Categories: General Market Commentary
Topics: Videos

Gold Stocks Are Undervalued - Bizarro World 315

Programming Note: Be sure to watch the Junior Resource Monthly “Mining Boom” webinar if you missed it. Gerardo outlines three junior gold stocks positioned to outperform in this bull market — one of which he believes could return 50x to 100x. He’s so confident, he’s offering a money-back guarantee if one of them doesn’t double in the next 12 months. Replay here.

The free version of the 315th episode of Investing in Bizarro World is now published.

Here’s what was covered:

Macro Musings - The corruption carousel spins again: Wells Fargo execs reduce an $8.5M fine to $150K by donating $1M to Trump’s inauguration. GDP prints negative (-0.3%) yet markets cheer for rate cuts. Bond market tightens. Powell loses credibility. ICE raids hit the wrong homes. A Ukrainian rare earths deal includes reserves in Russian-occupied territory — pure theater. 

Market Takes - Gold briefly dips to $3,200 before rebounding strongly. Nick calls $3,000 the new floor. Silver closes above $32. Copper holds near $4.60 despite recession fears. S&P still overpriced. Gold equities remain deeply undervalued. Sector rotation from tech to commodities is underway. Charts suggest 3–10x upside for junior gold stocks if past cycles repeat.

Bizarro Banter - Marjorie Taylor Greene’s Palantir trade under scrutiny. Trump family opens a literal bar called Executive Branch. Navarro praised a negative GDP as the “best ever.” Gerardo wonders where the breaking point lies for Americans as insider deals and public pay-for-play schemes go mainstream and compares modern U.S. politics to a clean shirt getting dirtier every day.

Premium Portfolio Picks - For paid listeners only. 

You can watch the full episode here. 

0:00 Introduction
1:15 Macro Musings: Wells Fargo Favors. Gold Holds. Economy Contracts. 
13:23 Market Takes: Begging for Rate Cuts. Gold Stock Valuations. 
18:18 Bizarro Banter: Ukraine Minerals Deal. Law & Order
28:41 Premium Portfolio Picks: Battery Technology Discussion. Two Lithium Stocks. Two Juniors Drilling Now. (You need to subscribe to Bizarro World Live to get this section)

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.