Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD
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This week marks the 300th episode of the Bizarro World podcast.
There are now two versions.
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/4hhTjEA
2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.
The free version of the 300th episode is now published.
Here’s what was covered:
Macro Musings - We discussed the cause of recent choppiness in the S&P, attributing it to whipsawed inflation and Fed cut expectations. A look at the S&P and VIX charts.
Market Takes - We continue on the inflation theme by looking at how it’s spilling over from soft to hard commodities, with oil and copper both now rising. Gold back above $2,700.
Bizarro Banter - Greenland is a distraction. Discussion of rare earths, mining, and NIMBY-ism. Trump’s pro-nuclear Treasury Secretary.
Premium Portfolio Picks - For paid listeners only. Become a member today: https://bit.ly/4hhTjEA
0:00 Intro
1:50 Macro Musings: S&P Volatility. VIX. Inflation and Rate Cut Whipsawing.
9:12 Market Takes: Bond Volatility. Financial Sector. Uranium.
30:14 Bizarro Banter: China. Greenland.
35:25: Premium Portfolio Picks (You need to subscribe to Bizarro World Live to get this section) Details here: https://bit.ly/4hhTjEA
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