June 26, 2025
Here’s what was covered in episode 323:
Macro Musings - Commodities are on fire, equities are catching up, and stagflation is becoming reality. Nick outlines why this isn’t just a breakout—it’s a full-blown commodity supercycle. They also break down how inflation is sticky, growth is flat, and the Fed (plus Congress) is still making things up as they go.
Market Takes - Platinum just hit an 11-year high. Palladium and rhodium are surging. Copper broke through $5. Even lithium is waking up. Gerardo points to hybrid vehicle growth as the underappreciated catalyst behind PGM demand, while Nick calls out a broad “precious metals progression” playing out: gold moves, then silver, then PGMs. Both hosts agree: the window is wide open for new highs across the board.
Bizarro Banter - ‘Fentanyl lean’ memes on Instagram. Gerardo recounts how a Minnesota senator was gunned down by a fake cop with a kill list, and the media barely blinked. Nick reflects on Orwell, city hall, and why it might just be time to shut off the noise, own more assets, and focus on taking care of you and yours. “Facts matter,” Gerardo says. “Base your moves on those.”
Premium Portfolio Picks -
June 26, 2025
Here’s what was covered in episode 323:
Macro Musings - Commodities are on fire, equities are catching up, and stagflation is becoming reality. Nick outlines why this isn’t just a breakout—it’s a full-blown commodity supercycle. They also break down how inflation is sticky, growth is flat, and the Fed (plus Congress) is still making things up as they go.
Market Takes - Platinum just hit an 11-year high. Palladium and rhodium are surging. Copper broke through $5. Even lithium is waking up. Gerardo points to hybrid vehicle growth as the underappreciated catalyst behind PGM demand, while Nick calls out a broad “precious metals progression” playing out: gold moves, then silver, then PGMs. Both hosts agree: the window is wide open for new highs across the board.
Bizarro Banter - ‘Fentanyl lean’ memes on Instagram. Gerardo recounts how a Minnesota senator was gunned down by a fake cop with a kill list, and the media barely blinked. Nick reflects on Orwell, city hall, and why it might just be time to shut off the noise, own more assets, and focus on taking care of you and yours. “Facts matter,” Gerardo says. “Base your moves on those.”
Premium Portfolio Picks -
June 26, 2025
Here’s what was covered in episode 323:
Macro Musings - Commodities are on fire, equities are catching up, and stagflation is becoming reality. Nick outlines why this isn’t just a breakout—it’s a full-blown commodity supercycle. They also break down how inflation is sticky, growth is flat, and the Fed (plus Congress) is still making things up as they go.
Market Takes - Platinum just hit an 11-year high. Palladium and rhodium are surging. Copper broke through $5. Even lithium is waking up. Gerardo points to hybrid vehicle growth as the underappreciated catalyst behind PGM demand, while Nick calls out a broad “precious metals progression” playing out: gold moves, then silver, then PGMs. Both hosts agree: the window is wide open for new highs across the board.
Bizarro Banter - ‘Fentanyl lean’ memes on Instagram. Gerardo recounts how a Minnesota senator was gunned down by a fake cop with a kill list, and the media barely blinked. Nick reflects on Orwell, city hall, and why it might just be time to shut off the noise, own more assets, and focus on taking care of you and yours. “Facts matter,” Gerardo says. “Base your moves on those.”
Premium Portfolio Picks -