August 20, 2025
Here’s what was covered in episode 331:
Macro Musings - Boring is beautiful. Consolidation in markets presents buying opportunities. There doesn’t seem to be a recession in the cards even as inflation ticks higher. Sam Altman speaks on AI and trillion-dollar spending. All of this is good for critical minerals. Graphene is experiencing a resurgence in interest.
Market Takes - Gold and silver are bullish for the rest of the year and those and other minerals are presenting a buying opportunity. There isn’t as much volatility as many people believe. The ins and outs of private placements.
Bizarro Banter - The privileged experience selective favoritism when it comes to law enforcement. The government spends taxpayer money on LED lights and black paint. Ultimate Fighting Championship fights in the White House are going to distract from debt, immigration and inflation.
Premium Portfolio Pick -
August 20, 2025
Here’s what was covered in episode 331:
Macro Musings - Boring is beautiful. Consolidation in markets presents buying opportunities. There doesn’t seem to be a recession in the cards even as inflation ticks higher. Sam Altman speaks on AI and trillion-dollar spending. All of this is good for critical minerals. Graphene is experiencing a resurgence in interest.
Market Takes - Gold and silver are bullish for the rest of the year and those and other minerals are presenting a buying opportunity. There isn’t as much volatility as many people believe. The ins and outs of private placements.
Bizarro Banter - The privileged experience selective favoritism when it comes to law enforcement. The government spends taxpayer money on LED lights and black paint. Ultimate Fighting Championship fights in the White House are going to distract from debt, immigration and inflation.
Premium Portfolio Pick -
August 20, 2025
Here’s what was covered in episode 331:
Macro Musings - Boring is beautiful. Consolidation in markets presents buying opportunities. There doesn’t seem to be a recession in the cards even as inflation ticks higher. Sam Altman speaks on AI and trillion-dollar spending. All of this is good for critical minerals. Graphene is experiencing a resurgence in interest.
Market Takes - Gold and silver are bullish for the rest of the year and those and other minerals are presenting a buying opportunity. There isn’t as much volatility as many people believe. The ins and outs of private placements.
Bizarro Banter - The privileged experience selective favoritism when it comes to law enforcement. The government spends taxpayer money on LED lights and black paint. Ultimate Fighting Championship fights in the White House are going to distract from debt, immigration and inflation.
Premium Portfolio Pick -