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.
