Heads Up Poker Podcast

Patrick Karim of NorthStar BadCharts delivers a sharp breakdown of the macroeconomic terrain, drawing attention to rising unemployment and jobless claims as early signals of a potential recession. However, he cautions that markets typically anticipate these trends, creating unique opportunities—especially in gold and silver miners, which often rally before recessions fully materialize. In this analysis, Patrick zeroes in on key commodities: gold, silver, copper, and uranium. He identifies copper as a prime candidate for growth, citing favorable chart setups and historical trends. Uranium, led by standout performer CCJ, also shows strength. Conversely, lithium and rare earths are flagged as sectors to watch, not yet showing technical confirmation for an entry. Karim also responds to viewer-submitted stocks, including GDX, FCX, VZLA, and EXN, tying each back to broader macro indicators like yield curve inversions and inflation expectations. Patrick underscores the importance of timing, risk management, and a