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.

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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

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/4oH4sCR

2. 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/

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

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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/4hTaL3Q

The 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/4hTaL3Q

Here’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/3WJP1xA

2. 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/

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/4nzKdG0

The 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.

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0:00 Introduction

4:14 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/47QcbIR

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/47QcbIR

2. 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/

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

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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-scripts

The 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.

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0:00 Introduction

1:54 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/4hseB3v

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/4hseB3v

2. 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/

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.

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0:00 Introduction

1:54 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/3WiA6tY

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/3WiA6tY

2. 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/

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

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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.

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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/438UEsC

2. 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/

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.

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0:00 Introduction

2:07 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/4mXbaTH

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/4mXbaTH

2. 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/

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/4876ZAV

The 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.

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0:00 Introduction

1:25 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/4mEL1c0

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/4mEL1c0

2. 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/

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.

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0:00 Introduction

1:25 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/3VuQhnx

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/3VuQhnx

2. 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/

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. —Nick

Mark your calendar: The New Orleans 2025 Investment Conference is almost here.

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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.

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0:00 Introduction

3:04 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/4ndN5s8

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