Bizarro World

The free version of Episode 385 of Investing in Bizarro World is now live. With Nick away, Gerardo sits down with veteran resource investor Jeff Phillips — a longtime friend, mentor and financier — to discuss the metals selloff, the AI boom and the opportunities hiding in tax-loss season. Gold is testing $4,000, silver has fallen below $55 and copper is retreating alongside broader markets. Jeff focuses on whether his companies have the cash, people and assets to keep creating value through the downturn. Technology commands trillions of dollars while the mining sectors supplying its essential materials remain comparatively small. The AI buildout still depends on t...

The free version of Episode 384 of Investing in Bizarro World is now live. Gold and silver are bouncing, but Nick isn’t ready to call the bottom. A softer dollar has helped metals recover from their post-CPI selloff, while inflation near 3.74% and elevated Treasury yields keep the larger headwinds in place. Gold needs a decisive move above $4,175 to improve its technical picture. Silver must defend support near 54–55 or risk a deeper decline. Copper remains stronger than either precious metal, with mine disruptions and delayed restarts reinforcing the longer-term supply problem. Markets favor an October Federal Reserve pause, but stubborn inflation coul...

The free version of Episode 383 of Investing in Bizarro World is now live. Gold weakened while China was closed for a holiday, then moved back above $4,100 after Chinese markets reopened. Gerardo believes the metal is establishing a new floor near $4,000 — and China’s persistent accumulation may help explain why. China continues buying gold while tightening its control over critical-mineral supply chains. The country spent decades securing resources and building the processing infrastructure that now handles 80%–90% of certain strategic materials. The West finally recognizes the problem, but executive orders and government financing can't produce new mines overnight. Discoveries still require permitting, engine...

The free version of Episode 382 of Investing in Bizarro World is now live. Gerardo and Nick return from the Beaver Creek Precious Metals Summit to confront a market that suddenly feels a lot like it did in July. Gold has corrected roughly 10% from its recent high near $4,600, silver looks even shakier and junior mining equities have been hit hard. Yet the long-term bull market remains intact. Gold held the crucial $4,000 level but must reclaim $4,175, $4,240 and $4,375 before it can challenge the highs again. Silver could fall toward $54 or $55 before finding its footing, while copper continues to display the strongest price action...

The free version of Episode 381 of Investing in Bizarro World is now live. Kevin Warsh finally raised interest rates by 25 basis points after the bond market effectively forced the Fed’s hand. Oil had climbed back above $100, Treasury yields were surging and the probability of a hike jumped from roughly 50% several weeks ago to more than 90% immediately before the meeting. Stocks initially sold off, but the metals proved surprisingly resilient. Gold held support near $4,240 before rebounding toward $4,345. Nick explains why reclaiming approximately $4,375–$4,380 would restore the near-term bullish setup—and why $4,000 remains the new floor if gold breaks lower. Silver continues to lag...

The free version of Episode 380 of Investing in Bizarro World is now live.

The bond vigilantes are back — and they are calling Treasury Secretary Scott Bessent’s bluff.

The 30-year Treasury yield has moved above 5.35%, while the 10-year is approaching the critical 5% threshold. A sustained breakout could send yields toward levels last seen around the dot-com bust and global financial crisis. Meanwhile, the gap between U.S. and Chinese 10-year borrowing costs has reportedly reached 324 basis points as Washington spends close to $2 trillion per year servicing its debt.

Oil is back above $103 amid rene...

The free version of Episode 379 of Investing in Bizarro World is now live. Gold briefly broke below $4,400 this week, falling to approximately $4,370 before reversing sharply and climbing back toward $4,480. Silver made a similar move below $66 before recovering toward $68. Gerardo had warned subscribers that the breakdown looked like noise—and the speed of the rebound reinforced his belief that gold and silver are putting in higher lows on their way to new records. Nick traces the renewed strength to the weakening dollar. The Dollar Index has fallen below 99 even as the 10-year Treasury yield remains near 4.77%. Treasury interventions, Federal Reserve jawboning an...

