Bizarro World Podcast,
with Nick and Gerardo
Nov. 25, 2024
This week’s podcast was recorded live at the New Orleans Investment Conference.
It has become a tradition for us to do this over the past few years.
This was the 50th anniversary of the famous event, which is the largest gathering of sound money advocates and mining investors in the country.
As such, this episode kicks off with a discussion of the dollar and gold, both of which have been strong of late.
Gold is back over near $2,700 per ounce after just delivering its biggest weekly gain since October 2023.
This comes as the dollar is also strong. And so are bond yields. And so is the S&P. And so is Bitcoin.
Can everything stay strong forever?
We look at the dollar through the lens of an incoming Trump presidency and the announcement of a Department of Government Efficiency.
We’re old enough to remember his last term though, when the money supply and the debt both expanded, and the dollar sank after he took office.
And we spend the balance of the podcast espousing the benefits of private placements, and we go over the last few stocks we’ve purchased this way, all of which are up. They include a Mexican silver play as well as a uranium exploration company.
We are funding another company right now that you can learn more about here. Or call Jimmy Mengel, our Director of Customer Experience, at 844-334-4700 to learn more.
It’s all in the 294th episode of Investing in Bizarro World.
0:00 Intro
1:34 All of These Narrative Can’t Coexist
4:35 Gold > DOGE
9:25 Private Placement Review and Opportunities for Accredited Investors
23:15 Premium Stock Picks