June 18, 2025
Here’s what was covered in episode 322:
Macro Musings - Gerardo opens with a moment of gratitude—23 years with his wife—and a broader message: more love, more kindness. But that’s quickly contrasted by a warning shot from the Fed, dysfunction in DC, and the unraveling of stable systems. Nick breaks down new banking regulations, stablecoin legislation, and the Basel Endgame—all moves that could boost gold and lower Treasury yields. The big takeaway? The Fed’s still winging it, the rich are still winning, and gold’s becoming a Tier 1 bank asset.
Market Takes - Platinum’s the sleeper hit of the year, now pushing four-year highs. Gerardo says who cares why it’s running—just ride the trend. Nick confirms: if it holds above $1,300, it could blast through $1,500 on its way to 2008-style levels. Meanwhile, silver’s holding strong above $37, gold’s consolidating near $3,400, and copper’s getting comfy near $4.85. Inflation’s shifting from soft to hard assets—oil, uranium, now platinum. Watch this space.
Bizarro Banter - From tokenized orgasms (yes, really) to Tether investing in a royalty company instead of blockchain gimmicks, Nick and Gerardo riff on what’s real, what’s ridiculous, and why the smartest money is buying gold you can actually get out of the ground. There’s a dive into “stable genius” legislation, ICE agents with no IDs, and the instability of modern governance.
Premium Portfolio Picks -
June 18, 2025
Here’s what was covered in episode 322:
Macro Musings - Gerardo opens with a moment of gratitude—23 years with his wife—and a broader message: more love, more kindness. But that’s quickly contrasted by a warning shot from the Fed, dysfunction in DC, and the unraveling of stable systems. Nick breaks down new banking regulations, stablecoin legislation, and the Basel Endgame—all moves that could boost gold and lower Treasury yields. The big takeaway? The Fed’s still winging it, the rich are still winning, and gold’s becoming a Tier 1 bank asset.
Market Takes - Platinum’s the sleeper hit of the year, now pushing four-year highs. Gerardo says who cares why it’s running—just ride the trend. Nick confirms: if it holds above $1,300, it could blast through $1,500 on its way to 2008-style levels. Meanwhile, silver’s holding strong above $37, gold’s consolidating near $3,400, and copper’s getting comfy near $4.85. Inflation’s shifting from soft to hard assets—oil, uranium, now platinum. Watch this space.
Bizarro Banter - From tokenized orgasms (yes, really) to Tether investing in a royalty company instead of blockchain gimmicks, Nick and Gerardo riff on what’s real, what’s ridiculous, and why the smartest money is buying gold you can actually get out of the ground. There’s a dive into “stable genius” legislation, ICE agents with no IDs, and the instability of modern governance.
Premium Portfolio Picks -
June 18, 2025
Here’s what was covered in episode 322:
Macro Musings - Gerardo opens with a moment of gratitude—23 years with his wife—and a broader message: more love, more kindness. But that’s quickly contrasted by a warning shot from the Fed, dysfunction in DC, and the unraveling of stable systems. Nick breaks down new banking regulations, stablecoin legislation, and the Basel Endgame—all moves that could boost gold and lower Treasury yields. The big takeaway? The Fed’s still winging it, the rich are still winning, and gold’s becoming a Tier 1 bank asset.
Market Takes - Platinum’s the sleeper hit of the year, now pushing four-year highs. Gerardo says who cares why it’s running—just ride the trend. Nick confirms: if it holds above $1,300, it could blast through $1,500 on its way to 2008-style levels. Meanwhile, silver’s holding strong above $37, gold’s consolidating near $3,400, and copper’s getting comfy near $4.85. Inflation’s shifting from soft to hard assets—oil, uranium, now platinum. Watch this space.
Bizarro Banter - From tokenized orgasms (yes, really) to Tether investing in a royalty company instead of blockchain gimmicks, Nick and Gerardo riff on what’s real, what’s ridiculous, and why the smartest money is buying gold you can actually get out of the ground. There’s a dive into “stable genius” legislation, ICE agents with no IDs, and the instability of modern governance.
Premium Portfolio Picks -