November 13, 2025
This week’s podcast is now edited and published.
This 342nd episode of Investing in Bizarro World covered a lot: the fallout from shocking media comments about the Epstein case, the corruption and “big club” dynamics George Carlin warned us about, and the persistent disconnect between markets, politics, and reality. From there we moved into New Orleans Conference takeaways, gold’s rebound, the pullback in crypto, the rise of socialism in major U.S. cities, and the private placement landscape that’s driving the bulk of our gains.
We started with the bizarre media moment of the week — Megyn Kelly minimizing Epstein’s crimes — and used that as a segue into the broader theme: the system is not built for you. Just as Carlin said, it's a big club, and you ain’t in it. And yet, the lesson remains the same: protect your kids, protect your capital, and understand the game being played around you.
From there we dug into New Orleans: a packed conference, huge crowds, the most diverse audience we've ever seen, great subscriber conversations, and high enthusiasm at $4,000 gold. Our private placement talk was met with heavy interest, and many new members have joined since.
Markets were next. While the Dow plunged nearly 800 points as the government reopened, the message remained clear: the stock market cares about numbers, not empathy. Growth is still intact, inflation is oscillating, and layoffs aren’t changing the market’s trajectory. Tech-driven GDP expansion continues to fuel the indices — even if it makes no intuitive sense to traditional investors like Michael Burry or even Warren Buffett, both of whom have stepped back from the chaos.
Then we dug into the latest government experiment: the proposed 50-year mortgage, looser credit standards, and what we called the “fiat trap.” The message was direct: the system is engineered to keep people indebted forever… unless they own assets that rise with inflation. Gold remains one of the most empathetic hedges against that trap — and it continues to outperform over long cycles.
Premium Portfolio Picks - Standouts this week:
November 13, 2025
This week’s podcast is now edited and published.
This 342nd episode of Investing in Bizarro World covered a lot: the fallout from shocking media comments about the Epstein case, the corruption and “big club” dynamics George Carlin warned us about, and the persistent disconnect between markets, politics, and reality. From there we moved into New Orleans Conference takeaways, gold’s rebound, the pullback in crypto, the rise of socialism in major U.S. cities, and the private placement landscape that’s driving the bulk of our gains.
We started with the bizarre media moment of the week — Megyn Kelly minimizing Epstein’s crimes — and used that as a segue into the broader theme: the system is not built for you. Just as Carlin said, it's a big club, and you ain’t in it. And yet, the lesson remains the same: protect your kids, protect your capital, and understand the game being played around you.
From there we dug into New Orleans: a packed conference, huge crowds, the most diverse audience we've ever seen, great subscriber conversations, and high enthusiasm at $4,000 gold. Our private placement talk was met with heavy interest, and many new members have joined since.
Markets were next. While the Dow plunged nearly 800 points as the government reopened, the message remained clear: the stock market cares about numbers, not empathy. Growth is still intact, inflation is oscillating, and layoffs aren’t changing the market’s trajectory. Tech-driven GDP expansion continues to fuel the indices — even if it makes no intuitive sense to traditional investors like Michael Burry or even Warren Buffett, both of whom have stepped back from the chaos.
Then we dug into the latest government experiment: the proposed 50-year mortgage, looser credit standards, and what we called the “fiat trap.” The message was direct: the system is engineered to keep people indebted forever… unless they own assets that rise with inflation. Gold remains one of the most empathetic hedges against that trap — and it continues to outperform over long cycles.
Premium Portfolio Picks - Standouts this week:
November 13, 2025
This week’s podcast is now edited and published.
This 342nd episode of Investing in Bizarro World covered a lot: the fallout from shocking media comments about the Epstein case, the corruption and “big club” dynamics George Carlin warned us about, and the persistent disconnect between markets, politics, and reality. From there we moved into New Orleans Conference takeaways, gold’s rebound, the pullback in crypto, the rise of socialism in major U.S. cities, and the private placement landscape that’s driving the bulk of our gains.
We started with the bizarre media moment of the week — Megyn Kelly minimizing Epstein’s crimes — and used that as a segue into the broader theme: the system is not built for you. Just as Carlin said, it's a big club, and you ain’t in it. And yet, the lesson remains the same: protect your kids, protect your capital, and understand the game being played around you.
From there we dug into New Orleans: a packed conference, huge crowds, the most diverse audience we've ever seen, great subscriber conversations, and high enthusiasm at $4,000 gold. Our private placement talk was met with heavy interest, and many new members have joined since.
Markets were next. While the Dow plunged nearly 800 points as the government reopened, the message remained clear: the stock market cares about numbers, not empathy. Growth is still intact, inflation is oscillating, and layoffs aren’t changing the market’s trajectory. Tech-driven GDP expansion continues to fuel the indices — even if it makes no intuitive sense to traditional investors like Michael Burry or even Warren Buffett, both of whom have stepped back from the chaos.
Then we dug into the latest government experiment: the proposed 50-year mortgage, looser credit standards, and what we called the “fiat trap.” The message was direct: the system is engineered to keep people indebted forever… unless they own assets that rise with inflation. Gold remains one of the most empathetic hedges against that trap — and it continues to outperform over long cycles.
Premium Portfolio Picks - Standouts this week: