July 3, 2025
Here’s what was covered in episode 324:
Macro Musings - Gerardo pulled on the “supply & demand” hoodie, and Nick showed why it’s more than a fashion statement. With a fresh multi-trillion-dollar bill that Trump wants signed on July 4th—because of course—the dollar's tanking, the debt’s exploding, and inflation isn’t done with us yet. Ray Dalio’s math says we’re headed for “big painful disruptions.” Gerardo and Nick explain why that’s bullish for gold, copper, and popcorn (seriously—$89 buckets are coming).
Market Takes - Copper’s still above $5, lithium is quietly waking up, and platinum just had its best monthly move in 40 years. The NASDAQ and S&P are calm, but don’t confuse quiet indices with a healthy economy. Gerardo and Nick are eyeing the real signal. “It’s not a complicated thesis,” Gerardo says. “You just have to know what you own.” A new copper deal is dropping next week. Nick and Gerardo walk through the behind-the-scenes work it took to secure an unusually favorable structure: strategic investors, a 12-month lock-up, over $100M in potential partner funding, and a massive land position in Australia’s Macquarie Arc. This is the kind of deal where legends like Rick Rule are writing checks—and it’s coming to subscribers first. Join Private Placement Intel to participate in the deal next week.
Bizarro Banter - From AI anime YouTube channels with 30M followers to Google buying nuclear fusion power that doesn’t exist yet, the guys riff on the weird intersection of technology, media, and energy. Nick also drops a righteous rant on local politics, semantics, and why Spokane’s city council should stop serving hot dogs and calling them hamburgers. Gerardo weighs in on the Lia Thomas ruling and says what most people are thinking but too afraid to say: you can respect someone’s identity and still want fairness in women’s sports. Nick breaks it down with Pew poll data, Orwell quotes, and a reminder that logic is not bigotry. “You’re born either male or female. That’s not politics—it’s biology.”
Premium Portfolio Picks -
July 3, 2025
Here’s what was covered in episode 324:
Macro Musings - Gerardo pulled on the “supply & demand” hoodie, and Nick showed why it’s more than a fashion statement. With a fresh multi-trillion-dollar bill that Trump wants signed on July 4th—because of course—the dollar's tanking, the debt’s exploding, and inflation isn’t done with us yet. Ray Dalio’s math says we’re headed for “big painful disruptions.” Gerardo and Nick explain why that’s bullish for gold, copper, and popcorn (seriously—$89 buckets are coming).
Market Takes - Copper’s still above $5, lithium is quietly waking up, and platinum just had its best monthly move in 40 years. The NASDAQ and S&P are calm, but don’t confuse quiet indices with a healthy economy. Gerardo and Nick are eyeing the real signal. “It’s not a complicated thesis,” Gerardo says. “You just have to know what you own.” A new copper deal is dropping next week. Nick and Gerardo walk through the behind-the-scenes work it took to secure an unusually favorable structure: strategic investors, a 12-month lock-up, over $100M in potential partner funding, and a massive land position in Australia’s Macquarie Arc. This is the kind of deal where legends like Rick Rule are writing checks—and it’s coming to subscribers first. Join Private Placement Intel to participate in the deal next week.
Bizarro Banter - From AI anime YouTube channels with 30M followers to Google buying nuclear fusion power that doesn’t exist yet, the guys riff on the weird intersection of technology, media, and energy. Nick also drops a righteous rant on local politics, semantics, and why Spokane’s city council should stop serving hot dogs and calling them hamburgers. Gerardo weighs in on the Lia Thomas ruling and says what most people are thinking but too afraid to say: you can respect someone’s identity and still want fairness in women’s sports. Nick breaks it down with Pew poll data, Orwell quotes, and a reminder that logic is not bigotry. “You’re born either male or female. That’s not politics—it’s biology.”
Premium Portfolio Picks -
July 3, 2025
Here’s what was covered in episode 324:
Macro Musings - Gerardo pulled on the “supply & demand” hoodie, and Nick showed why it’s more than a fashion statement. With a fresh multi-trillion-dollar bill that Trump wants signed on July 4th—because of course—the dollar's tanking, the debt’s exploding, and inflation isn’t done with us yet. Ray Dalio’s math says we’re headed for “big painful disruptions.” Gerardo and Nick explain why that’s bullish for gold, copper, and popcorn (seriously—$89 buckets are coming).
Market Takes - Copper’s still above $5, lithium is quietly waking up, and platinum just had its best monthly move in 40 years. The NASDAQ and S&P are calm, but don’t confuse quiet indices with a healthy economy. Gerardo and Nick are eyeing the real signal. “It’s not a complicated thesis,” Gerardo says. “You just have to know what you own.” A new copper deal is dropping next week. Nick and Gerardo walk through the behind-the-scenes work it took to secure an unusually favorable structure: strategic investors, a 12-month lock-up, over $100M in potential partner funding, and a massive land position in Australia’s Macquarie Arc. This is the kind of deal where legends like Rick Rule are writing checks—and it’s coming to subscribers first. Join Private Placement Intel to participate in the deal next week.
Bizarro Banter - From AI anime YouTube channels with 30M followers to Google buying nuclear fusion power that doesn’t exist yet, the guys riff on the weird intersection of technology, media, and energy. Nick also drops a righteous rant on local politics, semantics, and why Spokane’s city council should stop serving hot dogs and calling them hamburgers. Gerardo weighs in on the Lia Thomas ruling and says what most people are thinking but too afraid to say: you can respect someone’s identity and still want fairness in women’s sports. Nick breaks it down with Pew poll data, Orwell quotes, and a reminder that logic is not bigotry. “You’re born either male or female. That’s not politics—it’s biology.”
Premium Portfolio Picks -