Bizarro World

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYDSubscribe to Investing In Bizarro World: @bizarroworld Here’s what was covered:Macro Musings - Markets are navigating a volatile geopolitical backdrop after the latest escalation in the Middle East. Oil has surged roughly 20% in recent days as tensions involving Iran intensified, while broader equity markets have shown notable swings without a full-blown volatility spike. The VIX remains relatively muted compared to the volatility seen in commodities, particularly gold. Gold volatility (GVZ) is running materially higher than the S&P’s volatility index, which reflects where the real action is happening. Wide price swings in gold and silver are becoming normal in this environment, with moves of several hundred dollars in gold and double-digit moves in silver occurring within short windows.Economic growth has slowed from the stronger prints seen late last year but remains positive, while inflation — which had been moderating — is beginning to tick higher again largely due to energy prices. That change in the rate of change between growth and inflation is creating short-term market friction, but the larger commodity cycle remains intact.Market Takes - The sector rotation theme continues to play out as capital flows toward real assets and commodity exposure. Energy has taken the leadership position within the S&P sector framework, a signal that the market was anticipating geopolitical tensions and tightening supply conditions well before the latest headlines. Higher oil prices are already showing up at the pump, with diesel and gasoline prices moving rapidly higher across the country. This reinforces the inflationary pressures that had temporarily cooled earlier in the year.At the same time, the commodity complex continues to exhibit structural strength. Precious metals remain in a powerful bull trend despite near-term volatility, and the broader resources space — including energy, base metals, and critical minerals — is benefiting from capital flows as investors increasingly look for exposure outside of traditional growth sectors. The opportunity set across resource equities remains compelling as this rotation expands.Bizarro Banter - This week’s episode featured special guest Rudy Havenstein, and the conversation leaned heavily into the political and geopolitical backdrop shaping markets.We discussed the rapidly escalating conflict involving Iran and the broader implications of another potential long-duration conflict in the Middle East. Rudy laid out a deeply skeptical view of U.S. foreign policy, arguing that the pattern of “forever wars” driven by political and defense establishment incentives continues to repeat itself. The discussion touched on the role of the military-industrial complex, government credibility, and the growing distrust many Americans feel toward institutions and media narratives.From there, the conversation shifted into one of the most controversial topics currently dominating political discourse: the Epstein files. Rudy walked through why he believes the Jeffrey Epstein scandal represents one of the most consequential corruption stories in modern political history, involving global elites across politics, finance, academia, and intelligence services.The release of partial files in recent weeks has only intensified public scrutiny. With large portions still redacted and thousands of files reportedly deleted or withheld, the debate continues over what is real, what is disinformation, and whether meaningful accountability will ever occur. Rudy argued that intelligence agencies often seed false information alongside real material to muddy the waters — a tactic that makes separating fact from fiction extremely difficult for the public.The broader takeaway from the discussion was that we are living through a period of institutional credibility breakdown. When trust in governments, media, and financial systems erodes, investors historically gravitate toward assets outside institutional control — including precious metals and other hard assets.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/47l4VUE0:00 Introduction1:30 Macro Musings: Iran Bombing Escalation. Oil Surges. Market Rotation into Energy. Gold Volatility Spikes. Inflation Turning Higher.8:41 Market Takes: Why Gold Still Isn’t Mainstream. Americans Ignore Gold Ownership. Global Demand vs Western Apathy. Inflation Credibility Crisis.27:43 Bizarro Banter: Congress Sex-Offender Slush Fund Vote. Epstein Files Deletions. Institutional Cover-Ups. Post-Truth America.1:03:33 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/47l4VUE

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYDSubscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: The newest Private Placement Intel deal is now open. It’s a $25 million market cap company that just partnered with the most famous gold prospector on the planet… a man whose discoveries helped trigger the Yukon's second gold rush, who was featured on CBS’s 60 Minutes, and whose projects have been acquired by major mining companies for hundreds of millions of dollars. The company is drilling in 2026, and spots in this financing are already filling fast. Click here to learn more: https://bit.ly/4rW1ADGThe free version of the 354th episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - The commodity bull market remains intact — and the tape is confirming it. Gold is back over $5,200, silver is near $89, copper is pushing $6, and uranium is hovering near $90. The macro backdrop continues to cooperate: growth is slowing but still positive (Q4 GDP around 1.4–1.5%), inflation continues to moderate, and markets are increasingly pricing rate cuts in the second half of the year. That mix — softer rates, a weaker dollar, and sticky structural deficits in real assets — keeps the bull case alive. Volatility remains elevated (gold volatility still running hot), which means sharp swings are normal: gold can move a few hundred dollars and silver can swing $15–$20 without breaking the bullish structure. The message is the same: don’t chase — use volatility and buy limits to accumulate quality.Market Takes - China’s rare earth leverage is no longer theoretical. Supply constraints — particularly in heavy rare earths tied to aerospace, defense, and advanced semiconductor supply chains — are becoming more visible, and U.S. efforts to “solve” the problem with capital don’t change the underlying timeline: it takes years to find, permit, fund, and build real production. That’s why we continue to believe this is a multi-year commodity cycle with real staying power. The broader rotation we’ve discussed remains in motion as capital begins migrating toward hard assets and resource equities, and the opportunity set expands beyond precious metals into the wider critical minerals complex.Bizarro Banter - The Epstein fallout continues widening, with more high-profile resignations and revelations reinforcing the larger point: institutional credibility is deteriorating in real time. That erosion matters because capital follows trust — and when trust breaks, investors gravitate toward assets outside institutional control. We also spent time on jurisdictional risk and why “Mexico risk” is not one-size-fits-all. The recent cartel leadership takedown and its aftermath is a reminder that conditions can change quickly, and that risk is intensely local. Investors need to differentiate between major operators with deep security protocols and juniors operating in higher-risk zones with thinner operational coverage. We also hit local politics — including Nick’s latest city council experience and why attempts to restrict public comment are rarely about “efficiency” and more often about insulating decision-makers from accountability.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4u9VTE20:00 Introduction1:38 Macro Musings: Rates Softening. Gold Moves Higher. Volatility Still Elevated.12:20 Market Takes: China Weaponizes Rare Earths. U.S. Supply Chain Shortages Surface. Critical Minerals Cycle Has Years Left.27:43 Bizarro Banter: Mexico Cartel Power Vacuum. Epstein Fallout Spreads. All Politics Is Local.1:03:33 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4u9VTE2PLEASE NOTE: There are now two versions of this podcast. 1. Bizarro World Live — Pay less than $3 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/4u9VTE22. