Bizarro World

The free version of Episode 371 of Investing in Bizarro World is now live. This week, Nick and Gerardo break down gold’s bounce off key support, silver’s rebound, the dollar slipping back below 101, and why a softer inflation setup may give the Fed cover to pause instead of hiking again. Gold is not fully back to bullish yet, but holding the $3,900 area kept the ugly $3,400 scenario off the table for now. Meanwhile, silver bounced from the mid-$50s, the 10-year yield moved below 4.50%, and sector rotation continues beneath the surface as tech softens and rate-sensitive areas like real estate, utilities, financials, insurance, and health care start to catch a bid. From there, the conversation turns to uranium and nuclear power. Long-term uranium contracts are pushing new highs, four small modular reactors have now reached criticality, Canada rolled out a new nuclear plan, Cameco flagged more supply risk, and global heat waves are once again exposing the weakness of electric grids that desperately need reliable baseload power. Then things get fully Bizarro: America’s 250th birthday, U.S.-Israel military integration, Trump’s crypto windfall, Air Force One gifts, supersonic flight, Supreme Court wins and losses, Washington state taxes, Fourth Amendment protections, the Pope’s warning on AI, and whether the iPhone is somehow birth control. Subscribe to the channel: 👉 / @bizarroworld Read the full article + listen here: 👉 https://bizarroworld.com Timestamps: 0:00 Introduction 1:32 Macro Musings: Gold Support Holds. Silver Rebounds. Dollar Below 101. Fed Cover. Rate Hike Odds. Sector Rotation. 10:39 Market Takes: Uranium Contract Highs. SMR Criticality. Canada Nuclear Plan. Cameco Supply Risk. France Heat Wave. Grid Warnings. 18:43 Bizarro Banter: America’s 250th. Israel Military Fusion. Trump Crypto Grift. Supreme Court Wins and Losses. Pope AI. iPhone Birth Control. 50:20 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) If you’re trying to make sense of this market — and position yourself for what comes next — you’re in the right place.

The free version of Episode 370 of Investing in Bizarro World is now live. This week, Nick and Gerardo break down gold’s break below $4,000, silver’s drop under $60, the dollar’s surge above 101, and why the long-term thesis for precious metals, copper, uranium, and critical metals remains intact despite the summer shakeout. Gold has technically broken down in the short term, with support near $3,930 and a deeper level closer to the mid-$3,000s if that fails. But $4,000 gold is still a phenomenal price compared with where we were a year ago, and the same goes for silver in the high-$50s. The near-term chart looks rough. The long-term setup still looks strong. From there, Nick and Gerardo dig into copper, algorithmic selling, tariff risk, China’s rare earth squeeze, Energy Fuels, Generation Mining, uranium funding, and why the West is still in the early innings of rebuilding the supply chains it needs for energy, defense, AI, electrification, and national security. Then things get fully Bizarro: the White House reflecting pool turns into a literal swamp, New York voters flirt harder with socialism, MAGA disillusionment keeps spreading, Roundup gets a corporate hall pass, the Supreme Court fires off a wave of major decisions, and America’s political center keeps getting squeezed from both sides. Subscribe to the channel: 👉 / @bizarroworld Read the full article + listen here: 👉 https://bizarroworld.com Timestamps: 0:00 Introduction 2:41 Macro Musings: Gold Breaks $4,000. Silver Cracks $60. Dollar Above 101. Yield Confusion. Fed Cover. Short-Term Bearish. 12:07 Market Takes: Junior Resilience. Algorithmic Selling. Copper Support. China Rare Earth Squeeze. Energy Fuels. Generation Mining. Uranium Funding. 24:25 Bizarro Banter: Reflecting Pool Swamp. Fourth Turning. New York Socialism. Roundup Ruling. Supreme Court Checks. Tribalism. 56:59 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) If you’re trying to make sense of this market — and position yourself for what comes next — you’re in the right place.

The free version of Episode 369 of Investing in Bizarro World is now live. This week, Nick and Gerardo break down the market’s relief rally after the latest Iran deal, the rebound in gold and silver, and why Washington’s costly “victory” looks more like an off-ramp than a clean win. The market appears to believe the deal — at least for now. Oil fell back toward $76, the dollar dropped below 100, the VIX slid toward the mid-teens, gold bounced back above $4,300, and silver reclaimed the $70 handle. But the details are still murky, Israel remains a wildcard, and the nuclear provisions that supposedly started the whole thing remain unresolved. From there, the discussion turns to what this means for commodities, rates, and the broader market. Gold held the trend line, silver still has work to do, copper remains the strongest chart, and the CRB index has corrected roughly 10% from recent highs. Meanwhile, the Fed may now have cover to stop talking about hikes as oil falls, inflation cools, and markets start pricing in a more stable second half. Nick and Gerardo also dig into sector rotation, gold-stock valuations, oil and gold volatility, the SpaceX IPO, China’s mineral strategy, and why critical metals remain one of the strongest long-term themes in the market. And then things get fully Bizarro: six-dimensional chess, the White House reflecting pool turning green, no-bid contracts, Miracle-Gro lawn reconstruction, Epstein distractions, UFC on the lawn, Pope AI, iPhone birth control, and the usual signs that we are living in the dumbest possible timeline. Subscribe to the channel: 👉 / @bizarroworld Read the full article + listen here: 👉 https://bizarroworld.com Timestamps: 0:00 Introduction 2:12 Macro Musings: Iran Deal Believed. Oil Falls. Dollar Below 100. Gold Rebounds. Six-Dimensional Chess. Reflecting Pool Algae. 14:36 Market Takes: Gold Bottom Call. Trendline Test. CRB Correction. Fed Cover. Volatility Falls. Copper Strength. Sector Rotation. Nuclear Fuel. 28:32 Bizarro Banter: White House Spectacle. SpaceX IPO. Retail FOMO. Pope AI Tease. iPhone Birth Control. Sewer Tunnel Warning. 52:01 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) If you’re trying to make sense of this market — and position yourself for what comes next — you’re in the right place.

The free version of Episode 368 of Investing in Bizarro World is now live. This week, Nick and Gerardo break down a volatile selloff across metals, equities, and commodities — and why the gold bull market still appears intact despite the damage. The conversation starts with Iran whiplash, Trump’s on-again/off-again war rhetoric, gold’s sharp drop to roughly $4,080, and its quick reversal back above $4,200. Silver bounced hard, copper held up better than the precious metals, the dollar slipped back below 100, and the broader indices rallied as the market once again signaled exactly what it wants: peace, lower energy prices, and some kind of stability. From there, Nick and Gerardo dig into the macro setup — jobs strength, CPI at 4.2%, higher bond yields, a compressed yield curve, Fed confusion, and the question of whether the incoming Fed chair can talk the market lower on rates even if he does not have the votes to cut. They also get into portfolio construction, drawdowns, why price is not the same thing as value, and how to think about junior resource stocks during forced liquidation and sector-wide weakness. Then the focus turns to the charts: gold testing its bull-market trend, silver looking more volatile, copper holding up best, and critical metals remaining one of the strongest long-term themes in the market. The need for copper, uranium, lithium, rare earths, tungsten, zinc, and cobalt is not going away — and neither is China’s dominance. And then things get fully Bizarro: the Epstein coverup, institutional rot, Goldman Sachs, the Fourth Turning, World Cup distractions, Cubs pain, and the kind of American justice that lets the powerful stay powerful. Subscribe to the channel: 👉 / @bizarroworld Read the full article + listen here: 👉 https://bizarroworld.com Timestamps: 0:00 Introduction 1:56 Macro Musings: Iran Whiplash. Metals Reversal. Jobs Strength. CPI Spike. Yield Curve Compression. Fed Jawboning. 16:21 Market Takes: Resource Thesis Intact. Portfolio Construction. Gold Trend Test. Silver Volatility. Copper Holds. Critical Metals Push. 44:30 Bizarro Banter: Epstein Coverup. Institutional Rot. Goldman Sachs Adviser. Fourth Turning. World Cup Escape. Sports Pain. 52:01 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) If you’re trying to make sense of this market — and position yourself for what comes next — you’re in the right place.

The free version of Episode 367 of Investing in Bizarro World is now live. This week, Nick and Gerardo break down another Groundhog Day market — Iran deal headlines changing by the hour, oil moving up and down, gold hovering near $4,500, copper staying strong, and the 10-year Treasury yield once again acting as the pressure point for stocks. The conversation turns to why “boring is the opportunity” in this summer market. A lot of investors are checked out, but exploration work is getting done, and the junior resource market is still rewarding high-grade copper, gold, and silver results. Gerardo and Nick also discuss gold overtaking bonds as a major reserve asset, central bank buying, debt-to-GDP risks, and why the future tax burden may be much higher than most people expect. Then things get fully Bizarro: Section 224 of the 2027 National Defense Authorization Act, Epstein file stonewalling, Hunter Biden’s return to X, SpaceX’s massive IPO, the rise of fund flows over fundamentals, more ETFs than stocks, and the Kool-Aid pineapple trend nobody asked for. Subscribe to the channel: 👉 / @bizarroworld Read the full article + listen here: 👉 https://bizarroworld.com Timestamps: 0:00 Introduction 2:13 Macro Musings: Groundhog Day Markets. Iran Deal Whiplash. Gold Near $4,500. Copper Strength. Oil Softens. Ten-Year Threshold. 6:59 Market Takes: Boring Is Opportunity. High-Grade Rewarded. Summer Exploration Catalysts. Gold Overtakes Bonds. Debt Spiral. Tax Pressure. 19:26 Bizarro Banter: Section 224. Epstein Files. Hunter Biden Returns. SpaceX IPO. ETF Proliferation. Kool-Aid Pineapples. 38:57 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) If you’re trying to make sense of this market — and position yourself for what comes next — you’re in the right place.

The free version of Episode 366 of Investing in Bizarro World is now live. This week, Nick and Gerardo break down a market hitting record highs even as the real economy, geopolitics, and the junior resource sector tell a much messier story. The conversation starts with bubble warnings, all-time highs, a collapsed VIX, Iran deal whiplash, oil pulling back, and the 10-year Treasury once again acting like a pressure point for the administration. The takeaway: the market is not the economy, and investors who blindly follow crash calls risk missing the melt-up. From there, the focus turns to commodities — gold holding near $4,500, copper staying strong, lithium looking like a coiled spring, uranium still quiet, and platinum and palladium offering contrarian value. Nick and Gerardo also dig into America’s growing critical metals push, Project Vault, Perpetua’s $2.9 billion loan, and why domestic resource security is becoming impossible to ignore. Then things get fully Bizarro: AIPAC, Thomas Massie, Tulsi Gabbard, BlackRock’s 401(k) pitch for AI infrastructure, Harvard gradeflation, bad pool service, electric Ferraris, and a reader question on Mogotes Metals. Subscribe to the channel: 👉 / @bizarroworld Read the full article + listen here: 👉 https://bizarroworld.com Timestamps: 0:00 Introduction 2:56 Macro Musings: Record Market Highs. Bubble Warnings. VIX Collapse. Iran Deal Whiplash. Oil Pullback. Ten-Year Trigger. 12:10 Market Takes: Commodity Resilience. Gold Above $4,500. Copper Strength. Lithium Coiled Spring. Platinum & Palladium Value. Rule Symposium Preview. 22:32 Bizarro Banter: Tulsi Gabbard Exit. Project Vault. Perpetua Loan. Critical Metals Push. BlackRock 401(k) Pitch. Gradeflation. Mogotes Metals. 49:09 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) If you’re trying to make sense of this market — and position yourself for what comes next — you’re in the right place.

The free version of Episode 365 of Investing in Bizarro World is now live. This week, Nick and Gerardo break down a market that is getting much pickier. Gold reversed after briefly breaking below $4,500, silver dipped to near $77, oil pulled back as another Iran agreement framework emerged, and the dollar eased back toward 99. But higher bond yields, sticky inflation, and no clear path to Fed rate cuts are still putting pressure on precious metals. The conversation then turns to what the junior resource market wants right now: high grade. Daura Gold sold off despite solid first-pass results from Cerro Bayo in Argentina, while Gladiator Metals surged after high-grade copper-gold-silver results from its Whitehorse copper project in Yukon. The lesson is simple: good holes matter, but in this tape, the market wants great ones. From there, things get fully Bizarro — Thomas Massie’s defeat, AIPAC money, Epstein files pressure, Trump’s IRS settlement, RJ Reynolds, paid political influencers, $15,000 fire-emoji posts, and yes… the top 1% of vaginas. Subscribe to the channel: 👉 / @bizarroworld Read the full article + listen here: 👉 https://bizarroworld.com Timestamps: 0:00 Introduction 1:48 Macro Musings: Iran Agreement Framework. Gold Reversal. Oil Pullback. Dollar Headwinds. Bond Yield Pressure. No Fed Cuts. 9:09 Market Takes: Selective Junior Market. Daura Gold Selloff. Cerro Bayo Results. Gladiator Metals Breakout. High-Grade Rewarded. Copper Strength. 21:20 Bizarro Banter: Thomas Massie Defeat. AIPAC Money. Epstein Files Pressure. Trump IRS Settlement. RJ Reynolds Donation. NatGold Warning. Paid Influencer Disclosure. 54:39 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) If you’re trying to make sense of this market — and position yourself for what comes next — you’re in the right place.