Artificial intelligence could eliminate corruption, automate the economy and usher in an age of abundance. Or it could destroy most jobs, make citizens dependent on government income and provide the surveillance infrastructure needed to control their every move. Nick was out this week, so Gerardo Del Real was joined by Digest Publishing’s resident crypto expert, Chris Curl. They begin with Bitcoin, which Chris believes is either entering a new bull market or getting very close. After correctly exiting the crypto portfolio ahead of the bear market, Chris spent months in cash waiting for the next cycle to begin. Bitcoin fi...

The free version of Episode 377 of Investing in Bizarro World is now live. Gerardo was out this week, so Nick sat down with veteran energy analyst Chris Nelder — his former colleague, co-author of Investing in Renewable Energy, and the creator of more than 280 episodes of The Energy Transition Show. Nick and Chris began by revisiting Peak Oil. The world never ran out of petroleum, but that was never the argument. Fracking added roughly eight million barrels per day of supply and bought the global economy time. Now most major U.S. shale basins have peaked, the Permian is the last ma...

The free version of Episode 376 of Investing in Bizarro World is now live. The summer doldrums are starting to end. Copper remains the strongest chart in the metals complex, gold is repairing itself after successfully defending the $4,000 area, and silver has pushed into the mid-$60s. Meanwhile, the dollar has weakened below 100 on the DXY even as longer-term Treasury yields remain stubbornly high — giving gold the macro relief it needed. The Fed increasingly looks likely to sit on its hands. Markets are pricing roughly a 65% chance of no September rate hike after a weak July jobs report, while Nick and Ge...

The free version of Episode 375 of Investing in Bizarro World is now live. Gerardo is away this week, so Nick goes solo with a chart-heavy look at the dollar, Treasury yields, gold, silver, copper, critical minerals, and uranium. The biggest macro development is the dollar breaking back below 100 on the DXY, helping gold rebound toward $4,300 even as Treasury yields remain elevated. Gold still has work to do technically, but the summer correction increasingly looks like it is trying to bottom. Copper is another story entirely. Futures hit an all-time high around $6.86 per pound as U.S. tariff uncertainty drives record...

The free version of Episode 374 of Investing in Bizarro World is now live. This week, Nick and Gerardo break down Kevin Warsh’s first major Fed decision, the mixed reaction across the bond market, and why the dollar’s drop below 100 may finally be giving gold the macro relief it needed. The 30-year Treasury yield reached its highest level since 2007, but the 2-year and 10-year began cooling after the Fed held rates steady. Gold held the $3,900–$4,000 area, pushed back above $4,100, and appears to be breaking free from its usual inverse relationships with both the dollar and Treasury yields. Nick says the co...

The free version of Episode 373 of Investing in Bizarro World is now live. This week, Nick and Gerardo examine whether gold is finally starting to decouple from higher bond yields and a stronger dollar. The 10-year Treasury pushed toward 52-week highs, oil climbed back above $100, and Fed rate-hike odds increased — yet gold held the $3,900–$4,000 area and began putting in higher lows. Copper continues to lead the metals complex, holding around $6.30 while gold and silver work through their consolidations. The larger opportunity may be in critical minerals, where Trump issued another executive order aimed at strengthening domestic supply chains and reducing the...

The free version of Episode 372 of Investing in Bizarro World is now live. This week, Nick and Gerardo are back from the Rule Symposium with a simple message for resource investors: price is not value. Gold, silver, copper, lithium, uranium, and junior resource stocks have been beaten up since the January highs, but the long-term bull market thesis remains intact. The problem right now is macro. The dollar is still firm, the 10-year yield has not rolled over, gold is back near support around $3,930, silver needs to hold the mid-$50s, and copper remains the best-looking chart near the $6 level...

