Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD

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Editor’s Note: Discount pricing for Private Placement Intel ends today. Details here: https://bit.ly/3LSxbGl

The 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/3LSxbGl

Bizarro 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 Introduction

3:54 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/4oH4sCR

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