Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD

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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.

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0:00 Introduction

1:03 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/4eSS5Qa

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/4eSS5Qa

2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.

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