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2.5K to 15K🎙 Weekly cadence·333 episodes·Last published 3mo ago - Monthly Reach
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Rudy Havenstein on Epstein Cover-Up, Congress Sex Misconduct, and Forever Wars — Bizarro World 355
Mar 10, 2026
1h 17m 04s
Gold Highs, China Weaponizes Rare Earths & Geopolitics Strengthen Commodity Bull - Bizarro World 354
Mar 3, 2026
46m 47s
Rates, Rotation, and Real Assets: The Market Mood Shift You Can't Ignore - Bizarro World 353
Mar 3, 2026
56m 45s
Gold Volatility. Critical Metal Scarcity. Government Fragility. — Bizarro World 352
Feb 10, 2026
1h 04m 00s
Commodity Supercycle & Constitutional Collapse — Bizarro World 351
Feb 5, 2026
46m 01s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 3/10/26 | ![]() Rudy Havenstein on Epstein Cover-Up, Congress Sex Misconduct, and Forever Wars — Bizarro World 355✨ | Epstein Cover-UpCongress Sex Misconduct+6 | Rudy Havenstein | Investing In Bizarro WorldCongress+2 | the Middle EastIran+2 | investingoil prices+3 | — | 1h 17m 04s | |
| 3/3/26 | ![]() Gold Highs, China Weaponizes Rare Earths & Geopolitics Strengthen Commodity Bull - Bizarro World 354✨ | goldcommodities+4 | — | Private Placement IntelCBS+6 | ChinaYukon+2 | macro musingscommodity bull market+2 | — | 46m 47s | |
| 3/3/26 | ![]() Rates, Rotation, and Real Assets: The Market Mood Shift You Can't Ignore - Bizarro World 353✨ | investinggold+3 | — | goldsilver+9 | YukonU.S.+2 | macro musingsbull market+2 | — | 56m 45s | |
| 2/10/26 | ![]() Gold Volatility. Critical Metal Scarcity. Government Fragility. — Bizarro World 352✨ | goldvolatility+3 | — | Private Placement IntelSouthern Cross Gold+9 | VictoriaAustralia | goldantimony+4 | — | 1h 04m 00s | |
| 2/5/26 | ![]() Commodity Supercycle & Constitutional Collapse — Bizarro World 351✨ | commodity supercycleconstitutional collapse+4 | — | Investing in Bizarro WorldCRB+4 | VancouverChina+3 | Vancouvermacro musings+3 | — | 46m 01s | |
| 1/27/26 | ![]() All-Time Highs for Metals & Hypocrisy - Bizarro World 350✨ | metalsinvesting+3 | — | goldsilver+9 | Vancouver | goldsilver+5 | — | 51m 40s | |
| 1/21/26 | ![]() The Global $cramble for Critical Minerals — Bizarro World 349✨ | critical mineralsmetals market+3 | — | Gold ScriptsFed+4 | AustraliaU.S.+1 | goldsilver+4 | — | 57m 57s | |
| 1/13/26 | ![]() Chaos in the Streets, Records in the Markets — Bizarro World 348✨ | investingpolitical unrest+2 | — | Investing in Bizarro WorldDaily Profit Cycle+3 | VenezuelaIran+2 | macro musingscivil unrest+2 | — | 40m 59s | |
| 1/13/26 | ![]() Bitcoin is Down, But Is It Out_ - Bizarro World 346✨ | Bitcoininvesting+5 | Chris Curl | Bitcoinlithium+9 | Bondi Beach | bear marketalt season+2 | — | 32m 25s | |
| 1/13/26 | ![]() Silver on Fire, Fed Fans Flames, Moral Decay of Institutions — Bizarro World 345✨ | silverinvesting+3 | — | uraniumPrivate Placement Intel+8 | — | Fedinflation+3 | — | 46m 14s | |
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| 1/13/26 | ![]() Record High Stocks & Silver Amid Inverted Justice — Bizarro World 344 | Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Macro Musings - The episode opened with a look back at a strong 2025 and an even more bullish setup for 2026. Gold is holding firmly around $4,200 with strong underlying support near $4,100 — and could correct all the way to $3,600 and still be in a powerful bull market. Silver recently kissed $59 and is consolidating near $57–$58, with a “six handle” (above $60) in the next 30–60 days seen as entirely realistic. Copper has been the standout mover during the brief podcast hiatus, breaking to fresh all-time highs. Near-term support is now above $5 per pound. A mix of Trump-era tariffs, a bifurcated market between COMEX and Asia, and ongoing supply disruptions (landslides, seismic issues, and guidance cuts at major producers) are colliding with rising demand from AI, data centers, EVs, and grid buildout. Structural deficits expected from 2026 onward are already being felt through premiums and negative treatment charges in Asia. On the macro front, the hosts emphasized the need to separate “the market” from “the economy.” Despite record Black Friday sales funded largely with credit and rising credit rejection rates, GDP remains solidly positive and inflation is hovering near 3%. Algorithms care about growth and inflation — not human hardship — and continued 3%+ growth with cooling inflation is expected to drive new highs in the S&P and Nasdaq into 2026.Market Takes - Uranium and lithium were highlighted as two of the most compelling value opportunities in the resource space right now. While gold, silver, and copper producers and developers have already made major moves, many uranium names — producers, near-term producers, and explorers — remain 20–40% below their 52-week highs. Even with spot prices around the mid-$70s and term/contract prices in the mid-$80s, the view is that uranium is still not high enough to incentivize sufficient Western supply, especially if the U.S. is serious about domestic mining, enrichment, SMRs, and nuclear on military bases. Nick and Gerardo contrasted countries like Germany — who shut down nuclear reactors and now pay roughly double France’s power prices — with nations restarting reactors (Japan, Taiwan) and those doubling down on nuclear. The conclusion: the grid transition will require enormous amounts of both copper and uranium, and investors who quietly position now, while attention is elsewhere, stand to benefit. The broader equity market continues to be driven by flows into broad-based ETFs and retirement accounts every two weeks. Hedge funds now manage far less than ETFs, and the relentless buy-the-market behavior is being reinforced by new programs like the “Trump Accounts,” which will seed every newborn’s investment account with capital funneled into broad index exposure. The message: you don’t have to like the system, but you should understand it and position accordingly.Bizarro Banter - Politics and national security took a darker turn this episode. The discussion centered on the recent U.S. strike on a suspected drug boat near Venezuela and the subsequent “kill