Bizarro World

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: Last week’s Private Placement Intel uranium deal (North Shore Uranium) filled quickly and is now closed. Another potential private placement is in due diligence now — one of Gerardo’s personal favorite assets, with drilling starting in the next few weeks. Existing subscribers will have first access. Click here: https://bit.ly/4lwpstO to learn more about becoming a member of Private Placement Intel, or call Jimmy Mengel in Customer Experience at 844-334-4700.The free version of the 330th episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Gerardo and Nick return from summer family time to a market backdrop that’s anything but quiet. The PPI came in at 0.9% — more than four times higher than expected — underscoring that inflation is far from “transitory.” Yet betting markets still give a 90% chance of a September rate cut, with some calling for 50 basis points. Stocks, crypto, and gold are all at or near all-time highs: gold between $3,275–$3,400 and silver consolidating between $36-$38. Copper remains range-bound after Trump’s tariff flip-flop, but deficits still loom. Both expect a packed fall conference season (Beaver Creek, Denver Gold Forum) with strong M&A potential. They also dig into tariffs — slamming the economic hit to U.S. companies — and praise the administration’s $1 billion push for critical minerals, uranium, and rare earth recycling.Market Takes - The conversation turns to why September and October could be the most consequential months of Gerardo’s career, thanks to multiple core exploration positions drilling right now. Hannan Metals and Kingsmen Resources are both advancing key programs, with results expected before or during conference season. Nick notes GDX and GDXJ breakouts mean juniors will be rewarded for good news. They also stress that in a bull market, management teams should release standout drill results quickly rather than sitting on them.Bizarro Banter - From Ghislaine Maxwell’s work release to the National Guard in D.C., the hosts rail against America’s two-tier justice system — where both elites and certain protected groups get passes while the middle class shoulders the rules and costs. The discussion ranges from failed presidential policies over decades to creeping government overreach, Orwellian parallels, and the risks of trading liberty for safety. The takeaway: own assets, think independently, and don’t get trapped in partisan blinders.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4oEnPwQ0:00 Introduction1:56 Macro Musings: Hot PPI. Rate Cut Bets. Conference Season.7:45 Market Takes: Exploration Season. Gold Stocks Breakout.22:16 Bizarro Banter: Maxwell’s Work Release. Liberty & Safety.30:30 Premium Portfolio Picks: Drill Result Plays. Recent Uranium Placement. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4oEnPwQPLEASE 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/4oEnPwQ2. 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 329th episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Gerardo returns from his anniversary trip recharged and ready, diving straight into the big market mover of the week: major downward revisions to U.S. jobs numbers. That shift has market odds now pricing in a near certainty of a September rate cut—plus the potential for multiple cuts by year-end. For asset owners, it’s a gift: stocks, gold, silver, and speculative plays are all climbing. But for everyone else, it means more inflation and higher costs of living. Nick unpacks the revision’s size and why the outdated BLS methodology fuels them, contrasts it with ADP’s numbers, and notes GDP growth at 3% with no recession in sight. Gold is flirting with $3,400, silver above $38, and the majors are breaking out. Copper took a hit after Trump backtracked on refined-product tariffs, but long-term deficits remain the driver. Both expect strong M&A activity in gold and copper as companies enter fall conference season with healthy balance sheets.Market Takes - Private Placement Intel’s latest deal is a U.S. uranium company with an 11M-pound historic resource, run by a proven team behind URZ Energy and Azarga Uranium. It’s valued at just C$2M, insiders own 43% (most locked until 2026), and the financing is at $0.05—a lower entry than any insider has had. Nick and Gerardo call it “easy money” given the track record. They also discuss the broader uranium market’s political and energy tailwinds. This deal was open to new participation until this morning (08/11/2025) but is now oversubscribed and closed to new interest.Bizarro Banter - This week’s cultural detour is brief, but the theme remains: “everything is awesome” for asset owners. Gerardo and Nick highlight that to thrive, you must “get in the game” in some form—because the old 9-to-5 model is dying by design. Side hustles, multiple revenue streams, and smart capital allocation are no longer optional. Plus a bullish development: allowing Bitcoin directly in 401(k)s. Nick sees it as part of a larger trend toward tokenization, private equity access, and ETF innovation. Gerardo recounts helping a friend turn a six-figure Vanguard 401(k) into seven figures by shifting into select juniors before restrictions hit, underscoring the importance of investor control over capital.