Bizarro World Podcast,
with Nick and Gerardo
April 21, 2025
Programming Note: Chris Curl will host the quarterly call-in for members of Crypto Cycle this Wednesday, April 23rd. We continue to offer a 30-day free trial to that publication. That means you can attend the call-in for free and get all your crypto questions answered as well as get Chris’ take on the current portfolio. Click here if you’d like to do that.
The free version of the 313th episode of Investing in Bizarro World is now published.
Here’s what was covered:
Macro Musings - Ray Dalio brings the Fourth Turning to 60 Minutes. Powell echoes concerns about something worse than a recession. Tariffs escalate toward 300%. Canadian executives warned not to travel to the U.S. without burner phones.
Market Takes - Gold posts top-10 all-time weekly performance, pushing above $3,300. Silver holds above $32 and starts trading like a precious metal again. Copper holds strong despite pullback, bouncing off $4. S&P struggles. Rare earths.
Bizarro Banter - Gerardo gets glasses. China calls Americans “peasants.” Harvard gets $9 billion in taxpayer funds despite a $52 billion endowment. Boeing exempted from new Washington tax plan. Nick suggests taxpayers unionize.
Premium Portfolio Picks - For paid listeners only.
You can watch the full episode here.
0:00 Introduction
2:43 Macro Musings: Fourth Turning Goes Mainstream. Tariff Fallout. Record Gold.
16:56 Market Takes: Silver Holds Up. China’s Rare Earth Ban.
31:00 Bizarro Banter: Taxes, Harvard, Government Cheese.
34:25 Premium Portfolio Picks: Four Names. One Copper-Gold, Two Lithium, One Cannabis (You need to subscribe to Bizarro World Live to get this section)
PLEASE NOTE: There are now two versions of this podcast.
- Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. You can do that here.
- Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.