too.
China recorded the largest increase ever in its gold reserves between 2020 and 2025 and France just repatrioted 129 tonnes of its gold from the U.S.
A large part of this is also due to gold being critical to emerging tech applications.
For example, gold plating is used in satellites, guidance systems, and the circuitry that powers artificial intelligence due to it's electrical conductivity, resistance to corrosion, and malleability.
Substituting it with lesser grade metal like silver or copper would negatively affect performance.
Meanwhile, new gold production is crawling along at just 1%–2% a year, ore grades are decreasing; and major discoveries have collapsed to record lows:
This puts a premium on easily mineable ounces in safe jurisdictions, which is where our man, the gold Warren Buffett or “Warren Buffett of gold” comes in.
This billionaire, whose identity is not revealed in the teaser, is now making his boldest asymmetric bet yet…in Alaska.
Alaska's favorable geology, large reserves (second-largest gold-producing state), existing infrastructure, and most importantly, fast-tracked permitting, make it ideal for mining.
As a matter of national security and prosperity, America needs to secure its own domestic critical mineral sources. The Trump administration has taken action on this, recognizing Alaska's strategic importance and taking a 10% stake in state miner Trilogy Metals, with its stock surging by 260% in response.
Now, one little-known stock, among others, could be next to erupt. Let's find out what it is.
Revealing Brian Hicks' Gold Stock Picks
Our first reveal is the billionaire at the center of this teaser.
The “Warren Buffett of gold” is Thomas Kaplan and this is his next billion-dollar bet:
- This explorer owns one of the largest untapped gold deposits in Alaska and all of North America.
- It's latest technical report confirms more than 22 million ounces of gold in total resources.
- The “Buffett of gold” has quietly amassed a one-third stake.
Putting all the clues together, the name that comes into focus is NOVAGOLD Resources Inc. (NYSE: NG).
- NOVAGOLD's primary focus is on developing the Donlin Gold project in Alaska.
- It's Q1 2026 report highlighted 40 million ounces of Measured and Indicated Mineral Resources, inclusive of Mineral Reserves.
- Through his Electrum Group, Kaplan owns around 24% of NOVAGOLD's stock.
When it comes to Brian's second gold stock pick, only a single clue is provided:
- It's an overlooked gold-copper miner poised to deliver explosive upside as gold's bull market accelerates.
To venture an educated guess, the largest gold-copper project in Alaska, with 6.5 million gold ounces in indicated resources, is the Whistler Gold-Copper Project and it's operated by U.S. GoldMining Inc. (Nasdaq: USGO).
A 5x–7x Windfall?
The underlying thesis of this teaser is fairly simple.
The same conditions that created the mega-winners of the 1970s commodity boom are converging again.
Brian is on the right track, as history may not repeat, but it does rhyme.
As long as central banks keep creating money with the stroke of a computer key and industrial uses continue increasing, natural resources and minerals will continue to appreciate in value.
But are Brian's “Gold Stock Picks” one of the best ways to play “peak gold”?
Both NOVAGOLD and U.S. GoldMining are pre-production, with commercial production not expected until 2031 at Nova's Donlin Gold Project and GoldMining's Whistler Copper-Gold Project currently at the potential pre-feasibility study phase.
If I had to pick between the two, NOVAGOLD is further along to production and has proven and probable mineral reserves at higher grades than GoldMining.
Some of this is already factored into it's price, but at today's prevailing gold prices, the value of its 60% stake in the Donlin Gold Project is worth at least $20 billion. Implying a more than 70% discount to it's current market price.
A 5-7x appreciation from these levels is aggressive, but if metal prices continue appreciating, and all signs suggest that they will, it's not totally outside the realm of possibility.
Quick Recap & Conclusion
- Angel Publishing boss Brian Hicks is teasing a way to invest alongside the “Warren Buffett of gold.”
- The “Warren Buffett of gold” is Thomas Kaplan and now he's invested in a company that owns one of the largest untapped gold deposits in all of North America.
- It's name along with one other “Gold Stock Pick” are only revealed across two separate reports: The Gold Billionaire's #1 Bet: The Tiny Miner Set to Lead America's Next Gold Rush and Trump's $500 Billion Gold Play: The Tiny Miner Set to 10X in the New Gold Rush.
- We revealed the “tiny miner” for free, it's NOVAGOLD Resources Inc. (NYSE: NG) and Trump's $500 Billion Gold Play could be U.S. GoldMining Inc. (Nasdaq: USGO).
- Of the two, NOVAGOLD is closer to commercial production and has proven and probable mineral reserves at higher grades than GoldMining.
Are we in a gold supercycle? Leave your thoughts in the comments.