all” order on survivors — an action that appears to violate long-standing rules of engagement that explicitly protect unarmed shipwreck survivors. The Secretary of Defense’s attempt to blame subordinates while claiming to have been “in the bathroom” during the key moment was called out as cowardly and demoralizing. This incident was juxtaposed with the administration’s simultaneous full pardon of a former Honduran president convicted of importing 450 tons of cocaine into the U.S., along with other questionable pardons, including a massive financial fraudster whose restitution was effectively erased. All of this, combined with ICE tactics that increasingly target non-violent undocumented workers rather than hardened criminals, led to a broader critique of hypocrisy, selective enforcement, and creeping erosion of civil liberties. Despite the political frustration, the hosts reiterated that they remain “issue people,” willing to agree with figures as different as Rand Paul, Thomas Massie, Marjorie Taylor Greene, or Tucker Carlson when they’re right on policy — and just as willing to call them out when they’re wrong.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4pVLfNV0:00 Introduction4:41 Macro Musings: Look Back at 2025. Metals on the Move. Economy vs Stock Market.15:20 Market Takes: Uranium Fundamentals. Contrarian Lithium. Private Placement Intel.25:20 Bizarro Banter: Rules of Engagement. Government Drug Hypocrisy. Independent Political Thinking.45:16 Premium Portfolio Picks: Subscribe to Bizarro World Live to access: https://bit.ly/4pVLfNV | — | ||||||
| 1/13/26 | ![]() Inside America's Critical Minerals Revival - Bizarro World 343 | Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: Energy Fuels, discussed below, is one of the stocks that will save America. Rick Rule and I discussed several more in this video: https://bit.ly/4riWDVN These critical minerals stocks are exploding higher as the Trump administration takes direct stakes in them and expedites permitting. We are taking the video down November 26th before the Thanksgiving holiday, so make sure you watch it now: https://bit.ly/4riWDVN—NickThe free version of the 343rd episode of Investing in Bizarro World is now published.Every now and then I have a conversation that reminds me just how quickly the world is changing, and how few people actually understand what’s coming.My recent discussion with Curtis Moore, Senior VP of Marketing and Corporate Development at Energy Fuels (NYSE: UUUU)(TSX: EFR), was one of those moments.I’ve known Curtis for over a decade — since back when he was manning booths at the New Orleans Investment Conference and uranium was a four-letter word. We’ve both been around long enough to see cycles come and go. But the world we’re moving into now is different. Faster. More strategic. And for Energy Fuels, more promising than at any point in its history.Curtis didn’t even get out elk hunting this year. Not because the season was bad, but because things are moving that quickly in Washington, D.C., and he’s been traveling there so frequently in light of the Trump administration’s nuclear and critical minerals push. (See the stocks on Washington’s buy list here, which includes Energy Fuels)The first thing Curtis and I dug into was Pinion Plain, their flagship uranium project in northern Arizona. The mine is outperforming every early model they ever had: higher grades, lower costs, and thicker zones. Energy Fuels is producing uranium from Pinion Plain for roughly $23 to $30 per pound, a low-cost profile when spot prices are hovering in the mid-$70s. And it’s not a small trickle of production either. They’re pulling two to two-and-a-half million pounds per year out of that shaft, feeding their White Mesa mill for months at a time. In a uranium market where most projects are theoretical, this one is not only real, but expanding. The company hasn’t published new resource numbers, but you can read between the lines that Pinion Plain is far bigger than the conservative three-million-pound figure that’s been sitting on the books.Once the ore leaves Arizona, it heads to White Mesa in Utah — the only operating conventional uranium mill in the United States. That alone would make Energy Fuels a strategic asset. But White Mesa is much more than a mill. It’s becoming one of the only integrated rare earth separation facilities outside of China. And unlike MP Materials (NYSE: MP), which can only handle the light side of the rare earth spectrum, Energy Fuels’ monazite and xenotime feedstock contains the heavies — dysprosium, terbium, yttrium — the ones most critical to defense, robotics, EV motors, and permanent magnets.Curtis disclosed that they’ve already produced 40 to 50 kilograms of high-purity dysprosium oxide and are on the cusp of producing terbium. He also said something that should have woken up anyone still half-listening: Energy Fuels is the only U.S. company producing heavy rare earth oxides today. That alone puts them in a geopolitical category that few investors understand. Washington does.Which brings us back to Curtis’ calendar. Energy Fuels hasn’t just been meeting with federal agencies; they’ve been showing up with real materials in hand — actual kilograms of finished product. In a sea of thousands of theoretical critical mineral proposals, most of which will never be mines, that puts Energy Fuels in rare company. It’s no coincidence that the Trump administration approached them, unprompted, to place its Roca Honda project on the Fast-41 permitting dashboard. Curtis believes the project could be fully permitted within a year. Bullfrog and two more breccia pipes are next in line.Continue reading: https://dailyprofitcycle.com/market-commentary/inside-americas-critical-minerals-revival-bizarro-world-343/0:00 Introduction3:48 Uranium Production from Pinyon Plain11:04 White Mesa Mill: The only operating conventional uranium and rare earth mill in the United States19:37 Rare Earth Pipeline: Donals, Toliara, Bahia23:27 Critical Mineral Support from Trump Administration 31:24 Radioactive Medical Isotopes: The Alpha ParticlePLEASE NOTE: 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. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/3KgejR72. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks. | — | ||||||