The free version of Episode 371 of Investing in Bizarro World is now live. This week, Nick and Gerardo break down gold’s bounce off key support, silver’s rebound, the dollar slipping back below 101, and why a softer inflation setup may give the Fed cover to pause instead of hiking again. Gold is not fully back to bullish yet, but holding the $3,900 area kept the ugly $3,400 scenario off the table for now. Meanwhile, silver bounced from the mid-$50s, the 10-year yield moved below 4.50%, and sector rotation continues beneath the surface as tech softens and rate-sensitive areas like real estate, util...

The free version of Episode 370 of Investing in Bizarro World is now live. This week, Nick and Gerardo break down gold’s break below $4,000, silver’s drop under $60, the dollar’s surge above 101, and why the long-term thesis for precious metals, copper, uranium, and critical metals remains intact despite the summer shakeout. Gold has technically broken down in the short term, with support near $3,930 and a deeper level closer to the mid-$3,000s if that fails. But $4,000 gold is still a phenomenal price compared with where we were a year ago, and the same goes for silver in the high-$50s. The...

The free version of Episode 369 of Investing in Bizarro World is now live. This week, Nick and Gerardo break down the market’s relief rally after the latest Iran deal, the rebound in gold and silver, and why Washington’s costly “victory” looks more like an off-ramp than a clean win. The market appears to believe the deal — at least for now. Oil fell back toward $76, the dollar dropped below 100, the VIX slid toward the mid-teens, gold bounced back above $4,300, and silver reclaimed the $70 handle. But the details are still murky, Israel remains a wildcard, and the nuclear provisions that supposedly...

The free version of Episode 368 of Investing in Bizarro World is now live. This week, Nick and Gerardo break down a volatile selloff across metals, equities, and commodities — and why the gold bull market still appears intact despite the damage. The conversation starts with Iran whiplash, Trump’s on-again/off-again war rhetoric, gold’s sharp drop to roughly $4,080, and its quick reversal back above $4,200. Silver bounced hard, copper held up better than the precious metals, the dollar slipped back below 100, and the broader indices rallied as the market once again signaled exactly what it wants: peace, lower energy prices, and some k...

The free version of Episode 367 of Investing in Bizarro World is now live. This week, Nick and Gerardo break down another Groundhog Day market — Iran deal headlines changing by the hour, oil moving up and down, gold hovering near $4,500, copper staying strong, and the 10-year Treasury yield once again acting as the pressure point for stocks. The conversation turns to why “boring is the opportunity” in this summer market. A lot of investors are checked out, but exploration work is getting done, and the junior resource market is still rewarding high-grade copper, gold, and silver results. Gerardo and Nick also discus...

The free version of Episode 366 of Investing in Bizarro World is now live. This week, Nick and Gerardo break down a market hitting record highs even as the real economy, geopolitics, and the junior resource sector tell a much messier story. The conversation starts with bubble warnings, all-time highs, a collapsed VIX, Iran deal whiplash, oil pulling back, and the 10-year Treasury once again acting like a pressure point for the administration. The takeaway: the market is not the economy, and investors who blindly follow crash calls risk missing the melt-up. From there, the focus turns to commodities — gold holding ne...

The free version of Episode 365 of Investing in Bizarro World is now live. This week, Nick and Gerardo break down a market that is getting much pickier. Gold reversed after briefly breaking below $4,500, silver dipped to near $77, oil pulled back as another Iran agreement framework emerged, and the dollar eased back toward 99. But higher bond yields, sticky inflation, and no clear path to Fed rate cuts are still putting pressure on precious metals. The conversation then turns to what the junior resource market wants right now: high grade. Daura Gold sold off despite solid first-pass results from Cerro Bayo in...

The free version of Episode 364 of Investing in Bizarro World is now live. This week, Nick and Gerardo break down a market where gold is consolidating, silver is outperforming, copper is pushing toward record highs, and uranium may be setting up for its next move. The conversation starts with precious metals, rising bond yields, and why gold remains a contrarian trade even after its big run. From there, they dig into copper’s tightening supply picture, sulfuric acid shortages, COMEX/LME price divergence, Section 232 risk, and the huge demand coming from AI data centers. They also tackle the inflation problem hi...

