EPISODE · Jan 21, 2025 · 36 MIN
Inflation Spills Over Into Oil, Copper - Bizarro World 300
from Bizarro World
Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld This week marks the 300th episode of the Bizarro World podcast. There are now two versions. 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/4hhTjEA2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.The free version of the 300th episode is now published.Here’s what was covered:Macro Musings - We discussed the cause of recent choppiness in the S&P, attributing it to whipsawed inflation and Fed cut expectations. A look at the S&P and VIX charts. Market Takes - We continue on the inflation theme by looking at how it’s spilling over from soft to hard commodities, with oil and copper both now rising. Gold back above $2,700. Bizarro Banter - Greenland is a distraction. Discussion of rare earths, mining, and NIMBY-ism. Trump’s pro-nuclear Treasury Secretary. Premium Portfolio Picks - For paid listeners only. Become a member today: https://bit.ly/4hhTjEA0:00 Intro1:50 Macro Musings: S&P Volatility. VIX. Inflation and Rate Cut Whipsawing.9:12 Market Takes: Bond Volatility. Financial Sector. Uranium.30:14 Bizarro Banter: China. Greenland.35:25: Premium Portfolio Picks (You need to subscribe to Bizarro World Live to get this section) Details here: https://bit.ly/4hhTjEAVisit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/
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Inflation Spills Over Into Oil, Copper - Bizarro World 300
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