Copper Winning the Trade Wars - Bizarro World 309

The free version of the 309th episode of Investing in Bizarro World is now published.

Here’s what was covered:

Macro Musings - Gold holds above $3,000 amid ongoing economic and tariff uncertainty. Copper strong above $5.00. Contrarian commodities are uranium and lithium. 

Market Takes - Being in the money with warrants. 

Bizarro Banter - Political implications of tribalism, particularly in relation to electric vehicles. The concept of Enshittification.

Premium Portfolio Picks - For paid listeners only. 

You can watch the full episode here. 

0:00 Introduction
1:07 Macro Musings: Record Gold. Strong Silver. Copper Winning the Trade Wars. Contrarian Commodities. Increase in Resource Funding.
17:45 Market Takes: Significance of Warrants. Quality Resource Deals.
27:37 Bizarro Banter: Implications of Tribalism. Tesla Terrorism? Enshittification.   
36:33 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section)

Last year, Gerardo went and toured a new American copper mine with our own John Carl. The stock is moving now as domestic copper stocks catch a bid. See the info from our tour here. 

PLEASE NOTE: There are now two versions of this podcast. 

  1. 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.
  2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.