Bizarro World Podcast,
with Nick and Gerardo
June 9, 2025
The free version of the 320th episode of Investing in Bizarro World is now published.
Here’s what was covered:
Macro Musings - Elon Musk breaks from Trump in a dramatic public feud that could reshape the political landscape. Nick and Gerardo weigh in on what it means for markets, fiscal policy, and the fate of the dollar. Gold finds a floor near $3,300 as debt and inflationary pressures mount. The bond market remains the elephant in the room—with a risk of detonating everything from 401ks to government credibility.
Market Takes - Silver breaks out to 13-year highs, and Gerardo says one of his favorite juniors could triple this summer. Copper, platinum, palladium—all running. Gold outperforms Bitcoin. The guys lay out why safe haven metals and industrial commodities are both getting bid—and why the base metals bull might just be getting started.
Bizarro Banter - A Disney vacation turns into a mining lesson. Gerardo links Avatar’s "unobtanium" to America’s rare earth dependency. They talk Star Wars, Starlink, and why Disney rides are a reminder that resource nationalism is real. Also: Palantir’s creepy national database plan, Corey Booker’s Nazi moment, and a Kanye West tweet for the ages.
Premium Portfolio Picks - For paid listeners only.
You can watch the full episode here.
0:00 Introduction
1:15 Macro Musings: Musk Breaks With Trump, Bond Market Risk
8:12 Market Takes: Silver Soars, Gold Holds $3,300, Copper Breaks $5
26:24 Bizarro Banter: Avatar, Rare Earths, and Palantir's Database
34:49 Premium Portfolio Picks: Uranium and PGMs. A Pizza Play. (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.