The free version of Episode 363 of Investing in Bizarro World is now live. This week, Nick and Gerardo are back from site visits and trying to make sense of a world where everything feels broken — while markets keep ripping higher anyway. Gerardo opens with the tinfoil hat firmly on, running through Secret Service failures, Epstein file distractions, warrantless spying, Middle East whiplash, and the general feeling that institutional trust is collapsing by the day. Then Nick brings it back to the markets, where the dollar is weak, volatility has collapsed, stocks are back at all-time highs, and commodities continue to br...

The free version of Episode 362 of Investing in Bizarro World is now live. This week, Nick and Gerardo break down a market pushing to record highs even as the underlying macro backdrop continues to deteriorate — with inflation pressures building, growth slowing, and geopolitical risks far from resolved. The conversation dives into the accelerating commodity supercycle, with the CRB Index breaking out and strength returning across gold, copper, lithium, and uranium. They also walk through the surge in M&A activity — including Agnico Eagle’s major acquisition — and what it signals about where smart capital is moving in the resource space. From the...

The free version of Episode 361 of Investing in Bizarro World is now live. In this episode, Nick and Gerardo break down the sharp rebound in stocks, gold, silver, and copper, and explain why the commodity bull market is far from over. Despite cooling volatility, rising energy costs and a weakening dollar are setting the stage for a return to inflation—and a potential stagflationary environment. They also dive into the growing global scramble for critical minerals, major capital flowing into the sector, and why geopolitical risks—from supply chains to the Strait of Hormuz—still loom large. Plus, a look at the...

The free version of Episode 360 of Investing in Bizarro World is now live. This week, Gerardo is joined by special guest Neil McCallum of Q2 Metals (TSX-V: QTWO)(OTC: QUEXF) for a deep dive into one of the most compelling emerging lithium stories in the James Bay region — while broader markets grapple with volatility, war, and macro uncertainty. The conversation breaks down Q2’s transformation, the scale potential of the Cisco project, and why this could become one of the largest lithium-only resources in the district. Then, Gerardo zooms out to the bigger picture — gold volatility, rising energy prices, geopolitical escala...

Markets are getting whipped around by political chaos, war headlines, and a new wave of volatility — and it’s showing up everywhere. Gold is holding. Oil is surging. Rates and the dollar are sending mixed signals. In episode 359 of Investing in Bizarro World, we break down what’s really happening — and what investors should (and shouldn’t) be doing right now. Subscribe to the channel: 👉 https://www.youtube.com/@bizarroworld Read the full article + listen here: 👉 https://dailyprofitcycle.com Timestamps: 0:00 Introduction 3:27 Macro Musings: Policy Shock Impact. Oil & Gold Reaction. Volatility Regime Shift. Inflation Pressures Rising 11:15 Market Takes: Inflation vs Growth. Dollar & Yields...

The commodity space just got hit with a brutal selloff. Gold pulled back but held key support. Silver and copper got crushed. Junior miners saw 30–50% drawdowns in days. So what’s really going on? In Episode 358 of Investing in Bizarro World, we break down the volatility, the forced selling, and why the long-term bull case for gold and critical metals remains intact — even as markets feel like they’re coming apart. Subscribe to the channel: 👉 https://www.youtube.com/@bizarroworld Read the full article + listen here: 👉 https://dailyprofitcycle.com Timestamps: 0:00 Introduction 2:05 Macro Musings: Volatility Across Markets. Gold Holding Support. Silver and Copper Wea...

Investing in Bizarro World Episodes: https://www.youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME Subscribe to Investing In Bizarro World: https://www.youtube.com/@bizarroworld Note: This is a FREE premium episode. It includes the Premium Portfolio Picks usually reserved for paid readers. Become a paid reader here: https://digestpublishing.com/order/BWEVRGV2/ Macro Musings – The commodity complex just suffered one of its sharpest pullbacks in months, but the broader bull market remains intact. Gold dropped toward $4,500 before rebounding near $4,650, silver briefly broke down before reclaiming $70, and copper saw a violent correction of its own. In the junior resource sp...