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/3V1ByQB0:00 Introduction1:10 Macro Musings: Jobs Revisions. Rate Cuts. Gold Stocks16:10 Market Takes: Uranium Private Placement. Nuclear Energy Tailwinds.25:55 Bizarro Banter: Awesome for Asset Owners. Crypto Retirement.35:30 Premium Portfolio Picks: Gold Royalties. Drill Result Plays. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/3V1ByQBPLEASE 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/3V1ByQB2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Nick Hodge shares his retirement portfolio and insights in his service Foundation Profits, check out a preview: https://dailyprofitcycle.com/market-commentary/half-our-portfolio-went-up-this-month-august-foundational-profits-issue/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 328th episode of Investing in Bizarro World is now published, with special guest Chris Curl. Here’s what was covered:Macro Musings - With Gerardo in Costa Rica, Nick and Chris dive deep into macro events shaping the market. They cover the Fed’s “nothing burger” July meeting and the odds of a September rate cut falling below 50%. Gold dipped below $3,200 on the news, but Nick sees the reaction as temporary. Copper also sold off after Trump walked back a planned 50% tariff on refined products—what Nick calls “taco-ing.” The long-term copper bull thesis remains intact, with structural deficits and demand from AI, energy transition, and infrastructure still driving the story. The team also breaks down the massive new trade deal with the EU—lowering tariffs, boosting U.S. energy exports, and repositioning America as Europe’s key supplier.Market Takes - Chris breaks down why Bitcoin surged from $100,000 to $122,000: halving dynamics, M2 growth, institutional demand, and a supply crunch. Despite a Galaxy Digital selloff, the bull market remains intact. Ethereum is surging too—Nick is up 60% on his ETH ETF—and Chris expects ETH to hit new all-time highs later this year, triggering the next alt season. The two also cover the Genius Act, Project Crypto, and the rise of stablecoins like USDC and USDT—all bullish for Ethereum. Circle, the newly public U.S.-based stablecoin issuer, is highlighted as a prime beneficiary of the trend.Bizarro Banter - The Internet is ablaze over a hot chick in jeans. Nick and Chris weigh in on the Sydney Sweeney–American Eagle ad campaign, backlash from woke critics, and how a viral denim ad may signal the beginning of the end for woke corporate culture. American Eagle added hundreds of millions in market cap after the ad dropped. “This wouldn’t have been controversial at all when we were growing up,” says Chris. “It’s exhausting—and most people are tired of it.”Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/40OW0ro0:00 Introduction1:10 Macro Musings: Temporary Gold Dip. European Trade Deals.16:40 Market Takes: Project Crypto. New Crypto Legislation. Stablecoins & Circle.48:51 Bizarro Banter: Good Jeans Ad. Doublethink.53:42 Premium Portfolio Picks: Chris’s Favorite Cryptos Right Now. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/40OW0roPLEASE 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/40OW0ro2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Curious about crypto but not sure where to start? Don't worry—it’s easier than you think! Start by checking out our free report, "Crypto Investing for Beginners." Click here: https://bit.ly/47eNCFzVisit our website Daily Profit Cycle for 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 327th episode of Investing in Bizarro World is now published, with special guest Rudy Havenstein.A big thanks to Rudy for coming on the podcast. If you like what you hear, you can follow him on X (Twitter) @RudyHavenstein: https://x.com/RudyHavenstein or check out his Substack — A Havenstein Moment: https://rudy.substack.com/Here’s what was covered:Macro Musings - Special guest Rudy Havenstein joins Gerardo and Nick to dissect the Epstein coverup — calling it the biggest scandal since JFK. The trio connect the dots between intelligence agencies, blackmail, arms trafficking, and a government that shuts down for summer instead of telling you who raped the kids. Rudy explains why Epstein was an intelligence asset used to manipulate global elites. They’re not trying to punish. They’re trying to control. The discussion covers Trump’s reversal, the cowardice of Congress, the complicity of media, and the institutional rot that pervades both parties.Market Takes - A short segment this week as the Fed’s role in wealth inequality takes center stage. Rudy and the hosts break down how zero interest rates (ZIRP), QE, and mortgage-backed security purchases created today’s asset bubbles, destroyed housing affordability, and fueled class division. The Fed is a private cartel that picks winners and losers—and you’re not one of them. Bizarro Banter - Elon, eugenics, and the elite’s obsession with transhumanism. Gerardo and Nick ask Rudy whether anything can really change. The conversation turns to hope, skepticism, Ross Perot, Ron Paul, and the next generation. “If Epstein was guilty of trafficking girls… to no one, then who the hell is paying off all these victims?”Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/41ghcXn0:00 Introduction0:06 Macro Musings: Epstein, Intelligence Blackmail, and Political Cowards. Elon, Eugenics, and the Rot of the Ruling Class34:54 Market Takes: Fed Lies, Wealth Theft, and Housing Corruption46:39 Premium Portfolio Picks: A Gold Developer. A Copper Prospect Generator. Two Lithium Rebound Stocks. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/41ghcXnPLEASE 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/41ghcXn2. 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 326th episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Gerardo and Nick dive deep into the Epstein files controversy—what was promised, what was exposed, and what was ignored. “If you’re still partisan at this point, you’re an idiot,” says Nick. Also discussed: General Flynn’s rebuke of Trump, Elon’s America Party, and Druckenmiller’s warning that the U.S. is next. Gold soared after Trump floated firing Jerome Powell, then backtracked. “This is what happens when you throw everything at the wall to see what sticks.”Market Takes - Gold jumped $25 intraday. Silver and PGMs surged. Why? Because Trump threatened to fire Powell, markets panicked, and the Fed's credibility was rocked again. The pair discuss bond yields, inflation, and the implications of America’s growing debt bomb. They recap how Trump’s first stimulus helped launch the current commodity cycle—and why today’s policies are turbocharging it. Gold, silver, copper, and uranium are all structurally bullish, with M&A heating up and premiums forming across the board. Bizarro Banter - Nick recaps the Rick Rule Symposium in Boca Raton, sharing insights from speakers like Grant Williams, Danielle DiMartino Booth, Nomi Prins, and Rick Rule himself. The return of institutional capital and $180 resort haircuts. Apple’s $500 million investment into MP Materials is discussed in detail—including what it means for rare earths, recycling, and who might be next. Nick hints that other big tech firms could follow. Gerardo speculates about automakers striking lithium-cesium-gallium supply deals with Patriot Battery Metals.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/46fA5060:00 Introduction0:06 Macro Musings: Epstein Cover-Up. Trump vs. Deep State. Powell in the Crosshairs.14:19 Market Takes: Gold Breakout. Bond Chaos. Commodity Supercycle.25:45 Bizarro Banter: Rick Rule Recap. Apple Backs MP. Patriot Battery’s Future.46:39 Premium Portfolio Picks: Two Lithium Stocks. Two Gold Stocks. A Quantum Computing Play. (You need to subscribe to Bizarro World Live to get this section) Details here: https://bit.ly/46fA506PLEASE 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/46fA5062. 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 325th episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Gerardo welcomes Jody Dahrouge for a conversation dominated by macro policy and its massive effect on metals markets. They dive into the geopolitical and fiscal catalysts behind copper and rare earths—including Trump’s new 50% tariff on imported copper and a $10B Department of Defense deal with MP Materials. Gerardo and Jody both stress the significance of guaranteed pricing and long-term offtake agreements to fund North America’s critical mineral renaissance. Expect this to spark an arms race in strategic metal supply chains—with Canada likely to benefit.Market Takes - The discussion turns to specific metals and how they’re reacting to macro shifts. Cesium, gallium, and tantalum—largely overlooked—are positioned as game-changers, especially with Patriot Battery Metals’ Corvette deposit potentially hosting the highest concentration of these metals ever found in one location. Lithium stocks are rebounding hard after being crushed, and Jody makes the case that we’ve already seen the bottom. Gold is “only in the 4th inning,” silver just broke out above $37, and platinum group metals are seeing their biggest monthly moves in decades.Bizarro Banter - Gerardo calls silver the “mistress” and gold the “wife” in a riff about investor psychology. Jody compares Patriot’s cesium potential to a uranium deposit in terms of value density and scarcity. They both emphasize the importance of reassaying historic drill core for overlooked metals—a move that could unlock entirely new asset classes. Talk turns to solar panels, energy storage, and EVs—arguing that Patriot’s cesium could revolutionize the solar industry via perovskite tech. They wrap with thoughts on grid independence, battery tech, and how U.S.