Bizarro World Podcast,
with Nick and Gerardo
May 6, 2024
At the Fed’s press conference last week, Jerome Powell said he doesn’t see the ‘stag’ or the ‘flation’.
We’ve been calling out both for you, and showing you how to profit along the way.
The ‘stag’ part is an economy that, while not recessionary, is growing much slower than it was last year.
The ‘flation’ is the higher-for-longer prices and interest rates we’re seeing.
Prices have been rising particularly poignantly for commodities, where oil is back near $80 per barrel, copper is at two-year highs north of $4.50 per pound, and gold is near record highs over $2,300 per ounce.
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With the election drawing closer, you are going to get more of the same from the Fed. And that means what’s been working in the markets is going to continue to work.
We get into what that looks like in episode 268 of Investing in Bizarro World.
Our mantra around here is that we write about what we’re personally investing in.
And this episode gets into some specifics of that for the current market environment. We discuss both how we’re positioning in the broader markets and traditional sectors as well as how we’re speculating on commodities.
That includes copper, gold, and uranium… but also lithium, energy and cannabis. (One of the stocks we cover in this presentation has already doubled.)
We also answer a reader question on small-scale mining that leads to a wider discussion about the rule of law in society.
Plus: what we’re watching in the markets this week.
It’s all in the 268th episode of Investing in Bizarro World. You can watch the full episode here.
0:00 Intro
2:30 More of the Same from the Fed
13:08 Allocating in the Current Market (copper, energy, europe, cannabis)
22:37 Mining, Society, and Rule of Law
38:44 Market Watching