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD Subscribe to Investing In Bizarro World: @bizarroworld Macro Musings - Markets continue to trade in an environment defined by elevated volatility across multiple asset classes. Gold has pulled back below the $5,100 level, silver slipped down to $81, and copper traded around the mid-$5 range, all still comfortably within bullish ranges despite short-term swings. The bigger story remains volatility caused by the war on, in, and around Iran. Price swings in commodities have widened dramatically, with gold capable of moving several hundred...

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Here’s what was covered:

Macro Musings - Markets are navigating a volatile geopolitical backdrop after the latest escalation in the Middle East. Oil has surged roughly 20% in recent days as tensions involving Iran intensified, while broader equity markets have shown notable swings without a full-blown volatility spike. The VIX remains relatively muted compared to the volatility seen in commodities, particularly gold. Gold volatility (GVZ) is ru...

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Editor’s Note: The newest Private Placement Intel deal is now open. It’s a $25 million market cap company that just partnered with the most famous gold prospector on the planet… a man whose discoveries helped trigger the Yukon's second gold rush, who was featured on CBS’s 60 Minutes, and whose projects have been acquired by major mining companies for hundreds of millions of dollars. The company is drilling...

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Editor’s Note: We are finalizing a private placement in a $25 million market cap company that just partnered with the most famous gold prospector on the planet… a man whose discoveries helped trigger the Yukon's second gold rush, who was featured on CBS’s 60 Minutes, and whose projects have been acquired by major mining companies for hundreds of millions of dollars. The company is drilling in 2026, and spots in thi...

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Editor’s Note: We will have a new gold/antimony private placement open this week in Private Placement Intel. It’s a tiny company with a C$7 million market cap that has secured some very prospective projects in Victoria, Australia. We have had great success with gold/antimony in previous deals, including with Southern Cross Gold in Victoria, which now sports a C$2.6 billion market cap. We also did very well with Perpetua Resources (formerly Midas Gold), which is now being built and has a US$3.5 billion market cap. No guar...

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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 volati...

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The free version of the 350th episode of Investing in Bizarro World is now published.

Here’s what was covered:

Macro Musings - Nick and Gerardo kick off the 350th episode reflecting on just how fast the narrative is shifting — record highs across metals, capital rotating out of tech, and a political environment that feels increasingly unmoored from constitutional reality. With conferences in Vancouver ahea...

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Editor’s Note: Today is January 19th. It’s deadline day for “Gold Scripts.” President Trump could unleash a $3.9 trillion gold tsunami starting today. See why — and what it means for your portfolio — here: https://bit.ly/3LJjQjQ

The free version of the 349th episode of Investing in Bizarro World is now published.

Here’s what was covered:

Macro Musings - We reset from las...

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Editor’s Note: We’re back! After taking a few weeks off to end the year, we are back with a new episode of Investing in Bizarro World. Remember, we do this for a live audience every Thursday. The live version comes with Premium Portfolio Picks every week. It’s less than $2.00 per episode. Subscribe here: https://bit.ly/4pLN9R6 If not, you have to wait three days t...

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This week’s podcast is now edited and published.

Here’s what was covered:

Macro Musings - Gerardo and Chris Curl talk about the importance of being a contrarian. Bitcoin is down from its highs, but is it a bear market? A look at historical trends and explaining why this time is different. Alt season never came and investors are using crypto as leverage at t...

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Editor’s Note: Tonight (December 15th) at 8pm ET we’ll be holding an event about private placement opportunities. We have just 100 spots left at Private Placement Intel, and expect to fill them in short order. We’ll be offering the chance to participate in a private uranium deal alongside us. Click here to register before it’s too late. Click here: https://bit.ly/48Go7xq

The fr...