-Canada cooperation could trigger the next lithium boom.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4eSS5Qa0:00 Introduction1:03 Macro Musings: DoD-Backed Magnet Deal. Copper Tariffs. Supply Chain Nationalism.21:07 Market Takes: Patriot’s Cesium. Gold Breakout. Silver Surge. Lithium Bottom?23:04 Bizarro Banter: Gallium Chips. Solar Storage Shift. EV vs Gas Cars.29:47 Premium Portfolio Picks: Lithium Rebound Stocks. Private Picks from Jody. (Subscribe to Bizarro World Live to get this section.) Details here: https://bit.ly/4eSS5QaPLEASE 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/4eSS5Qa2. 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 Programming Note: We will be financing a new 3-cent copper company next week in Private Placement Intel. We’ll be going in alongside some legendary resource investors amid a restructure. You can join Private Placement Intel now to participate at the still-discounted rate of $2,025 per year. Or call Jimmy Mengel in Customer Service at 844-334-4700 for more information. More details here: https://bit.ly/44jFjqmThe free version of the 324th episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Gerardo pulled on the “supply & demand” hoodie, and Nick showed why it’s more than a fashion statement. With a fresh multi-trillion-dollar bill that Trump wants signed on July 4th—because of course—the dollar's tanking, the debt’s exploding, and inflation isn’t done with us yet. Ray Dalio’s math says we’re headed for “big painful disruptions.” Gerardo and Nick explain why that’s bullish for gold, copper, and popcorn (seriously—$89 buckets are coming).Market Takes - Copper’s still above $5, lithium is quietly waking up, and platinum just had its best monthly move in 40 years. The NASDAQ and S&P are calm, but don’t confuse quiet indices with a healthy economy. Gerardo and Nick are eyeing the real signal. “It’s not a complicated thesis,” Gerardo says. “You just have to know what you own.” A new copper deal is dropping next week. Nick and Gerardo walk through the behind-the-scenes work it took to secure an unusually favorable structure: strategic investors, a 12-month lock-up, over $100M in potential partner funding, and a massive land position in Australia’s Macquarie Arc. This is the kind of deal where legends like Rick Rule are writing checks—and it’s coming to subscribers first. Join Private Placement Intel to participate in the deal next week. Details here: https://bit.ly/44jFjqmBizarro Banter - From AI anime YouTube channels with 30M followers to Google buying nuclear fusion power that doesn’t exist yet, the guys riff on the weird intersection of technology, media, and energy. Nick also drops a righteous rant on local politics, semantics, and why Spokane’s city council should stop serving hot dogs and calling them hamburgers. Gerardo weighs in on the Lia Thomas ruling and says what most people are thinking but too afraid to say: you can respect someone’s identity and still want fairness in women’s sports. Nick breaks it down with Pew poll data, Orwell quotes, and a reminder that logic is not bigotry. “You’re born either male or female. That’s not politics—it’s biology.”Premium Portfolio Picks - For paid listeners only. Click here: https://bit.ly/4eCAfADYou can watch the full episode here. https://www.youtube.com/watch?v=Gr210Zx-LF40:00 Introduction1:54 Macro Musings: Dollar Supply & Demand. Beautiful Bill’s Ugly Debt. Inflation and $89 Popcorn14:33 Market Takes: Metals Moving. Record Indexes. Copper Private Placement. Details here: https://bit.ly/44jFjqm23:06 Bizarro Banter: AI’s YouTube Takeover. Spokane Defies the People. Male vs. Female. 40:14 Premium Portfolio Picks: Digital Supply Chain Leader. Gold Prospect Generator. Oil ETF. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4eCAfADPLEASE 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/4eCAfAD2. 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 323rd episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Stagflation is here: rising inflation and flat growth are driving money into hard assets. Platinum and palladium hit decade highs. Lithium is showing green shoots. The S&P is at record highs—but the streets are filled with fentanyl, homelessness, and Orwellian politics. It's never been more important to own real assets.Market Takes - Gold and silver continue to look strong. Silver leads. Copper pushes above $5, and uranium hovers near $78. Private placements are working, and the window is still open. Gerardo and Nick tease a new copper financing and recap how executive orders have triggered triple-digit gains across U.S. juniors. Deal details here: https://bit.ly/4lwaN1YBizarro Banter - From crypto-backed mortgages and XRP-funded home purchases to fentanyl-themed real estate marketing, the system is off the rails. Nick and Gerardo rant on the Fed, the defense department, missing kids, and Orwell’s 1984. Still—asset owners win. The question is: Are you positioned?Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/46ow61d0:00 Introduction2:12 Macro Musings: Platinum Breakout. Stagflation Confirmed. Lithium Lags but Lifts.10:43 Market Takes: Copper Clears $5. Uranium Steadies. Precious Metals Hold.23:31 Bizarro Banter: Executive Orders, Crypto Mortgages, Fourth Turning Chaos.37:02 Premium Portfolio Picks: New Copper Deal Coming. Uranium Catch-Up Trade. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/46ow61d Deal details here: https://bit.ly/4lwaN1YPLEASE 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/46ow61d2. 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 322nd episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Gerardo and Nick open with the breakout in platinum and why it doesn’t matter whether the move is driven by jewelry demand, catalytic converters, or speculation. Nick confirms: if it holds above $1,300, it could blast through $1,500 on its way to 2008-style levels. Inflation is ticking back up, hard assets are responding, and the Fed’s credibility is unraveling. Position accordingly.Market Takes - Uranium stocks are taking off again as Sprott raises $200 million and the Department of Energy fast-tracks funding for new nuclear projects. Meanwhile, silver’s holding strong above $37, gold’s consolidating near $3,400, and copper’s getting comfy near $4.85. The explorers haven’t yet moved—creating a rare window.Bizarro Banter - The conversation turns to stablecoins, tokenized gold, and why Tether is investing in real-world royalty companies. From tokenized orgasms (yes, really) to Tether investing in a royalty company instead of blockchain gimmicks, Nick and Gerardo riff on what’s real, what’s ridiculous, and why the smartest money is buying gold you can actually get out of the ground. The Senate’s “Genius Bill” could force massive T-bill buying. Basel III endgame rules are about to clash with Fed policy. And as always, the system is rigged for asset owners.Premium Portfolio Picks - For paid listeners only. Details here: https://bit.ly/4kWvrsp0:00 Introduction2:12 Macro Musings: Platinum Surges. Monetary Policy. Fed Frozen.10:43 Market Takes: Uranium Rips. Sprott Catalyst. Gold, Silver, Copper Firm.23:31 Bizarro Banter: Stablecoins, Tether Royalties, Basel Rules, Fed Shenanigans.37:02 Premium Portfolio Picks: A Tier-1 PGM Asset. A Staple with Global Exposure (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4kWvrspPLEASE 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/4kWvrsp2. 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 321st episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Gerardo opens with a personal story about his mother being kidnapped by a cartel and connects it to the broader collapse of constitutional norms in the U.S.—warning that even senators are now being unlawfully detained. He says if they’ll do that to a senator on camera, imagine what’s happening to undocumented people without a platform. Nick expands on the idea of institutional decay by invoking the Fourth Turning and compares the volatility in politics to spikes in the VIX. The duo agrees: what we’re seeing isn’t just a political problem—it’s the breakdown of the rule of law in real time.Market Takes - Commodities are surging. Gold is holding strong near $3,500. Silver finally broke $35 and is pushing toward $38. Gerardo says if it breaks $38, $42 is next—and new all-time highs aren’t far behind. Platinum is up 30% in 30 days, while copper and uranium stocks are leading the rotation back into hard assets. Oil jumped from $55 to $75 in a matter of weeks, front-running geopolitical risks with Israel and Iran. Inflation is ticking back up, and with fewer rate cuts priced in, silver may now have the edge over gold due to its industrial exposure.Bizarro Banter - Gerardo and Nick riff on Tesla, Trump, and the theater of geopolitical headlines. From Meta’s 20-year nuclear power deal to the U.S. Air Force installing SMRs on military bases, it's clear the market is rethinking energy security via nuclear. Paul Tudor Jones gets a shoutout for recommending diversification into stocks, gold, and Bitcoin. Gerardo adds: “You don’t have to choose between Bitcoin and gold—we’re making money with both.” Reader question about Resource Stock Digest and Digest Publishing. Premium Portfolio Picks - For paid listeners only. Learn more here: https://bit.ly/4411f870:00 Introduction1:15 Macro Musings: Institutional Decay. Oil Surges. Inflation & Commodity Cycle.21:09 Market Takes: Gold & Silver Edge Higher. PGMs Breakout. Private Placements Performing. Uranium Industry Insights.41:02 Bizarro Banter: Reader Question. Resource Stock Digest vs. Digest Publishing.34:49 Premium Portfolio Picks: A Gold Stock Dip to Buy. An Emerging Critical Element Leader. