The Smart Money is Fleeing to Gold - Bizarro World 337

The free version of the 337th episode of Investing in Bizarro World is now published.

Here’s what was covered:

Macro Musings - Gold is hitting new highs and reaching new levels of consolidation. The dollar is moving in line with that while bond yields have been breaking down. Everyone from crypto investors to retail investors are getting in on it as the tailwinds become more clear. More rate cuts are likely coming before the end of the year as other metals are running toward new record highs.

Market Takes - Japanese 30-yr yield hits a record high as a new prime minister comes in with a dovish tone. China is choking rare earths and lithium supply again. Copper futures and spot prices are running and the money is pouring in. Past due diligence is leading to big wins in the present as we harvest and prepare for future investment.

Bizarro Banter - Amazon’s subscribe and save scam reminds the consumer that it’s buyer beware. Every penny counts in an inflationary environment.

Premium Portfolio Picks - For paid listeners only.

0:00 Introduction
3:05  Macro Musings: New highs in gold and everyone is piling in as tailwinds become harder to ignore
10:00 Market Takes: China locks down rare earths again and copper prices are running away.
34:05 Bizarro Banter: Amazon pulls a bait and switch, making it buyer beware.
36:24 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section)

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