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.