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.
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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.
