Bizarro World Episode 127: The Pinch of Inflation

Nick & Gerardo discuss the market rotation that's underway and how it relates to yields, energy, real estate, and gold. A long discussion about inflation and wealth inequality, and how it shows up in everyday life. Plus: Is the Delta variant a real danger or more noise?

2:25 Markets: Rotation On?
     Rates, Energy, Real Estate, Gold
7:09 Junior Resource Update: Gold & Uranium
11:45 Inflation: Crabs, Rent, Beef, Grass
24:55 Access to Cheap Money: Crypto Chasing & Farm Bank
30:36 Jeff Bezos: non-Astronaut
35:30 Delta Variant, New Lockdowns, Coming Cures
43:52 New Monkey Virus
46:07 Olympics, Sex, Beds, Fake News
48:55 Texas Senate
54:49 Market Watching