Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD
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In the 282nd episode of Investing in Bizarro World, Gerardo and Nick discuss the current state of the markets and the world.
They cover topics such as the performance of gold, silver, copper, and uranium, as well as the challenges faced by lithium equities.
They also touch on the importance of companies getting work done and the need for long-term thinking in investing.
The conversation then shifts to the political landscape and the lack of substantive policies from both sides, with an emphasis on the importance of free speech and independent thought in a healthy democracy.
The conversation covers various topics including potential attacks on the Strait of Hormuz, cyber warfare, and the ban on antimony exports by China.
One company that could solve any shortages resulting from antimony bans from China also happens to be the same company that has one of the largest undeveloped gold deposits in North America. Its shares have tripled in the past six months as gold has hit record prices. Get the full story here. https://digestpublishing.com/v/JRMGOLDHL1/
Nick and Gerardo also discuss the correlation between gold and the dollar, the uncertainty in the market, and the impact of the slowing economy on higher-end restaurants.
Key takeaways include:
- Lithium equities are taking longer to price in the bottoming process.
- Companies that are actively getting work done are being rewarded.
- Investors need to have a long-term perspective and patience.
- The political landscape lacks substantive policies and is driven by tribalism.
- Free speech and independent thought are crucial for a healthy democracy.
- Increasing chatter about potential attacks on the Strait of Hormuz.
- There is a silent cold tech war happening, with hackers targeting major corporations and stealing social security numbers.
- China has placed a ban on the export of antimony, which highlights the importance of an independent critical metal supply chain.
- The market is currently volatile, and typical correlations between assets have broken down.
- The long-term trajectory for green metals is positive due to the need for a secure supply chain.
- The slowing economy is impacting higher-end restaurants, leading to diversification of offerings and lower prices.
It’s all in the 282nd episode of Investing in Bizarro World.
0:00 Intro
1:07 Resource Market Update
7:07 Lithium’s Bottoming Process
16:00 Perilous Time for Free Speech & Independent Thought
21:46 Attacks, Cyber Attacks, and Resource Warfare
30:19 The Long-Term Trajectory of Green Metals
38:30 Market Watching
P.S. Could you tell this entire podcast summary was written by AI? It was. It’s no substitute for our original thoughts and commentary, but it does present what we have to say clearly. And while we focus mostly on resources in the podcast, there is a very profitable AI buyout spree happening among companies developing supporting technologies like this. More on that here. https://digestpublishing.com/v/DDAIBUY/
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