| 11/18/25 | ![]() American Dream: 50-Year Fiat Traps and Pedophile Politicians — Bizarro World 342 | Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: Discount pricing for Private Placement Intel ends today. Details here: https://bit.ly/3LSxbGlThe free version of the 342nd episode of Investing in Bizarro World is now published. Here’s what was covered:Macro Musings - Gold rebounds to $4,200. Silver pushes toward $53. Copper hits all-time highs. Fed rate-cut odds fall below 50%. Nick breaks down why the market sold off despite strong GDP, cooling inflation, and resilient growth. Layoffs don’t matter — numbers do. The machine only cares about growth and inflation prints. The guys also discuss SNAP benefits, market empathy (or lack thereof), and the “fiat trap” young people are stuck in.Market Takes - The Big Short, Buffett’s retirement letter, 50-year mortgages, BlackRock housing dominance, and the end of traditional valuation logic. Gerardo highlights Michael Burry’s failed shorts and why old-school metrics no longer map onto today’s market. The duo break down 50-year mortgages, disappearing credit standards, and the engineered shift toward a permanent renter class. Gold vs. S&P over 20 years. “Own assets or get crushed.” Big plug for Private Placement Intel with real performance stats (13 of last 18 deals doubled). Deal flow, oversubscribed financings, valuations, and why 2026 will be massive. Discount pricing for Private Placement Intel ends today, November 17. Details here: https://bit.ly/3LSxbGlBizarro Banter - Spokane, Seattle, New York, socialism, Fourth Turning dynamics, and the collapse of competent governance. Nick breaks down political shifts in Spokane — including a socialist winning a city council seat — plus Matt Taibbi’s keynote on Russia’s socialist mindset. A broader conversation on tyranny cycles, voting patterns, and the myth of political saviors. The rise of socialism in major U.S. cities. Political inconsistency, the collapse of trust, and why the system is designed to divide. Gerardo closes with comments on veterans, accountability for Epstein files, foreign policy absurdities, and the need for community connection.Premium Portfolio Picks - For paid listeners only. 0:00 Introduction3:54 Macro Musings: New Orleans Recap. Gold Correction Over. Fiat Debt Traps.16:35 Market Takes: Private Placement Intel Track Record. Capital Pool Corp Deal Structure. Crypto Breakdown.33:38 Bizarro Banter: Spokane Elects a Socialist. Seattle and New York Drift Left. The March of Tyranny.43:13 Premium Portfolio Picks: You need to subscribe to Bizarro World Live to get this section. Get access here: https://bit.ly/4oH4sCRPLEASE 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. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/4oH4sCR2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/ | — | ||||||
| 11/11/25 | ![]() Trump Isn't Draining Anything - And That's Why Gold Is Exploding - Bizarro World 341 | Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: Nick and Gerardo’s next Private Placement Intel will be live today. They’ll be funding the next project being worked on by the original CEO of Patriot Battery Metals, on which they made up to 111X their money as it made a globally significant lithium discovery. His new company is focusing on gold and copper, and already has Newmont as a joint venture partner. This is a brand new company, and we’ll be participating in the first 25-cent round. Thirteen of the last 18 public companies financed in Private Placement Intel since early 2024 have doubled or better. We expect similar performance with this one. Click here to participate: https://bit.ly/4hTaL3QThe free version of the 341st episode of Investing in Bizarro World is now published.This was a very special episode. We recorded it live last week at the 51st annual New Orleans Investment Conference, where several of you were in attendance.We talked briefly about the debt, dollar, and bond yields, but spent most of the discussion on the Trump administration’s support of mining projects and how we’re capitalizing on that via private placement.Then we went in-depth on three of the companies we’ve successfully financed and why we think they have bright futures. So you get the Premium Portfolio Picks for free this week. They are below. Just remember, we financed all these companies at much lower prices. And if you want to do those financings alongside us at Private Placement Intel, our latest gold IPO is open now. Click here to participate: https://bit.ly/4hTaL3QHere’s what was covered:Lion Rock Resources (TSX-V: ROAR)(OTC: LRRIF) — Freshly permitted and now drilling its Volney Project in South Dakota, where lithium, gold, and tin mineralization stack in the same system. Large-scale potential in a top U.S. jurisdiction with strong insider alignment.Hannan Metals (TSX-V: HAN)(OTC: HANNF) — A gold-copper exploration company operating in untapped regions that will be drilling a world-class target in the coming months. Kingsmen Resources (TSX-V: KNG)(OTC: KNGRF) — We are waiting on additional results from the Las Coloradas project. Initial results delivered over 1,700 gram per tonne silver over short widths. The company is now raising cash to keep drilling not only Las Coloradas, but its Amaloya project as well.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. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/3WJP1xA2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/ | — | ||||||