The free version of Episode 364 of Investing in Bizarro World is now live. This week, Nick and Gerardo break down a market where gold is consolidating, silver is outperforming, copper is pushing toward record highs, and uranium may be setting up for its next move. The conversation starts with precious metals, rising bond yields, and why gold remains a contrarian trade even after its big run. From there, they dig into copper’s tightening supply picture, sulfuric acid shortages, COMEX/LME price divergence, Section 232 risk, and the huge demand coming from AI data centers. They also tackle the inflation problem hitting the average American — household debt at record levels, credit card stress, high mortgage rates, and the growing disconnect between asset owners and everyone else. Then comes the Bizarro part: Chinese factory investment in the U.S., the political hit job against Thomas Massie, the Epstein files, the “war on fraud,” and Trump’s pardon of Gautam Adani. The episode closes with uranium — Cameco’s flood-related disruption, Key Lake/McArthur River risk, reactor restarts, nuclear demand, and why the uranium bull market may still be early. Subscribe to the channel: 👉 / @bizarroworld Read the full article + listen here: 👉 https://bizarroworld.com/ Timestamps: 0:00 Introduction 2:21 Macro Musings: Gold Below $4,700. Silver Outperformance. Bond Yield Pressure. Agnico Eagle Cash Flow. Gold Still Contrarian. Copper Supply Deficits. 11:11 Market Takes: Inflation at 3.8%. Household Debt Stress. Stagflation Setup. Rate Cut Dilemma. Nvidia $5.5 Trillion. Own Inflating Assets. 18:57 Bizarro Banter: Chinese Factory Investment. Thomas Massie Hit Job. Epstein Files Pressure. Citizens United Money. Adani Fraud Pardon. War on Fraud Contradiction. 41:34 Uranium Watch: Uranium Pullback. Cameco Flood Risk. Key Lake Disruption. McArthur River Supply. Nuclear Resurgence. Paladin Bull Market Echoes. 47:16 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) If you’re trying to make sense of this market — and position yourself for what comes next — you’re in the right place.

The free version of Episode 363 of Investing in Bizarro World is now live. This week, Nick and Gerardo are back from site visits and trying to make sense of a world where everything feels broken — while markets keep ripping higher anyway. Gerardo opens with the tinfoil hat firmly on, running through Secret Service failures, Epstein file distractions, warrantless spying, Middle East whiplash, and the general feeling that institutional trust is collapsing by the day. Then Nick brings it back to the markets, where the dollar is weak, volatility has collapsed, stocks are back at all-time highs, and commodities continue to break out. From soft commodities to copper, lithium, uranium, and AI-driven industrial demand, the message is clear: the real world may be chaotic, but the market is still rewarding investors who stay positioned. The conversation also digs into what Nick and Gerardo saw on recent site visits in the U.S., why jurisdiction matters more than ever, how China’s mineral strategy continues to expose Western weakness, and why the lithium rebound may still be in the early innings. Subscribe to the channel: 👉 / @bizarroworld Read the full article + listen here: 👉 https://BizarroWorld.com Timestamps: 0:00 Introduction 1:03 Bizarro Banter: Tinfoil Hat Open. Butler Assassination Doubts. Secret Service Failures. Epstein Files Delay. Warrantless Spying. Iran War Whiplash. 7:56 Macro Musings: Weak Dollar. Oil Volatility. VIX Collapse. Record Market Rally. Commodity Breakout. GDP Strength. Inflation Headwinds. 13:44 Market Takes: Junior Resource Catalysts. Liquidity-Driven Rally. Gold & Silver Bullish. Soft Commodities Lead. Copper Strength. AI Data Center Demand. Jurisdiction Matters. China Mineral War. Lithium Rebound. 42:59 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) If you’re trying to make sense of this market — and position yourself for what comes next — you’re in the right place.

The free version of Episode 362 of Investing in Bizarro World is now live. This week, Nick and Gerardo break down a market pushing to record highs even as the underlying macro backdrop continues to deteriorate — with inflation pressures building, growth slowing, and geopolitical risks far from resolved. The conversation dives into the accelerating commodity supercycle, with the CRB Index breaking out and strength returning across gold, copper, lithium, and uranium. They also walk through the surge in M&A activity — including Agnico Eagle’s major acquisition — and what it signals about where smart capital is moving in the resource space. From there, the discussion expands into the bigger picture — supply chain fragility, China’s dominance in critical minerals, and the growing “national security premium” being placed on resource assets. At the same time, institutional credibility continues to erode, creating a headline-driven environment where volatility and confusion dominate. Subscribe to the channel: 👉 https://www.youtube.com/@bizarroworld Read the full article + listen here: 👉 https://dailyprofitcycle.com Timestamps: 0:00 Introduction 1:07 Macro Musings: Record Highs. Weak Dollar Rally. Earnings Strength. Stagflation Backdrop. Commodity Supercycle Breakout. Gold/Silver Range. Copper Strength. Energy Shock Risks. 4:21 Market Takes: M&A Acceleration. Agnico Eagle Deal. Financing Without Warrants. Critical Metals Demand. China Dominance. National Security Premium. Lithium & Uranium Setups. 27:26 Bizarro Banter: Epstein Fallout. Maxwell Pardon Talk. DOJ Inaction. Political Scandals. DHS Vetting Failures. SPLC Indictment. Gerrymandering. AI Misinformation. 57:32 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) If you’re trying to make sense of this market — and position yourself for what comes next — you’re in the right place.

The free version of Episode 361 of Investing in Bizarro World is now live. In this episode, Nick and Gerardo break down the sharp rebound in stocks, gold, silver, and copper, and explain why the commodity bull market is far from over. Despite cooling volatility, rising energy costs and a weakening dollar are setting the stage for a return to inflation—and a potential stagflationary environment. They also dive into the growing global scramble for critical minerals, major capital flowing into the sector, and why geopolitical risks—from supply chains to the Strait of Hormuz—still loom large. Plus, a look at the deeper institutional cracks shaping today’s “Bizarro World,” and what it all means for investors navigating uncertainty. Subscribe to the channel: 👉 https://www.youtube.com/@bizarroworld Read the full article + listen here: 👉 https://dailyprofitcycle.com Timestamps: 0:00 Introduction 1:35 Macro Musings: Record Highs. Ceasefire Headlines. Gold & Silver Strength. Volatility Compression. Inflation Risks Rising. 9:28 Market Takes: War Uncertainty. Leadership Concerns. Metals Technical Levels. Copper & Lithium Bull Case. Uranium Repricing. 28:22 Bizarro Banter: Missing Scientists. Ghost Murmur Tech. Political Scandals. Epstein Fallout. TMZ Bounties. Afroman Lawsuit. 34:01 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) If you’re trying to make sense of this market — and position yourself for what comes next — you’re in the right place.

The free version of Episode 360 of Investing in Bizarro World is now live. This week, Gerardo is joined by special guest Neil McCallum of Q2 Metals (TSX-V: QTWO)(OTC: QUEXF) for a deep dive into one of the most compelling emerging lithium stories in the James Bay region — while broader markets grapple with volatility, war, and macro uncertainty. The conversation breaks down Q2’s transformation, the scale potential of the Cisco project, and why this could become one of the largest lithium-only resources in the district. Then, Gerardo zooms out to the bigger picture — gold volatility, rising energy prices, geopolitical escalation, and what it all means for commodity investors. Subscribe to the channel: 👉 https://www.youtube.com/@bizarroworld Read the full article + listen here: 👉 https://dailyprofitcycle.com Timestamps: 0:00 Introduction 0:22 Macro Musings: Q2 Metals Deep Dive. Cisco Project Scale. Lithium Resource Potential. Infrastructure Advantage. 21:57 Market Takes: Gold Volatility Surge. Middle East Escalation. Energy Crisis Risk. Inflation and Economic Fallout. 26:30 Bizarro Banter: War Criticism. Trump and Israel Tensions. Economic Damage Concerns. Media and Political Fractures. 29:50 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) If you’re trying to make sense of this market — and position yourself for what comes next — you’re in the right place.

Markets are getting whipped around by political chaos, war headlines, and a new wave of volatility — and it’s showing up everywhere. Gold is holding. Oil is surging. Rates and the dollar are sending mixed signals. In episode 359 of Investing in Bizarro World, we break down what’s really happening — and what investors should (and shouldn’t) be doing right now. Subscribe to the channel: 👉 https://www.youtube.com/@bizarroworld Read the full article + listen here: 👉 https://dailyprofitcycle.com Timestamps: 0:00 Introduction 3:27 Macro Musings: Policy Shock Impact. Oil & Gold Reaction. Volatility Regime Shift. Inflation Pressures Rising 11:15 Market Takes: Inflation vs Growth. Dollar & Yields Strength. Sideways Metals Outlook. Junior Sector Stabilization 24:51 Bizarro Banter: Political Chaos Headlines. Epstein Fallout. Pam Bondi Exit. Government Credibility Questions 45:59 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) If you’re trying to make sense of this market — and position yourself for what comes next — you’re in the right place.

The commodity space just got hit with a brutal selloff. Gold pulled back but held key support. Silver and copper got crushed. Junior miners saw 30–50% drawdowns in days. So what’s really going on? In Episode 358 of Investing in Bizarro World, we break down the volatility, the forced selling, and why the long-term bull case for gold and critical metals remains intact — even as markets feel like they’re coming apart. Subscribe to the channel: 👉 https://www.youtube.com/@bizarroworld Read the full article + listen here: 👉 https://dailyprofitcycle.com Timestamps: 0:00 Introduction 2:05 Macro Musings: Volatility Across Markets. Gold Holding Support. Silver and Copper Weakness. Whack-a-Mole Inflation. 8:54 Market Takes: Liquidity-Driven Selling. Turkey Gold Sales. Commodity ETF Outflows. Margin Call Pressure. 11:11 Bizarro Banter: War Escalation Fears. Treasury Insolvency Warning. Political Disillusionment. Uranium and Energy Security. 34:01 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/3PGKGLd If you’re trying to make sense of this market — and position yourself for what comes next — you’re in the right place.

Investing in Bizarro World Episodes: https://www.youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME Subscribe to Investing In Bizarro World: https://www.youtube.com/@bizarroworld Note: This is a FREE premium episode. It includes the Premium Portfolio Picks usually reserved for paid readers. Become a paid reader here: https://digestpublishing.com/order/BWEVRGV2/ Macro Musings – The commodity complex just suffered one of its sharpest pullbacks in months, but the broader bull market remains intact. Gold dropped toward $4,500 before rebounding near $4,650, silver briefly broke down before reclaiming $70, and copper saw a violent correction of its own. In the junior resource space, many stocks fell 30% to 50% in days. Painful, yes. But technically, gold, silver, and copper still look bullish long term. The bigger issue is volatility. Gold volatility remains elevated, oil volatility has surged, and that kind of chaos creates forced selling, margin calls, and panic. The message was simple: know what you own, know why you own it, and do not confuse a violent short-term washout with a broken long-term thesis. Market Takes – The selloff is being driven in large part by geopolitical chaos and a war the market clearly does not believe is ending soon. Oil remains elevated, the dollar is still firm, and traders are no longer buying the idea of a quick, limited conflict. That matters far beyond crude. The longer this drags on, the stronger the case becomes for North American critical-metals independence. Copper, tin, cesium, tantalum, gallium, antimony, lithium, uranium, fertilizer inputs, and energy infrastructure all become more strategic when supply chains are strained and governments are burning through industrial inputs. Higher energy costs are also feeding inflation expectations and pushing rate cuts further out. That is tough short term, but it still supports the broader hard-asset thesis. Bizarro Banter – Outside the markets, the institutional rot continues. Gerardo discussed the latest Bank of America settlement tied to Jeffrey Epstein-related payments and the broader frustration that serious misconduct still gets treated like a civil inconvenience instead of a criminal matter. The conversation also turned to allegations surrounding Cesar Chavez and the principle that there should be no exceptions for abuse, no matter how politically useful or historically admired the figure may be. From there, Nick and Gerardo discussed the resignation of former senior intelligence official Joe Kent and the retaliatory feel of the administration’s response. The pattern is getting harder to ignore: challenge the narrative and get investigated, while politically connected figures avoid meaningful accountability. Premium Portfolio Picks (free this week) – Gerardo walked through four of his largest personal holdings: PMET Resources, Hannan Metals, Lion Rock Resources, and Kingsmen Resources, explaining why deep pullbacks do not break the thesis when the companies are funded, drilling, and exposed to favorable commodity trends. Nick also highlighted names he has been adding during the selloff, including Daura Gold, Almadex Minerals, and Headwater Gold. The episode closed with a reminder that physical gold still matters. For listeners looking to build or expand their holdings, Nick and Gerardo recommended Van Simmons at David Hall Rare Coins as a trusted source for bullion and collectible coins. https://davidhall.com/ Timestamps 0:00 Introduction 2:07 Macro Musings: Junior Resource Bloodbath. Gold and Silver Pullback. Copper Correction. Volatility Spikes Across Commodities. 13:20 Market Takes: Buy the Weakness or Sit Tight. Critical Metals Thesis Strengthens. Energy Shock and Inflation Pressure. Rates Stay Higher for Longer. 34:00 Bizarro Banter: Epstein Settlement Fallout. Cesar Chavez Abuse Allegations. Joe Kent Resigns. Selective Enforcement and Institutional Rot. 45:13 Premium Portfolio Picks (free this week): Physical Gold Bull Case. Why This Pullback Is an Opportunity. David Hall Rare Coins.