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4411f87PLEASE 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. You can do that here: https://bit.ly/4411f872. 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 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. Subscribe here: https://bit.ly/3FEaa7r0:00 Introduction1:15 Macro Musings: Musk Breaks With Trump, Bond Market Risk8:12 Market Takes: Silver Soars, Gold Holds $3,300, Copper Breaks $526:24 Bizarro Banter: Avatar, Rare Earths, and Palantir's Database34:49 Premium Portfolio Picks: Uranium and PGMs. A Pizza Play. (You need to subscribe to Bizarro World Live to get this section) Learn more here: https://bit.ly/3FEaa7rPLEASE 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. You can do that here: https://bit.ly/3FEaa7r2. 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 - Gold is back in the spotlight, seen as a neutral asset by central banks. They have a long history of managing reserves and look to continue doing just that. Gold’s purchasing power is expected to remain stable. Silver’s unique cultural significance in the US and industrial uses give it an advantage. Political decisions have a massive influence on market conditions.Market Takes - Gerardo spends the episode talking with Dr. Morgan Poliquin. They discuss his mining background and what lies ahead for the projects he is involved with. Copper is becoming increasingly significant in the mining sector. Geopolitics are influencing resource management globally. Nuclear energy is essential to the future of energy and Trump acts on that. Exploration strategies have to adapt to market changes. Tech advances can drive resource exploration and management. The mining industry is entering into a new cycle of discovery.Bizarro Banter - Gerardo and Dr. Poliquin discuss the intricacies of mining exploration. They go over the importance of systematic drilling and the potential for significant commodity discoveries in North America amidst a changing geopolitical landscape.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4kL4WFE0:00 Introduction1:27 Macro Musings: Market insights into gold and copper. The role that central banks and politics play. Gold and silver’s historical significance. 12:46 Market Takes: Dr. Poliquin’s background. Discoveries in Mexico and New Zealand. Current operations and future prospects. 24:50 Bizarro Banter: The art of discovery in mining. Copper’s rise. Geopolitical dynamics. 37:00 Premium Portfolio Picks: A junior miner led by industry veterans, with gold, copper, and silver in the western US. You need to subscribe to Bizarro World Live to get this section. Details here: https://bit.ly/4kL4WFEPLEASE 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. You can do that here: https://bit.ly/4kL4WFE2. 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 318th episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - A messy Treasury auction sparks a market-wide selloff. The Dow drops 800 points. The 10-year yield spikes toward 5% while the dollar weakens — an unsustainable and dangerous combo. The U.S. must refinance $9 trillion in debt at higher rates. The IMF and Moody’s start talking credit risk. Bond market vigilantes are back, and they’re angry.Market Takes - Silver still pressing against multi-year resistance. Copper jumps to $4.60 after briefly dipping below $4. Time for uranium again?. Bitcoin bounces. Real estate shows signs of cracking. Bond-heavy retirement portfolios are in trouble as fixed income investors get crushed. Nick and Gerardo both warn: “The bond market is now the risk.”Bizarro Banter - The rise of spineless sycophants in political circles. Gerardo talks through market history, structural debt dysfunction, and the threat to retirement accounts, all while trading jokes about Zillow, target date funds, and Rick Rule’s uranium thesis.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/43KwjtS 0:00 Introduction1:15 Macro Musings: Angry Bond Vigilantes. Warning from Gerardo. 8:12 Market Takes: Commodities Reinflating. Gold & Bitcoin Protection,.26:24 Bizarro Banter: Massie Was Right. Big Beautiful Bullshit.34:49 Premium Portfolio Picks: Two Active Drillers. A Supercomputing Play. (You need to subscribe to Bizarro World Live to get this section). Subscribe here: https://bit.ly/43KwjtS 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. You can do that here: https://bit.ly/43KwjtS2. 