Bizarro World

From AI Hype to Graphene Mania: How Critical Minerals Fuel the Next Market Boom — Bizarro World 331


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

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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/47KR4YI

0:00 Introduction

1:39 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 House

32:57 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/47KR4YI

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/47KR4YI

2. Bizarro World Free — Published the Monday after the live recording with no Premium Portfolio Picks.

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