| 11/11/25 | ![]() Global Mining Boom Builds as Gold and Silver Hold Support - Bizarro World 340 | Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: Nick and Gerardo’s next Private Placement Intel deal will be open soon. They’ll be funding the next project being worked on by the original CEO of Patriot Battery Metals, on which they made up to 111X their money as it made a globally significant lithium discovery. His new company is focusing on gold and copper, and already has Newmont as a joint venture partner. This is a brand new company, and we’ll be participating in the first 25-cent round. Thirteen of the last 18 public companies financed in Private Placement Intel since early 2024 have doubled or better. We expect similar performance with this one. Click here to participate: https://bit.ly/4nzKdG0The free version of the 340th episode of Investing in Bizarro World is now published. Here’s what was covered:Macro Musings - As Nick and Gerardo head to the New Orleans Investment Conference, they discuss how the commodity supercycle is accelerating instead of ending. Governments and private capital are “all in” on critical metals, pouring billions into uranium, copper, and gold. The pair note that despite pullbacks, gold and silver remain in strong uptrends, consolidating healthily around key support levels, with gold holding above $4,000 and silver near $49. The Fed cut rates another quarter-point, and while bond yields ticked up briefly, inflation data shows a clear softening trend—setting the stage for another cut by December and the next leg of the bull market.Market Takes - The flood of institutional capital into the resource sector is accelerating. JPMorgan’s $1.5 trillion national-security investment plan, which includes a $255 million injection into Perpetua Resources, exemplifies how serious the U.S. is about securing critical supply chains. Meanwhile, Saudi Arabia and the UAE are launching massive mining funds, and the Westinghouse $80 billion nuclear deal highlights the global uranium shortage. Gerardo calls it “a bull market across the board.” Both stress that investors must separate quality from hype as capital floods into the sector.Bizarro Banter - In Spokane, government finally caught up to the will of voters. After two years of dysfunction and wasted tax dollars, city officials reversed course and banned homeless encampments following a failed “compassion-first” experiment that saw zero people accept services. Nick calls it “a case study in government inefficiency,” while Gerardo reminds listeners that these same cycles—delay, denial, and reversal—play out across every level of politics. The segment ends with laughter, catharsis, and a reminder that markets may be irrational, but government is worse.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/47QcbIR0:00 Introduction4:14 Macro Musings: Critical Metals Everywhere. Gold and Silver Hold Support. Fed Cuts and Inflation Cool.11:04 Market Takes: $1.5 Trillion JPMorgan Fund. $80 Billion Westinghouse Nuclear Deal. Global Capital Floods Into Resources.34:18 Bizarro Banter: Spokane Reverses Homeless Policy. Government Inefficiency on Display. Back to the Will of the People.38:05 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/47QcbIRPLEASE 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. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/47QcbIR2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/ | — | ||||||
| 11/11/25 | ![]() Metals Bull Market Enters New Phase: Taking Profits and Repositioning — Bizarro World 339 | Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: Nick just released a brand-new Foundational Profits report called “The Secret $1.02 Million Gold Script.” It’s about a unique way to profit from gold’s rise — one that multiplies gains when bullion moves higher. These “Gold Scripts” don’t require digging or drilling. They simply collect gold at a fixed price and sell it for huge profits. With gold already near $4,000 and a government-triggered catalyst looming, this could be the single most powerful trade setup Nick’s seen in decades. He explains exactly how these Gold Scripts work — and how a $10,000 stake could potentially turn into $500,000 — inside this special report. To see The Secret $1.02 Million Gold Script click here: https://bit.ly/fp-gold-scriptsThe free version of the 339th episode of Investing in Bizarro World is now published. Here’s what was covered:Macro Musings - The so-called “gold crash” turned out to be a two-day consolidation. Gerardo walked through fresh support levels at $4,040 for gold and $48 for silver — both now holding firm. Nick explained how he’d already trimmed some outsized positions at $4,300 gold and redeployed into a broader metals ETF covering steel, coal, and base-metal producers. The debt sits above $38 trillion, the Fed is still cutting, and nothing in the fundamentals has changed: we remain in a precious- and base-metals bull market.Market Takes - Both hosts agreed: this is a market for asset owners. Gerardo outlined how he’s taking 1,000% profits from mature uranium positions and rotating capital into smaller $20 million-market-cap explorers with clear growth paths. Nick discussed how private assets and pre-IPO rounds offer the best value now — especially deals coming to Private Placement Intel. The rotation from mega-caps into new issuers has only begun.Bizarro Banter - From Fast-41 permits (projects here: https://www.permits.performance.gov/projects/fast-41-covered ) and government equity stakes to White House renovations, pardons, and the new NBA gambling scandal — this episode covered the expanding hypocrisy of politics and culture. Nick reminded listeners: “They don’t care about you—own the Iron Bank, not the Podunk bank.” Both drew parallels between political tribalism, sports betting addiction, and the “YOLO mindset” driving risk behavior across society.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4hseB3v0:00 Introduction1:54 Macro Musings: Gold Pullback Holds Support. Fed Cuting With Rising Inflation. Metals Bull Intact.9:05 Market Takes: Rotation From Uranium Winners. Small-Cap Explorers Getting Attention. Private & Pre-IPO Value Emerging.23:54 Bizarro Banter: Fast-41 Permitting. White House Renovations. NBA Gambling Scandal.27:01 Premium Portfolio Picks: America’s Next Uranium Developers. Critical Metals Powerhouse. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4hseB3vPLEASE 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. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/4hseB3v2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/ | — | ||||||
