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.
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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.