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYDSubscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: We are finalizing a private placement in a $25 million market cap company that just partnered with the most famous gold prospector on the planet… a man whose discoveries helped trigger the Yukon's second gold rush, who was featured on CBS’s 60 Minutes, and whose projects have been acquired by major mining companies for hundreds of millions of dollars. The company is drilling in 2026, and spots in this financing are already filling fast. Click here to learn more: https://bit.ly/3Ol2g6THere’s what was covered:Macro Musings - The metals are correcting, but the bull market remains intact. Gold pulled back more than $100 on the day and silver has retraced sharply from the $119 level seen just weeks ago to roughly $75, but the technical structure is still healthy. Elevated volatility continues to drive exaggerated price swings, and the gold volatility index remains a key factor behind the rapid consolidations. These moves are uncomfortable but normal in a structural bull market fueled by monetary and fiscal realities that haven’t changed.The larger drivers remain overwhelming. U.S. debt is now approaching $40 trillion and projected by the Congressional Budget Office to hit $64 trillion within the next decade. That trajectory makes fiscal restraint implausible and reinforces gold’s role as a monetary hedge. Meanwhile, central bank buying — especially from China — continues, and rate policy is shifting toward accommodation. The two-year Treasury yield has fallen to multi-month lows as markets increasingly price in rate cuts in the second half of the year. Growth is slowing, but not collapsing. Inflation is moderating, but not disappearing.Market Takes - Markets are undergoing rotation, not collapse. The leadership that defined the past several years — technology and communications — is beginning to give way to energy, materials, and defensive sectors like consumer staples. This shift reflects a maturing economic cycle, slowing — but still positive — growth, and a repricing of monetary expectations. The ten-year Treasury yield is falling alongside the dollar, reinforcing the favorable backdrop for commodities and precious metals.The key shift is the rate of change. Economic growth remains positive but is slowing from its previous pace. Inflation is declining but stabilizing at higher-than-target levels. That environment historically benefits hard assets and resource equities. Precious metals volatility will continue to produce sharp pullbacks, but these are opportunities for disciplined investors who understand the macro framework.Private placement demand reinforces the strength of the cycle. The most recent gold-antimony financing recommended through Private Placement Intel was raised at a $7 million market cap and is already trading at roughly a $12 million valuation, reflecting immediate market recognition of the opportunity. Demand for allocations exceeded supply by more than 2-to-1, forcing reductions in participation to preserve share structure integrity. This type of oversubscription is typical in early-stage bull markets, where capital is chasing limited high-quality opportunities.Additional financings are already in motion, including a base metals company with exposure to copper and gold in top-tier jurisdictions, as well as a North American gold project backed by a proven team with multi-million-ounce potential. These deals represent asymmetric opportunities that emerge early in commodity bull cycles and often deliver outsized returns as capital rotates into the sector. The next deal will open next week. Click to learn more if you want to participate: https://bit.ly/3Ol2g6T0:00 Introduction1:38 Macro Musings: Metals Pullback Context. Fed Cut Expectations. Exploding Debt Tailwinds.12:20 Market Takes: Private Placement Demand Surge. AI Copper Demand Boom. Sector Rotation Begins.27:43 Bizarro Banter: AI Job Fear Narrative. Cannabis Smear Campaign. Epstein Cover-Up Outrage. Mexico Cartel Reality.1:03:33 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4kYacaBPLEASE NOTE: There are now two versions of this podcast. 1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/4kYacaB2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Subscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: We will have a new gold/antimony private placement open this week in Private Placement Intel. It’s a tiny company with a C$7 million market cap that has secured some very prospective projects in Victoria, Australia. We have had great success with gold/antimony in previous deals, including with Southern Cross Gold in Victoria, which now sports a C$2.6 billion market cap. We also did very well with Perpetua Resources (formerly Midas Gold), which is now being built and has a US$3.5 billion market cap. No guarantees this new deal gets that big, but there’s a lot of room between C$7 million and a few billion, and it has similar hallmarks. The deal will be open tomorrow. We have very little space left at Private Placement Intel. Click here to join: https://bit.ly/4ary0i7Macro Musings - Gold, silver, and copper are still in a bull market — but the path is going to be violent. We talked about how consolidations that used to take weeks now take days, sometimes hours, and Thursday’s whipsaw was the perfect example: silver went from $90 to $65 in a single session. This is what a market looks like when paper positioning, leverage, and volatility are elevated. Nick walked through why S&P volatility has been manageable even with tech-heavy selling, while precious metals volatility has been the real story. The gold volatility gauge (GVZ) has been high enough to produce outsized daily ranges, and that’s exactly what we’re living through. On the macro backdrop, the message stayed consistent: inflation is still cooling, growth is still there, and the rate picture isn’t signaling a hawkish regime. The dollar remains weak overall, and the two-year yield continues to suggest the Federal Reserve isn’t gearing up to hike — which is fuel for the metals complex as the year progresses.Market Takes - The takeaway this week was simple: don’t confuse volatility with failure. We said it plainly — gold can pull back and still be bullish, silver can retrace hard and still be fine, and copper can dip without breaking the bigger trend. If you’d been told a year ago we’d be talking about $4,800 gold and $74 silver as “stressful,” you would’ve laughed — and that perspective matters. We also emphasized how distorted tape action gets when volatility spikes. Strong earnings and good drill results can still sell off in the moment, not because fundamentals suddenly changed, but because liquidity, positioning, and risk management take over. That’s why we kept repeating the discipline: know what you own, know why you own it, and use pullbacks to build positions — not to panic-sell them. We also hit uranium: the market’s fixation on spot misses the bigger driver, which is contracting. Utilities are negotiating long-term pounds in a wide range, and the bigger question is what happens when availability tightens further and the ceiling moves higher. We closed this section with a quick Crypto Cycle note: Chris flagged a crypto winter setup, Bitcoin fell below $70,000 this week, and his view is a cyclical bear market that could bottom later this year around $58,000 or lower depending on the macro. The point wasn’t doom — it was process: sometimes doing nothing is the right move, and patience can be an asset class.Bizarro Banter - We went where the headlines won’t. The Epstein scandal and the government’s handling of the files is beyond grotesque, and we said it plainly: redacting predators while exposing victims is cruelty — and the absence of meaningful arrests is the scandal layered on top of the scandal. The story is being managed instead of resolved: Speaker Mike Johnson dismissing it as “partying,” the broader donor-protection reality, and the global nature of the network. We talked about how the same elite ecosystem that preaches rules for everyone else operates through backchannels, favors, and protection — and how partisan tribalism keeps people from uniting around the obvious moral line: anybody involved in trafficking and abuse should be pursued and prosecuted, period. Brett Ratner, director of the “Melania” move, is in the files. Kathy Ruemmler, who was White House Counsel to Obama, is in the files. Brad Karp, chairman of Trump-preferred law firm Paul Weiss, is in the file. Bill Gates, Elon Musk, Giants owner Steve Tisch are in the files. British royalty are in the files. The Rothschilds are in the files. Former Israeli Prime Minister Ehud Barak is in the files. It’s both sides. It’s the global elite. And it’s rotten.0:00 Introduction1:46 Macro Musings: Gold Volatility Explained. Metals Bull Intact. Dollar Weakness Persists. Buy-the-Dip Discipline.9:15 Market Takes: Tether Gold Buying. Uranium Contract Pricing. Project Vault Stockpile. Antimony.38:00 Bizarro Banter: Epstein Files Outrage. Constitutional Amendments Read. City Council Speech Fight.1:03:33 Premium Portfolio Picks: Subscribe here: https://bit.ly/3MeuuQ8

