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

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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/4oEnPwQ

0:00 Introduction

1:56 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/4oEnPwQ

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/4oEnPwQ

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

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