| 11/11/25 | ![]() Record Gold. Rising Inflation. And the Government's New Mining Spree. - Bizarro World 338 | Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld The free version of the 338th episode of Investing in Bizarro World is now published.Here's what was covered:Macro Musings - Nick returned from pheasant hunting in Montana to a week of fireworks in metals. Gold touched $4,318, silver $54, and the VIX jumped more than 20% as community banks sold off. Inflation is climbing back toward 3% even as the Fed cuts rates. Government shutdown theatrics continue. Both hosts agreed the precious metals explosion reflects falling confidence in fiat currencies - and that this phase of the bull market is just getting started.Market Takes - Gerardo noted "thousands of new rare-earth and uranium experts overnight," courtesy of ChatGPT and clickbait hype. He's trimming stretched names and redeploying profits from a 1,000% uranium winner and a 300% copper-gold trade into undervalued juniors. Government involvement is escalating: JPMorgan targeting a $1.5 trillion metals-credit plan ("Operation Warp Speed for resources"). The U.S. Army's JANUS Program announced a six-year effort to develop hundreds of small nuclear reactors. Nick and Gerardo see a multi-year cycle of resource nationalism and supply-chain securitization ahead - exactly what they've been positioned for since the "Green Barons" theme of years past.Bizarro Banter - Politics were peak absurd. Gerardo called out Republican outrage over Bad Bunny's Super Bowl performance while ignoring racist and violent chat leaks from young party staffers. Nick agreed that hypocrisy has plateaued - "fake outrage" drives the algorithm while real issues rot beneath it. From rural Montana, Nick shared that most Americans aren't talking about any of this - they're focused on family, work, and local life. Both decried ICE abuses, classism, and the constant cycle of government handouts that both parties justify under different names. It's a Fourth Turning world: debt, division, and denial at record levels.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/3WiA6tY0:00 Introduction1:54 Macro Musings: Record Gold and Silver. Fed Cuts Amid Rising Inflation. Dollar Weakness and Shutdown Theater.9:05 Market Takes: Rare-Earth Hype. Government Stake-Building. Profit-Taking in Uranium and Copper.23:54 Bizarro Banter: Peak Hypocrisy. ICE Overreach. Fourth Turning in Action.27:01 Premium Portfolio Picks: Familiar Uranium Winner. Tech ETF. Capital Markets ETF. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/3WiA6tYPLEASE 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. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/3WiA6tY2. Bizarro World Free - Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/ | — | ||||||
| 11/11/25 | ![]() The Smart Money is Fleeing to Gold - Bizarro World 337 | Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld The free version of the 337th episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Gold is hitting new highs and reaching new levels of consolidation. The dollar is moving in line with that while bond yields have been breaking down. Everyone from crypto investors to retail investors are getting in on it as the tailwinds become more clear. More rate cuts are likely coming before the end of the year as other metals are running toward new record highs.Market Takes - Japanese 30-yr yield hits a record high as a new prime minister comes in with a dovish tone. China is choking rare earths and lithium supply again. Copper futures and spot prices are running and the money is pouring in. Past due diligence is leading to big wins in the present as we harvest and prepare for future investment.Bizarro Banter - Amazon’s subscribe and save scam reminds the consumer that it’s buyer beware. Every penny counts in an inflationary environment.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/438UEsCPLEASE 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. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/438UEsC2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/ | — | ||||||
| 11/11/25 | ![]() Gold, Silver, and Copper Break Out While Politics Break Down - Bizarro World 336 | Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Publisher’s Note: We have been pounding the table on our performance in Private Placement Intel. The copper placement we did in July with Rick Rule and Jeff Phillips is already up 200% (with warrants to buy more). The uranium development deal we did in August is up 345% (with warrants to buy more). This week, members are participating in a brand new gold development and exploration company IPO that has a head-start thanks to an existing high-grade gold resource at its flagship property in the Yukon. Learn more about Private Placement Intel here: https://bit.ly/42r3u4G The deadline to participate is October 8th.The free version of the 336th episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - The week opened with a government shutdown — the first since 2018 — and both Nick and Gerardo called it what it is: political theater. They reminded listeners that shutdowns always end the same way — with a last-minute deal — and that neither party has any real intention of changing course. Both sides feed the division while the debt grows, and the middle class pays the price. Despite the chaos, markets marched higher. The S&P 500 and gold both hit new all-time highs. Silver closed September at its highest monthly level ever, above its 2011 peak. Rates and the dollar stabilized, the VIX sank below 17, and central banks kept buying gold. As Nick put it, “If you’re doing life right, you don’t even notice the government’s shut down.”Market Takes - The flow of capital into mining exploded. In just 24 hours, billions of dollars were raised — from $30 million financings at Guanajuato Silver and Oh My Gold to $400 million at NexGen. Gold flirted with $3,900, silver topped $48, and copper closed in on $5. Prospector Metals stunned the sector with a 13.79 g/t gold and 1.84% copper hit over 44 meters, sending its stock up 300% in a day. Sterling Metals also soared on fresh discoveries. Both are reminders that quality exploration still wins in bull markets. Nick and Gerardo cautioned against chasing everything that moves. Many of these companies failed multiple times before finally