Bizarro World Podcast,
with Nick and Gerardo
Dec. 2, 2024
We hope you had a wonderful Thanksgiving.
As you wade through countless useless Black Friday and Cyber Monday emails, my aim is to provide you some actual value.
Everything should be awesome if you are an asset owner. The stock market is near all-time record highs. Gold is near all-time record highs. Bitcoin is at all-time record highs. And the dollar is strong.
How long can everything stay awesome?
We endeavor to answer that in this week’s episode of Investing in Bizarro World.
It starts with an outlook for 2025 through the lens of an incoming Trump administration, cabinet, and appointees.
And it continues with specific forecasts for gold and silver as we head into the new year.
Inflation is returning just as we said it would. A few months ago we pointed to rising egg prices. But now orange juice, coffee, chocolate and many other commodities are breaking higher as inflation comes home to roost.
Personal Consumption Expenditures, which the Fed uses to measure inflation, were back on the rise in October. Those expenditures climbed 2.3%, higher than their 2.1% rise in September.
Indeed, prices are still rising. So it’s ok to laugh and point fingers when you hear the media tell you prices fell over the last year and it should cost $58.08 to feed ten people for Thanksgiving.
Those numbers are about as accurate as mainstream presidential polling.
They love lying right to your face.
We, of course, call it just like we see it.
And what we see is a set table for uranium stocks. (These in particular will melt up soonest.)
We also see private placements as the best way to add to your net worth, and we spend some time discussing them again this week. TikTok and Instagram are now full of financial advice and private investment offers. I saw one gentleman espousing private real estate deals as a way to afford the guacamole at Chipotle.
While cute, the results from the deals we do lead us to ponder buying a Chipotle franchise to diversify our income streams more so than thinking about upgrading our condiments.
It’s worth recapping:
Gold-Copper - We invested in a gold-copper company in June at 35-cents per share. Shares are up 80% since then and we have warrants to buy more that are already in the money.
Lithium - We invested in a lithium company in August at 25-cents per share. Shares are up more than 250% since then and we have warrants to buy more that are already in the money.
Uranium - We invested in a uranium company in October at 11-cents per share. Shares are up more than 130% since then and we have warrants to buy more that have already been in the money.
Silver - We financed a silver company last month at 25-cents that is already up 75% (in less than a month!) and we have warrants to buy more that are in the money.
What does ‘in the money’ mean? It means we could exercise those warrants now and make even more money on the position with precisely zero risk if shares go down. (See how to participate in these deals with us here.)
In this episode, we espouse the benefits of private placements once again, and explain how they are different from other private deals you may have come across, especially in real estate.
And we close out by going over some premium portfolio picks. This is one of the last times we’ll do this for free. Starting in 2025, this premium part of the podcast will go behind a paywall. So enjoy it while it lasts.
Holy guacamole, there’s a lot to get to in this 295th episode of Investing in Bizarro World.
0:00 Intro
1:19 Things That Are Awesome: Dollar, Stock Market, Gold, Bitcoin, Everything
6:50 New Orleans Investment Conference Recap
14:40 The Problem with Gold Stocks
19:40 Different Types of Private Placements
27:00 Premium Portfolio Picks: Kingsmen Resources, Patriot Battery Metals, Q2 Metals, Aldebaran Resources, Cosa Resources, Denison Mines