Categories: General Market Commentary- DPC
Topics: Videos

China's Economic Challenges and Global Implications - Bizarro World 299

China’s in trouble. 

The Red Dragon’s bond yields are crashing, with the 10-year recently falling below 1.6% for the first time ever. 

The US is having bond market issues of its own, with yields going significantly higher despite multiple rate cuts from the Fed. 

We break it down for you with a history lesson on Bond Vigilantes: what they are and why they matter to your portfolio. 

Meanwhile, the US dollar is ripping higher as inflation returns and gold remains strong. 

Correlations are once again out the window as the Bizarro World of 2025 gets underway. 

Speaking of bizarre things, Bill Gates and Jeff Bezos have a private AI mining company that just raised money at a $3 billion valuation. We get into what this means for the rest of the sector. 

And then we get into some premium portfolio picks from some of our paid publications. 

All that, plus a look at current copper and uranium market dynamics in this 299th episode of Investing in Bizarro World. 

By the way, this will be the final fully free episode. Later this month, we’ll be putting all the juicy bits behind a paywall. We go over the details of what that will look like in this episode. 

0:00 Intro
2:45 Macro Musings: China’s in Trouble, Bond Yields Bubble, Dollar Strength, Inflation Returns
18:21 Market Takes: Copper’s Conundrum, Uranium Update, Stock Market Flows
33:45 Bizarro Banter: Bill Gates’s Copper Play, Military Vets Turn to Terror
48:09 Premium Portfolio Picks: One Uranium, One Staple