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

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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.

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0:00 Introduction

1:15 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/43KwjtS

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

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