Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD
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The free version of the 309th episode of Investing in Bizarro World is now published.
Here’s what was covered:
Macro Musings - Gold holds above $3,000 amid ongoing economic and tariff uncertainty. Copper strong above $5.00. Contrarian commodities are uranium and lithium.
Market Takes - Being in the money with warrants.
Bizarro Banter - Political implications of tribalism, particularly in relation to electric vehicles. The concept of Enshittification.
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0:00 Introduction
1:07 Macro Musings: Record Gold. Strong Silver. Copper Winning the Trade Wars. Contrarian Commodities. Increase in Resource Funding.
17:45 Market Takes: Significance of Warrants. Quality Resource Deals.
27:37 Bizarro Banter: Implications of Tribalism. Tesla Terrorism? Enshittification.
36:33 Premium Portfolio Picks: You need to subscribe to Bizarro World Live to get this section: https://bit.ly/4hGzW81
Last year, Gerardo went and toured a new American copper mine with our own John Carl. The stock is moving now as domestic copper stocks catch a bid. See the info from our tour here: https://bit.ly/4iHJpNB
PLEASE NOTE: There are now two versions of this podcast.
1. Bizarro World Live — Pay $2 per episode to watch us record the podcast live every Thursday and get Premium Portfolio Picks every week. You can do that here: https://bit.ly/4hGzW81
2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.
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