The Bizarro World podcast is hosted by newsletter writers Gerardo Del Real and Nick Hodge. Expect to hear Gerardo's ranting and raving on whatever comes to mind, while Nick Hodge delivers his usual dose of market insights to balance things out. There will also be some smart and not so smart people guest starring on the podcast from time to time.
1:40 Weekly Markets: Bond Yields, Inflation, Dollar, Gold, Earnings, Volatility4:44 The Security of Social Security10:17 Upward Mobility & Investing A...
1:20 September Stock Market Selloff2:20 Gold: Dollar, Bond Yields, M&A7:15 Energy Inflating: Oil, Natural Gas, and Battery Metal Profits11:58 Inflatio...
1:50 The Guy in the Purple Tie: Fed, VIX, Gold3:40 Demystifying the Fed: The Upside of Inflation7:33 Easy Solutions to the Job Shortage: Immigration a...
0:00 Uranium: Price still below production costsWallStreetBets Everyone’s Gonna Be a Uranium ExpertStaying on the BullHow High Could It Go?13:43 Gold:...
0:45 Markets: Dollar, Inflation, Powell3:12 Investing Without a Narrative or Agenda5:43 What Comes After Jackson Hole?10:35 Personal Covid Update & Ob...
1:00 The Second Covid Positive Episode11:45 State of Discourse16:25 Markets: Gold, Defensive Highs, Commodities, Dollar21:35 Conference Season: Vettin...