hitting. Success in this sector takes skill, capital markets discipline, and patience. They also noted the surge of new deals coming to market — private companies preparing to list, rollbacks merging into new shells, and long-quiet teams finally ready to deploy assets. “Don’t think the shirts on the shelf are all you’ve got. New ones are being sewn right now.”Bizarro Banter - The duo wrapped the public portion by turning from markets to Main Street — and specifically to Spokane. Nick shared how rising taxes, a ballooning budget deficit, and unchecked homelessness are driving local frustration. After promising that last year’s hikes would close the city’s shortfall, the mayor is now proposing another sales tax increase to fund a new jail — a $1.2 billion plan. It’s a microcosm of the national picture: wasteful spending, broken promises, and a middle class squeezed by policies that never cut costs, only raise taxes. The snake is eating its own tail.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4mXbaTH0:00 Introduction2:07 Macro Musings: Shutdown Theater. Record Gold and Silver. Markets Ignore Politics.8:49 Market Takes: Million-Dollar Mining Financings. 300% Drill Winners. Copper Nears $5.27:35 Bizarro Banter: Spokane Tax Hikes. Fourth Turning in Action. 41:18 Premium Portfolio Picks: Digital Supply-Chain Platform. Gold-Copper Explorer. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4mXbaTHPLEASE 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. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/4mXbaTH2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/ | — | ||||||
| 9/30/25 | ![]() Resource Nationalism, Black Swan Risks, and a Historic Commodities Bull Market - Bizarro World 335 | Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: We have been pounding the table on our performance in Private Placement Intel. The copper placement we did in July with Rick Rule and Jeff Phillips is already up 200% (with warrants to buy more). The uranium development deal we did last month is up 345% (with warrants to buy more). This week, we’ll help finance a brand new gold development and exploration company that has a head-start thanks to an existing high-grade gold resource at its flagship property in the Yukon. We are participating in the IPO round this week. Learn more about Private Placement Intel here: https://bit.ly/4876ZAVThe free version of the 335th episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Gold and silver keep breaking higher. Silver blew through $45 and is setting up for a run to $48 and new all-time highs. Gold pushed past $3,750 and looks ready to challenge $3,800 on the way to $4,000–$5,000. Both metals have tailwinds from Fed rate cuts, strong economic growth, and continued central bank buying. Meanwhile, the dollar is firming and bond yields are ticking higher. That points to rising risks—including black swan military chatter out of Washington—but gold and silver don’t seem to care.Market Takes - Copper grabbed headlines after a tragic accident at Freeport’s Grasberg mine cut production. That mine represents about 3% of global output, and the disruption could tip this year’s market into deficit. Copper prices jumped, and Ivanhoe Mines has already rallied 25% since July as investors repositioned into names with growth ahead. Craig Perry of Vizsla Copper has even argued that $30–$35 copper is possible down the line. Nick and Gerardo don’t need that to make money — $7–$8 copper in the next year is more than enough. Lithium Americas soared 125% this week after the Trump administration said it may take a 10% stake in the company’s Nevada project. That followed a $2.3 billion government loan under Biden and highlights a trend of resource nationalism across lithium, antimony, rare earths, and more. Uranium also broke out, hitting $82 per pound. The URA ETF is up 50% in just six weeks. Major producers like Cameco and Kazatomprom have guided down, while U.S. policy is moving to expand the strategic uranium reserve. Small explorers are doubling with little news as utilities prepare to contract supply.Bizarro Banter - Politics again proved bizarre. Trump’s subsidies to farmers were called what they are—welfare—despite the loud denials of those who voted for him. His second term is shaping up much like his first: weaker dollar, more debt, more war, and broken promises. Meanwhile, the Epstein scandal continues without closure for victims, even as culture-war distractions dominate headlines. Gerardo and Nick reminded listeners to keep pressure on real issues of accountability.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4mEL1c00:00 Introduction1:25 Macro Musings: Gold and Silver Surge. Dollar Strength. Black Swan Risks.9:18 Market Takes: Copper Supply Shock. Lithium Nationalism. Uranium Breakout.25:23 Bizarro Banter: Farm Welfare. Trump Promises. Epstein Cover-Ups.39:49 Premium Portfolio Picks: High-Leverage Gold Explorer. Undervalued Silver Junior. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4mEL1c0PLEASE 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. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/4mEL1c02. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/ | — | ||||||
| 9/30/25 | ![]() Global Chaos, Bullish Markets, and the Fourth Turning - Bizarro World 334 | Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Join us this year at the New Orleans Investment Conference: https://neworleansconference.com/hodge/The free version of the 334th episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - It’s been a turbulent couple of weeks globally. Gerardo highlighted tragedies abroad and political dysfunction at home—Republicans blocking Epstein file transparency, the Supreme Court greenlighting racial profiling, and escalating violence across regions. Nick reminded listeners that while the chaos is real, the design is to divide and distract. The lesson: focus inward—on family, community, and personal resilience—while tuning out the noise. Levity came via county fairs and Beaver Creek banter, but the underlying theme is clear: this Fourth Turning is intensifying. Stay level-headed.Market Takes - From Beaver Creek to Denver, sentiment is