Categories: General Market Commentary- DPC
Topics: Videos

Inflation Spills Over Into Oil, Copper - Bizarro World 300

This week marks the 300th episode of the Bizarro World podcast. 

There are now two versions. 

  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.

The free version of the 300th episode is now published.

Here’s what was covered:

Macro Musings - We discussed the cause of recent choppiness in the S&P, attributing it to whipsawed inflation and Fed cut expectations. A look at the S&P and VIX charts. 

Market Takes - We continue on the inflation theme by looking at how it’s spilling over from soft to hard commodities, with oil and copper both now rising. Gold back above $2,700. 

Bizarro Banter - Greenland is a distraction. Discussion of rare earths, mining, and NIMBY-ism. Trump’s pro-nuclear Treasury Secretary. 

Premium Portfolio Picks - For paid listeners only.

0:00 Intro
1:50 Macro Musings: S&P Volatility. VIX. Inflation and Rate Cut Whipsawing.
9:12 Market Takes: Bond Volatility. Financial Sector. Uranium.
30:14 Bizarro Banter: China. Greenland.
35:25: Premium Portfolio Picks (You need to subscribe to Bizarro World Live to get this section)

Call it like you see it,