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.
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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.