bullish. Attendance, deal-making, and even wine shortages confirmed we’re in a real bull market. Gold set fresh highs near $3,700 before consolidating around $3,600—now likely a new floor. Silver broke decisively through $42, signaling higher levels ahead. Rate cuts and re-accelerating inflation are tailwinds, alongside central bank and even Tether buying. Copper, meanwhile, has rebounded sharply post-tariff reversal and continues tracking in a long-term bullish channel, supported by U.S. critical metals policy and AI-driven infrastructure demand. As Nick put it: “The charts are up and to the right.”Bizarro Banter - Headlines keep proving the name of this podcast right. Political violence, Epstein cover-ups, tribalism stoked on both sides—yet markets rip higher. Politicians provide theater while debt climbs past $37 trillion. The “cleanest dirty shirt” argument persists, but fiat erosion is by design. Don’t confuse a bull market for brains, but recognize that the setup is historic.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/3VuQhnx0:00 Introduction1:25 Macro Musings: Global Chaos. Fed Cuts. Debt & Division.9:39 Market Takes: Beaver Creek Sentiment. Gold $3,700 &, Silver $42. Copper Supercycle. 31:53 Bizarro Banter: Politics. Sentiment. Market Lessons.36:48 Premium Portfolio Picks: Tiny Uranium Explorer. Gold Nearology in Peru. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/3VuQhnxPLEASE 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. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/3VuQhnx2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/ | — | ||||||
| 9/30/25 | ![]() Why Uranium, Copper, and Rare Earths Are the Backbone of America's Future – Bizarro World 333 | Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Editor’s Note: In June, we did a gold private placement that’s already up 95%. In July, we did a copper placement that’s already up 393%. In August, we did a uranium deal that’s already up 260%. We have warrants in all three deals that are already in-the-money. A new Private Placement Intel deal is open for September. It’s high-grade gold and lithium in the US, being drilled right now. Secure your discounted spot before the deal closes on September 10th. Click here: https://bit.ly/4pscssq Or call Jimmy Mengel in Customer Experience at 844-334-4700. —NickMark your calendar: The New Orleans 2025 Investment Conference is almost here.Click here for details: https://neworleansconference.com/hodge/The free version of the 333rd episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Flying solo this week, Nick dove into the bond market, the dollar, and gold. The 10-year yield trends down as the Fed readies a likely September cut, while the 30-year pushes higher — signaling growth ahead despite short-term easing. A weak dollar and lower short yields are tailwinds for gold, which hit fresh record highs near $3,600/oz. Stocks remain near all-time highs, but September seasonality could bring turbulence. Political interference at the Fed looms as Trump threatens Powell’s job and hints at dovish replacements.Market Takes - Nick stepped back to trace his career from clean energy beginnings in 2007 through the financial crisis and into resources. The throughline: real things matter. Key themes now:Uranium — Essential for AI-driven electricity demand, nuclear is resurging globally. U.S. needs ~50M lbs annually but produces only ~1M. Trump is fast-tracking projects like Dewey Burdock, where Nick first financed Azarga in 2017 before its Encore buyout.Copper — Added to the U.S. critical minerals list, with a Section 232 investigation underway. Supply deficits and Trump’s tariff missteps highlight America’s dependence on imports. Projects like Resolution in Arizona show how permitting delays hamper supply.Rare Earths — Déjà vu from 2010–11. China’s threats and U.S. inaction left dependence intact. Now MP Materials and recyclers are surging, with government support and Apple partnerships underscoring urgency.Together, these metals — uranium, copper, and rare earths — remain the backbone of energy, defense, and technology.Bizarro Banter - Politics turned local this week. Nick detailed Spokane’s deepening homeless crisis and the political dysfunction surrounding Proposition 1, which 75% of voters supported to ban street camping. Instead of honoring the vote, the mayor and city council watered it down and allegedly used late-night threats to sway votes. An ethics investigation is underway, but the press is silent. For Nick, it’s a microcosm of U.S. politics: leaders defying the will of the people, prioritizing agendas over democracy. The lesson: remain independent, own assets, and recognize that all politics is local.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4ndN5s80:00 Introduction3:04 Macro Musings: Bond Yields Diverge. Weak Dollars. Fed’s Independence.7:33 Market Takes: Real Things Matter. Critical Minerals. Private Placements. 31:02 Bizarro Banter: Politics Are Local. Will of People. Spokane Homeless 38:14 Premium Portfolio Picks: Protein Play. Gold-Copper Driller. Prospect Generator. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4ndN5s8PLEASE 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. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/4ndN5s82. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/ | — | ||||||
| 9/2/25 | ![]() Commodities Consolidate as Trump Fights the Fed — Bizarro World 332 | Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld The free version of the 332nd episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Gold is in a consolidation phase and precious metals look bullish. Bitcoin is also consolidating and a Bitcoin whale caused massive waves in the sector. The Bitcoin bull market might be nearing its end at the same time that boring markets seem to be approaching their end.Market Takes - Money rotates away from sectors like tech and into places like precious metals. Trump tries to apply pressure to the Federal Reserve in an attempt to inflate away the debt and raise asset prices. Asset holders will benefit at the expense of everyone else.Bizarro Banter - The government takes stakes in companies and influences how they operate. The US is becoming a sovereign wealth fund.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/4g02RVn0:00 Introduction1:50 Macro Musings: Consolidation in gold, similar to Bitcoin, silver making a run. Precious metals are bullish. Crypto whales cause waves. Is the Bitcoin bull nearing an end? Are boring markets?11:13 Market Takes: Sector rotation away from tech and others. Trump vs Fed. 17:15 Bizarro Banter: Bailouts and governments holding stakes in companies.21:30 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/4g02RVnPLEASE 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. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/4g02RVn2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for content like this and more! https://dailyprofitcycle.com/ | — | ||||||
