Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD
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The free version of the 311th episode of Investing in Bizarro World is now published.
Here’s what was covered:
Macro Musings - Tariffs take effect. Volatility spikes. Gold holds above $3,000 while stock indices melt down.
Market Takes - S&P falls into bear market territory. Utilities, consumer staples, and gold stocks showing strength. No recession yet.
Bizarro Banter - Liberation Day tariffs, deep state, constitutional concerns, immigration chaos, and why neither party fixes deficits.
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0:00 Introduction
1:35 Macro Musings: S&P Heat Map Meltdown. Gold Holds. Dollar Down.
15:50 Market Takes: Bitcoin Levels. Contrarian Commodity Opportunities.
23:28 Bizarro Banter: March of Tyranny Continues. Constitution Matters.
32:35 Premium Portfolio Picks: You need to subscribe to Bizarro World Live to get this section: https://bit.ly/4cqxVMb
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/4cqxVMb
2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.
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