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 Programming Note: Chris Curl’s Crypto Cycle portfolio continues to outperform — and he’s holding strong as we approach what he believes will be the biggest altcoin season since 2021. He’s even got Gerardo buying crypto for the first time. See what they are buying for this bull run here: https://bit.ly/4dszaLiThe free version of the 317th episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Gold dipped sharply but held support near $3,200 after a $100 down day. S&P bounces as tariff escalation cools — temporarily. Gold miners get whipsawed. Even large caps like Newmont and Agnico took 10–15% hits. CPI softens to ~2.4%, but oil is bottoming and inflation may reaccelerate into Q3. Bond yields spike again; the 10-year surges as Trump delays tariffs during a foreign tour. No May rate cut, but one still priced in for the second half. Deficit expansion and a bloated defense budget loom.Market Takes - Chris Curl returns to co-host while Gerardo attends his son's college graduation. Bitcoin runs from ~$75K lows to over $105K. Global M2 growth and institutional adoption cited as key drivers. Crypto-friendly states, meme coins, Michael Saylor, and governments turning to Bitcoin as fiat collapses. Chris sees full altcoin season coming by Q3 2025. Bitcoin’s relative stability setting up massive runs in quality alts. Foot Locker acquired at a 100% premium after Nick speculated on a buyout — Hodge Family Office readers are in below the offer price. Chris convinced Gerardo to buy Bitcoin. Learn more: https://bit.ly/4dszaLiBizarro Banter - Wide-ranging conversation on Trump, debt, and the political absurdities of 2025. The trillion-dollar defense budget, SALT deduction games, and expanding deficits despite tariff promises. Chris criticized Trump’s meme coin launch and warned of pay-to-play politics tied to crypto. Nick pointed out the long-term cost of deindustrialization and the massive learning curve facing any real U.S. reindustrialization effort. Both agreed: the March of Tyranny continues — just with different branding depending on the party in charge.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/3Hfc2nj0:00 Introduction0:59 Macro Musings: Gold Dips But Holds. Bond Yields Spike. Trump Runs Up Debt.4:32 Market Takes: Six Figure Bitcoin. Crypto Smart Money. China Selling Treasuries.35:36 Bizarro Banter: AI & Humanity. Gerardo Buys Bitcoin. NatGold Isn’t Serious.28:41 Premium Portfolio Picks: Three Crypto Picks. Tiny Gold Driller. Major Retail Acquisition. You need to subscribe to Bizarro World Live to get this section. Click here: https://bit.ly/3Hfc2njPLEASE 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. You can do that here: https://bit.ly/3Hfc2nj2. 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 Programming Note: Bitcoin hits $100K again. And Gerardo buys Bitcoin for the first time. Chris Curl shows him how simple it is in this new video. https://bit.ly/3RXiJgbThe free version of the 316th episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - GDP goes negative, and markets call it bullish. Powell punts again. Fed signals it may abandon the 2% inflation target if jobs suffer. Trump touts a “major” trade deal with the UK — that keeps tariffs the same. Tariff fallout grows: ports go quiet, shelves thin out. Paul Tudor Jones says stocks could hit new lows and warns of a 10% chance AI wipes out half of humanity within 20 years. Nick and Gerardo aren’t laughing.Market Takes - Utilities and staples — the only S&P sectors up more than 2% YTD — continue to outperform as tariffs benefit domestically sourced goods. Philip Morris up 45% in 2024 because of no foreign dependence. Rotation into commodities is well underway. Bond and currency markets flashing stress. Nick sees more chop ahead but no recession — and new highs later in the year. How China is de-dollaring. Gold still under-owned. Bizarro Banter - The world gets a new pope — a Cubs fan from Chicago. Nick and Gerardo reminisce about 2016, the Cubs’ last title, and the founding of Digest Publishing. AI warning bells ring louder as Elon Musk and other developers privately predict apocalyptic risk. Why NatGold, which tokenizes what it calls “naturally vaulted gold” isn’t for serious investors. Gerardo jokes about naturally vaulted tokenized orgasms. Nick has a naturally vaulted six-pack. If you want to own gold, buy gold. If you want to own Bitcoin, buy bitcoin. Even Gerardo’s buying Bitcoin. Learn more: https://bit.ly/3RXiJgbPremium Portfolio Picks - For paid listeners only. 0:00 Introduction1:06 Macro Musings: 2016 All Over? Paul Tudor Jones. Tariff Talk.11:33 Market Takes: S&P Sector Highlights. Uranium Snapback. Rick Rule. Gold Under-owned.24:06 Bizarro Banter: AI & Humanity. Gerardo Buys Bitcoin. NatGold Isn’t Serious.28:41 Premium Portfolio Picks: Battery Technology Discussion. Two Lithium Stocks. Two Juniors Drilling Now. You need to subscribe to Bizarro World Live to get this section: https://bit.ly/4j4HRwDPLEASE 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. You can do that here. https://bit.ly/4j4HRwD2. 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/