The free version of Episode 368 of Investing in Bizarro World is now live.
This week, Nick and Gerardo break down a volatile selloff across metals, equities, and commodities — and why the gold bull market still appears intact despite the damage.
The conversation starts with Iran whiplash, Trump’s on-again/off-again war rhetoric, gold’s sharp drop to roughly $4,080, and its quick reversal back above $4,200. Silver bounced hard, copper held up better than the precious metals, the dollar slipped back below 100, and the broader indices rallied as the market once again signaled exactly what it wants: peace, lower energy prices, and some kind of stability.
From there, Nick and Gerardo dig into the macro setup — jobs strength, CPI at 4.2%, higher bond yields, a compressed yield curve, Fed confusion, and the question of whether the incoming Fed chair can talk the market lower on rates even if he does not have the votes to cut. They also get into portfolio construction, drawdowns, why price is not the same thing as value, and how to think about junior resource stocks during forced liquidation and sector-wide weakness.
Then the focus turns to the charts: gold testing its bull-market trend, silver looking more volatile, copper holding up best, and critical metals remaining one of the strongest long-term themes in the market. The need for copper, uranium, lithium, rare earths, tungsten, zinc, and cobalt is not going away — and neither is China’s dominance.
And then things get fully Bizarro: the Epstein coverup, institutional rot, Goldman Sachs, the Fourth Turning, World Cup distractions, Cubs pain, and the kind of American justice that lets the powerful stay powerful.
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Timestamps:
0:00 Introduction
1:56 Macro Musings: Iran Whiplash. Metals Reversal. Jobs Strength. CPI Spike. Yield Curve Compression. Fed Jawboning.
16:21 Market Takes: Resource Thesis Intact. Portfolio Construction. Gold Trend Test. Silver Volatility. Copper Holds. Critical Metals Push.
44:30 Bizarro Banter: Epstein Coverup. Institutional Rot. Goldman Sachs Adviser. Fourth Turning. World Cup Escape. Sports Pain.
52:01 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.