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYDSubscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: The price for the premium version of Investing in Bizarro World is now $149 everywhere except this link: https://bit.ly/45I69sm The response to our final offer at $99 was so strong that we’re keeping it open until we record the next live episode this Thursday. You might find it especially useful as Gerardo and I navigate what we’re doing with precious metals volatility in real time. Last chance at $99 right here: https://bit.ly/45I69sm —NickThe free version of the 351st episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Nick and Gerardo open with on-the-ground observations from Vancouver, where packed conference halls, nonstop meetings, and companies actively competing to deploy capital underscored how strong sentiment has become across the metals and resources space. Despite some high-profile voices warning of froth, both agree this market is still structurally driven — not retail-led — with China standing out as a major physical buyer. Silver pricing is highlighted as a key signal: while trading near $117 per ounce in Western markets, physical silver in China was quoted closer to $146, underscoring the premium being paid for real metal. Gold and silver consolidations are getting shorter, the U.S. dollar has touched a four-year low near 96 on the DXY, and political pressure for lower rates is intensifying. The takeaway: this remains a bull market built on currency debasement, debt, and sovereign demand — but discipline matters more than ever.Market Takes - The conversation moves into volatility, technical levels, and how to navigate sharp moves without chasing. Gold recently surged from roughly $5,000 to $5,600 in a matter of days before consolidating near $5,400. Silver corrected to about $103 while Nick and Gerardo were in Vancouver before rebounding to $120 and settling around $116. Copper pushed through all-time highs above $6 per pound, with upside potential still intact even on pullbacks toward $5.75. Tin hit record highs near $53,000–$54,000 per tonne, aluminum reached four-year highs around $3,300 per tonne, platinum broke to new highs, and palladium moved to multi-year highs. Lithium carbonate rebounded to above $23,000 per tonne after trading near $8,000–$9,000 last summer. The broader CRB commodity index has broken out, signaling strength across the entire complex. Nick reiterates the importance of buy-under prices and limit orders, using Aldebaran Resources as a case study, where a $35 million financing at C$3.25 created a brief pullback to the C$3.60 buy-under level before shares rebounded.Bizarro Banter - The discussion turns somber as Nick and Gerardo reflect on global unrest and domestic events that are increasingly shaping capital flows. Firsthand observations from a massive, peaceful protest in Vancouver — estimated at 10,000–20,000 people — serve as a contrast to recent events in Iran and the United States. They recount personal conversations with individuals directly affected by communications blackouts and violent crackdowns abroad, then pivot to concerns about law enforcement conduct, constitutional rights, and the erosion of trust at home. The core theme is consistency: when institutions lose credibility and force replaces accountability, capital predictably migrates toward hard assets, jurisdictional safety, and tangible stores of value. The metals market is responding accordingly.Premium Portfolio Picks - For paid listeners only. (Though you get a free Q&A this week.) Subscribe here: https://bit.ly/49UPxAi0:00 Introduction3:15 Macro Musings: Vancouver Conference Froth. Shorter Metals Consolidations. China Physical Premium.7:06 Market Takes: Tether Gold Hoard. Buy-Under Limit Orders. CRB Breakout Setup.26:35 Bizarro Banter: Iran Protest March. Regime Blackout Stories. ICE Shooting Outrage.45:03 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section)PLEASE NOTE: There are now two versions of this podcast. 1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/49UPxAi2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYDSubscribe to Investing In Bizarro World: @bizarroworld The free version of the 350th episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Nick and Gerardo kick off the 350th episode reflecting on just how fast the narrative is shifting — record highs across metals, capital rotating out of tech, and a political environment that feels increasingly unmoored from constitutional reality. With conferences in Vancouver ahead and subscriber interest surging, the setup is clear: this bull market is real, structural, and still early. Gold pushes toward $5,000, silver flirts with $100, and copper, tin, lithium, and uranium all move higher together. Nick and Gerardo explain why this is not a speculative blow-off, but a structural supply crisis driven by underinvestment, central-bank behavior, and geopolitical urgency. Key themes include:Why governments and central banks are buyers, not sellers, at these pricesCapital rotating out of tech and into “things you can drop on your foot”Why new all-time highs change psychology — and who is still missing this moveThe message is consistent: when governments are backstopping commodities, the cycle has years left, not months.Market Takes - Attention then turns to what typically follows sustained strength in the underlying commodities. Mining equities, particularly on the junior and mid-tier side, are only starting to respond. Higher long-term price assumptions materially change project economics, feasibility studies, and valuations — setting the stage for equity catch-up and eventual consolidation. Nick outlines how disciplined portfolio management matters more as volatility increases, while Gerardo emphasizes that this remains a dip-buying environment in structurally undersupplied metals. The discussion makes clear that dividends, buybacks, and M&A are logical next steps as majors move to secure future production.Bizarro Banter - The conversation then shifts to the broader backdrop shaping capital flows. Gerardo and Nick examine growing concerns around selective enforcement, constitutional erosion, and the widening gap between stated principles and actual governance. From law enforcement contradictions to elite protection and unresolved scandals, the theme is consistency — or lack thereof. The takeaway is straightforward: when trust in institutions erodes, capital seeks hard assets, jurisdictional safety, and tangible value. The metals market is reflecting that reality in real time.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/49IBFch (Though you get a free Q&A this week.)0:00 Introduction3:13 Macro Musings: Record Metals Surge. Structural Deficits. Big Capital Arrives.26:30 Market Takes: CRB Supercycle Chart. Buy-Under Discipline. M&A Setup.31:34 Bizarro Banter: Renee Good Autopsy. ICE Overreach. Epstein Web. “New Gaza” Pitch.51:16 Premium Portfolio Picks: You need to subscribe to Bizarro World Live to get this section. Subscribe here: https://bit.ly/49IBFchPLEASE NOTE: There are now two versions of this podcast. 