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

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Gold is now going up $100 a week amid all kinds of market and political fear and uncertainty.

The Fed is doing panic rate cuts. Iranians are looking to off Trump. And gold is now like a leveraged fear ETF, putting in record highs above $2,700 in the past week.

Gold isn’t the only thing hitting record highs.

Those rate cuts also have driven the S&P to new highs, though it’s now being led by other sectors.

Commodities are catching a bid as well. Silver is at its highest level since 2012, now over $31 per ounce. Copper has marched higher in recent weeks. And even lithium is off its lows.

We talk about why it’s called a supercycle for a reason in this week's episode of Investing in Bizarro World.

But we spend the most time on nuclear energy and uranium stocks, which have had incredible newsflow for the past few weeks. Global banks have now announced they are banding together to finance new nuclear plants. And Microsoft is buying Three Mile Island — the former site of a nuclear scare — because it is so desperate for clean energy to power its data centers. See why an all-out nuclear melt-up is on. https://bit.ly/4dxH84a

Plus: Get your hand out of my pocket. The government is always asking us to pay our fair share, but do we get our fair share of policy influence?

All that, and more, in the 286th episode of Investing in Bizarro World.

0:00 Intro

2:06 Sector Rotation & All-Time Highs

5:51 Get Your Hands Out of My Pocket

15:10 Uranium: A Three Mile Melt Up

26:45 Lithium & Copper: It’s Called Supercycle for a Reason

33:18 Why Gold’s Going Up $100 per Week

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