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Macro Musings - Markets continue to trade in an environment defined by elevated volatility across multiple asset classes. Gold has pulled back below the $5,100 level, silver slipped down to $81, and copper traded around the mid-$5 range, all still comfortably within bullish ranges despite short-term swings. The bigger story remains volatility caused by the war on, in, and around Iran. Price swings in commodities have widened dramatically, with gold capable of moving several hundred dollars and oil experiencing some of the most extreme volatility seen since the early days of COVID. Oil volatility recently pushed above 120 — a level rarely seen outside major market disruptions. In environments like this, the temptation is to react to headlines or chase moves. But historically, those are the moments that punish investors the most. When volatility rises across asset classes — equities, bonds, commodities, and energy — the best strategy is often patience. For long-term investors, that means focusing on process and portfolio construction rather than trying to predict the next geopolitical headline. Market Takes - Much of the current volatility stems from the escalating bombing campaign in the Middle East, the closure of the Strait of Hormuz, and the market’s attempt to price the potential duration of conflict. Brent oil briefly spiked to near $120 before governments coordinated a release of roughly 400 million barrels from strategic reserves in an attempt to stabilize prices. The market initially responded with a sharp pullback, but prices quickly rebounded — a signal that traders remain skeptical that supply releases can offset the structural pressures driving energy markets higher. At the same time, inflation pressures are beginning to re-emerge. Rising energy prices are already pushing up fertilizer costs and fuel prices across the United States, with knock-on effects likely to show up in consumer inflation readings over the coming months. That macro backdrop — slower growth combined with rising costs — reinforces the broader commodity thesis we’ve been discussing for years. Energy, metals, and critical minerals remain essential inputs to the global economy, and geopolitical instability only highlights how fragile supply chains remain. Bizarro Banter - Beyond markets, the conversation once again turned to the increasingly surreal political and institutional environment shaping the modern economy. We discussed rising taxes and fiscal pressures at both the national and local levels, including the recent passage of a new income tax in Washington State aimed at high earners. While marketed as a “millionaire’s tax,” concerns remain that such policies rarely stay limited to their original targets and often expand over time as governments search for new revenue sources. The broader theme is one we’ve talked about frequently: governments facing mounting debt burdens inevitably look for new ways to extract revenue. Rising taxes, new levies, and regulatory expansions are becoming increasingly common as fiscal pressures mount. The conversation also touched on the continued fallout from the Epstein network and the broader question of institutional accountability. A recent conviction of the Alexander brothers — real estate investors convicted of drugging and sexually assaulting dozens of women — reignited discussion about the broader culture of impunity that often surrounds powerful elites. According to testimony and reporting surrounding the case, many people in the real estate and social circles involved were aware of the behavior for years. The case echoes a pattern seen repeatedly in recent scandals: wrongdoing often remains an “open secret” until public scrutiny finally forces accountability. Whether meaningful accountability expands beyond individual cases remains an open question, but the discussion reflects a growing public frustration with institutions that appear unwilling or unable to police themselves. Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4bpXmNJ 0:00 Introduction 5:00 Macro Musings: Commodity Bull Market Pullback. Gold, Silver and Copper Still Bullish. Volatility Spikes Across Assets. Oil Shock and Geopolitical Risk. 11:44 Market Takes: Oil Volatility Explodes. Strategic Reserve Intervention. Strait of Hormuz Risk. Fertilizer and Inflation Pressures Build. 21:05 Bizarro Banter: Washington State Income Tax Fight. Fourth Turning Taxation Warning. Government Spending and Property Tax Creep. Alexander Brothers Conviction. Epstein Network Echoes. 44:21 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4bpXmNJ

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYDSubscribe to Investing In Bizarro World: @bizarroworld Here’s what was covered:Macro Musings - Markets are navigating a volatile geopolitical backdrop after the latest escalation in the Middle East. Oil has surged roughly 20% in recent days as tensions involving Iran intensified, while broader equity markets have shown notable swings without a full-blown volatility spike. The VIX remains relatively muted compared to the volatility seen in commodities, particularly gold. Gold volatility (GVZ) is running materially higher than the S&P’s volatility index, which reflects where the real action is happening. Wide price swings in gold and silver are becoming normal in this environment, with moves of several hundred dollars in gold and double-digit moves in silver occurring within short windows.Economic growth has slowed from the stronger prints seen late last year but remains positive, while inflation — which had been moderating — is beginning to tick higher again largely due to energy prices. That change in the rate of change between growth and inflation is creating short-term market friction, but the larger commodity cycle remains intact.Market Takes - The sector rotation theme continues to play out as capital flows toward real assets and commodity exposure. Energy has taken the leadership position within the S&P sector framework, a signal that the market was anticipating geopolitical tensions and tightening supply conditions well before the latest headlines. Higher oil prices are already showing up at the pump, with diesel and gasoline prices moving rapidly higher across the country. This reinforces the inflationary pressures that had temporarily cooled earlier in the year.At the same time, the commodity complex continues to exhibit structural strength. Precious metals remain in a powerful bull trend despite near-term volatility, and the broader resources space — including energy, base metals, and critical minerals — is benefiting from capital flows as investors increasingly look for exposure outside of traditional growth sectors. The opportunity set across resource equities remains compelling as this rotation expands.Bizarro Banter - This week’s episode featured special guest Rudy Havenstein, and the conversation leaned heavily into the political and geopolitical backdrop shaping markets.We discussed the rapidly escalating conflict involving Iran and the broader implications of another potential long-duration conflict in the Middle East. Rudy laid out a deeply skeptical view of U.S. foreign policy, arguing that the pattern of “forever wars” driven by political and defense establishment incentives continues to repeat itself. The discussion touched on the role of the military-industrial complex, government credibility, and the growing distrust many Americans feel toward institutions and media narratives.From there, the conversation shifted into one of the most controversial topics currently dominating political discourse: the Epstein files. Rudy walked through why he believes the Jeffrey Epstein scandal represents one of the most consequential corruption stories in modern political history, involving global elites across politics, finance, academia, and intelligence services.The release of partial files in recent weeks has only intensified public scrutiny. With large portions still redacted and thousands of files reportedly deleted or withheld, the debate continues over what is real, what is disinformation, and whether meaningful accountability will ever occur. Rudy argued that intelligence agencies often seed false information alongside real material to muddy the waters — a tactic that makes separating fact from fiction extremely difficult for the public.The broader takeaway from the discussion was that we are living through a period of institutional credibility breakdown. When trust in governments, media, and financial systems erodes, investors historically gravitate toward assets outside institutional control — including precious metals and other hard assets.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/47l4VUE0:00 Introduction1:30 Macro Musings: Iran Bombing Escalation. Oil Surges. Market Rotation into Energy. Gold Volatility Spikes. Inflation Turning Higher.8:41 Market Takes: Why Gold Still Isn’t Mainstream. Americans Ignore Gold Ownership. Global Demand vs Western Apathy. Inflation Credibility Crisis.27:43 Bizarro Banter: Congress Sex-Offender Slush Fund Vote. Epstein Files Deletions. Institutional Cover-Ups. Post-Truth America.1:03:33 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/47l4VUE

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYDSubscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: The newest Private Placement Intel deal is now open. It’s a $25 million market cap company that just partnered with the most famous gold prospector on the planet… a man whose discoveries helped trigger the Yukon's second gold rush, who was featured on CBS’s 60 Minutes, and whose projects have been acquired by major mining companies for hundreds of millions of dollars. The company is drilling in 2026, and spots in this financing are already filling fast. Click here to learn more: https://bit.ly/4rW1ADGThe free version of the 354th episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - The commodity bull market remains intact — and the tape is confirming it. Gold is back over $5,200, silver is near $89, copper is pushing $6, and uranium is hovering near $90. The macro backdrop continues to cooperate: growth is slowing but still positive (Q4 GDP around 1.4–1.5%), inflation continues to moderate, and markets are increasingly pricing rate cuts in the second half of the year. That mix — softer rates, a weaker dollar, and sticky structural deficits in real assets — keeps the bull case alive. Volatility remains elevated (gold volatility still running hot), which means sharp swings are normal: gold can move a few hundred dollars and silver can swing $15–$20 without breaking the bullish structure. The message is the same: don’t chase — use volatility and buy limits to accumulate quality.Market Takes - China’s rare earth leverage is no longer theoretical. Supply constraints — particularly in heavy rare earths tied to aerospace, defense, and advanced semiconductor supply chains — are becoming more visible, and U.S. efforts to “solve” the problem with capital don’t change the underlying timeline: it takes years to find, permit, fund, and build real production. That’s why we continue to believe this is a multi-year commodity cycle with real staying power. The broader rotation we’ve discussed remains in motion as capital begins migrating toward hard assets and resource equities, and the opportunity set expands beyond precious metals into the wider critical minerals complex.Bizarro Banter - The Epstein fallout continues widening, with more high-profile resignations and revelations reinforcing the larger point: institutional credibility is deteriorating in real time. That erosion matters because capital follows trust — and when trust breaks, investors gravitate toward assets outside institutional control. We also spent time on jurisdictional risk and why “Mexico risk” is not one-size-fits-all. The recent cartel leadership takedown and its aftermath is a reminder that conditions can change quickly, and that risk is intensely local. Investors need to differentiate between major operators with deep security protocols and juniors operating in higher-risk zones with thinner operational coverage. We also hit local politics — including Nick’s latest city council experience and why attempts to restrict public comment are rarely about “efficiency” and more often about insulating decision-makers from accountability.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4u9VTE20:00 Introduction1:38 Macro Musings: Rates Softening. Gold Moves Higher. Volatility Still Elevated.12:20 Market Takes: China Weaponizes Rare Earths. U.S. Supply Chain Shortages Surface. Critical Minerals Cycle Has Years Left.27:43 Bizarro Banter: Mexico Cartel Power Vacuum. Epstein Fallout Spreads. All Politics Is Local.1:03:33 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4u9VTE2PLEASE NOTE: There are now two versions of this podcast. 1. Bizarro World Live — Pay less than $3 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/4u9VTE22. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYDSubscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: We are finalizing a private placement in a $25 million market cap company that just partnered with the most famous gold prospector on the planet… a man whose discoveries helped trigger the Yukon's second gold rush, who was featured on CBS’s 60 Minutes, and whose projects have been acquired by major mining companies for hundreds of millions of dollars. The company is drilling in 2026, and spots in this financing are already filling fast. Click here to learn more: https://bit.ly/3Ol2g6THere’s what was covered:Macro Musings - The metals are correcting, but the bull market remains intact. Gold pulled back more than $100 on the day and silver has retraced sharply from the $119 level seen just weeks ago to roughly $75, but the technical structure is still healthy. Elevated volatility continues to drive exaggerated price swings, and the gold volatility index remains a key factor behind the rapid consolidations. These moves are uncomfortable but normal in a structural bull market fueled by monetary and fiscal realities that haven’t changed.The larger drivers remain overwhelming. U.S. debt is now approaching $40 trillion and projected by the Congressional Budget Office to hit $64 trillion within the next decade. That trajectory makes fiscal restraint implausible and reinforces gold’s role as a monetary hedge. Meanwhile, central bank buying — especially from China — continues, and rate policy is shifting toward accommodation. The two-year Treasury yield has fallen to multi-month lows as markets increasingly price in rate cuts in the second half of the year. Growth is slowing, but not collapsing. Inflation is moderating, but not disappearing.Market Takes - Markets are undergoing rotation, not collapse. The leadership that defined the past several years — technology and communications — is beginning to give way to energy, materials, and defensive sectors like consumer staples. This shift reflects a maturing economic cycle, slowing — but still positive — growth, and a repricing of monetary expectations. The ten-year Treasury yield is falling alongside the dollar, reinforcing the favorable backdrop for commodities and precious metals.The key shift is the rate of change. Economic growth remains positive but is slowing from its previous pace. Inflation is declining but stabilizing at higher-than-target levels. That environment historically benefits hard assets and resource equities. Precious metals volatility will continue to produce sharp pullbacks, but these are opportunities for disciplined investors who understand the macro framework.Private placement demand reinforces the strength of the cycle. The most recent gold-antimony financing recommended through Private Placement Intel was raised at a $7 million market cap and is already trading at roughly a $12 million valuation, reflecting immediate market recognition of the opportunity. Demand for allocations exceeded supply by more than 2-to-1, forcing reductions in participation to preserve share structure integrity. This type of oversubscription is typical in early-stage bull markets, where capital is chasing limited high-quality opportunities.Additional financings are already in motion, including a base metals company with exposure to copper and gold in top-tier jurisdictions, as well as a North American gold project backed by a proven team with multi-million-ounce potential. These deals represent asymmetric opportunities that emerge early in commodity bull cycles and often deliver outsized returns as capital rotates into the sector. The next deal will open next week. Click to learn more if you want to participate: https://bit.ly/3Ol2g6T0:00 Introduction1:38 Macro Musings: Metals Pullback Context. Fed Cut Expectations. Exploding Debt Tailwinds.12:20 Market Takes: Private Placement Demand Surge. AI Copper Demand Boom. Sector Rotation Begins.27:43 Bizarro Banter: AI Job Fear Narrative. Cannabis Smear Campaign. Epstein Cover-Up Outrage. Mexico Cartel Reality.1:03:33 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4kYacaBPLEASE 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/4kYacaB2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Subscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: We will have a new gold/antimony private placement open this week in Private Placement Intel. It’s a tiny company with a C$7 million market cap that has secured some very prospective projects in Victoria, Australia. We have had great success with gold/antimony in previous deals, including with Southern Cross Gold in Victoria, which now sports a C$2.6 billion market cap. We also did very well with Perpetua Resources (formerly Midas Gold), which is now being built and has a US$3.5 billion market cap. No guarantees this new deal gets that big, but there’s a lot of room between C$7 million and a few billion, and it has similar hallmarks. The deal will be open tomorrow. We have very little space left at Private Placement Intel. Click here to join: https://bit.ly/4ary0i7Macro Musings - Gold, silver, and copper are still in a bull market — but the path is going to be violent. We talked about how consolidations that used to take weeks now take days, sometimes hours, and Thursday’s whipsaw was the perfect example: silver went from $90 to $65 in a single session. This is what a market looks like when paper positioning, leverage, and volatility are elevated. Nick walked through why S&P volatility has been manageable even with tech-heavy selling, while precious metals volatility has been the real story. The gold volatility gauge (GVZ) has been high enough to produce outsized daily ranges, and that’s exactly what we’re living through. On the macro backdrop, the message stayed consistent: inflation is still cooling, growth is still there, and the rate picture isn’t signaling a hawkish regime. The dollar remains weak overall, and the two-year yield continues to suggest the Federal Reserve isn’t gearing up to hike — which is fuel for the metals complex as the year progresses.Market Takes - The takeaway this week was simple: don’t confuse volatility with failure. We said it plainly — gold can pull back and still be bullish, silver can retrace hard and still be fine, and copper can dip without breaking the bigger trend. If you’d been told a year ago we’d be talking about $4,800 gold and $74 silver as “stressful,” you would’ve laughed — and that perspective matters. We also emphasized how distorted tape action gets when volatility spikes. Strong earnings and good drill results can still sell off in the moment, not because fundamentals suddenly changed, but because liquidity, positioning, and risk management take over. That’s why we kept repeating the discipline: know what you own, know why you own it, and use pullbacks to build positions — not to panic-sell them. We also hit uranium: the market’s fixation on spot misses the bigger driver, which is contracting. Utilities are negotiating long-term pounds in a wide range, and the bigger question is what happens when availability tightens further and the ceiling moves higher. We closed this section with a quick Crypto Cycle note: Chris flagged a crypto winter setup, Bitcoin fell below $70,000 this week, and his view is a cyclical bear market that could bottom later this year around $58,000 or lower depending on the macro. The point wasn’t doom — it was process: sometimes doing nothing is the right move, and patience can be an asset class.Bizarro Banter - We went where the headlines won’t. The Epstein scandal and the government’s handling of the files is beyond grotesque, and we said it plainly: redacting predators while exposing victims is cruelty — and the absence of meaningful arrests is the scandal layered on top of the scandal. The story is being managed instead of resolved: Speaker Mike Johnson dismissing it as “partying,” the broader donor-protection reality, and the global nature of the network. We talked about how the same elite ecosystem that preaches rules for everyone else operates through backchannels, favors, and protection — and how partisan tribalism keeps people from uniting around the obvious moral line: anybody involved in trafficking and abuse should be pursued and prosecuted, period. Brett Ratner, director of the “Melania” move, is in the files. Kathy Ruemmler, who was White House Counsel to Obama, is in the files. Brad Karp, chairman of Trump-preferred law firm Paul Weiss, is in the file. Bill Gates, Elon Musk, Giants owner Steve Tisch are in the files. British royalty are in the files. The Rothschilds are in the files. Former Israeli Prime Minister Ehud Barak is in the files. It’s both sides. It’s the global elite. And it’s rotten.0:00 Introduction1:46 Macro Musings: Gold Volatility Explained. Metals Bull Intact. Dollar Weakness Persists. Buy-the-Dip Discipline.9:15 Market Takes: Tether Gold Buying. Uranium Contract Pricing. Project Vault Stockpile. Antimony.38:00 Bizarro Banter: Epstein Files Outrage. Constitutional Amendments Read. City Council Speech Fight.1:03:33 Premium Portfolio Picks: Subscribe here: https://bit.ly/3MeuuQ8