1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/49IBFch2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYDSubscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: Today is January 19th. It’s deadline day for “Gold Scripts.” President Trump could unleash a $3.9 trillion gold tsunami starting today. See why — and what it means for your portfolio — here: https://bit.ly/3LJjQjQThe free version of the 349th episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - We reset from last week’s heavy Bizarro Banter and shift squarely into markets — specifically, why this metals bull market is no longer just cyclical, but structural. Governments around the world are now openly backing the trade, with Australia announcing a $1.2 billion reserve fund focused on rare earths and antimony, and the U.S. advancing a bipartisan $2.5 billion critical minerals stockpile. This isn’t theoretical anymore. Gold at $4,600, silver north of $90, copper at all-time highs, and tin breaking out simultaneously is historic by any measure. We emphasize that these moves aren’t driven by sentiment alone — they’re being reinforced by policy, legislation, and real capital deployment from governments and corporations that can no longer ignore supply constraints. We also touch on why, in this environment, traditional macro levers like Fed policy matter less for metals than they have in past cycles. Structural shortages and physical demand are now overpowering the usual rate-cut narratives.Market Takes - The heart of this episode is a deep dive into structural deficits — what they are, how they differ from typical resource cycles, and why they matter so much for positioning. In a normal commodity cycle, higher prices eventually bring on new supply. In a structural bull market, prices rise and supply still can’t meet demand. We’re now seeing this across copper, silver, lithium, tin, nickel, rare earths, and other critical metals — not as future projections, but as real-time shortages. We walk through why data center buildouts, electrification, grid expansion, AI infrastructure, and energy security all converge on the same bottleneck: raw materials. Tech companies can announce projects endlessly, but eventually they have to source copper, lithium, uranium, and power — and those inputs simply aren’t available in sufficient quantities. We also discuss Elon Musk’s newly announced lithium refinery in Texas as a signal moment. When industrial “barons” begin vertically integrating supply chains instead of relying on markets, it confirms that scarcity is real — and durable. For paid subscribers, the takeaway is clear: dips are now getting bought quickly, corrections are shorter, and capital rotation within the sector is accelerating.Bizarro Banter - While lighter than last week, we still touch on the idea of “flooding the zone” — how nonstop political and media noise distracts investors from what actually matters. The antidote, in our view, is staying anchored: family, business, and markets. We also discuss how stepping outside the noise — literally and figuratively — allows for clearer thinking and better capital allocation. In bull markets like this, emotional discipline matters as much as thesis accuracy.Premium Portfolio Picks - For paid listeners only. (Though you get a free Q&A this week.) Subscribe here: https://bit.ly/49FGxNM0:00 Introduction1:20 Macro Musings: Governments Backstop Metals Bull. Billion-Dollar Critical Metal Reserves19:51 Market Takes: Technical Levels. How to Play Pullbacks. Tour of the Metals Tape31:50 Bizarro Banter: Escaping the Flood Zone. Not Doom-Scrolling Your Life35:42 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/49FGxNMPLEASE NOTE: There are now two versions of this podcast. 1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/49FGxNM2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYDSubscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: We’re back! After taking a few weeks off to end the year, we are back with a new episode of Investing in Bizarro World. Remember, we do this for a live audience every Thursday. The live version comes with Premium Portfolio Picks every week. It’s less than $2.00 per episode. Subscribe here: https://bit.ly/4pLN9R6 If not, you have to wait three days to get the recorded version on Mondays. And the free version has no stock picks. Get the premium Investing in Bizarro World Live now: https://bit.ly/4pLN9R6 Three of the six stocks we discussed last week are already up double digits as these markets melt higher!The free version of the 348th episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - We spent the first part of the show addressing the increasingly volatile political and geopolitical backdrop, including domestic unrest, immigration enforcement actions, and recent developments in Venezuela and Iran. We discussed how institutions continue to lose credibility, how government narratives often shift in real time, and why equal application of the law appears absent on both sides of the political aisle. We also revisited the “Fourth Turning” framework and why rising political conflict, civil unrest, and institutional breakdown are not surprises in this phase of the cycle. Against that backdrop, we emphasized the importance of focusing on personal and family security, financial independence, and maintaining a clear-eyed view of risk rather than being consumed by partisan narratives.Market Takes - Despite political chaos, markets have remained exceptionally strong. We reviewed the continued surge in precious metals and critical commodities, with gold approaching new highs, silver posting extreme volatility with multiple multi-dollar daily moves, and copper hitting all-time highs above $6 per pound. We discussed how higher copper prices materially improve project economics and why companies are now able to re-run feasibility studies with far stronger net present value (NPV) and internal rate of return (IRR) assumptions. Silver’s move was framed as more than just macro-driven demand, with signs that physical delivery pressure and paper market stress are beginning to show through. We also discussed how bullish psychology is spreading from metal to metal — including platinum, tin, nickel, and lithium — as investors increasingly focus on real-world supply constraints. We reiterated that mining equities are now beginning to play catch-up after metals led the move in 2025. We also covered uranium fundamentals, noting that data center power demand, reactor life extensions, and government funding for enrichment will ultimately require new mine supply — and that technology companies may eventually need to partner directly with miners to secure long-term fuel.Bizarro Banter - We discussed the growing political embrace of collectivist economic policies, rising support for socialist platforms, and why capitalism — despite its flaws — remains the only system that consistently lifts societies out of poverty. We addressed the contradictions between celebrating the collapse of authoritarian regimes abroad while promoting collectivist policies at home, and why political rhetoric increasingly conflicts with lived economic reality. We also touched on global instability, cartel violence in Mexico, and ongoing revelations around institutional cover-ups, reinforcing the theme that transparency and accountability remain in short supply across governments worldwide.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4pLN9R60:00 Introduction1:20 Macro Musings: Fourth Turning Vibes. Ice in Minnesota. Venezuela Regime Change.21:21 Bizarro Banter: Rugged Individualism. Warmth of Collectivism. Socialist vs. Capitalism.28:04 Market Takes: Metals Ripping. Gold & Silver New Highs. Lithium Rebounding.40:32 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4pLN9R6PLEASE NOTE: There are now two versions of this podcast. 1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/4pLN9R62. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld This week’s podcast is now edited and published.Here’s what was covered:Macro Musings - Gerardo and Chris Curl talk about the importance of being a contrarian. Bitcoin is down from its highs, but is it a bear market? A look at historical trends and explaining why this time is different. Alt season never came and investors are using crypto as leverage at their peril. Sentiment is at all-time lows and this is not a place to sell as altcoins may have bottomed. A look at how this will be affected by easy monetary policy and a new, compliant Fed chair. Market Takes - It’s a historic commodity market in lithium, silver, and uranium. Many companies are moving way up in value as a result. Sentiment is changing from negative to positive in the past few months. Lithium is still not getting the credit it deserves. There are still good places to invest because of that. Uranium has strong supply fundamentals and volatility is to the downside. Two free names in the sector poised for big gains. The benefit of private placements. Bizarro Banter - Tragedy abound with the death of Rob Reiner, and shootings at Brown University and Bondi Beach. Gerardo calls for a hope for civility in the future. Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/494aCGD0:00 Introduction3:25 Macro Musings: Why it's important to be contrarian, especially as Bitcoin is down from its highs and altcoins bottom. 