Categories: General Market Commentary
Topics: Videos

Bond Dominatrixes Start Whipping - Bizarro World 312

Programming Note: Every week, we go live to share what we’re doing with our money, our family accounts, and our best deals. The premium version of Investing in Bizarro World is $99/year. That gets you live access to real-time market commentary, answers to your investing questions, and Premium Portfolio Picks every week. No edits. No fluff. Check out Investing in Bizarro World Live now.

The free version of the 312th episode of Investing in Bizarro World is now published.

Here’s what was covered:

Macro Musings - Bond market flexes muscle as yields rise and the dollar weakens. Basis trade explained. VIX holds elevated, signaling more volatility ahead. Inflation ticks down but markets stay shaky. Tariff policies spark confusion and escalation with China.

Market Takes - NASDAQ posts a record up day, but echoes of the dot-com bust remain. S&P still struggling. Gold stays strong above $3,200. Silver follows, nearing breakout levels. Utilities, gold stocks, and consumer staples remain resilient.

Bizarro Banter - Government corruption, front-running of tariff announcements, and manufactured trade chaos. Criticism of both political parties and insider cronyism. The bizarre story of Peter Navarro inventing a fictional China expert named "Ron Vara."

Premium Portfolio Picks - Nick and Gerardo each cover two selloff stocks worth buying now. For paid listeners only. 

0:00 Introduction
2:05 Macro Musings: Bond Market Gets Freaky. VIX Stays Elevated. Weak Dollar. Strong Gold.
13:28 Market Takes: Tariff Timeline. Blatant Insider Trading. Real World Implications. Growth and Inflation Projections.
31:00 Bizarro Banter: Positioning in Bizarro World. Campaign Promises vs. Deliveries.
36:16 Premium Portfolio Picks: Two Selloff Stocks from Nick & Gerardo (You need to subscribe to Bizarro World Live to get this section)

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  2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.