Bizarro World Podcast,
with Nick and Gerardo
Dec. 23, 2024
Want to know what stocks to buy as we head into the end of the year?
That’s the bulk of what we cover in this week’s episode of Investing in Bizarro World.
We start with the Fed’s oxymoronical “Hawkish Cut” and the market’s subsequent temper tantrum before concluding the party is likely still on for markets and risk assets.
Then we look at the current outlook for gold and commodities heading into 2025.
You are then given several sectors that are fertile hunting grounds to find oversold stocks before the calendar flips, including cannabis, PGMs, copper, and lithium.
And speaking of lithium, one of our biggest wins over the years has been Patriot Battery Metals (TSX: PMET)(OTC: PMETF). Gerardo first got readers into it at 16-cents, delivering 100-bagger returns as it climbed to over $17 on the back of world-class lithium discovery. Patriot got a huge stamp of approval last week with a major investment from Volkswagen, which will use the deposit as the main input for a North American battery supply chain.
Kudos to Gerardo and to all of you who were in that stock early with us.
The critical metal supply chain is changing and has been a major driver of profits for us over our careers. Just last week we were talking about China banning the export of germanium, gallium, and antimony. And we made money off that, too!
We discuss Apple being sued by the Democratic Republic of the Congo over so-called Conflict Minerals. Our next big winners are going to be the very companies presenting a solution to this problem.
And we have an extended discussion on the topic in the 298th episode of Investing in Bizarro World.
You can watch the full episode here.
0:00 Intro
2:29 Jerome Still Getting It Wrong
8:26 Will DOGE Succeed or Fail?
16:22 Post-Fed Gold & Commodity Outlook
22:08 End of Year Buy Ideas: Cannabis, PGMs, Copper, Lithium
31:20 iRape & iPillage: Fixing Apple’s Conflict Minerals Supply Chain
45:36 Crypto’s Inflationary Appeal