16:27 Market Takes: What the future holds for this historic commodity market and why some investors are still sleeping on certain parts of it. 26:52 Bizarro Banter: A call for civility amidst recent tragedies. 32:14 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/494aCGDPLEASE NOTE: There are now two versions of this podcast. 1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/494aCGD2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: Tonight (December 15th) at 8pm ET we’ll be holding an event about private placement opportunities. We have just 100 spots left at Private Placement Intel, and expect to fill them in short order. We’ll be offering the chance to participate in a private uranium deal alongside us. Click here to register before it’s too late. Click here: https://bit.ly/48Go7xqThe free version of the 345th episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Silver stole the show again — ripping to $64 and putting a $70+ handle firmly on the table, especially with volatility collapsing. Copper remained a co-star, holding ~$5.48/lb and ~$11,500–$11,600/ton, with banks now openly talking about $12,000+/ton in 2026 to incentivize new supply. Gold remained strong in the background, framed as part of a broader “assets are headed higher” setup driven by the same forces we’ve been talking about all year. On the macro side, we hit the key “algorithm vs. real life” distinction again: the Fed cut 25 bps, inflation is “cooling” in the sense that the rate of change is coming down (rent measures softening; gasoline/diesel trending down), and that’s enough cover for more cuts next year — especially with Powell out in May and the expectation of a more compliant chair. We also flagged renewed balance-sheet expansion via T-bill buying/QE, alongside a softening dollar (DXY ~98) — all of which is fuel for precious metals and the junior end of the market.Market Takes - We’re now in the “next phase” of the bull market: silver outperforming gold, juniors starting to outperform producers, and “other metals joining the party.” The punchline: a lot of demand growth (AI/data centers and the grid buildout) still isn’t fully captured in models — which is why “$7–$9 copper” doesn’t sound crazy in a world where people also couldn’t see $64 silver coming. There is still value in uranium and lithium (less loved versus precious metals right now), plus underfollowed explorers and “known-ounce” stories with the right team finally in place. A standout point was JPMorgan’s positioning shift — from being a major silver short to being meaningfully long — as part of what’s helped accelerate silver’s move.Bizarro Banter - We hit hard on institutional rot this week: Epstein/Larry Summers, the credibility gap around promised disclosures, and the broader theme that “law and order” messaging is selectively applied while powerful institutions and individuals skate. We also hit the Catholic Church settlements/abuse scandal angle (NYC numbers being floated as a mediation starting point; other big settlements cited), and tied it back to the ongoing nature of these issues — not “something in the past.”Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/3KU37tJ0:00 Introduction1:05 Macro Musings: Uranium Placement. Silver Breakout. Fed Cuts. CPI vs Reality.16:41 Market Takes: Copper Supply Crunch. Silver to $70? VIX Collapse. Uranium & Lithium Value.27:27 Bizarro Banter: Epstein Files. Larry Summers. Institutional Rot. Church Abuse Scandals.45:16 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/3KU37tJPLEASE NOTE: There are now two versions of this podcast. 1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/3KU37tJ2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Macro Musings - The episode opened with a look back at a strong 2025 and an even more bullish setup for 2026. Gold is holding firmly around $4,200 with strong underlying support near $4,100 — and could correct all the way to $3,600 and still be in a powerful bull market. Silver recently kissed $59 and is consolidating near $57–$58, with a “six handle” (above $60) in the next 30–60 days seen as entirely realistic. Copper has been the standout mover during the brief podcast hiatus, breaking to fresh all-time highs. Near-term support is now above $5 per pound. A mix of Trump-era tariffs, a bifurcated market between COMEX and Asia, and ongoing supply disruptions (landslides, seismic issues, and guidance cuts at major producers) are colliding with rising demand from AI, data centers, EVs, and grid buildout. Structural deficits expected from 2026 onward are already being felt through premiums and negative treatment charges in Asia. On the macro front, the hosts emphasized the need to separate “the market” from “the economy.” Despite record Black Friday sales funded largely with credit and rising credit rejection rates, GDP remains solidly positive and inflation is hovering near 3%. Algorithms care about growth and inflation — not human hardship — and continued 3%+ growth with cooling inflation is expected to drive new highs in the S&P and Nasdaq into 2026.Market Takes - Uranium and lithium were highlighted as two of the most compelling value opportunities in the resource space right now. While gold, silver, and copper producers and developers have already made major moves, many uranium names — producers, near-term producers, and explorers — remain 20–40% below their 52-week highs. Even with spot prices around the mid-$70s and term/contract prices in the mid-$80s, the view is that uranium is still not high enough to incentivize sufficient Western supply, especially if the U.S. is serious about domestic mining, enrichment, SMRs, and nuclear on military bases. Nick and Gerardo contrasted countries like Germany — who shut down nuclear reactors and now pay roughly double France’s power prices — with nations restarting reactors (Japan, Taiwan) and those doubling down on nuclear. The conclusion: the grid transition will require enormous amounts of both copper and uranium, and investors who quietly position now, while attention is elsewhere, stand to benefit. The broader equity market continues to be driven by flows into broad-based ETFs and retirement accounts every two weeks. Hedge funds now manage far less than ETFs, and the relentless buy-the-market behavior is being reinforced by new programs like the “Trump Accounts,” which will seed every newborn’s investment account with capital funneled into broad index exposure. The message: you don’t have to like the system, but you should understand it and position accordingly.Bizarro Banter - Politics and national security took a darker turn this episode. The discussion centered on the recent U.S. strike on a suspected drug boat near Venezuela and the subsequent “kill all” order on survivors — an action that appears to violate long-standing rules of engagement that explicitly protect unarmed shipwreck survivors. The Secretary of Defense’s attempt to blame subordinates while claiming to have been “in the bathroom” during the key moment was called out as cowardly and demoralizing. This incident was juxtaposed with the administration’s simultaneous full pardon of a former Honduran president convicted of importing 450 tons of cocaine into the U.S., along with other questionable pardons, including a massive financial fraudster whose restitution was effectively erased. All of this, combined with ICE tactics that increasingly target non-violent undocumented workers rather than hardened criminals, led to a broader critique of hypocrisy, selective enforcement, and creeping erosion of civil liberties. Despite the political frustration, the hosts reiterated that they remain “issue people,” willing to agree with figures as different as Rand Paul, Thomas Massie, Marjorie Taylor Greene, or Tucker Carlson when they’re right on policy — and just as willing to call them out when they’re wrong.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4pVLfNV0:00 Introduction4:41 Macro Musings: Look Back at 2025. Metals on the Move. Economy vs Stock Market.15:20 Market Takes: Uranium Fundamentals. Contrarian Lithium. Private Placement Intel.25:20 Bizarro Banter: Rules of Engagement. Government Drug Hypocrisy. Independent Political Thinking.45:16 Premium Portfolio Picks: Subscribe to Bizarro World Live to access: https://bit.ly/4pVLfNV

