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

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The free version of the 334th episode of Investing in Bizarro World is now published.

Here’s what was covered:

Macro Musings - It’s been a turbulent couple of weeks globally. Gerardo highlighted tragedies abroad and political dysfunction at home—Republicans blocking Epstein file transparency, the Supreme Court greenlighting racial profiling, and escalating violence across regions. Nick reminded listeners that while the chaos is real, the design is to divide and distract. The lesson: focus inward—on family, community, and personal resilience—while tuning out the noise. Levity came via county fairs and Beaver Creek banter, but the underlying theme is clear: this Fourth Turning is intensifying. Stay level-headed.

Market Takes - From Beaver Creek to Denver, sentiment is bullish. Attendance, deal-making, and even wine shortages confirmed we’re in a real bull market. Gold set fresh highs near $3,700 before consolidating around $3,600—now likely a new floor. Silver broke decisively through $42, signaling higher levels ahead. Rate cuts and re-accelerating inflation are tailwinds, alongside central bank and even Tether buying. Copper, meanwhile, has rebounded sharply post-tariff reversal and continues tracking in a long-term bullish channel, supported by U.S. critical metals policy and AI-driven infrastructure demand. As Nick put it: “The charts are up and to the right.”

Bizarro Banter - Headlines keep proving the name of this podcast right. Political violence, Epstein cover-ups, tribalism stoked on both sides—yet markets rip higher. Politicians provide theater while debt climbs past $37 trillion. The “cleanest dirty shirt” argument persists, but fiat erosion is by design. Don’t confuse a bull market for brains, but recognize that the setup is historic.

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0:00 Introduction

1:25 Macro Musings: Global Chaos. Fed Cuts. Debt & Division.

9:39 Market Takes: Beaver Creek Sentiment. Gold $3,700 &, Silver $42. Copper Supercycle.

31:53 Bizarro Banter: Politics. Sentiment. Market Lessons.

36:48 Premium Portfolio Picks: Tiny Uranium Explorer. Gold Nearology in Peru. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/3VuQhnx

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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/3VuQhnx

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

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