Bizarro World Podcast,
with Nick and Gerardo
March 2, 2026
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The free version of the 354th episode of Investing in Bizarro World is now published.
Here’s what was covered:
Macro Musings - The commodity bull market remains intact — and the tape is confirming it. Gold is back over $5,200, silver is near $89, copper is pushing $6, and uranium is hovering near $90. The macro backdrop continues to cooperate: growth is slowing but still positive (Q4 GDP around 1.4–1.5%), inflation continues to moderate, and markets are increasingly pricing rate cuts in the second half of the year. That mix — softer rates, a weaker dollar, and sticky structural deficits in real assets — keeps the bull case alive. Volatility remains elevated (gold volatility still running hot), which means sharp swings are normal: gold can move a few hundred dollars and silver can swing $15–$20 without breaking the bullish structure. The message is the same: don’t chase — use volatility and buy limits to accumulate quality.
Market Takes - China’s rare earth leverage is no longer theoretical. Supply constraints — particularly in heavy rare earths tied to aerospace, defense, and advanced semiconductor supply chains — are becoming more visible, and U.S. efforts to “solve” the problem with capital don’t change the underlying timeline: it takes years to find, permit, fund, and build real production. That’s why we continue to believe this is a multi-year commodity cycle with real staying power. The broader rotation we’ve discussed remains in motion as capital begins migrating toward hard assets and resource equities, and the opportunity set expands beyond precious metals into the wider critical minerals complex.
Bizarro Banter - The Epstein fallout continues widening, with more high-profile resignations and revelations reinforcing the larger point: institutional credibility is deteriorating in real time. That erosion matters because capital follows trust — and when trust breaks, investors gravitate toward assets outside institutional control. We also spent time on jurisdictional risk and why “Mexico risk” is not one-size-fits-all. The recent cartel leadership takedown and its aftermath is a reminder that conditions can change quickly, and that risk is intensely local. Investors need to differentiate between major operators with deep security protocols and juniors operating in higher-risk zones with thinner operational coverage. We also hit local politics — including Nick’s latest city council experience and why attempts to restrict public comment are rarely about “efficiency” and more often about insulating decision-makers from accountability.
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0:00 Introduction
1:38 Macro Musings: Rates Softening. Gold Moves Higher. Volatility Still Elevated.
12:20 Market Takes: China Weaponizes Rare Earths. U.S. Supply Chain Shortages Surface. Critical Minerals Cycle Has Years Left.
27:43 Bizarro Banter: Mexico Cartel Power Vacuum. Epstein Fallout Spreads. All Politics Is Local.
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