Bizarro World Live: Episode 335

1:00 pm

PT

|

4:00 pm

ET

September 25, 2025

Here’s what was covered in episode 335:

Macro Musings - Gold and silver broke out again this week. Silver pushed through $45 and is now on track to test $48 before running to new record highs. Gold moved above $3,750 and is knocking on the door of $3,800. A run to $4,000 or even $5,000 is increasingly likely. The broader indices remain uncertain. The dollar is showing strength. Military chatter out of Washington raises the risk of a black swan event.

Market Takes - The copper market was rocked by news from Freeport’s Grasberg mine. A tragic accident has reduced output and may tilt the market into deficit. Copper prices moved higher as a result. Ivanhoe Mines was highlighted as a beneficiary after recent weakness. The long-term case for copper remains intact with prices potentially moving to $7 or $8 in the next year. Lithium Americas surged 125% after the Trump administration signaled interest in taking a stake. The move marks a new era of government involvement in critical resources. Similar actions are already underway in antimony and rare earths. Uranium prices also surged. Spot moved to $82. The URNJ ETF is up 50% in just six weeks. Small-cap explorers have doubled on little or no news. The setup points to utilities stepping in.

Bizarro Banter - Gerardo and Nick turned their attention to politics. They called out Trump’s farmer subsidies as welfare. They noted the hypocrisy of railing against socialism while taking government checks. They reminded listeners that Trump’s second term looks a lot like his first: weaker dollar, more debt, more war, and broken promises. They also revisited the Epstein scandal. Powerful people continue to escape accountability. Meanwhile the public is distracted by meaningless culture-war headlines.

Premium Portfolio Picks - Two standouts this week:

  • Daura Gold (TSX-V: DGC) — The story keeps getting better. This tiny explorer in Peru sits next to Highlander Silver’s $436M property and continues to return strong samples and vein discoveries. Shares have already tripled since June, and momentum is building. The setup still screams leverage to discovery.
  • Kingsmen Resources (TSX-V: KNG | OTC: KNGRF) — A micro-cap silver and base metals explorer with ground in a historic Mexican district. Management is advancing targets with systematic work, and the stock remains tightly held. With silver breaking out above $45, Kingsmen offers outsized torque to a rising silver market, especially now that drill results are being delivered.

September 25, 2025

Here’s what was covered in episode 335:

Macro Musings - Gold and silver broke out again this week. Silver pushed through $45 and is now on track to test $48 before running to new record highs. Gold moved above $3,750 and is knocking on the door of $3,800. A run to $4,000 or even $5,000 is increasingly likely. The broader indices remain uncertain. The dollar is showing strength. Military chatter out of Washington raises the risk of a black swan event.

Market Takes - The copper market was rocked by news from Freeport’s Grasberg mine. A tragic accident has reduced output and may tilt the market into deficit. Copper prices moved higher as a result. Ivanhoe Mines was highlighted as a beneficiary after recent weakness. The long-term case for copper remains intact with prices potentially moving to $7 or $8 in the next year. Lithium Americas surged 125% after the Trump administration signaled interest in taking a stake. The move marks a new era of government involvement in critical resources. Similar actions are already underway in antimony and rare earths. Uranium prices also surged. Spot moved to $82. The URNJ ETF is up 50% in just six weeks. Small-cap explorers have doubled on little or no news. The setup points to utilities stepping in.

Bizarro Banter - Gerardo and Nick turned their attention to politics. They called out Trump’s farmer subsidies as welfare. They noted the hypocrisy of railing against socialism while taking government checks. They reminded listeners that Trump’s second term looks a lot like his first: weaker dollar, more debt, more war, and broken promises. They also revisited the Epstein scandal. Powerful people continue to escape accountability. Meanwhile the public is distracted by meaningless culture-war headlines.

Premium Portfolio Picks - Two standouts this week:

  • Daura Gold (TSX-V: DGC) — The story keeps getting better. This tiny explorer in Peru sits next to Highlander Silver’s $436M property and continues to return strong samples and vein discoveries. Shares have already tripled since June, and momentum is building. The setup still screams leverage to discovery.
  • Kingsmen Resources (TSX-V: KNG | OTC: KNGRF) — A micro-cap silver and base metals explorer with ground in a historic Mexican district. Management is advancing targets with systematic work, and the stock remains tightly held. With silver breaking out above $45, Kingsmen offers outsized torque to a rising silver market, especially now that drill results are being delivered.
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September 25, 2025

Here’s what was covered in episode 335:

Macro Musings - Gold and silver broke out again this week. Silver pushed through $45 and is now on track to test $48 before running to new record highs. Gold moved above $3,750 and is knocking on the door of $3,800. A run to $4,000 or even $5,000 is increasingly likely. The broader indices remain uncertain. The dollar is showing strength. Military chatter out of Washington raises the risk of a black swan event.

Market Takes - The copper market was rocked by news from Freeport’s Grasberg mine. A tragic accident has reduced output and may tilt the market into deficit. Copper prices moved higher as a result. Ivanhoe Mines was highlighted as a beneficiary after recent weakness. The long-term case for copper remains intact with prices potentially moving to $7 or $8 in the next year. Lithium Americas surged 125% after the Trump administration signaled interest in taking a stake. The move marks a new era of government involvement in critical resources. Similar actions are already underway in antimony and rare earths. Uranium prices also surged. Spot moved to $82. The URNJ ETF is up 50% in just six weeks. Small-cap explorers have doubled on little or no news. The setup points to utilities stepping in.

Bizarro Banter - Gerardo and Nick turned their attention to politics. They called out Trump’s farmer subsidies as welfare. They noted the hypocrisy of railing against socialism while taking government checks. They reminded listeners that Trump’s second term looks a lot like his first: weaker dollar, more debt, more war, and broken promises. They also revisited the Epstein scandal. Powerful people continue to escape accountability. Meanwhile the public is distracted by meaningless culture-war headlines.

Premium Portfolio Picks - Two standouts this week:

  • Daura Gold (TSX-V: DGC) — The story keeps getting better. This tiny explorer in Peru sits next to Highlander Silver’s $436M property and continues to return strong samples and vein discoveries. Shares have already tripled since June, and momentum is building. The setup still screams leverage to discovery.
  • Kingsmen Resources (TSX-V: KNG | OTC: KNGRF) — A micro-cap silver and base metals explorer with ground in a historic Mexican district. Management is advancing targets with systematic work, and the stock remains tightly held. With silver breaking out above $45, Kingsmen offers outsized torque to a rising silver market, especially now that drill results are being delivered.
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