Bizarro World Live: Episode 300

1:00 pm

PT

|

4:00 pm

ET

Here’s what was covered in episode 300 on January 16, 2025:

  • Macro Musings - We discussed the cause of recent choppiness in the S&P, attributing it to whipsawed inflation and Fed cut expectations. A look at the S&P and VIX charts.
  • Market Takes - We continue on the inflation theme by looking at how it’s spilling over from soft to hard commodities, with oil and copper both now rising. Gold back above $2,700.
  • Bizarro Banter - Greenland is a distraction. Discussion of rare earths, mining, and NIMBY-ism. Trump’s pro-nuclear Treasury Secretary.
  • Premium Portfolio Picks - Perpetua Resources, Hannan Metals, MineHub Technologies, Kingsmen Resources, Solana.

Here’s what was covered in episode 300 on January 16, 2025:

  • Macro Musings - We discussed the cause of recent choppiness in the S&P, attributing it to whipsawed inflation and Fed cut expectations. A look at the S&P and VIX charts.
  • Market Takes - We continue on the inflation theme by looking at how it’s spilling over from soft to hard commodities, with oil and copper both now rising. Gold back above $2,700.
  • Bizarro Banter - Greenland is a distraction. Discussion of rare earths, mining, and NIMBY-ism. Trump’s pro-nuclear Treasury Secretary.
  • Premium Portfolio Picks - Perpetua Resources, Hannan Metals, MineHub Technologies, Kingsmen Resources, Solana.
Chat is only available to subscribers during live events.

Here’s what was covered in episode 300 on January 16, 2025:

  • Macro Musings - We discussed the cause of recent choppiness in the S&P, attributing it to whipsawed inflation and Fed cut expectations. A look at the S&P and VIX charts.
  • Market Takes - We continue on the inflation theme by looking at how it’s spilling over from soft to hard commodities, with oil and copper both now rising. Gold back above $2,700.
  • Bizarro Banter - Greenland is a distraction. Discussion of rare earths, mining, and NIMBY-ism. Trump’s pro-nuclear Treasury Secretary.
  • Premium Portfolio Picks - Perpetua Resources, Hannan Metals, MineHub Technologies, Kingsmen Resources, Solana.
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