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: Energy Fuels, discussed below, is one of the stocks that will save America. Rick Rule and I discussed several more in this video: https://bit.ly/4riWDVN These critical minerals stocks are exploding higher as the Trump administration takes direct stakes in them and expedites permitting. We are taking the video down November 26th before the Thanksgiving holiday, so make sure you watch it now: https://bit.ly/4riWDVN—NickThe free version of the 343rd episode of Investing in Bizarro World is now published.Every now and then I have a conversation that reminds me just how quickly the world is changing, and how few people actually understand what’s coming.My recent discussion with Curtis Moore, Senior VP of Marketing and Corporate Development at Energy Fuels (NYSE: UUUU)(TSX: EFR), was one of those moments.I’ve known Curtis for over a decade — since back when he was manning booths at the New Orleans Investment Conference and uranium was a four-letter word. We’ve both been around long enough to see cycles come and go. But the world we’re moving into now is different. Faster. More strategic. And for Energy Fuels, more promising than at any point in its history.Curtis didn’t even get out elk hunting this year. Not because the season was bad, but because things are moving that quickly in Washington, D.C., and he’s been traveling there so frequently in light of the Trump administration’s nuclear and critical minerals push. (See the stocks on Washington’s buy list here, which includes Energy Fuels)The first thing Curtis and I dug into was Pinion Plain, their flagship uranium project in northern Arizona. The mine is outperforming every early model they ever had: higher grades, lower costs, and thicker zones. Energy Fuels is producing uranium from Pinion Plain for roughly $23 to $30 per pound, a low-cost profile when spot prices are hovering in the mid-$70s. And it’s not a small trickle of production either. They’re pulling two to two-and-a-half million pounds per year out of that shaft, feeding their White Mesa mill for months at a time. In a uranium market where most projects are theoretical, this one is not only real, but expanding. The company hasn’t published new resource numbers, but you can read between the lines that Pinion Plain is far bigger than the conservative three-million-pound figure that’s been sitting on the books.Once the ore leaves Arizona, it heads to White Mesa in Utah — the only operating conventional uranium mill in the United States. That alone would make Energy Fuels a strategic asset. But White Mesa is much more than a mill. It’s becoming one of the only integrated rare earth separation facilities outside of China. And unlike MP Materials (NYSE: MP), which can only handle the light side of the rare earth spectrum, Energy Fuels’ monazite and xenotime feedstock contains the heavies — dysprosium, terbium, yttrium — the ones most critical to defense, robotics, EV motors, and permanent magnets.Curtis disclosed that they’ve already produced 40 to 50 kilograms of high-purity dysprosium oxide and are on the cusp of producing terbium. He also said something that should have woken up anyone still half-listening: Energy Fuels is the only U.S. company producing heavy rare earth oxides today. That alone puts them in a geopolitical category that few investors understand. Washington does.Which brings us back to Curtis’ calendar. Energy Fuels hasn’t just been meeting with federal agencies; they’ve been showing up with real materials in hand — actual kilograms of finished product. In a sea of thousands of theoretical critical mineral proposals, most of which will never be mines, that puts Energy Fuels in rare company. It’s no coincidence that the Trump administration approached them, unprompted, to place its Roca Honda project on the Fast-41 permitting dashboard. Curtis believes the project could be fully permitted within a year. Bullfrog and two more breccia pipes are next in line.Continue reading: https://dailyprofitcycle.com/market-commentary/inside-americas-critical-minerals-revival-bizarro-world-343/0:00 Introduction3:48 Uranium Production from Pinyon Plain11:04 White Mesa Mill: The only operating conventional uranium and rare earth mill in the United States19:37 Rare Earth Pipeline: Donals, Toliara, Bahia23:27 Critical Mineral Support from Trump Administration 31:24 Radioactive Medical Isotopes: The Alpha ParticlePLEASE NOTE: There are now two versions: 1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/3KgejR72. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: Discount pricing for Private Placement Intel ends today. Details here: https://bit.ly/3LSxbGlThe free version of the 342nd episode of Investing in Bizarro World is now published. Here’s what was covered:Macro Musings - Gold rebounds to $4,200. Silver pushes toward $53. Copper hits all-time highs. Fed rate-cut odds fall below 50%. Nick breaks down why the market sold off despite strong GDP, cooling inflation, and resilient growth. Layoffs don’t matter — numbers do. The machine only cares about growth and inflation prints. The guys also discuss SNAP benefits, market empathy (or lack thereof), and the “fiat trap” young people are stuck in.Market Takes - The Big Short, Buffett’s retirement letter, 50-year mortgages, BlackRock housing dominance, and the end of traditional valuation logic. Gerardo highlights Michael Burry’s failed shorts and why old-school metrics no longer map onto today’s market. The duo break down 50-year mortgages, disappearing credit standards, and the engineered shift toward a permanent renter class. Gold vs. S&P over 20 years. “Own assets or get crushed.” Big plug for Private Placement Intel with real performance stats (13 of last 18 deals doubled). Deal flow, oversubscribed financings, valuations, and why 2026 will be massive. Discount pricing for Private Placement Intel ends today, November 17. Details here: https://bit.ly/3LSxbGlBizarro Banter - Spokane, Seattle, New York, socialism, Fourth Turning dynamics, and the collapse of competent governance. Nick breaks down political shifts in Spokane — including a socialist winning a city council seat — plus Matt Taibbi’s keynote on Russia’s socialist mindset. A broader conversation on tyranny cycles, voting patterns, and the myth of political saviors. The rise of socialism in major U.S. cities. Political inconsistency, the collapse of trust, and why the system is designed to divide. Gerardo closes with comments on veterans, accountability for Epstein files, foreign policy absurdities, and the need for community connection.Premium Portfolio Picks - For paid listeners only. 0:00 Introduction3:54 Macro Musings: New Orleans Recap. Gold Correction Over. Fiat Debt Traps.16:35 Market Takes: Private Placement Intel Track Record. Capital Pool Corp Deal Structure. Crypto Breakdown.33:38 Bizarro Banter: Spokane Elects a Socialist. Seattle and New York Drift Left. The March of Tyranny.43:13 Premium Portfolio Picks: You need to subscribe to Bizarro World Live to get this section. Get access here: https://bit.ly/4oH4sCRPLEASE NOTE: There are now two versions of this podcast. 1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/4oH4sCR2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: Nick and Gerardo’s next Private Placement Intel will be live today. They’ll be funding the next project being worked on by the original CEO of Patriot Battery Metals, on which they made up to 111X their money as it made a globally significant lithium discovery. His new company is focusing on gold and copper, and already has Newmont as a joint venture partner. This is a brand new company, and we’ll be participating in the first 25-cent round. Thirteen of the last 18 public companies financed in Private Placement Intel since early 2024 have doubled or better. We expect similar performance with this one. Click here to participate: https://bit.ly/4hTaL3QThe free version of the 341st episode of Investing in Bizarro World is now published.This was a very special episode. We recorded it live last week at the 51st annual New Orleans Investment Conference, where several of you were in attendance.We talked briefly about the debt, dollar, and bond yields, but spent most of the discussion on the Trump administration’s support of mining projects and how we’re capitalizing on that via private placement.Then we went in-depth on three of the companies we’ve successfully financed and why we think they have bright futures. So you get the Premium Portfolio Picks for free this week. They are below. Just remember, we financed all these companies at much lower prices. And if you want to do those financings alongside us at Private Placement Intel, our latest gold IPO is open now. Click here to participate: https://bit.ly/4hTaL3QHere’s what was covered:Lion Rock Resources (TSX-V: ROAR)(OTC: LRRIF) — Freshly permitted and now drilling its Volney Project in South Dakota, where lithium, gold, and tin mineralization stack in the same system. Large-scale potential in a top U.S. jurisdiction with strong insider alignment.Hannan Metals (TSX-V: HAN)(OTC: HANNF) — A gold-copper exploration company operating in untapped regions that will be drilling a world-class target in the coming months. Kingsmen Resources (TSX-V: KNG)(OTC: KNGRF) — We are waiting on additional results from the Las Coloradas project. Initial results delivered over 1,700 gram per tonne silver over short widths. The company is now raising cash to keep drilling not only Las Coloradas, but its Amaloya project as well.PLEASE NOTE: There are now two versions of this podcast. 