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

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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 Nick unpacks the revision’s size and why the outdated BLS methodology fuels them, contrasts it with ADP’s numbers, and notes GDP growth at 3% with no recession in sight.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.

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0:00 Introduction

1:10 Macro Musings: Jobs Revisions. Rate Cuts. Gold Stocks

16:10 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/3V1ByQB

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/3V1ByQB

2. 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/

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