July 10, 2025
Here’s what was covered in episode 325:
Macro Musings - The Department of Defense just dropped a multi-billion-dollar bombshell with MP Materials—and it’s not just about magnets. Gerardo and guest Jody Dahrouge dig into how a 10-year guaranteed floor price for rare earths could change everything for North American supply chains. This isn’t theoretical—it’s policy-backed capital from JPMorgan, Goldman, and the DoD. Gerardo says it best: “That’s not politics. That’s money.” Also: why gold and silver are just getting started in a world where $37 trillion in debt is apparently “fine.”
Market Takes - Patriot Battery Metals isn’t just a lithium story anymore. Jody breaks down why the Corvette deposit may actually be a cesium story—with tantalum, gallium, and niobium chasing the spotlight. Gerardo says it’s “champagne problems” when your flagship metal might not even be your most valuable. Plus: silver’s breakout, lithium’s green streak, and the quiet comeback of platinum and palladium. “This might be the last chance to average down before the big run,” says Jody.
Bizarro Banter - Why solar panels are about to get a whole lot better—and who owns the secret sauce. Gallium, cesium, and quantum computing make an appearance, along with Jody’s hilarious breakdown of political strategy in Canada. Gerardo calls silver the mistress to gold’s wife. Jody gets Siri spying on him mid-show. It’s classic Bizarro.
Premium Portfolio Picks -
July 10, 2025
Here’s what was covered in episode 325:
Macro Musings - The Department of Defense just dropped a multi-billion-dollar bombshell with MP Materials—and it’s not just about magnets. Gerardo and guest Jody Dahrouge dig into how a 10-year guaranteed floor price for rare earths could change everything for North American supply chains. This isn’t theoretical—it’s policy-backed capital from JPMorgan, Goldman, and the DoD. Gerardo says it best: “That’s not politics. That’s money.” Also: why gold and silver are just getting started in a world where $37 trillion in debt is apparently “fine.”
Market Takes - Patriot Battery Metals isn’t just a lithium story anymore. Jody breaks down why the Corvette deposit may actually be a cesium story—with tantalum, gallium, and niobium chasing the spotlight. Gerardo says it’s “champagne problems” when your flagship metal might not even be your most valuable. Plus: silver’s breakout, lithium’s green streak, and the quiet comeback of platinum and palladium. “This might be the last chance to average down before the big run,” says Jody.
Bizarro Banter - Why solar panels are about to get a whole lot better—and who owns the secret sauce. Gallium, cesium, and quantum computing make an appearance, along with Jody’s hilarious breakdown of political strategy in Canada. Gerardo calls silver the mistress to gold’s wife. Jody gets Siri spying on him mid-show. It’s classic Bizarro.
Premium Portfolio Picks -
July 10, 2025
Here’s what was covered in episode 325:
Macro Musings - The Department of Defense just dropped a multi-billion-dollar bombshell with MP Materials—and it’s not just about magnets. Gerardo and guest Jody Dahrouge dig into how a 10-year guaranteed floor price for rare earths could change everything for North American supply chains. This isn’t theoretical—it’s policy-backed capital from JPMorgan, Goldman, and the DoD. Gerardo says it best: “That’s not politics. That’s money.” Also: why gold and silver are just getting started in a world where $37 trillion in debt is apparently “fine.”
Market Takes - Patriot Battery Metals isn’t just a lithium story anymore. Jody breaks down why the Corvette deposit may actually be a cesium story—with tantalum, gallium, and niobium chasing the spotlight. Gerardo says it’s “champagne problems” when your flagship metal might not even be your most valuable. Plus: silver’s breakout, lithium’s green streak, and the quiet comeback of platinum and palladium. “This might be the last chance to average down before the big run,” says Jody.
Bizarro Banter - Why solar panels are about to get a whole lot better—and who owns the secret sauce. Gallium, cesium, and quantum computing make an appearance, along with Jody’s hilarious breakdown of political strategy in Canada. Gerardo calls silver the mistress to gold’s wife. Jody gets Siri spying on him mid-show. It’s classic Bizarro.
Premium Portfolio Picks -