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: The price for the premium version of Investing in Bizarro World is now $149 everywhere except this link: https://bit.ly/45I69sm The response to our final offer at $99 was so strong that we’re keeping it open until we record the next live episode this Thursday. You might find it especially useful as Gerardo and I navigate what we’re doing with precious metals volatility in real time. Last chance at $99 right here: https://bit.ly/45I69sm —Nick

The free version of the 351st episode of Investing in Bizarro World is now published.

Here’s what was covered:

Macro Musings - Nick and Gerardo open with on-the-ground observations from Vancouver, where packed conference halls, nonstop meetings, and companies actively competing to deploy capital underscored how strong sentiment has become across the metals and resources space. Despite some high-profile voices warning of froth, both agree this market is still structurally driven — not retail-led — with China standing out as a major physical buyer. Silver pricing is highlighted as a key signal: while trading near $117 per ounce in Western markets, physical silver in China was quoted closer to $146, underscoring the premium being paid for real metal. Gold and silver consolidations are getting shorter, the U.S. dollar has touched a four-year low near 96 on the DXY, and political pressure for lower rates is intensifying. The takeaway: this remains a bull market built on currency debasement, debt, and sovereign demand — but discipline matters more than ever.

Market Takes - The conversation moves into volatility, technical levels, and how to navigate sharp moves without chasing. Gold recently surged from roughly $5,000 to $5,600 in a matter of days before consolidating near $5,400. Silver corrected to about $103 while Nick and Gerardo were in Vancouver before rebounding to $120 and settling around $116. Copper pushed through all-time highs above $6 per pound, with upside potential still intact even on pullbacks toward $5.75. Tin hit record highs near $53,000–$54,000 per tonne, aluminum reached four-year highs around $3,300 per tonne, platinum broke to new highs, and palladium moved to multi-year highs. Lithium carbonate rebounded to above $23,000 per tonne after trading near $8,000–$9,000 last summer. The broader CRB commodity index has broken out, signaling strength across the entire complex. Nick reiterates the importance of buy-under prices and limit orders, using Aldebaran Resources as a case study, where a $35 million financing at C$3.25 created a brief pullback to the C$3.60 buy-under level before shares rebounded.

Bizarro Banter - The discussion turns somber as Nick and Gerardo reflect on global unrest and domestic events that are increasingly shaping capital flows. Firsthand observations from a massive, peaceful protest in Vancouver — estimated at 10,000–20,000 people — serve as a contrast to recent events in Iran and the United States. They recount personal conversations with individuals directly affected by communications blackouts and violent crackdowns abroad, then pivot to concerns about law enforcement conduct, constitutional rights, and the erosion of trust at home. The core theme is consistency: when institutions lose credibility and force replaces accountability, capital predictably migrates toward hard assets, jurisdictional safety, and tangible stores of value. The metals market is responding accordingly.

Premium Portfolio Picks - For paid listeners only. (Though you get a free Q&A this week.) Subscribe here: https://bit.ly/49UPxAi

0:00 Introduction

3:15 Macro Musings: Vancouver Conference Froth. Shorter Metals Consolidations. China Physical Premium.

7:06 Market Takes: Tether Gold Hoard. Buy-Under Limit Orders. CRB Breakout Setup.

26:35 Bizarro Banter: Iran Protest March. Regime Blackout Stories. ICE Shooting Outrage.

45:03 Premium Portfolio Picks: (You need to subscribe to Bizarro World Live to get this section)

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/49UPxAi

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/