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYDSubscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: The price for the premium version of Investing in Bizarro World is now $149 everywhere except this link: https://bit.ly/45I69sm The response to our final offer at $99 was so strong that we’re keeping it open until we record the next live episode this Thursday. You might find it especially useful as Gerardo and I navigate what we’re doing with precious metals volatility in real time. Last chance at $99 right here: https://bit.ly/45I69sm —NickThe free version of the 351st episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Nick and Gerardo open with on-the-ground observations from Vancouver, where packed conference halls, nonstop meetings, and companies actively competing to deploy capital underscored how strong sentiment has become across the metals and resources space. Despite some high-profile voices warning of froth, both agree this market is still structurally driven — not retail-led — with China standing out as a major physical buyer. Silver pricing is highlighted as a key signal: while trading near $117 per ounce in Western markets, physical silver in China was quoted closer to $146, underscoring the premium being paid for real metal. Gold and silver consolidations are getting shorter, the U.S. dollar has touched a four-year low near 96 on the DXY, and political pressure for lower rates is intensifying. The takeaway: this remains a bull market built on currency debasement, debt, and sovereign demand — but discipline matters more than ever.Market Takes - The conversation moves into volatility, technical levels, and how to navigate sharp moves without chasing. Gold recently surged from roughly $5,000 to $5,600 in a matter of days before consolidating near $5,400. Silver corrected to about $103 while Nick and Gerardo were in Vancouver before rebounding to $120 and settling around $116. Copper pushed through all-time highs above $6 per pound, with upside potential still intact even on pullbacks toward $5.75. Tin hit record highs near $53,000–$54,000 per tonne, aluminum reached four-year highs around $3,300 per tonne, platinum broke to new highs, and palladium moved to multi-year highs. Lithium carbonate rebounded to above $23,000 per tonne after trading near $8,000–$9,000 last summer. The broader CRB commodity index has broken out, signaling strength across the entire complex. Nick reiterates the importance of buy-under prices and limit orders, using Aldebaran Resources as a case study, where a $35 million financing at C$3.25 created a brief pullback to the C$3.60 buy-under level before shares rebounded.Bizarro Banter - The discussion turns somber as Nick and Gerardo reflect on global unrest and domestic events that are increasingly shaping capital flows. Firsthand observations from a massive, peaceful protest in Vancouver — estimated at 10,000–20,000 people — serve as a contrast to recent events in Iran and the United States. They recount personal conversations with individuals directly affected by communications blackouts and violent crackdowns abroad, then pivot to concerns about law enforcement conduct, constitutional rights, and the erosion of trust at home. The core theme is consistency: when institutions lose credibility and force replaces accountability, capital predictably migrates toward hard assets, jurisdictional safety, and tangible stores of value. The metals market is responding accordingly.Premium Portfolio Picks - For paid listeners only. (Though you get a free Q&A this week.) Subscribe here: https://bit.ly/49UPxAi0:00 Introduction3:15 Macro Musings: Vancouver Conference Froth. Shorter Metals Consolidations. China Physical Premium.7:06 Market Takes: Tether Gold Hoard. Buy-Under Limit Orders. CRB Breakout Setup.26:35 Bizarro Banter: Iran Protest March. Regime Blackout Stories. ICE Shooting Outrage.45:03 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section)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/49UPxAi2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYDSubscribe to Investing In Bizarro World: @bizarroworld The free version of the 350th episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Nick and Gerardo kick off the 350th episode reflecting on just how fast the narrative is shifting — record highs across metals, capital rotating out of tech, and a political environment that feels increasingly unmoored from constitutional reality. With conferences in Vancouver ahead and subscriber interest surging, the setup is clear: this bull market is real, structural, and still early. Gold pushes toward $5,000, silver flirts with $100, and copper, tin, lithium, and uranium all move higher together. Nick and Gerardo explain why this is not a speculative blow-off, but a structural supply crisis driven by underinvestment, central-bank behavior, and geopolitical urgency. Key themes include:Why governments and central banks are buyers, not sellers, at these pricesCapital rotating out of tech and into “things you can drop on your foot”Why new all-time highs change psychology — and who is still missing this moveThe message is consistent: when governments are backstopping commodities, the cycle has years left, not months.Market Takes - Attention then turns to what typically follows sustained strength in the underlying commodities. Mining equities, particularly on the junior and mid-tier side, are only starting to respond. Higher long-term price assumptions materially change project economics, feasibility studies, and valuations — setting the stage for equity catch-up and eventual consolidation. Nick outlines how disciplined portfolio management matters more as volatility increases, while Gerardo emphasizes that this remains a dip-buying environment in structurally undersupplied metals. The discussion makes clear that dividends, buybacks, and M&A are logical next steps as majors move to secure future production.Bizarro Banter - The conversation then shifts to the broader backdrop shaping capital flows. Gerardo and Nick examine growing concerns around selective enforcement, constitutional erosion, and the widening gap between stated principles and actual governance. From law enforcement contradictions to elite protection and unresolved scandals, the theme is consistency — or lack thereof. The takeaway is straightforward: when trust in institutions erodes, capital seeks hard assets, jurisdictional safety, and tangible value. The metals market is reflecting that reality in real time.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/49IBFch (Though you get a free Q&A this week.)0:00 Introduction3:13 Macro Musings: Record Metals Surge. Structural Deficits. Big Capital Arrives.26:30 Market Takes: CRB Supercycle Chart. Buy-Under Discipline. M&A Setup.31:34 Bizarro Banter: Renee Good Autopsy. ICE Overreach. Epstein Web. “New Gaza” Pitch.51:16 Premium Portfolio Picks: You need to subscribe to Bizarro World Live to get this section. Subscribe here: https://bit.ly/49IBFchPLEASE 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/49IBFch2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYDSubscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: Today is January 19th. It’s deadline day for “Gold Scripts.” President Trump could unleash a $3.9 trillion gold tsunami starting today. See why — and what it means for your portfolio — here: https://bit.ly/3LJjQjQThe free version of the 349th episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - We reset from last week’s heavy Bizarro Banter and shift squarely into markets — specifically, why this metals bull market is no longer just cyclical, but structural. Governments around the world are now openly backing the trade, with Australia announcing a $1.2 billion reserve fund focused on rare earths and antimony, and the U.S. advancing a bipartisan $2.5 billion critical minerals stockpile. This isn’t theoretical anymore. Gold at $4,600, silver north of $90, copper at all-time highs, and tin breaking out simultaneously is historic by any measure. We emphasize that these moves aren’t driven by sentiment alone — they’re being reinforced by policy, legislation, and real capital deployment from governments and corporations that can no longer ignore supply constraints. We also touch on why, in this environment, traditional macro levers like Fed policy matter less for metals than they have in past cycles. Structural shortages and physical demand are now overpowering the usual rate-cut narratives.Market Takes - The heart of this episode is a deep dive into structural deficits — what they are, how they differ from typical resource cycles, and why they matter so much for positioning. In a normal commodity cycle, higher prices eventually bring on new supply. In a structural bull market, prices rise and supply still can’t meet demand. We’re now seeing this across copper, silver, lithium, tin, nickel, rare earths, and other critical metals — not as future projections, but as real-time shortages. We walk through why data center buildouts, electrification, grid expansion, AI infrastructure, and energy security all converge on the same bottleneck: raw materials. Tech companies can announce projects endlessly, but eventually they have to source copper, lithium, uranium, and power — and those inputs simply aren’t available in sufficient quantities. We also discuss Elon Musk’s newly announced lithium refinery in Texas as a signal moment. When industrial “barons” begin vertically integrating supply chains instead of relying on markets, it confirms that scarcity is real — and durable. For paid subscribers, the takeaway is clear: dips are now getting bought quickly, corrections are shorter, and capital rotation within the sector is accelerating.Bizarro Banter - While lighter than last week, we still touch on the idea of “flooding the zone” — how nonstop political and media noise distracts investors from what actually matters. The antidote, in our view, is staying anchored: family, business, and markets. We also discuss how stepping outside the noise — literally and figuratively — allows for clearer thinking and better capital allocation. In bull markets like this, emotional discipline matters as much as thesis accuracy.Premium Portfolio Picks - For paid listeners only. (Though you get a free Q&A this week.) Subscribe here: https://bit.ly/49FGxNM0:00 Introduction1:20 Macro Musings: Governments Backstop Metals Bull. Billion-Dollar Critical Metal Reserves19:51 Market Takes: Technical Levels. How to Play Pullbacks. Tour of the Metals Tape31:50 Bizarro Banter: Escaping the Flood Zone. Not Doom-Scrolling Your Life35:42 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/49FGxNMPLEASE 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/49FGxNM2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYDSubscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: We’re back! After taking a few weeks off to end the year, we are back with a new episode of Investing in Bizarro World. Remember, we do this for a live audience every Thursday. The live version comes with Premium Portfolio Picks every week. It’s less than $2.00 per episode. Subscribe here: https://bit.ly/4pLN9R6 If not, you have to wait three days to get the recorded version on Mondays. And the free version has no stock picks. Get the premium Investing in Bizarro World Live now: https://bit.ly/4pLN9R6 Three of the six stocks we discussed last week are already up double digits as these markets melt higher!The free version of the 348th episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - We spent the first part of the show addressing the increasingly volatile political and geopolitical backdrop, including domestic unrest, immigration enforcement actions, and recent developments in Venezuela and Iran. We discussed how institutions continue to lose credibility, how government narratives often shift in real time, and why equal application of the law appears absent on both sides of the political aisle. We also revisited the “Fourth Turning” framework and why rising political conflict, civil unrest, and institutional breakdown are not surprises in this phase of the cycle. Against that backdrop, we emphasized the importance of focusing on personal and