Categories: General Market Commentary
Topics: Videos

Basel III vs. The Fed: The Hidden Battle Over Bank Rules - Bizarro World 322

The free version of the 322nd episode of Investing in Bizarro World is now published.

Here’s what was covered:

Macro Musings - Gerardo and Nick open with the breakout in platinum and why it doesn’t matter whether the move is driven by jewelry demand, catalytic converters, or speculation. Nick confirms: if it holds above $1,300, it could blast through $1,500 on its way to 2008-style levels. Inflation is ticking back up, hard assets are responding, and the Fed’s credibility is unraveling. Position accordingly.

Market Takes - Uranium stocks are taking off again as Sprott raises $200 million and the Department of Energy fast-tracks funding for new nuclear projects. Meanwhile, silver’s holding strong above $37, gold’s consolidating near $3,400, and copper’s getting comfy near $4.85. The explorers haven’t yet moved—creating a rare window.

Bizarro Banter - The conversation turns to stablecoins, tokenized gold, and why Tether is investing in real-world royalty companies. From tokenized orgasms (yes, really) to Tether investing in a royalty company instead of blockchain gimmicks, Nick and Gerardo riff on what’s real, what’s ridiculous, and why the smartest money is buying gold you can actually get out of the ground. The Senate’s “Genius Bill” could force massive T-bill buying. Basel III endgame rules are about to clash with Fed policy. And as always, the system is rigged for asset owners.

Premium Portfolio Picks - For paid listeners only. 

0:00 Introduction
2:12 Macro Musings: Platinum Surges. Monetary Policy. Fed Frozen.
10:43 Market Takes: Uranium Rips. Sprott Catalyst. Gold, Silver, Copper Firm.
23:31 Bizarro Banter: Stablecoins, Tether Royalties, Basel Rules, Fed Shenanigans.
37:02 Premium Portfolio Picks: A Tier-1 PGM Asset. A Staple with Global Exposure (You need to subscribe to Bizarro World Live to get this section)

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