1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/3WJP1xA2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: Nick and Gerardo’s next Private Placement Intel deal will be open soon. They’ll be funding the next project being worked on by the original CEO of Patriot Battery Metals, on which they made up to 111X their money as it made a globally significant lithium discovery. His new company is focusing on gold and copper, and already has Newmont as a joint venture partner. This is a brand new company, and we’ll be participating in the first 25-cent round. Thirteen of the last 18 public companies financed in Private Placement Intel since early 2024 have doubled or better. We expect similar performance with this one. Click here to participate: https://bit.ly/4nzKdG0The free version of the 340th episode of Investing in Bizarro World is now published. Here’s what was covered:Macro Musings - As Nick and Gerardo head to the New Orleans Investment Conference, they discuss how the commodity supercycle is accelerating instead of ending. Governments and private capital are “all in” on critical metals, pouring billions into uranium, copper, and gold. The pair note that despite pullbacks, gold and silver remain in strong uptrends, consolidating healthily around key support levels, with gold holding above $4,000 and silver near $49. The Fed cut rates another quarter-point, and while bond yields ticked up briefly, inflation data shows a clear softening trend—setting the stage for another cut by December and the next leg of the bull market.Market Takes - The flood of institutional capital into the resource sector is accelerating. JPMorgan’s $1.5 trillion national-security investment plan, which includes a $255 million injection into Perpetua Resources, exemplifies how serious the U.S. is about securing critical supply chains. Meanwhile, Saudi Arabia and the UAE are launching massive mining funds, and the Westinghouse $80 billion nuclear deal highlights the global uranium shortage. Gerardo calls it “a bull market across the board.” Both stress that investors must separate quality from hype as capital floods into the sector.Bizarro Banter - In Spokane, government finally caught up to the will of voters. After two years of dysfunction and wasted tax dollars, city officials reversed course and banned homeless encampments following a failed “compassion-first” experiment that saw zero people accept services. Nick calls it “a case study in government inefficiency,” while Gerardo reminds listeners that these same cycles—delay, denial, and reversal—play out across every level of politics. The segment ends with laughter, catharsis, and a reminder that markets may be irrational, but government is worse.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/47QcbIR0:00 Introduction4:14 Macro Musings: Critical Metals Everywhere. Gold and Silver Hold Support. Fed Cuts and Inflation Cool.11:04 Market Takes: $1.5 Trillion JPMorgan Fund. $80 Billion Westinghouse Nuclear Deal. Global Capital Floods Into Resources.34:18 Bizarro Banter: Spokane Reverses Homeless Policy. Government Inefficiency on Display. Back to the Will of the People.38:05 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/47QcbIRPLEASE NOTE: There are now two versions of this podcast. 1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/47QcbIR2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: Nick just released a brand-new Foundational Profits report called “The Secret $1.02 Million Gold Script.” It’s about a unique way to profit from gold’s rise — one that multiplies gains when bullion moves higher. These “Gold Scripts” don’t require digging or drilling. They simply collect gold at a fixed price and sell it for huge profits. With gold already near $4,000 and a government-triggered catalyst looming, this could be the single most powerful trade setup Nick’s seen in decades. He explains exactly how these Gold Scripts work — and how a $10,000 stake could potentially turn into $500,000 — inside this special report. To see The Secret $1.02 Million Gold Script click here: https://bit.ly/fp-gold-scriptsThe free version of the 339th episode of Investing in Bizarro World is now published. Here’s what was covered:Macro Musings - The so-called “gold crash” turned out to be a two-day consolidation. Gerardo walked through fresh support levels at $4,040 for gold and $48 for silver — both now holding firm. Nick explained how he’d already trimmed some outsized positions at $4,300 gold and redeployed into a broader metals ETF covering steel, coal, and base-metal producers. The debt sits above $38 trillion, the Fed is still cutting, and nothing in the fundamentals has changed: we remain in a precious- and base-metals bull market.Market Takes - Both hosts agreed: this is a market for asset owners. Gerardo outlined how he’s taking 1,000% profits from mature uranium positions and rotating capital into smaller $20 million-market-cap explorers with clear growth paths. Nick discussed how private assets and pre-IPO rounds offer the best value now — especially deals coming to Private Placement Intel. The rotation from mega-caps into new issuers has only begun.Bizarro Banter - From Fast-41 permits (projects here: https://www.permits.performance.gov/projects/fast-41-covered ) and government equity stakes to White House renovations, pardons, and the new NBA gambling scandal — this episode covered the expanding hypocrisy of politics and culture. Nick reminded listeners: “They don’t care about you—own the Iron Bank, not the Podunk bank.” Both drew parallels between political tribalism, sports betting addiction, and the “YOLO mindset” driving risk behavior across society.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4hseB3v0:00 Introduction1:54 Macro Musings: Gold Pullback Holds Support. Fed Cuting With Rising Inflation. Metals Bull Intact.9:05 Market Takes: Rotation From Uranium Winners. Small-Cap Explorers Getting Attention. Private & Pre-IPO Value Emerging.23:54 Bizarro Banter: Fast-41 Permitting. White House Renovations. NBA Gambling Scandal.27:01 Premium Portfolio Picks: America’s Next Uranium Developers. Critical Metals Powerhouse. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4hseB3vPLEASE NOTE: There are now two versions of this podcast. 1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/4hseB3v2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld The free version of the 338th episode of Investing in Bizarro World is now published.Here's what was covered:Macro Musings - Nick returned from pheasant hunting in Montana to a week of fireworks in metals. Gold touched $4,318, silver $54, and the VIX jumped more than 20% as community banks sold off. Inflation is climbing back toward 3% even as the Fed cuts rates. Government shutdown theatrics continue. Both hosts agreed the precious metals explosion reflects falling confidence in fiat currencies - and that this phase of the bull market is just getting started.Market Takes - Gerardo noted "thousands of new rare-earth and uranium experts overnight," courtesy of ChatGPT and clickbait hype. He's trimming stretched names and redeploying profits from a 1,000% uranium winner and a 300% copper-gold trade into undervalued juniors. Government involvement is escalating: JPMorgan targeting a $1.5 trillion metals-credit plan ("Operation Warp Speed for resources"). The U.S. Army's JANUS Program announced a six-year effort to develop hundreds of small nuclear reactors. Nick and Gerardo see a multi-year cycle of resource nationalism and supply-chain securitization ahead - exactly what they've been positioned for since the "Green Barons" theme of years past.Bizarro Banter - Politics were peak absurd. Gerardo called out Republican outrage over Bad Bunny's Super Bowl performance while ignoring racist and violent chat leaks from young party staffers. Nick agreed that hypocrisy has plateaued - "fake outrage" drives the algorithm while real issues rot beneath it. From rural Montana, Nick shared that most Americans aren't talking about any of this - they're focused on family, work, and local life. Both decried ICE abuses, classism, and the constant cycle of government handouts that both parties justify under different names. It's a Fourth Turning world: debt, division, and denial at record levels.