Bizarro World Podcast,
with Nick and Gerardo
Aug. 5, 2024
It’s time to roll out the ‘Markets in Turmoil’ chyron.
Markets cratered to start the month, with the S&P down some 4% the first two days of August. Bond yields and commodity prices swung wildly as well.
That’s where we kick off the 280th episode of Investing in Bizarro World.
We give our initial thoughts on the selloff as it relates to stocks, bonds, and commodities.
It’s not all bad news.
Readers of Gerardo’s Junior Resource Speculator saw one of their core holdings — Filo Mining — acquired recently for $33 per share in a $4 billion deal. That was one of three companies we outlined for you in the commodity supercycle webinar we held back in March.
Gerardo’s top 3 stocks right now
Each one is less than $1 and has 10X potential
Click here to see the stocks now.
Starting this month, Gerardo will be doing monthly call-ins with members of Junior Resource Speculator. It’s the first time he’s offered this level of access. So if you’d like to directly ask him your questions about the resource markets, this is your opportunity. See how you can join his ‘Speculator Sessions’ by clicking here.
We discuss the reasons for doing that in this week’s podcast.
Plus: Battery passports will be required in Europe starting in 2027 for any company selling electric vehicles. They will need to show where the critical metals in the battery came from, their recycled content, and their emissions profile.
I have long said this was coming. And an entire industry is springing up to track all the required inputs to make it a reality while simultaneously creating a very compelling investment opportunity. We introduce you to the concept in this episode.
All that — plus who we’re voting for and why — in the 280th episode of Investing in Bizarro World.
You can watch the full episode here.
0:00 Intro
1:03 Markets in Crisis: Stocks, Bonds, Commodities
12:19 Introducing ‘Speculator Sessions’
14:58 Battery Passports & the Digital Supply Chain
26:20 Who Are We Voting For?