Categories: General Market Commentary
Topics: Videos

Inflation & Commodities Are Shifting NOW - Bizarro World 321

The free version of the 321st episode of Investing in Bizarro World is now published.

Here’s what was covered:

Macro Musings - Gerardo opens with a personal story about his mother being kidnapped by a cartel and connects it to the broader collapse of constitutional norms in the U.S.—warning that even senators are now being unlawfully detained. He says if they’ll do that to a senator on camera, imagine what’s happening to undocumented people without a platform. Nick expands on the idea of institutional decay by invoking the Fourth Turning and compares the volatility in politics to spikes in the VIX. The duo agrees: what we’re seeing isn’t just a political problem—it’s the breakdown of the rule of law in real time.

Market Takes - Commodities are surging. Gold is holding strong near $3,500. Silver finally broke $35 and is pushing toward $38. Gerardo says if it breaks $38, $42 is next—and new all-time highs aren’t far behind. Platinum is up 30% in 30 days, while copper and uranium stocks are leading the rotation back into hard assets. Oil jumped from $55 to $75 in a matter of weeks, front-running geopolitical risks with Israel and Iran. Inflation is ticking back up, and with fewer rate cuts priced in, silver may now have the edge over gold due to its industrial exposure.

Bizarro Banter - Gerardo and Nick riff on Tesla, Trump, and the theater of geopolitical headlines. From Meta’s 20-year nuclear power deal to the U.S. Air Force installing SMRs on military bases, it's clear the market is rethinking energy security via nuclear. Paul Tudor Jones gets a shoutout for recommending diversification into stocks, gold, and Bitcoin. Gerardo adds: “You don’t have to choose between Bitcoin and gold—we’re making money with both.” Reader question about Resource Stock Digest and Digest Publishing.

Premium Portfolio Picks - For paid listeners only.

0:00 Introduction
1:15 Macro Musings: Institutional Decay. Oil Surges. Inflation & Commodity Cycle.
21:09 Market Takes: Gold & Silver Edge Higher. PGMs Breakout. Private Placements Performing. Uranium Industry Insights.
41:02 Bizarro Banter: Reader Question. Resource Stock Digest vs. Digest Publishing.
34:49 Premium Portfolio Picks: A Gold Stock Dip to Buy. An Emerging Critical Element Leader. (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. You can do that here.
Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.

From The Desk of Nick Hodge

Even if the US and China reach some sort of mutual agreement, the trade war is far from over. Learn how to be on the winning side of this fight in Ryan Stancil's latest article, "The Trade War Isn't Over."
Trump’s “done deal” on resuming rare earths imports from China highlights just how important they are for America’s national security. As long as China controls 90% of the world's supply, they can force their will at the negotiation table. Find out why Trump and America’s manufacturers are pushing for an All-American supply of rare earths — and what this means for us as investors. Read more in John Carl's latest article, "Why China's Trade Attack Is Working."
American politics is at a crossroads, and Elon Musk is injecting innovation into the conversation. Could blockchain, crypto, and real-time digital democracy disrupt the two-party system? Learn more in Chris Curl's latest article, "The Blockchain-Driven Revolution to Fix a Broken Political System."

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.

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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: Videos

Inflation & Commodities Are Shifting NOW - Bizarro World 321

Categories: General Market Commentary
Topics: Videos