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/3WiA6tY0:00 Introduction1:54 Macro Musings: Record Gold and Silver. Fed Cuts Amid Rising Inflation. Dollar Weakness and Shutdown Theater.9:05 Market Takes: Rare-Earth Hype. Government Stake-Building. Profit-Taking in Uranium and Copper.23:54 Bizarro Banter: Peak Hypocrisy. ICE Overreach. Fourth Turning in Action.27:01 Premium Portfolio Picks: Familiar Uranium Winner. Tech ETF. Capital Markets ETF. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/3WiA6tYPLEASE NOTE: There are now two versions of this podcast. 1. Bizarro World Live - Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/3WiA6tY2. Bizarro World Free - Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld 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. Subscribe here: https://bit.ly/438UEsCPLEASE NOTE: There are now two versions of this podcast.1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/438UEsC2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Publisher’s Note: We have been pounding the table on our performance in Private Placement Intel. The copper placement we did in July with Rick Rule and Jeff Phillips is already up 200% (with warrants to buy more). The uranium development deal we did in August is up 345% (with warrants to buy more). This week, members are participating in a brand new gold development and exploration company IPO that has a head-start thanks to an existing high-grade gold resource at its flagship property in the Yukon. Learn more about Private Placement Intel here: https://bit.ly/42r3u4G The deadline to participate is October 8th.The free version of the 336th episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - The week opened with a government shutdown — the first since 2018 — and both Nick and Gerardo called it what it is: political theater. They reminded listeners that shutdowns always end the same way — with a last-minute deal — and that neither party has any real intention of changing course. Both sides feed the division while the debt grows, and the middle class pays the price. Despite the chaos, markets marched higher. The S&P 500 and gold both hit new all-time highs. Silver closed September at its highest monthly level ever, above its 2011 peak. Rates and the dollar stabilized, the VIX sank below 17, and central banks kept buying gold. As Nick put it, “If you’re doing life right, you don’t even notice the government’s shut down.”Market Takes - The flow of capital into mining exploded. In just 24 hours, billions of dollars were raised — from $30 million financings at Guanajuato Silver and Oh My Gold to $400 million at NexGen. Gold flirted with $3,900, silver topped $48, and copper closed in on $5. Prospector Metals stunned the sector with a 13.79 g/t gold and 1.84% copper hit over 44 meters, sending its stock up 300% in a day. Sterling Metals also soared on fresh discoveries. Both are reminders that quality exploration still wins in bull markets. Nick and Gerardo cautioned against chasing everything that moves. Many of these companies failed multiple times before finally hitting. Success in this sector takes skill, capital markets discipline, and patience. They also noted the surge of new deals coming to market — private companies preparing to list, rollbacks merging into new shells, and long-quiet teams finally ready to deploy assets. “Don’t think the shirts on the shelf are all you’ve got. New ones are being sewn right now.”Bizarro Banter - The duo wrapped the public portion by turning from markets to Main Street — and specifically to Spokane. Nick shared how rising taxes, a ballooning budget deficit, and unchecked homelessness are driving local frustration. After promising that last year’s hikes would close the city’s shortfall, the mayor is now proposing another sales tax increase to fund a new jail — a $1.2 billion plan. It’s a microcosm of the national picture: wasteful spending, broken promises, and a middle class squeezed by policies that never cut costs, only raise taxes. The snake is eating its own tail.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4mXbaTH0:00 Introduction2:07 Macro Musings: Shutdown Theater. Record Gold and Silver. Markets Ignore Politics.8:49 Market Takes: Million-Dollar Mining Financings. 300% Drill Winners. Copper Nears $5.27:35 Bizarro Banter: Spokane Tax Hikes. Fourth Turning in Action. 41:18 Premium Portfolio Picks: Digital Supply-Chain Platform. Gold-Copper Explorer. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4mXbaTHPLEASE NOTE: There are now two versions of this podcast.1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/4mXbaTH2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: We have been pounding the table on our performance in Private Placement Intel. The copper placement we did in July with Rick Rule and Jeff Phillips is already up 200% (with warrants to buy more). The uranium development deal we did last month is up 345% (with warrants to buy more). This week, we’ll help finance a brand new gold development and exploration company that has a head-start thanks to an existing high-grade gold resource at its flagship property in the Yukon. We are participating in the IPO round this week. Learn more about Private Placement Intel here: https://bit.ly/4876ZAVThe free version of the 335th episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Gold and silver keep breaking higher. Silver blew through $45 and is setting up for a run to $48 and new all-time highs. Gold pushed past $3,750 and looks ready to challenge $3,800 on the way to $4,000–$5,000. Both metals have tailwinds from Fed rate cuts, strong economic growth, and continued central bank buying. Meanwhile, the dollar is firming and bond yields are ticking higher. That points to rising risks—including black swan military chatter out of Washington—but gold and silver don’t seem to care.Market Takes - Copper grabbed headlines after a tragic accident at Freeport’s Grasberg mine cut production. That mine represents about 3% of global output, and the disruption could tip this year’s market into deficit. Copper prices jumped, and Ivanhoe Mines has already rallied 25% since July as investors repositioned into names with growth ahead. Craig Perry of Vizsla Copper has even argued that $30–$35 copper is possible down the line. Nick and Gerardo don’t need that to make money — $7–$8 copper in the next year is more than enough. Lithium Americas soared 125% this week after the Trump administration said it may take a 10% stake in the company’s Nevada project. That followed a $2.3 billion government loan under Biden and highlights a trend of resource nationalism across lithium, antimony, rare earths, and more. Uranium also broke out, hitting $82 per pound. The URA ETF is up 50% in just six weeks. Major producers like Cameco and Kazatomprom have guided down, while U.S. policy is moving to expand the strategic uranium reserve. Small explorers are doubling with little news as utilities prepare to contract supply.Bizarro Banter - Politics again proved bizarre. Trump’s subsidies to farmers were called what they are—welfare—despite the loud denials of those who voted for him. His second term is shaping up much like his first: weaker dollar, more debt, more war, and broken promises. Meanwhile, the Epstein scandal continues without closure for victims, even as culture-war distractions dominate headlines. Gerardo and Nick reminded listeners to keep pressure on real issues of accountability.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4mEL1c00:00 Introduction1:25 Macro Musings: Gold and Silver Surge. Dollar Strength. Black Swan Risks.9:18 Market Takes: Copper Supply Shock. Lithium Nationalism. Uranium Breakout.25:23 Bizarro Banter: Farm Welfare. Trump Promises. Epstein Cover-Ups.39:49 Premium Portfolio Picks: High-Leverage Gold Explorer. Undervalued Silver Junior. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4mEL1c0PLEASE NOTE: There are now two versions of this podcast.1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/4mEL1c02. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/