October 16, 2025
Here’s what was covered in episode 338:
Macro Musings - Nick returned from pheasant hunting in Montana to a week of fireworks in metals. Gold touched $4,318, silver $54, and the VIX jumped more than 20 % as community banks sold off. Inflation is climbing back toward 3% even as the Fed cuts rates. Government shutdown theatrics continue. Both hosts agreed the precious metals explosion reflects falling confidence in fiat currencies — and that this phase of the bull market is just getting started
Market Takes - Gerardo noted “thousands of new rare-earth and uranium experts overnight,” courtesy of ChatGPT and clickbait hype. He’s trimming stretched names and redeploying profits from a 1,000 % uranium winner and a 300 % copper-gold trade into undervalued juniors. Government involvement is escalating: JPMorgan targeting a $1.5 trillion metals-credit plan (“Operation Warp Speed for resources”). The U.S. Army’s JANUS Program announced a six-year effort to develop hundreds of small nuclear reactors. Nick and Gerardo see a multi-year cycle of resource nationalism and supply-chain securitization ahead — exactly what they’ve been positioned for since the “Green Barons” theme of years past.
Bizarro Banter - Politics were peak absurd. Gerardo called out Republican outrage over Bad Bunny’s Super Bowl performance while ignoring racist and violent chat leaks from young party staffers. Nick agreed that hypocrisy has plateaued — “fake outrage” drives the algorithm while real issues rot beneath it. From rural Montana, Nick shared that most Americans aren’t talking about any of this — they’re focused on family, work, and local life. Both decried ICE abuses, classism, and the constant cycle of government handouts that both parties justify under different names. It’s a Fourth Turning world: debt, division, and denial at record levels
Premium Portfolio Picks - Standouts this week:
October 16, 2025
Here’s what was covered in episode 338:
Macro Musings - Nick returned from pheasant hunting in Montana to a week of fireworks in metals. Gold touched $4,318, silver $54, and the VIX jumped more than 20 % as community banks sold off. Inflation is climbing back toward 3% even as the Fed cuts rates. Government shutdown theatrics continue. Both hosts agreed the precious metals explosion reflects falling confidence in fiat currencies — and that this phase of the bull market is just getting started
Market Takes - Gerardo noted “thousands of new rare-earth and uranium experts overnight,” courtesy of ChatGPT and clickbait hype. He’s trimming stretched names and redeploying profits from a 1,000 % uranium winner and a 300 % copper-gold trade into undervalued juniors. Government involvement is escalating: JPMorgan targeting a $1.5 trillion metals-credit plan (“Operation Warp Speed for resources”). The U.S. Army’s JANUS Program announced a six-year effort to develop hundreds of small nuclear reactors. Nick and Gerardo see a multi-year cycle of resource nationalism and supply-chain securitization ahead — exactly what they’ve been positioned for since the “Green Barons” theme of years past.
Bizarro Banter - Politics were peak absurd. Gerardo called out Republican outrage over Bad Bunny’s Super Bowl performance while ignoring racist and violent chat leaks from young party staffers. Nick agreed that hypocrisy has plateaued — “fake outrage” drives the algorithm while real issues rot beneath it. From rural Montana, Nick shared that most Americans aren’t talking about any of this — they’re focused on family, work, and local life. Both decried ICE abuses, classism, and the constant cycle of government handouts that both parties justify under different names. It’s a Fourth Turning world: debt, division, and denial at record levels
Premium Portfolio Picks - Standouts this week:
October 16, 2025
Here’s what was covered in episode 338:
Macro Musings - Nick returned from pheasant hunting in Montana to a week of fireworks in metals. Gold touched $4,318, silver $54, and the VIX jumped more than 20 % as community banks sold off. Inflation is climbing back toward 3% even as the Fed cuts rates. Government shutdown theatrics continue. Both hosts agreed the precious metals explosion reflects falling confidence in fiat currencies — and that this phase of the bull market is just getting started
Market Takes - Gerardo noted “thousands of new rare-earth and uranium experts overnight,” courtesy of ChatGPT and clickbait hype. He’s trimming stretched names and redeploying profits from a 1,000 % uranium winner and a 300 % copper-gold trade into undervalued juniors. Government involvement is escalating: JPMorgan targeting a $1.5 trillion metals-credit plan (“Operation Warp Speed for resources”). The U.S. Army’s JANUS Program announced a six-year effort to develop hundreds of small nuclear reactors. Nick and Gerardo see a multi-year cycle of resource nationalism and supply-chain securitization ahead — exactly what they’ve been positioned for since the “Green Barons” theme of years past.
Bizarro Banter - Politics were peak absurd. Gerardo called out Republican outrage over Bad Bunny’s Super Bowl performance while ignoring racist and violent chat leaks from young party staffers. Nick agreed that hypocrisy has plateaued — “fake outrage” drives the algorithm while real issues rot beneath it. From rural Montana, Nick shared that most Americans aren’t talking about any of this — they’re focused on family, work, and local life. Both decried ICE abuses, classism, and the constant cycle of government handouts that both parties justify under different names. It’s a Fourth Turning world: debt, division, and denial at record levels
Premium Portfolio Picks - Standouts this week: