# Red Rum in the Resource Sector — Bizarro World 357

Page: https://stenobird.com/podcast/bizarro-world-17605/red-rum-in-the-resource-sector-bizarro-world-357
Text version: https://stenobird.com/podcast/bizarro-world-17605/red-rum-in-the-resource-sector-bizarro-world-357.md
Podcast: [Bizarro World](https://stenobird.com/podcast/bizarro-world-17605)
Published: 2026-07-16T19:40:05+00:00
Episode link: https://fast.wistia.net/embed/channel/oji0tcs11f?wchannelid=oji0tcs11f&wmediaid=bx0v7nrxn9
Audio file: https://podcast.wistia.com/deliveries/545142e9c4c6a03bb1f5112c923f727cb4b6d762.mp3?d=eyJtIjoxNTA0NTkyNzAsIm1kIjozMTE4Ljk0LCJhIjoid2lzdGlhLXByb2R1Y3Rpb25fMTIwNDU3NiIsImMiOjUwNzQ5LCJlIjoyMTM1ODIxLCJiIjoiNTQ1MTQyZTljNGM2YTAzYmIxZjUxMTJjOTIzZjcyN2NiNGI2ZDc2MiIsIm1iIjo1MzQzLCJvYiI6OTYwMDA4LjY1Njc4NzI0MTh9--79395775de51efd590ac06d74fbd9cfdfd0607418349a0611321ece5571579ab
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JSON: https://stenobird.com/v1/public/podcasts/bizarro-world-17605/episodes/red-rum-in-the-resource-sector-bizarro-world-357
Duration seconds: 3119

## Resource

Investing in Bizarro World Episodes: https://www.youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME Subscribe to Investing In Bizarro World: https://www.youtube.com/@bizarroworld Note: This is a FREE premium episode. It includes the Premium Portfolio Picks usually reserved for paid readers. Become a paid reader here: https://digestpublishing.com/order/BWEVRGV2/ Macro Musings – The commodity complex just suffered one of its sharpest pullbacks in months, but the broader bull market remains intact. Gold dropped toward $4,500 before rebounding near $4,650, silver briefly broke down before reclaiming $70, and copper saw a violent correction of its own. In the junior resource space, many stocks fell 30% to 50% in days. Painful, yes. But technically, gold, silver, and copper still look bullish long term. The bigger issue is volatility. Gold volatility remains elevated, oil volatility has surged, and that kind of chaos creates forced selling, margin calls, and panic. The message was simple: know what you own, know why you own it, and do not confuse a violent short-term washout with a broken long-term thesis. Market Takes – The selloff is being driven in large part by geopolitical chaos and a war the market clearly does not believe is ending soon. Oil remains elevated, the dollar is still firm, and traders are no longer buying the idea of a quick, limited conflict. That matters far beyond crude. The longer this drags on, the stronger the case becomes for North American critical-metals independence. Copper, tin, cesium, tantalum, gallium, antimony, lithium, uranium, fertilizer inputs, and energy infrastructure all become more strategic when supply chains are strained and governments are burning through industrial inputs. Higher energy costs are also feeding inflation e…

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## Transcript

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