August 28, 2025
Here’s what was covered in episode 332:
Macro Musings - Gold is in a consolidation phase and precious metals look bullish. Bitcoin is also consolidating and a Bitcoin whale caused massive waves in the sector. The Bitcoin bull market might be nearing its end at the same time that boring markets seem to be approaching their end.
Market Takes - Money rotates away from sectors like tech and into places like precious metals. Trump tries to apply pressure to the Federal Reserve in an attempt to inflate away the debt and raise asset prices. Asset holders will benefit at the expense of everyone else.
Bizarro Banter - The government takes stakes in companies and influences how they operate. The US is becoming a sovereign wealth fund.
Premium Portfolio Picks -
Northshore Uranium - Recently closed financing and the play is already up 150%
The robotics sector in general will be one to watch, as it utilizes AI and companies develop more advanced machines. The sector will experience a flood of capital once VCs catch wind.
Chainlink and Pyth Network - Both were selected by the Department of Commerce to bring official government data onto the blockchain.
SuperQ Quantum Company (QBTQ) - $27 million market cap. Peers in the sector are in the hundreds of millions and billions. Quantum computing is poised to be the next big thing in the tech sector.
Kingsmen Resources (KNG) - A news release reported that drilling revealed grades below the water table get better at depth. Mineralization extends across much of the structure.
Hannan (HAN) - Drilling in a 20km test is a technical success but missed the rich part of the system. Upcoming drill testing shows promise.
August 28, 2025
Here’s what was covered in episode 332:
Macro Musings - Gold is in a consolidation phase and precious metals look bullish. Bitcoin is also consolidating and a Bitcoin whale caused massive waves in the sector. The Bitcoin bull market might be nearing its end at the same time that boring markets seem to be approaching their end.
Market Takes - Money rotates away from sectors like tech and into places like precious metals. Trump tries to apply pressure to the Federal Reserve in an attempt to inflate away the debt and raise asset prices. Asset holders will benefit at the expense of everyone else.
Bizarro Banter - The government takes stakes in companies and influences how they operate. The US is becoming a sovereign wealth fund.
Premium Portfolio Picks -
Northshore Uranium - Recently closed financing and the play is already up 150%
The robotics sector in general will be one to watch, as it utilizes AI and companies develop more advanced machines. The sector will experience a flood of capital once VCs catch wind.
Chainlink and Pyth Network - Both were selected by the Department of Commerce to bring official government data onto the blockchain.
SuperQ Quantum Company (QBTQ) - $27 million market cap. Peers in the sector are in the hundreds of millions and billions. Quantum computing is poised to be the next big thing in the tech sector.
Kingsmen Resources (KNG) - A news release reported that drilling revealed grades below the water table get better at depth. Mineralization extends across much of the structure.
Hannan (HAN) - Drilling in a 20km test is a technical success but missed the rich part of the system. Upcoming drill testing shows promise.
August 28, 2025
Here’s what was covered in episode 332:
Macro Musings - Gold is in a consolidation phase and precious metals look bullish. Bitcoin is also consolidating and a Bitcoin whale caused massive waves in the sector. The Bitcoin bull market might be nearing its end at the same time that boring markets seem to be approaching their end.
Market Takes - Money rotates away from sectors like tech and into places like precious metals. Trump tries to apply pressure to the Federal Reserve in an attempt to inflate away the debt and raise asset prices. Asset holders will benefit at the expense of everyone else.
Bizarro Banter - The government takes stakes in companies and influences how they operate. The US is becoming a sovereign wealth fund.
Premium Portfolio Picks -
Northshore Uranium - Recently closed financing and the play is already up 150%
The robotics sector in general will be one to watch, as it utilizes AI and companies develop more advanced machines. The sector will experience a flood of capital once VCs catch wind.
Chainlink and Pyth Network - Both were selected by the Department of Commerce to bring official government data onto the blockchain.
SuperQ Quantum Company (QBTQ) - $27 million market cap. Peers in the sector are in the hundreds of millions and billions. Quantum computing is poised to be the next big thing in the tech sector.
Kingsmen Resources (KNG) - A news release reported that drilling revealed grades below the water table get better at depth. Mineralization extends across much of the structure.
Hannan (HAN) - Drilling in a 20km test is a technical success but missed the rich part of the system. Upcoming drill testing shows promise.