family security, financial independence, and maintaining a clear-eyed view of risk rather than being consumed by partisan narratives.Market Takes - Despite political chaos, markets have remained exceptionally strong. We reviewed the continued surge in precious metals and critical commodities, with gold approaching new highs, silver posting extreme volatility with multiple multi-dollar daily moves, and copper hitting all-time highs above $6 per pound. We discussed how higher copper prices materially improve project economics and why companies are now able to re-run feasibility studies with far stronger net present value (NPV) and internal rate of return (IRR) assumptions. Silver’s move was framed as more than just macro-driven demand, with signs that physical delivery pressure and paper market stress are beginning to show through. We also discussed how bullish psychology is spreading from metal to metal — including platinum, tin, nickel, and lithium — as investors increasingly focus on real-world supply constraints. We reiterated that mining equities are now beginning to play catch-up after metals led the move in 2025. We also covered uranium fundamentals, noting that data center power demand, reactor life extensions, and government funding for enrichment will ultimately require new mine supply — and that technology companies may eventually need to partner directly with miners to secure long-term fuel.Bizarro Banter - We discussed the growing political embrace of collectivist economic policies, rising support for socialist platforms, and why capitalism — despite its flaws — remains the only system that consistently lifts societies out of poverty. We addressed the contradictions between celebrating the collapse of authoritarian regimes abroad while promoting collectivist policies at home, and why political rhetoric increasingly conflicts with lived economic reality. We also touched on global instability, cartel violence in Mexico, and ongoing revelations around institutional cover-ups, reinforcing the theme that transparency and accountability remain in short supply across governments worldwide.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4pLN9R60:00 Introduction1:20 Macro Musings: Fourth Turning Vibes. Ice in Minnesota. Venezuela Regime Change.21:21 Bizarro Banter: Rugged Individualism. Warmth of Collectivism. Socialist vs. Capitalism.28:04 Market Takes: Metals Ripping. Gold & Silver New Highs. Lithium Rebounding.40:32 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4pLN9R6PLEASE 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/4pLN9R62. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld This week’s podcast is now edited and published.Here’s what was covered:Macro Musings - Gerardo and Chris Curl talk about the importance of being a contrarian. Bitcoin is down from its highs, but is it a bear market? A look at historical trends and explaining why this time is different. Alt season never came and investors are using crypto as leverage at their peril. Sentiment is at all-time lows and this is not a place to sell as altcoins may have bottomed. A look at how this will be affected by easy monetary policy and a new, compliant Fed chair. Market Takes - It’s a historic commodity market in lithium, silver, and uranium. Many companies are moving way up in value as a result. Sentiment is changing from negative to positive in the past few months. Lithium is still not getting the credit it deserves. There are still good places to invest because of that. Uranium has strong supply fundamentals and volatility is to the downside. Two free names in the sector poised for big gains. The benefit of private placements. Bizarro Banter - Tragedy abound with the death of Rob Reiner, and shootings at Brown University and Bondi Beach. Gerardo calls for a hope for civility in the future. Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/494aCGD0:00 Introduction3:25 Macro Musings: Why it's important to be contrarian, especially as Bitcoin is down from its highs and altcoins bottom. 16:27 Market Takes: What the future holds for this historic commodity market and why some investors are still sleeping on certain parts of it. 26:52 Bizarro Banter: A call for civility amidst recent tragedies. 32:14 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/494aCGDPLEASE 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/494aCGD2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: Tonight (December 15th) at 8pm ET we’ll be holding an event about private placement opportunities. We have just 100 spots left at Private Placement Intel, and expect to fill them in short order. We’ll be offering the chance to participate in a private uranium deal alongside us. Click here to register before it’s too late. Click here: https://bit.ly/48Go7xqThe free version of the 345th episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Silver stole the show again — ripping to $64 and putting a $70+ handle firmly on the table, especially with volatility collapsing. Copper remained a co-star, holding ~$5.48/lb and ~$11,500–$11,600/ton, with banks now openly talking about $12,000+/ton in 2026 to incentivize new supply. Gold remained strong in the background, framed as part of a broader “assets are headed higher” setup driven by the same forces we’ve been talking about all year. On the macro side, we hit the key “algorithm vs. real life” distinction again: the Fed cut 25 bps, inflation is “cooling” in the sense that the rate of change is coming down (rent measures softening; gasoline/diesel trending down), and that’s enough cover for more cuts next year — especially with Powell out in May and the expectation of a more compliant chair. We also flagged renewed balance-sheet expansion via T-bill buying/QE, alongside a softening dollar (DXY ~98) — all of which is fuel for precious metals and the junior end of the market.Market Takes - We’re now in the “next phase” of the bull market: silver outperforming gold, juniors starting to outperform producers, and “other metals joining the party.” The punchline: a lot of demand growth (AI/data centers and the grid buildout) still isn’t fully captured in models — which is why “$7–$9 copper” doesn’t sound crazy in a world where people also couldn’t see $64 silver coming. There is still value in uranium and lithium (less loved versus precious metals right now), plus underfollowed explorers and “known-ounce” stories with the right team finally in place. A standout point was JPMorgan’s positioning shift — from being a major silver short to being meaningfully long — as part of what’s helped accelerate silver’s move.Bizarro Banter - We hit hard on institutional rot this week: Epstein/Larry Summers, the credibility gap around promised disclosures, and the broader theme that “law and order” messaging is selectively applied while powerful institutions and individuals skate. We also hit the Catholic Church settlements/abuse scandal angle (NYC numbers being floated as a mediation starting point; other big settlements cited), and tied it back to the ongoing nature of these issues — not “something in the past.”Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/3KU37tJ0:00 Introduction1:05 Macro Musings: Uranium Placement. Silver Breakout. Fed Cuts. CPI vs Reality.16:41 Market Takes: Copper Supply Crunch. Silver to $70? VIX Collapse. Uranium & Lithium Value.27:27 Bizarro Banter: Epstein Files. Larry Summers. Institutional Rot. Church Abuse Scandals.45:16 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/3KU37tJPLEASE 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/3KU37tJ2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Macro Musings - The episode opened with a look back at a strong 2025 and an even more bullish setup for 2026. Gold is holding firmly around $4,200 with strong underlying support near $4,100 — and could correct all the way to $3,600 and still be in a powerful bull market. Silver recently kissed $59 and is consolidating near $57–$58, with a “six handle” (above $60) in the next 30–60 days seen as entirely realistic. Copper has been the standout mover during the brief podcast hiatus, breaking to fresh all-time highs. Near-term support is now above $5 per pound. A mix of Trump-era tariffs, a bifurcated market between COMEX and Asia, and ongoing supply disruptions (landslides, seismic issues, and guidance cuts at major producers) are colliding with rising demand from AI, data centers, EVs, and grid buildout. Structural deficits expected from 2026 onward are already being felt through premiums and negative treatment charges in Asia. On the macro front, the hosts emphasized the need to separate “the market” from “the economy.” Despite record Black Friday sales funded largely with credit and rising credit rejection rates, GDP remains solidly positive and inflation is hovering near 3%. Algorithms care about growth and inflation — not human hardship — and continued 3%+ growth with cooling inflation is expected to drive new highs in the S&P and Nasdaq into 2026.Market Takes - Uranium and lithium were highlighted as two of the most compelling value opportunities in the resource space right now. While gold, silver, and copper producers and developers have already made major moves, many uranium names — producers, near-term producers, and explorers — remain 20–40% below their 52-week highs. Even with spot prices around the mid-$70s and term/contract prices in the mid-$80s, the view is that uranium is still not high enough to incentivize sufficient Western supply, especially if the U.S. is serious about domestic mining, enrichment, SMRs, and nuclear on military bases. Nick and Gerardo contrasted countries like Germany — who shut down nuclear reactors and now pay roughly double France’s power prices — with nations restarting reactors (Japan, Taiwan) and those doubling down on nuclear. The conclusion: the grid transition will require enormous amounts of both copper and uranium, and investors who quietly position now, while attention is elsewhere, stand to benefit. The broader equity market continues to be driven by flows into broad-based ETFs and retirement accounts every two weeks. Hedge funds now manage far less than ETFs, and the relentless buy-the-market behavior is being reinforced by new programs like the “Trump Accounts,” which will seed every newborn’s investment account with capital funneled into broad index exposure. The message: you don’t have to like the system, but you should understand it and position accordingly.Bizarro Banter - Politics and national security took a darker turn this episode. The discussion centered on the recent U.S. strike on a suspected drug boat near Venezuela and the subsequent “kill all” order on survivors — an action that appears to violate long-standing rules of engagement that explicitly protect unarmed shipwreck survivors. The Secretary of Defense’s attempt to blame subordinates while claiming to have been “in the bathroom” during the key moment was called out as cowardly and demoralizing. This incident was juxtaposed with the administration’s simultaneous full pardon of a former Honduran president convicted of importing 450 tons of cocaine into the U.S., along with other questionable pardons, including a massive financial fraudster whose restitution was effectively erased. All of this, combined with ICE tactics that increasingly target non-violent undocumented workers rather than hardened criminals, led to a broader critique of hypocrisy, selective enforcement, and creeping erosion of civil liberties. Despite the political frustration, the hosts reiterated that they remain “issue people,” willing to agree with figures as different as Rand Paul, Thomas Massie, Marjorie Taylor Greene, or Tucker Carlson when they’re right on policy — and just as willing to call them out when they’re wrong.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4pVLfNV0:00 Introduction4:41 Macro Musings: Look Back at 2025. Metals on the Move. Economy vs Stock Market.15:20 Market Takes: Uranium Fundamentals. Contrarian Lithium. Private Placement Intel.25:20 Bizarro Banter: Rules of Engagement. Government Drug Hypocrisy. Independent Political Thinking.45:16 Premium Portfolio Picks: Subscribe to Bizarro World Live to access: https://bit.ly/4pVLfNV

