Categories: General Market Commentary
Topics: General Market Commentary- DPC

Collapse in Plain Sight: What They're Not Telling You - Bizarro World 323

The free version of the 323rd episode of Investing in Bizarro World is now published.

Here’s what was covered:

Macro Musings - Stagflation is here: rising inflation and flat growth are driving money into hard assets. Platinum and palladium hit decade highs. Lithium is showing green shoots. The S&P is at record highs—but the streets are filled with fentanyl, homelessness, and Orwellian politics. It's never been more important to own real assets.

Market Takes - Gold and silver continue to look strong. Silver leads. Copper pushes above $5, and uranium hovers near $78. Private placements are working, and the window is still open. Gerardo and Nick tease a new copper financing and recap how executive orders have triggered triple-digit gains across U.S. juniors.

Bizarro Banter - From crypto-backed mortgages and XRP-funded home purchases to fentanyl-themed real estate marketing, the system is off the rails. Nick and Gerardo rant on the Fed, the defense department, missing kids, and Orwell’s 1984. Still—asset owners win. The question is: Are you positioned?

Premium Portfolio Picks - For paid listeners only.

0:00 Introduction
2:12 Macro Musings: Platinum Breakout. Stagflation Confirmed. Lithium Lags but Lifts.
10:43 Market Takes: Copper Clears $5. Uranium Steadies. Precious Metals Hold.
23:31 Bizarro Banter: Executive Orders, Crypto Mortgages, Fourth Turning Chaos.
37:02 Premium Portfolio Picks: New Copper Deal Coming. Uranium Catch-Up Trade. (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. Plus an archive of all premium episodes. Subscribe here.
Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.

From The Desk of Nick Hodge

Trump is going on the attack against Iran and investors are taking notice. Oil, in particular, is moving upward just as we head into summer. Read more in Ryan Stancil's latest article, "Trump's Pressure Campaign Reinflates Oil."
In a rare show of unity, both Democrats and Republicans seem to be increasingly aligned on: nuclear energy. Learn more in Ryan Stancil's article, "The One Thing Trump and Democrats Agree On."
Nick Hodge joins the KE Report for an in-depth discussion on the macro forces driving volatility across equities, bonds, and commodities—and how he's positioning. Listen to the interview here.

Free Research Report

A Primer on Investing in Gold

With markets imploding and inflation at multi-decade highs above 8%, investors are turning to gold as the most trusted asset for protecting the purchasing power of one’s wealth.

And that means there’s a huge stock-profit windfall ahead for well-timed investors who position now in select gold mining shares.

Check out our FREE report on the top gold stocks to boost the value of your portfolio now.

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Daily Profit Cycle is published and edited by Nick Hodge and Gerardo Del Real, who each professionally manage their own family’s wealth. When you sign up for their free report, you’ll also start getting their renowned market insights daily. Learn about Daily Profit Cycle and Terms of Use and Privacy Policy.

Categories: General Market Commentary Topics: General Market Commentary- DPC

Collapse in Plain Sight: What They're Not Telling You - Bizarro World 323

Categories: General Market Commentary
Topics: General Market Commentary- DPC