{"podcast":{"title":"Bizarro World","slug":"bizarro-world-17605","podcast_index_feed_id":17605,"rss_url":"https://fast.wistia.com/channels/oji0tcs11f/rss","website_url":"https://fast.wistia.net/embed/channel/oji0tcs11f","image_url":"https://embed-ssl.wistia.com/deliveries/244f784dd56c81e699ca90cfd7c005f6.png?image_crop_resized=3000x3000","author":"Tim Hicks","episode_count":349,"summary":"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. [](https://digestpub-assets.s3.amazonaws.com/media/uploads/2021/03/03/us_uk_apple_podcasts_listen_badge_rgb.png) (https://podcasts.apple.com/us/podcast/bizarro-world/id1469250463)[](https://digestpub-assets.s3.amazonaws.com/media/uploads/2021/03/03/en_google_podcasts_badge_2x.png) (https://podcasts.google.com/feed/aHR0cHM6Ly9wb2RjYXN0LnJzcy5jb20vYml6YXJyb3dvcmxkL2ZlZWQueG1s) [](https://digestpub-assets.s3.amazonaws.com/media/uploads/spotify-podcast-badge-wht-grn-165x40.png) (https://open.spotify.com/show/16L1pwSZtpASLcykjcXKsc?si=Yj9yNq2QTyiR9V3Y5z9kLA)[](https://digestpub-assets.s3.amazonaws.com/media/uploads/podcast-badge2-youtube.png) (https://www.youtube.com/channel/UCLdurTCNfb4WBhtTVKi44Hw)","last_synced_at":"2026-07-17T08:21:01.388930+00:00","page_url":"https://stenobird.com/podcast/bizarro-world-17605"},"episode":{"title":"MAGA, Mamdani, and the Metals — Bizarro World 370","slug":"maga-mamdani-and-the-metals-bizarro-world-370","published_at":"2026-07-16T20:03:43+00:00","page_url":"https://stenobird.com/podcast/bizarro-world-17605/maga-mamdani-and-the-metals-bizarro-world-370","show_page_url":"https://stenobird.com/podcast/bizarro-world-17605","url":"https://fast.wistia.net/embed/channel/oji0tcs11f?wchannelid=oji0tcs11f&wmediaid=lay3ujxogo","audio_url":"https://podcast.wistia.com/deliveries/8f2e0c96772ab4566b82169d3c2f66e7e35fda63.mp3?d=eyJtIjoxNTA0NTk5NTIsIm1kIjozNDU1LjY5LCJhIjoid2lzdGlhLXByb2R1Y3Rpb25fMTIwNDU3NiIsImMiOjUwNzQ5LCJlIjoyMTM1ODM1LCJiIjoiOGYyZTBjOTY3NzJhYjQ1NjZiODIxNjlkM2MyZjY2ZTdlMzVmZGE2MyIsIm1iIjo1MzQzLCJvYiI6OTYwMDA2LjI4NTI4NjAwNjV9--8f4e251ac92ded256e3cfa9b79c8c85405127192d9ec5b79b458ca5625a29339","summary":"The free version of Episode 370 of Investing in Bizarro World is now live. This week, Nick and Gerardo break down gold’s break below $4,000, silver’s drop under $60, the dollar’s surge above 101, and why the long-term thesis for precious metals, copper, uranium, and critical metals remains intact despite the summer shakeout. Gold has technically broken down in the short term, with support near $3,930 and a deeper level closer to the mid-$3,000s if that fails. But $4,000 gold is still a phenomenal price compared with where we were a year ago, and the same goes for silver in the high-$50s. The near-term chart looks rough. The long-term setup still looks strong. From there, Nick and Gerardo dig into copper, algorithmic selling, tariff risk, China’s rare earth squeeze, Energy Fuels, Generation Mining, uranium funding, and why the West is still in the early innings of rebuilding the supply chains it needs for energy, defense, AI, electrification, and national security. Then things get fully Bizarro: the White House reflecting pool turns into a literal swamp, New York voters flirt harder with socialism, MAGA disillusionment keeps spreading, Roundup gets a corporate hall pass, the Supreme Court fires off a wave of major decisions, and America’s political center keeps getting squeezed from both sides. Subscribe to the channel: 👉 / @bizarroworld Read the full article + listen here: 👉 https://bizarroworld.com Timestamps: 0:00 Introduction 2:41 Macro Musings: Gold Breaks $4,000. Silver Cracks $60. Dollar Above 101. Yield Confusion. Fed Cover. Short-Term Bearish. 12:07 Market Takes: Junior Resilience. Algorithmic Selling. Copper Support. China Rare Earth Squeeze. Energy Fuels. Generation Mining. Uranium Funding. 24:25 Bizarro Banter: Reflecting Pool Swamp. Fourth Turning. New York…","meta_description":"The free version of Episode 370 of Investing in Bizarro World is now live. This week, Nick and Gerardo break down gold’s break below $4,000, silver’s drop…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3456,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/bizarro-world-17605/episodes/maga-mamdani-and-the-metals-bizarro-world-370/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/bizarro-world-17605/maga-mamdani-and-the-metals-bizarro-world-370.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}