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: Energy Fuels, discussed below, is one of the stocks that will save America. Rick Rule and I discussed several more in this video: https://bit.ly/4riWDVN These critical minerals stocks are exploding higher as the Trump administration takes direct stakes in them and expedites permitting. We are taking the video down November 26th before the Thanksgiving holiday, so make sure you watch it now: https://bit.ly/4riWDVN—NickThe free version of the 343rd episode of Investing in Bizarro World is now published.Every now and then I have a conversation that reminds me just how quickly the world is changing, and how few people actually understand what’s coming.My recent discussion with Curtis Moore, Senior VP of Marketing and Corporate Development at Energy Fuels (NYSE: UUUU)(TSX: EFR), was one of those moments.I’ve known Curtis for over a decade — since back when he was manning booths at the New Orleans Investment Conference and uranium was a four-letter word. We’ve both been around long enough to see cycles come and go. But the world we’re moving into now is different. Faster. More strategic. And for Energy Fuels, more promising than at any point in its history.Curtis didn’t even get out elk hunting this year. Not because the season was bad, but because things are moving that quickly in Washington, D.C., and he’s been traveling there so frequently in light of the Trump administration’s nuclear and critical minerals push. (See the stocks on Washington’s buy list here, which includes Energy Fuels)The first thing Curtis and I dug into was Pinion Plain, their flagship uranium project in northern Arizona. The mine is outperforming every early model they ever had: higher grades, lower costs, and thicker zones. Energy Fuels is producing uranium from Pinion Plain for roughly $23 to $30 per pound, a low-cost profile when spot prices are hovering in the mid-$70s. And it’s not a small trickle of production either. They’re pulling two to two-and-a-half million pounds per year out of that shaft, feeding their White Mesa mill for months at a time. In a uranium market where most projects are theoretical, this one is not only real, but expanding. The company hasn’t published new resource numbers, but you can read between the lines that Pinion Plain is far bigger than the conservative three-million-pound figure that’s been sitting on the books.Once the ore leaves Arizona, it heads to White Mesa in Utah — the only operating conventional uranium mill in the United States. That alone would make Energy Fuels a strategic asset. But White Mesa is much more than a mill. It’s becoming one of the only integrated rare earth separation facilities outside of China. And unlike MP Materials (NYSE: MP), which can only handle the light side of the rare earth spectrum, Energy Fuels’ monazite and xenotime feedstock contains the heavies — dysprosium, terbium, yttrium — the ones most critical to defense, robotics, EV motors, and permanent magnets.Curtis disclosed that they’ve already produced 40 to 50 kilograms of high-purity dysprosium oxide and are on the cusp of producing terbium. He also said something that should have woken up anyone still half-listening: Energy Fuels is the only U.S. company producing heavy rare earth oxides today. That alone puts them in a geopolitical category that few investors understand. Washington does.Which brings us back to Curtis’ calendar. Energy Fuels hasn’t just been meeting with federal agencies; they’ve been showing up with real materials in hand — actual kilograms of finished product. In a sea of thousands of theoretical critical mineral proposals, most of which will never be mines, that puts Energy Fuels in rare company. It’s no coincidence that the Trump administration approached them, unprompted, to place its Roca Honda project on the Fast-41 permitting dashboard. Curtis believes the project could be fully permitted within a year. Bullfrog and two more breccia pipes are next in line.Continue reading: https://dailyprofitcycle.com/market-commentary/inside-americas-critical-minerals-revival-bizarro-world-343/0:00 Introduction3:48 Uranium Production from Pinyon Plain11:04 White Mesa Mill: The only operating conventional uranium and rare earth mill in the United States19:37 Rare Earth Pipeline: Donals, Toliara, Bahia23:27 Critical Mineral Support from Trump Administration 31:24 Radioactive Medical Isotopes: The Alpha ParticlePLEASE NOTE: 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. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/3KgejR72. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: Discount pricing for Private Placement Intel ends today. Details here: https://bit.ly/3LSxbGlThe free version of the 342nd episode of Investing in Bizarro World is now published. Here’s what was covered:Macro Musings - Gold rebounds to $4,200. Silver pushes toward $53. Copper hits all-time highs. Fed rate-cut odds fall below 50%. Nick breaks down why the market sold off despite strong GDP, cooling inflation, and resilient growth. Layoffs don’t matter — numbers do. The machine only cares about growth and inflation prints. The guys also discuss SNAP benefits, market empathy (or lack thereof), and the “fiat trap” young people are stuck in.Market Takes - The Big Short, Buffett’s retirement letter, 50-year mortgages, BlackRock housing dominance, and the end of traditional valuation logic. Gerardo highlights Michael Burry’s failed shorts and why old-school metrics no longer map onto today’s market. The duo break down 50-year mortgages, disappearing credit standards, and the engineered shift toward a permanent renter class. Gold vs. S&P over 20 years. “Own assets or get crushed.” Big plug for Private Placement Intel with real performance stats (13 of last 18 deals doubled). Deal flow, oversubscribed financings, valuations, and why 2026 will be massive. Discount pricing for Private Placement Intel ends today, November 17. Details here: https://bit.ly/3LSxbGlBizarro Banter - Spokane, Seattle, New York, socialism, Fourth Turning dynamics, and the collapse of competent governance. Nick breaks down political shifts in Spokane — including a socialist winning a city council seat — plus Matt Taibbi’s keynote on Russia’s socialist mindset. A broader conversation on tyranny cycles, voting patterns, and the myth of political saviors. The rise of socialism in major U.S. cities. Political inconsistency, the collapse of trust, and why the system is designed to divide. Gerardo closes with comments on veterans, accountability for Epstein files, foreign policy absurdities, and the need for community connection.Premium Portfolio Picks - For paid listeners only. 0:00 Introduction3:54 Macro Musings: New Orleans Recap. Gold Correction Over. Fiat Debt Traps.16:35 Market Takes: Private Placement Intel Track Record. Capital Pool Corp Deal Structure. Crypto Breakdown.33:38 Bizarro Banter: Spokane Elects a Socialist. Seattle and New York Drift Left. The March of Tyranny.43:13 Premium Portfolio Picks: You need to subscribe to Bizarro World Live to get this section. Get access here: https://bit.ly/4oH4sCRPLEASE 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/4oH4sCR2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: Nick and Gerardo’s next Private Placement Intel will be live today. They’ll be funding the next project being worked on by the original CEO of Patriot Battery Metals, on which they made up to 111X their money as it made a globally significant lithium discovery. His new company is focusing on gold and copper, and already has Newmont as a joint venture partner. This is a brand new company, and we’ll be participating in the first 25-cent round. Thirteen of the last 18 public companies financed in Private Placement Intel since early 2024 have doubled or better. We expect similar performance with this one. Click here to participate: https://bit.ly/4hTaL3QThe free version of the 341st episode of Investing in Bizarro World is now published.This was a very special episode. We recorded it live last week at the 51st annual New Orleans Investment Conference, where several of you were in attendance.We talked briefly about the debt, dollar, and bond yields, but spent most of the discussion on the Trump administration’s support of mining projects and how we’re capitalizing on that via private placement.Then we went in-depth on three of the companies we’ve successfully financed and why we think they have bright futures. So you get the Premium Portfolio Picks for free this week. They are below. Just remember, we financed all these companies at much lower prices. And if you want to do those financings alongside us at Private Placement Intel, our latest gold IPO is open now. Click here to participate: https://bit.ly/4hTaL3QHere’s what was covered:Lion Rock Resources (TSX-V: ROAR)(OTC: LRRIF) — Freshly permitted and now drilling its Volney Project in South Dakota, where lithium, gold, and tin mineralization stack in the same system. Large-scale potential in a top U.S. jurisdiction with strong insider alignment.Hannan Metals (TSX-V: HAN)(OTC: HANNF) — A gold-copper exploration company operating in untapped regions that will be drilling a world-class target in the coming months. Kingsmen Resources (TSX-V: KNG)(OTC: KNGRF) — We are waiting on additional results from the Las Coloradas project. Initial results delivered over 1,700 gram per tonne silver over short widths. The company is now raising cash to keep drilling not only Las Coloradas, but its Amaloya project as well.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/3WJP1xA2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: Nick and Gerardo’s next Private Placement Intel deal will be open soon. They’ll be funding the next project being worked on by the original CEO of Patriot Battery Metals, on which they made up to 111X their money as it made a globally significant lithium discovery. His new company is focusing on gold and copper, and already has Newmont as a joint venture partner. This is a brand new company, and we’ll be participating in the first 25-cent round. Thirteen of the last 18 public companies financed in Private Placement Intel since early 2024 have doubled or better. We expect similar performance with this one. Click here to participate: https://bit.ly/4nzKdG0The free version of the 340th episode of Investing in Bizarro World is now published. Here’s what was covered:Macro Musings - As Nick and Gerardo head to the New Orleans Investment Conference, they discuss how the commodity supercycle is accelerating instead of ending. Governments and private capital are “all in” on critical metals, pouring billions into uranium, copper, and gold. The pair note that despite pullbacks, gold and silver remain in strong uptrends, consolidating healthily around key support levels, with gold holding above $4,000 and silver near $49. The Fed cut rates another quarter-point, and while bond yields ticked up briefly, inflation data shows a clear softening trend—setting the stage for another cut by December and the next leg of the bull market.Market Takes - The flood of institutional capital into the resource sector is accelerating. JPMorgan’s $1.5 trillion national-security investment plan, which includes a $255 million injection into Perpetua Resources, exemplifies how serious the U.S. is about securing critical supply chains. Meanwhile, Saudi Arabia and the UAE are launching massive mining funds, and the Westinghouse $80 billion nuclear deal highlights the global uranium shortage. Gerardo calls it “a bull market across the board.” Both stress that investors must separate quality from hype as capital floods into the sector.Bizarro Banter - In Spokane, government finally caught up to the will of voters. After two years of dysfunction and wasted tax dollars, city officials reversed course and banned homeless encampments following a failed “compassion-first” experiment that saw zero people accept services. Nick calls it “a case study in government inefficiency,” while Gerardo reminds listeners that these same cycles—delay, denial, and reversal—play out across every level of politics. The segment ends with laughter, catharsis, and a reminder that markets may be irrational, but government is worse.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/47QcbIR0:00 Introduction4:14 Macro Musings: Critical Metals Everywhere. Gold and Silver Hold Support. Fed Cuts and Inflation Cool.11:04 Market Takes: $1.5 Trillion JPMorgan Fund. $80 Billion Westinghouse Nuclear Deal. Global Capital Floods Into Resources.34:18 Bizarro Banter: Spokane Reverses Homeless Policy. Government Inefficiency on Display. Back to the Will of the People.38:05 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/47QcbIRPLEASE 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/47QcbIR2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: Nick just released a brand-new Foundational Profits report called “The Secret $1.02 Million Gold Script.” It’s about a unique way to profit from gold’s rise — one that multiplies gains when bullion moves higher. These “Gold Scripts” don’t require digging or drilling. They simply collect gold at a fixed price and sell it for huge profits. With gold already near $4,000 and a government-triggered catalyst looming, this could be the single most powerful trade setup Nick’s seen in decades. He explains exactly how these Gold Scripts work — and how a $10,000 stake could potentially turn into $500,000 — inside this special report. To see The Secret $1.02 Million Gold Script click here: https://bit.ly/fp-gold-scriptsThe free version of the 339th episode of Investing in Bizarro World is now published. Here’s what was covered:Macro Musings - The so-called “gold crash” turned out to be a two-day consolidation. Gerardo walked through fresh support levels at $4,040 for gold and $48 for silver — both now holding firm. Nick explained how he’d already trimmed some outsized positions at $4,300 gold and redeployed into a broader metals ETF covering steel, coal, and base-metal producers. The debt sits above $38 trillion, the Fed is still cutting, and nothing in the fundamentals has changed: we remain in a precious- and base-metals bull market.Market Takes - Both hosts agreed: this is a market for asset owners. Gerardo outlined how he’s taking 1,000% profits from mature uranium positions and rotating capital into smaller $20 million-market-cap explorers with clear growth paths. Nick discussed how private assets and pre-IPO rounds offer the best value now — especially deals coming to Private Placement Intel. The rotation from mega-caps into new issuers has only begun.Bizarro Banter - From Fast-41 permits (projects here: https://www.permits.performance.gov/projects/fast-41-covered ) and government equity stakes to White House renovations, pardons, and the new NBA gambling scandal — this episode covered the expanding hypocrisy of politics and culture. Nick reminded listeners: “They don’t care about you—own the Iron Bank, not the Podunk bank.” Both drew parallels between political tribalism, sports betting addiction, and the “YOLO mindset” driving risk behavior across society.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4hseB3v0:00 Introduction1:54 Macro Musings: Gold Pullback Holds Support. Fed Cuting With Rising Inflation. Metals Bull Intact.9:05 Market Takes: Rotation From Uranium Winners. Small-Cap Explorers Getting Attention. Private & Pre-IPO Value Emerging.23:54 Bizarro Banter: Fast-41 Permitting. White House Renovations. NBA Gambling Scandal.27:01 Premium Portfolio Picks: America’s Next Uranium Developers. Critical Metals Powerhouse. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4hseB3vPLEASE 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/4hseB3v2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld The free version of the 338th episode of Investing in Bizarro World is now published.Here's what was covered:Macro Musings - Nick returned from pheasant hunting in Montana to a week of fireworks in metals. Gold touched $4,318, silver $54, and the VIX jumped more than 20% as community banks sold off. Inflation is climbing back toward 3% even as the Fed cuts rates. Government shutdown theatrics continue. Both hosts agreed the precious metals explosion reflects falling confidence in fiat currencies - and that this phase of the bull market is just getting started.Market Takes - Gerardo noted "thousands of new rare-earth and uranium experts overnight," courtesy of ChatGPT and clickbait hype. He's trimming stretched names and redeploying profits from a 1,000% uranium winner and a 300% copper-gold trade into undervalued juniors. Government involvement is escalating: JPMorgan targeting a $1.5 trillion metals-credit plan ("Operation Warp Speed for resources"). The U.S. Army's JANUS Program announced a six-year effort to develop hundreds of small nuclear reactors. Nick and Gerardo see a multi-year cycle of resource nationalism and supply-chain securitization ahead - exactly what they've been positioned for since the "Green Barons" theme of years past.Bizarro Banter - Politics were peak absurd. Gerardo called out Republican outrage over Bad Bunny's Super Bowl performance while ignoring racist and violent chat leaks from young party staffers. Nick agreed that hypocrisy has plateaued - "fake outrage" drives the algorithm while real issues rot beneath it. From rural Montana, Nick shared that most Americans aren't talking about any of this - they're focused on family, work, and local life. Both decried ICE abuses, classism, and the constant cycle of government handouts that both parties justify under different names. It's a Fourth Turning world: debt, division, and denial at record levels.