Bizarro World Live: Episode 331

1:00 pm

PT

|

4:00 pm

ET

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 -

  • Hannan Metals (HAN) - Stock value is down during the discovery cycle. There is opportunity there thanks to competent leadership and discovery of significance.
  • Sprott Uranium Miner’s ETF (U.U) - A widespread uranium pullback creates buying opportunities. Uranium should be in everyone’s portfolio.
  • Quartz Mountain (QZM) - Drill results will be out soon as drilling progresses nicely. An upgraded OTC listing is good news for the company.  
  • EnCore Energy (EU) and Perpetua Resources (PPTA) - Recent actions freak out the market, but the commodity fundamentals in place mean that the prices will recover.

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 -

  • Hannan Metals (HAN) - Stock value is down during the discovery cycle. There is opportunity there thanks to competent leadership and discovery of significance.
  • Sprott Uranium Miner’s ETF (U.U) - A widespread uranium pullback creates buying opportunities. Uranium should be in everyone’s portfolio.
  • Quartz Mountain (QZM) - Drill results will be out soon as drilling progresses nicely. An upgraded OTC listing is good news for the company.  
  • EnCore Energy (EU) and Perpetua Resources (PPTA) - Recent actions freak out the market, but the commodity fundamentals in place mean that the prices will recover.
Chat is only available to subscribers during live events.

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 -

  • Hannan Metals (HAN) - Stock value is down during the discovery cycle. There is opportunity there thanks to competent leadership and discovery of significance.
  • Sprott Uranium Miner’s ETF (U.U) - A widespread uranium pullback creates buying opportunities. Uranium should be in everyone’s portfolio.
  • Quartz Mountain (QZM) - Drill results will be out soon as drilling progresses nicely. An upgraded OTC listing is good news for the company.  
  • EnCore Energy (EU) and Perpetua Resources (PPTA) - Recent actions freak out the market, but the commodity fundamentals in place mean that the prices will recover.
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