| 8/25/25 | ![]() From AI Hype to Graphene Mania: How Critical Minerals Fuel the Next Market Boom — Bizarro World 331 | Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld The free version of the 331st episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Boring is beautiful. Consolidation in markets presents buying opportunities. There doesn’t seem to be a recession in the cards even as inflation ticks higher. Sam Altman speaks on AI and trillion-dollar spending. All of this is good for critical minerals. Graphene is experiencing a resurgence in interest.Market Takes - Gold and silver are bullish for the rest of the year and other minerals are presenting a buying opportunity. There isn’t as much volatility as many people believe. The ins and outs of private placements.Bizarro Banter - The privileged experience selective favoritism when it comes to law enforcement. The government spends taxpayer money on LED lights and black paint. Ultimate Fighting Championship fights in the White House are going to distract from debt, immigration and inflation.Premium Portfolio Picks - For paid listeners only. Subscribe: https://bit.ly/47KR4YI0:00 Introduction1:39 Macro Musings: Boring Is Beautiful. Graphene Resurgence.19:15 Market Takes: Iron Ore Downgrade. Summer Buying Opportunities.22:16 Bizarro Banter: Israel’s Pedophile. Immigration Solution. UFC in White House32:57 Premium Portfolio Picks: Drill Result Plays. Recent Uranium Placement (You need to subscribe to Bizarro World Live to get this section) Subscribe: https://bit.ly/47KR4YIPLEASE 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. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/47KR4YI2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/ | — | ||||||
| 8/12/25 | ![]() Gold Breakouts to Crypto in 401(k)s: How to Play the Easy Money Market — Bizarro World 329 | Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld The free version of the 329th episode of Investing in Bizarro World is now published.Here’s what was covered:Macro Musings - Gerardo returns from his anniversary trip recharged and ready, diving straight into the big market mover of the week: major downward revisions to U.S. jobs numbers. That shift has market odds now pricing in a near certainty of a September rate cut—plus the potential for multiple cuts by year-end. For asset owners, it’s a gift: stocks, gold, silver, and speculative plays are all climbing. But for everyone else, it means more inflation and higher costs of living. Nick unpacks the revision’s size and why the outdated BLS methodology fuels them, contrasts it with ADP’s numbers, and notes GDP growth at 3% with no recession in sight. Gold is flirting with $3,400, silver above $38, and the majors are breaking out. Copper took a hit after Trump backtracked on refined-product tariffs, but long-term deficits remain the driver. Both expect strong M&A activity in gold and copper as companies enter fall conference season with healthy balance sheets.Market Takes - Private Placement Intel’s latest deal is a U.S. uranium company with an 11M-pound historic resource, run by a proven team behind URZ Energy and Azarga Uranium. It’s valued at just C$2M, insiders own 43% (most locked until 2026), and the financing is at $0.05—a lower entry than any insider has had. Nick and Gerardo call it “easy money” given the track record. They also discuss the broader uranium market’s political and energy tailwinds. This deal was open to new participation until this morning (08/11/2025) but is now oversubscribed and closed to new interest.Bizarro Banter - This week’s cultural detour is brief, but the theme remains: “everything is awesome” for asset owners. Gerardo and Nick highlight that to thrive, you must “get in the game” in some form—because the old 9-to-5 model is dying by design. Side hustles, multiple revenue streams, and smart capital allocation are no longer optional. Plus a bullish development: allowing Bitcoin directly in 401(k)s. Nick sees it as part of a larger trend toward tokenization, private equity access, and ETF innovation. Gerardo recounts helping a friend turn a six-figure Vanguard 401(k) into seven figures by shifting into select juniors before restrictions hit, underscoring the importance of investor control over capital.Premium Portfolio Picks - For paid listeners only. Subscribe here: https://bit.ly/3V1ByQB0:00 Introduction1:10 Macro Musings: Jobs Revisions. Rate Cuts. Gold Stocks16:10 Market Takes: Uranium Private Placement. Nuclear Energy Tailwinds.25:55 Bizarro Banter: Awesome for Asset Owners. Crypto Retirement.35:30 Premium Portfolio Picks: Gold Royalties. Drill Result Plays. (You need to subscribe to Bizarro World Live to get this section) Subscribe here: https://bit.ly/3V1ByQBPLEASE 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. Plus an archive of all premium episodes. Subscribe here: https://bit.ly/3V1ByQB2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.Nick Hodge shares his retirement portfolio and insights in his service Foundation Profits, check out a preview: https://dailyprofitcycle.com/market-commentary/half-our-portfolio-went-up-this-month-august-foundational-profits-issue/Visit our website Daily Profit Cycle for more content like this and more! https://dailyprofitcycle.com/ | — | ||||||
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Chart Positions
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