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/3WiA6tY0:00 Introduction1:54 Macro Musings: Record Gold and Silver. Fed Cuts Amid Rising Inflation. Dollar Weakness and Shutdown Theater.9:05 Market Takes: Rare-Earth Hype. Government Stake-Building. Profit-Taking in Uranium and Copper.23:54 Bizarro Banter: Peak Hypocrisy. ICE Overreach. Fourth Turning in Action.27:01 Premium Portfolio Picks: Familiar Uranium Winner. Tech ETF. Capital Markets ETF. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/3WiA6tYPLEASE 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/3WiA6tY2. Bizarro World Free - Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld The free version of the 337th episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Gold is hitting new highs and reaching new levels of consolidation. The dollar is moving in line with that while bond yields have been breaking down. Everyone from crypto investors to retail investors are getting in on it as the tailwinds become more clear. More rate cuts are likely coming before the end of the year as other metals are running toward new record highs.Market Takes - Japanese 30-yr yield hits a record high as a new prime minister comes in with a dovish tone. China is choking rare earths and lithium supply again. Copper futures and spot prices are running and the money is pouring in. Past due diligence is leading to big wins in the present as we harvest and prepare for future investment.Bizarro Banter - Amazon’s subscribe and save scam reminds the consumer that it’s buyer beware. Every penny counts in an inflationary environment.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/438UEsCPLEASE 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/438UEsC2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Publisher’s Note: We have been pounding the table on our performance in Private Placement Intel. The copper placement we did in July with Rick Rule and Jeff Phillips is already up 200% (with warrants to buy more). The uranium development deal we did in August is up 345% (with warrants to buy more). This week, members are participating in a brand new gold development and exploration company IPO that has a head-start thanks to an existing high-grade gold resource at its flagship property in the Yukon. Learn more about Private Placement Intel here: https://bit.ly/42r3u4G The deadline to participate is October 8th.The free version of the 336th episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - The week opened with a government shutdown — the first since 2018 — and both Nick and Gerardo called it what it is: political theater. They reminded listeners that shutdowns always end the same way — with a last-minute deal — and that neither party has any real intention of changing course. Both sides feed the division while the debt grows, and the middle class pays the price. Despite the chaos, markets marched higher. The S&P 500 and gold both hit new all-time highs. Silver closed September at its highest monthly level ever, above its 2011 peak. Rates and the dollar stabilized, the VIX sank below 17, and central banks kept buying gold. As Nick put it, “If you’re doing life right, you don’t even notice the government’s shut down.”Market Takes - The flow of capital into mining exploded. In just 24 hours, billions of dollars were raised — from $30 million financings at Guanajuato Silver and Oh My Gold to $400 million at NexGen. Gold flirted with $3,900, silver topped $48, and copper closed in on $5. Prospector Metals stunned the sector with a 13.79 g/t gold and 1.84% copper hit over 44 meters, sending its stock up 300% in a day. Sterling Metals also soared on fresh discoveries. Both are reminders that quality exploration still wins in bull markets. Nick and Gerardo cautioned against chasing everything that moves. Many of these companies failed multiple times before finally hitting. Success in this sector takes skill, capital markets discipline, and patience. They also noted the surge of new deals coming to market — private companies preparing to list, rollbacks merging into new shells, and long-quiet teams finally ready to deploy assets. “Don’t think the shirts on the shelf are all you’ve got. New ones are being sewn right now.”Bizarro Banter - The duo wrapped the public portion by turning from markets to Main Street — and specifically to Spokane. Nick shared how rising taxes, a ballooning budget deficit, and unchecked homelessness are driving local frustration. After promising that last year’s hikes would close the city’s shortfall, the mayor is now proposing another sales tax increase to fund a new jail — a $1.2 billion plan. It’s a microcosm of the national picture: wasteful spending, broken promises, and a middle class squeezed by policies that never cut costs, only raise taxes. The snake is eating its own tail.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4mXbaTH0:00 Introduction2:07 Macro Musings: Shutdown Theater. Record Gold and Silver. Markets Ignore Politics.8:49 Market Takes: Million-Dollar Mining Financings. 300% Drill Winners. Copper Nears $5.27:35 Bizarro Banter: Spokane Tax Hikes. Fourth Turning in Action. 41:18 Premium Portfolio Picks: Digital Supply-Chain Platform. Gold-Copper Explorer. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4mXbaTHPLEASE 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/4mXbaTH2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: We have been pounding the table on our performance in Private Placement Intel. The copper placement we did in July with Rick Rule and Jeff Phillips is already up 200% (with warrants to buy more). The uranium development deal we did last month is up 345% (with warrants to buy more). This week, we’ll help finance a brand new gold development and exploration company that has a head-start thanks to an existing high-grade gold resource at its flagship property in the Yukon. We are participating in the IPO round this week. Learn more about Private Placement Intel here: https://bit.ly/4876ZAVThe free version of the 335th episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Gold and silver keep breaking higher. Silver blew through $45 and is setting up for a run to $48 and new all-time highs. Gold pushed past $3,750 and looks ready to challenge $3,800 on the way to $4,000–$5,000. Both metals have tailwinds from Fed rate cuts, strong economic growth, and continued central bank buying. Meanwhile, the dollar is firming and bond yields are ticking higher. That points to rising risks—including black swan military chatter out of Washington—but gold and silver don’t seem to care.Market Takes - Copper grabbed headlines after a tragic accident at Freeport’s Grasberg mine cut production. That mine represents about 3% of global output, and the disruption could tip this year’s market into deficit. Copper prices jumped, and Ivanhoe Mines has already rallied 25% since July as investors repositioned into names with growth ahead. Craig Perry of Vizsla Copper has even argued that $30–$35 copper is possible down the line. Nick and Gerardo don’t need that to make money — $7–$8 copper in the next year is more than enough. Lithium Americas soared 125% this week after the Trump administration said it may take a 10% stake in the company’s Nevada project. That followed a $2.3 billion government loan under Biden and highlights a trend of resource nationalism across lithium, antimony, rare earths, and more. Uranium also broke out, hitting $82 per pound. The URA ETF is up 50% in just six weeks. Major producers like Cameco and Kazatomprom have guided down, while U.S. policy is moving to expand the strategic uranium reserve. Small explorers are doubling with little news as utilities prepare to contract supply.Bizarro Banter - Politics again proved bizarre. Trump’s subsidies to farmers were called what they are—welfare—despite the loud denials of those who voted for him. His second term is shaping up much like his first: weaker dollar, more debt, more war, and broken promises. Meanwhile, the Epstein scandal continues without closure for victims, even as culture-war distractions dominate headlines. Gerardo and Nick reminded listeners to keep pressure on real issues of accountability.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4mEL1c00:00 Introduction1:25 Macro Musings: Gold and Silver Surge. Dollar Strength. Black Swan Risks.9:18 Market Takes: Copper Supply Shock. Lithium Nationalism. Uranium Breakout.25:23 Bizarro Banter: Farm Welfare. Trump Promises. Epstein Cover-Ups.39:49 Premium Portfolio Picks: High-Leverage Gold Explorer. Undervalued Silver Junior. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4mEL1c0PLEASE 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/4mEL1c02. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Join us this year at the New Orleans Investment Conference: https://neworleansconference.com/hodge/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.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/3VuQhnx0:00 Introduction1:25 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/3VuQhnxPLEASE 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/3VuQhnx2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: In June, we did a gold private placement that’s already up 95%. In July, we did a copper placement that’s already up 393%. In August, we did a uranium deal that’s already up 260%. We have warrants in all three deals that are already in-the-money. A new Private Placement Intel deal is open for September. It’s high-grade gold and lithium in the US, being drilled right now. Secure your discounted spot before the deal closes on September 10th. Click here: https://bit.ly/4pscssq Or call Jimmy Mengel in Customer Experience at 844-334-4700. —NickMark your calendar: The New Orleans 2025 Investment Conference is almost here.Click here for details: https://neworleansconference.com/hodge/The free version of the 333rd episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Flying solo this week, Nick dove into the bond market, the dollar, and gold. The 10-year yield trends down as the Fed readies a likely September cut, while the 30-year pushes higher — signaling growth ahead despite short-term easing. A weak dollar and lower short yields are tailwinds for gold, which hit fresh record highs near $3,600/oz. Stocks remain near all-time highs, but September seasonality could bring turbulence. Political interference at the Fed looms as Trump threatens Powell’s job and hints at dovish replacements.Market Takes - Nick stepped back to trace his career from clean energy beginnings in 2007 through the financial crisis and into resources. The throughline: real things matter. Key themes now:Uranium — Essential for AI-driven electricity demand, nuclear is resurging globally. U.S. needs ~50M lbs annually but produces only ~1M. Trump is fast-tracking projects like Dewey Burdock, where Nick first financed Azarga in 2017 before its Encore buyout.Copper — Added to the U.S. critical minerals list, with a Section 232 investigation underway. Supply deficits and Trump’s tariff missteps highlight America’s dependence on imports. Projects like Resolution in Arizona show how permitting delays hamper supply.Rare Earths — Déjà vu from 2010–11. China’s threats and U.S. inaction left dependence intact. Now MP Materials and recyclers are surging, with government support and Apple partnerships underscoring urgency.Together, these metals — uranium, copper, and rare earths — remain the backbone of energy, defense, and technology.Bizarro Banter - Politics turned local this week. Nick detailed Spokane’s deepening homeless crisis and the political dysfunction surrounding Proposition 1, which 75% of voters supported to ban street camping. Instead of honoring the vote, the mayor and city council watered it down and allegedly used late-night threats to sway votes. An ethics investigation is underway, but the press is silent. For Nick, it’s a microcosm of U.S. politics: leaders defying the will of the people, prioritizing agendas over democracy. The lesson: remain independent, own assets, and recognize that all politics is local.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4ndN5s80:00 Introduction3:04 Macro Musings: Bond Yields Diverge. Weak Dollars. Fed’s Independence.7:33 Market Takes: Real Things Matter. Critical Minerals. Private Placements. 31:02 Bizarro Banter: Politics Are Local. Will of People. Spokane Homeless 38:14 Premium Portfolio Picks: Protein Play. Gold-Copper Driller. Prospect Generator. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4ndN5s8PLEASE 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/4ndN5s82. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld The free version of the 332nd episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Gold is in a consolidation phase and precious metals look bullish. Bitcoin is also consolidating and a Bitcoin whale caused massive waves in the sector. The Bitcoin bull market might be nearing its end at the same time that boring markets seem to be approaching their end.Market Takes - Money rotates away from sectors like tech and into places like precious metals. Trump tries to apply pressure to the Federal Reserve in an attempt to inflate away the debt and raise asset prices. Asset holders will benefit at the expense of everyone else.Bizarro Banter - The government takes stakes in companies and influences how they operate. The US is becoming a sovereign wealth fund.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4g02RVn0:00 Introduction1:50 Macro Musings: Consolidation in gold, similar to Bitcoin, silver making a run. Precious metals are bullish. Crypto whales cause waves. Is the Bitcoin bull nearing an end? Are boring markets?11:13 Market Takes: Sector rotation away from tech and others. Trump vs Fed. 17:15 Bizarro Banter: Bailouts and governments holding stakes in companies.21:30 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4g02RVnPLEASE 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/4g02RVn2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld The free version of the 331st episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Boring is beautiful. Consolidation in markets presents buying opportunities. There doesn’t seem to be a recession in the cards even as inflation ticks higher. Sam Altman speaks on AI and trillion-dollar spending. All of this is good for critical minerals. Graphene is experiencing a resurgence in interest.Market Takes - Gold and silver are bullish for the rest of the year and other minerals are presenting a buying opportunity. There isn’t as much volatility as many people believe. The ins and outs of private placements.Bizarro Banter - The privileged experience selective favoritism when it comes to law enforcement. The government spends taxpayer money on LED lights and black paint. Ultimate Fighting Championship fights in the White House are going to distract from debt, immigration and inflation.Premium Portfolio Picks - For paid listeners only. Subscribe: https://bit.ly/47KR4YI0:00 Introduction1:39 Macro Musings: Boring Is Beautiful. Graphene Resurgence.19:15 Market Takes: Iron Ore Downgrade. Summer Buying Opportunities.22:16 Bizarro Banter: Israel’s Pedophile. Immigration Solution. UFC in White House32:57 Premium Portfolio Picks: Drill Result Plays. Recent Uranium Placement (You need to subscribe to Bizarro World Live to get this section) Subscribe: https://bit.ly/47KR4YIPLEASE 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/47KR4YI2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld 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/4oEnPwQ0:00 Introduction1:56 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/4oEnPwQPLEASE 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/4oEnPwQ2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld 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.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/3V1ByQB0:00 Introduction1:10 Macro Musings: Jobs Revisions. Rate Cuts. Gold Stocks16:10 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/3V1ByQBPLEASE 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/3V1ByQB2. 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/Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld The free version of the 328th episode of Investing in Bizarro World is now published, with special guest Chris Curl. Here’s what was covered:Macro Musings - With Gerardo in Costa Rica, Nick and Chris dive deep into macro events shaping the market. They cover the Fed’s “nothing burger” July meeting and the odds of a September rate cut falling below 50%. Gold dipped below $3,200 on the news, but Nick sees the reaction as temporary. Copper also sold off after Trump walked back a planned 50% tariff on refined products—what Nick calls “taco-ing.” The long-term copper bull thesis remains intact, with structural deficits and demand from AI, energy transition, and infrastructure still driving the story. The team also breaks down the massive new trade deal with the EU—lowering tariffs, boosting U.S. energy exports, and repositioning America as Europe’s key supplier.Market Takes - Chris breaks down why Bitcoin surged from $100,000 to $122,000: halving dynamics, M2 growth, institutional demand, and a supply crunch. Despite a Galaxy Digital selloff, the bull market remains intact. Ethereum is surging too—Nick is up 60% on his ETH ETF—and Chris expects ETH to hit new all-time highs later this year, triggering the next alt season. The two also cover the Genius Act, Project Crypto, and the rise of stablecoins like USDC and USDT—all bullish for Ethereum. Circle, the newly public U.S.