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.
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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.
