May 1, 2025
Here's what was covered in episode 315:
Macro Musings - The corruption carousel spins again: Wells Fargo execs reduce an $8.5M fine to $150K by donating $1M to Trump’s inauguration. GDP prints negative (-0.3%) yet markets cheer for rate cuts. Bond market tightens. Powell loses credibility. ICE raids hit the wrong homes. A Ukrainian rare earths deal includes reserves in Russian-occupied territory — pure theater. U.S. minerals policy reduced to ribbon-cuttings and bar openings named “The Executive Branch.”
Market Takes - Gold briefly dips to $3,200 before rebounding strongly. Nick calls $3,000 the new floor. Silver closes above $32. Copper holds near $4.60 despite recession fears. S&P still overpriced. Gold equities remain deeply undervalued. Sector rotation from tech to commodities is underway. Charts suggest 3–10x upside for junior gold stocks if past cycles repeat.
Bizarro Banter - Marjorie Taylor Greene’s Palantir trade under scrutiny. Trump family opens a literal bar called Executive Branch. Navarro praised a negative GDP as the “best ever.” Gerardo wonders where the breaking point lies for Americans as insider deals and public pay-for-play schemes go mainstream and compares modern U.S. politics to a clean shirt getting dirtier every day.
Premium Portfolio Picks - Discussion of lithium-iron-phosphate batteries and Q2 Metals, Patriot Battery Metals, and BYD. Drills set to turn at Kingsmen Resources and Hannan Metals.
May 1, 2025
Here's what was covered in episode 315:
Macro Musings - The corruption carousel spins again: Wells Fargo execs reduce an $8.5M fine to $150K by donating $1M to Trump’s inauguration. GDP prints negative (-0.3%) yet markets cheer for rate cuts. Bond market tightens. Powell loses credibility. ICE raids hit the wrong homes. A Ukrainian rare earths deal includes reserves in Russian-occupied territory — pure theater. U.S. minerals policy reduced to ribbon-cuttings and bar openings named “The Executive Branch.”
Market Takes - Gold briefly dips to $3,200 before rebounding strongly. Nick calls $3,000 the new floor. Silver closes above $32. Copper holds near $4.60 despite recession fears. S&P still overpriced. Gold equities remain deeply undervalued. Sector rotation from tech to commodities is underway. Charts suggest 3–10x upside for junior gold stocks if past cycles repeat.
Bizarro Banter - Marjorie Taylor Greene’s Palantir trade under scrutiny. Trump family opens a literal bar called Executive Branch. Navarro praised a negative GDP as the “best ever.” Gerardo wonders where the breaking point lies for Americans as insider deals and public pay-for-play schemes go mainstream and compares modern U.S. politics to a clean shirt getting dirtier every day.
Premium Portfolio Picks - Discussion of lithium-iron-phosphate batteries and Q2 Metals, Patriot Battery Metals, and BYD. Drills set to turn at Kingsmen Resources and Hannan Metals.
May 1, 2025
Here's what was covered in episode 315:
Macro Musings - The corruption carousel spins again: Wells Fargo execs reduce an $8.5M fine to $150K by donating $1M to Trump’s inauguration. GDP prints negative (-0.3%) yet markets cheer for rate cuts. Bond market tightens. Powell loses credibility. ICE raids hit the wrong homes. A Ukrainian rare earths deal includes reserves in Russian-occupied territory — pure theater. U.S. minerals policy reduced to ribbon-cuttings and bar openings named “The Executive Branch.”
Market Takes - Gold briefly dips to $3,200 before rebounding strongly. Nick calls $3,000 the new floor. Silver closes above $32. Copper holds near $4.60 despite recession fears. S&P still overpriced. Gold equities remain deeply undervalued. Sector rotation from tech to commodities is underway. Charts suggest 3–10x upside for junior gold stocks if past cycles repeat.
Bizarro Banter - Marjorie Taylor Greene’s Palantir trade under scrutiny. Trump family opens a literal bar called Executive Branch. Navarro praised a negative GDP as the “best ever.” Gerardo wonders where the breaking point lies for Americans as insider deals and public pay-for-play schemes go mainstream and compares modern U.S. politics to a clean shirt getting dirtier every day.
Premium Portfolio Picks - Discussion of lithium-iron-phosphate batteries and Q2 Metals, Patriot Battery Metals, and BYD. Drills set to turn at Kingsmen Resources and Hannan Metals.