-based stablecoin issuer, is highlighted as a prime beneficiary of the trend.Bizarro Banter - The Internet is ablaze over a hot chick in jeans. Nick and Chris weigh in on the Sydney Sweeney–American Eagle ad campaign, backlash from woke critics, and how a viral denim ad may signal the beginning of the end for woke corporate culture. American Eagle added hundreds of millions in market cap after the ad dropped. “This wouldn’t have been controversial at all when we were growing up,” says Chris. “It’s exhausting—and most people are tired of it.”Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/40OW0ro0:00 Introduction1:10 Macro Musings: Temporary Gold Dip. European Trade Deals.16:40 Market Takes: Project Crypto. New Crypto Legislation. Stablecoins & Circle.48:51 Bizarro Banter: Good Jeans Ad. Doublethink.53:42 Premium Portfolio Picks: Chris’s Favorite Cryptos Right Now. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/40OW0roPLEASE 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/40OW0ro2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Curious about crypto but not sure where to start? Don't worry—it’s easier than you think! Start by checking out our free report, "Crypto Investing for Beginners." Click here: https://bit.ly/47eNCFzVisit our website Daily Profit Cycle for content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld The free version of the 327th episode of Investing in Bizarro World is now published, with special guest Rudy Havenstein.A big thanks to Rudy for coming on the podcast. If you like what you hear, you can follow him on X (Twitter) @RudyHavenstein: https://x.com/RudyHavenstein or check out his Substack — A Havenstein Moment: https://rudy.substack.com/Here’s what was covered:Macro Musings - Special guest Rudy Havenstein joins Gerardo and Nick to dissect the Epstein coverup — calling it the biggest scandal since JFK. The trio connect the dots between intelligence agencies, blackmail, arms trafficking, and a government that shuts down for summer instead of telling you who raped the kids. Rudy explains why Epstein was an intelligence asset used to manipulate global elites. They’re not trying to punish. They’re trying to control. The discussion covers Trump’s reversal, the cowardice of Congress, the complicity of media, and the institutional rot that pervades both parties.Market Takes - A short segment this week as the Fed’s role in wealth inequality takes center stage. Rudy and the hosts break down how zero interest rates (ZIRP), QE, and mortgage-backed security purchases created today’s asset bubbles, destroyed housing affordability, and fueled class division. The Fed is a private cartel that picks winners and losers—and you’re not one of them. Bizarro Banter - Elon, eugenics, and the elite’s obsession with transhumanism. Gerardo and Nick ask Rudy whether anything can really change. The conversation turns to hope, skepticism, Ross Perot, Ron Paul, and the next generation. “If Epstein was guilty of trafficking girls… to no one, then who the hell is paying off all these victims?”Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/41ghcXn0:00 Introduction0:06 Macro Musings: Epstein, Intelligence Blackmail, and Political Cowards. Elon, Eugenics, and the Rot of the Ruling Class34:54 Market Takes: Fed Lies, Wealth Theft, and Housing Corruption46:39 Premium Portfolio Picks: A Gold Developer. A Copper Prospect Generator. Two Lithium Rebound Stocks. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/41ghcXnPLEASE 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/41ghcXn2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld The free version of the 326th episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Gerardo and Nick dive deep into the Epstein files controversy—what was promised, what was exposed, and what was ignored. “If you’re still partisan at this point, you’re an idiot,” says Nick. Also discussed: General Flynn’s rebuke of Trump, Elon’s America Party, and Druckenmiller’s warning that the U.S. is next. Gold soared after Trump floated firing Jerome Powell, then backtracked. “This is what happens when you throw everything at the wall to see what sticks.”Market Takes - Gold jumped $25 intraday. Silver and PGMs surged. Why? Because Trump threatened to fire Powell, markets panicked, and the Fed's credibility was rocked again. The pair discuss bond yields, inflation, and the implications of America’s growing debt bomb. They recap how Trump’s first stimulus helped launch the current commodity cycle—and why today’s policies are turbocharging it. Gold, silver, copper, and uranium are all structurally bullish, with M&A heating up and premiums forming across the board. Bizarro Banter - Nick recaps the Rick Rule Symposium in Boca Raton, sharing insights from speakers like Grant Williams, Danielle DiMartino Booth, Nomi Prins, and Rick Rule himself. The return of institutional capital and $180 resort haircuts. Apple’s $500 million investment into MP Materials is discussed in detail—including what it means for rare earths, recycling, and who might be next. Nick hints that other big tech firms could follow. Gerardo speculates about automakers striking lithium-cesium-gallium supply deals with Patriot Battery Metals.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/46fA5060:00 Introduction0:06 Macro Musings: Epstein Cover-Up. Trump vs. Deep State. Powell in the Crosshairs.14:19 Market Takes: Gold Breakout. Bond Chaos. Commodity Supercycle.25:45 Bizarro Banter: Rick Rule Recap. Apple Backs MP. Patriot Battery’s Future.46:39 Premium Portfolio Picks: Two Lithium Stocks. Two Gold Stocks. A Quantum Computing Play. (You need to subscribe to Bizarro World Live to get this section) Details here: https://bit.ly/46fA506PLEASE 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/46fA5062. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld The free version of the 325th episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Gerardo welcomes Jody Dahrouge for a conversation dominated by macro policy and its massive effect on metals markets. They dive into the geopolitical and fiscal catalysts behind copper and rare earths—including Trump’s new 50% tariff on imported copper and a $10B Department of Defense deal with MP Materials. Gerardo and Jody both stress the significance of guaranteed pricing and long-term offtake agreements to fund North America’s critical mineral renaissance. Expect this to spark an arms race in strategic metal supply chains—with Canada likely to benefit.Market Takes - The discussion turns to specific metals and how they’re reacting to macro shifts. Cesium, gallium, and tantalum—largely overlooked—are positioned as game-changers, especially with Patriot Battery Metals’ Corvette deposit potentially hosting the highest concentration of these metals ever found in one location. Lithium stocks are rebounding hard after being crushed, and Jody makes the case that we’ve already seen the bottom. Gold is “only in the 4th inning,” silver just broke out above $37, and platinum group metals are seeing their biggest monthly moves in decades.Bizarro Banter - Gerardo calls silver the “mistress” and gold the “wife” in a riff about investor psychology. Jody compares Patriot’s cesium potential to a uranium deposit in terms of value density and scarcity. They both emphasize the importance of reassaying historic drill core for overlooked metals—a move that could unlock entirely new asset classes. Talk turns to solar panels, energy storage, and EVs—arguing that Patriot’s cesium could revolutionize the solar industry via perovskite tech. They wrap with thoughts on grid independence, battery tech, and how U.S.-Canada cooperation could trigger the next lithium boom.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4eSS5Qa0:00 Introduction1:03 Macro Musings: DoD-Backed Magnet Deal. Copper Tariffs. Supply Chain Nationalism.21:07 Market Takes: Patriot’s Cesium. Gold Breakout. Silver Surge. Lithium Bottom?23:04 Bizarro Banter: Gallium Chips. Solar Storage Shift. EV vs Gas Cars.29:47 Premium Portfolio Picks: Lithium Rebound Stocks. Private Picks from Jody. (Subscribe to Bizarro World Live to get this section.) Details here: https://bit.ly/4eSS5QaPLEASE 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/4eSS5Qa2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Programming Note: We will be financing a new 3-cent copper company next week in Private Placement Intel. We’ll be going in alongside some legendary resource investors amid a restructure. You can join Private Placement Intel now to participate at the still-discounted rate of $2,025 per year. Or call Jimmy Mengel in Customer Service at 844-334-4700 for more information. More details here: https://bit.ly/44jFjqmThe free version of the 324th episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Gerardo pulled on the “supply & demand” hoodie, and Nick showed why it’s more than a fashion statement. With a fresh multi-trillion-dollar bill that Trump wants signed on July 4th—because of course—the dollar's tanking, the debt’s exploding, and inflation isn’t done with us yet. Ray Dalio’s math says we’re headed for “big painful disruptions.” Gerardo and Nick explain why that’s bullish for gold, copper, and popcorn (seriously—$89 buckets are coming).Market Takes - Copper’s still above $5, lithium is quietly waking up, and platinum just had its best monthly move in 40 years. The NASDAQ and S&P are calm, but don’t confuse quiet indices with a healthy economy. Gerardo and Nick are eyeing the real signal. “It’s not a complicated thesis,” Gerardo says. “You just have to know what you own.” A new copper deal is dropping next week. Nick and Gerardo walk through the behind-the-scenes work it took to secure an unusually favorable structure: strategic investors, a 12-month lock-up, over $100M in potential partner funding, and a massive land position in Australia’s Macquarie Arc. This is the kind of deal where legends like Rick Rule are writing checks—and it’s coming to subscribers first. Join Private Placement Intel to participate in the deal next week. Details here: https://bit.ly/44jFjqmBizarro Banter - From AI anime YouTube channels with 30M followers to Google buying nuclear fusion power that doesn’t exist yet, the guys riff on the weird intersection of technology, media, and energy. Nick also drops a righteous rant on local politics, semantics, and why Spokane’s city council should stop serving hot dogs and calling them hamburgers. Gerardo weighs in on the Lia Thomas ruling and says what most people are thinking but too afraid to say: you can respect someone’s identity and still want fairness in women’s sports. Nick breaks it down with Pew poll data, Orwell quotes, and a reminder that logic is not bigotry. “You’re born either male or female. That’s not politics—it’s biology.”Premium Portfolio Picks - For paid listeners only. Click here: https://bit.ly/4eCAfADYou can watch the full episode here. https://www.youtube.com/watch?v=Gr210Zx-LF40:00 Introduction1:54 Macro Musings: Dollar Supply & Demand. Beautiful Bill’s Ugly Debt. Inflation and $89 Popcorn14:33 Market Takes: Metals Moving. Record Indexes. Copper Private Placement. Details here: https://bit.ly/44jFjqm23:06 Bizarro Banter: AI’s YouTube Takeover. Spokane Defies the People. Male vs. Female. 40:14 Premium Portfolio Picks: Digital Supply Chain Leader. Gold Prospect Generator. Oil ETF. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4eCAfADPLEASE 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/4eCAfAD2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld The free version of the 323rd episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Stagflation is here: rising inflation and flat growth are driving money into hard assets. Platinum and palladium hit decade highs. Lithium is showing green shoots. The S&P is at record highs—but the streets are filled with fentanyl, homelessness, and Orwellian politics. It's never been more important to own real assets.Market Takes - Gold and silver continue to look strong. Silver leads. Copper pushes above $5, and uranium hovers near $78. Private placements are working, and the window is still open. Gerardo and Nick tease a new copper financing and recap how executive orders have triggered triple-digit gains across U.S. juniors. Deal details here: https://bit.ly/4lwaN1YBizarro Banter - From crypto-backed mortgages and XRP-funded home purchases to fentanyl-themed real estate marketing, the system is off the rails. Nick and Gerardo rant on the Fed, the defense department, missing kids, and Orwell’s 1984. Still—asset owners win. The question is: Are you positioned?Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/46ow61d0:00 Introduction2:12 Macro Musings: Platinum Breakout. Stagflation Confirmed. Lithium Lags but Lifts.10:43 Market Takes: Copper Clears $5. Uranium Steadies. Precious Metals Hold.23:31 Bizarro Banter: Executive Orders, Crypto Mortgages, Fourth Turning Chaos.37:02 Premium Portfolio Picks: New Copper Deal Coming. Uranium Catch-Up Trade. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/46ow61d Deal details here: https://bit.ly/4lwaN1YPLEASE 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/46ow61d2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld The free version of the 322nd episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Gerardo and Nick open with the breakout in platinum and why it doesn’t matter whether the move is driven by jewelry demand, catalytic converters, or speculation. Nick confirms: if it holds above $1,300, it could blast through $1,500 on its way to 2008-style levels. Inflation is ticking back up, hard assets are responding, and the Fed’s credibility is unraveling. Position accordingly.Market Takes - Uranium stocks are taking off again as Sprott raises $200 million and the Department of Energy fast-tracks funding for new nuclear projects. Meanwhile, silver’s holding strong above $37, gold’s consolidating near $3,400, and copper’s getting comfy near $4.85. The explorers haven’t yet moved—creating a rare window.Bizarro Banter - The conversation turns to stablecoins, tokenized gold, and why Tether is investing in real-world royalty companies. From tokenized orgasms (yes, really) to Tether investing in a royalty company instead of blockchain gimmicks, Nick and Gerardo riff on what’s real, what’s ridiculous, and why the smartest money is buying gold you can actually get out of the ground. The Senate’s “Genius Bill” could force massive T-bill buying. Basel III endgame rules are about to clash with Fed policy. And as always, the system is rigged for asset owners.Premium Portfolio Picks - For paid listeners only. Details here: https://bit.ly/4kWvrsp0:00 Introduction2:12 Macro Musings: Platinum Surges. Monetary Policy. Fed Frozen.10:43 Market Takes: Uranium Rips. Sprott Catalyst. Gold, Silver, Copper Firm.23:31 Bizarro Banter: Stablecoins, Tether Royalties, Basel Rules, Fed Shenanigans.37:02 Premium Portfolio Picks: A Tier-1 PGM Asset. A Staple with Global Exposure (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4kWvrspPLEASE 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/4kWvrsp2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld The free version of the 321st episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Gerardo opens with a personal story about his mother being kidnapped by a cartel and connects it to the broader collapse of constitutional norms in the U.S.—warning that even senators are now being unlawfully detained. He says if they’ll do that to a senator on camera, imagine what’s happening to undocumented people without a platform. Nick expands on the idea of institutional decay by invoking the Fourth Turning and compares the volatility in politics to spikes in the VIX. The duo agrees: what we’re seeing isn’t just a political problem—it’s the breakdown of the rule of law in real time.Market Takes - Commodities are surging. Gold is holding strong near $3,500. Silver finally broke $35 and is pushing toward $38. Gerardo says if it breaks $38, $42 is next—and new all-time highs aren’t far behind. Platinum is up 30% in 30 days, while copper and uranium stocks are leading the rotation back into hard assets. Oil jumped from $55 to $75 in a matter of weeks, front-running geopolitical risks with Israel and Iran. Inflation is ticking back up, and with fewer rate cuts priced in, silver may now have the edge over gold due to its industrial exposure.Bizarro Banter - Gerardo and Nick riff on Tesla, Trump, and the theater of geopolitical headlines. From Meta’s 20-year nuclear power deal to the U.S. Air Force installing SMRs on military bases, it's clear the market is rethinking energy security via nuclear. Paul Tudor Jones gets a shoutout for recommending diversification into stocks, gold, and Bitcoin. Gerardo adds: “You don’t have to choose between Bitcoin and gold—we’re making money with both.” Reader question about Resource Stock Digest and Digest Publishing. Premium Portfolio Picks - For paid listeners only. Learn more here: https://bit.ly/4411f870:00 Introduction1:15 Macro Musings: Institutional Decay. Oil Surges. Inflation & Commodity Cycle.21:09 Market Takes: Gold & Silver Edge Higher. PGMs Breakout. Private Placements Performing. Uranium Industry Insights.41:02 Bizarro Banter: Reader Question. Resource Stock Digest vs. Digest Publishing.34:49 Premium Portfolio Picks: A Gold Stock Dip to Buy. An Emerging Critical Element Leader. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4411f87PLEASE 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/4411f872. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/