Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

Inflation Isn’t Going Away And Investors Own The Wrong Assets | Larry McDonald on “When Markets Speak”

Inflation Isn’t Going Away And Investors Own The Wrong Assets | Larry McDonald on “When Markets Speak”

FromForward Guidance


Inflation Isn’t Going Away And Investors Own The Wrong Assets | Larry McDonald on “When Markets Speak”

FromForward Guidance

ratings:
Length:
67 minutes
Released:
Mar 29, 2024
Format:
Podcast episode

Description

Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more.
VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/
__
Lawrence McDonald, New York Times Bestselling author and founder of The Bear Traps Report returns to Forward Guidance to discuss his latest book, “When Markets Speak.” McDonald argues that the world is on the precipice of a higher-inflation regime that will cause a multi-trillion dollar migration of capital from technology stocks to producers of natural resources such as oil, gas, copper, Uranium, and gold. Filmed on March 27, 2024.
__
Follow Lawrence McDonald on Twitter https://twitter.com/Convertbond
McDonald’s latest book, “When Markets Speak”: https://www.amazon.com/Listen-When-Markets-Speak-Opportunities/dp/0593727495
McDonald’s first book, “A Colossal Failure of Common Sense: The Inside Story of the Collapse of Lehman Brothers”: https://www.amazon.com/Colossal-Failure-Common-Sense-Collapse/dp/B002IFLWMK/?_encoding=UTF8&pd_rd_w=9F5dM&content-id=amzn1.sym.cf86ec3a-68a6-43e9-8115-04171136930a&pf_rd_p=cf86ec3a-68a6-43e9-8115-04171136930a&pf_rd_r=144-7804338-9176020&pd_rd_wg=wepDC&pd_rd_r=e57c52f3-38c7-4f25-bf51-8a804dfd2f13&ref_=aufs_ap_sc_dsk
Follow VanEck on Twitter https://twitter.com/vaneck_us
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
__
Timestamps:
(00:00) Introduction
(02:58) The End Of Austerity: Huge Fiscal And Monetary Stimulus Has Created A New Inflationary Age
(08:07) A Multi-Trillion Migration Of Capital Is Underway, Argues McDonald
(08:46) A New Commodity Bull Market Is Forming
(15:58) Oil & Gas
(18:09) Uranium
(21:22) China
(27:17) Is NVIDIA A Bubble?
(33:22) VanEck Midroll
(34:05) What This Means For Broad Index Investors
(38:37) Financial Repression And Debt Jubilee
(48:16) The Banking System
(50:26) Recession Risk
(01:01:55) How To Listen When Markets Speak
__
Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Released:
Mar 29, 2024
Format:
Podcast episode

Titles in the series (100)

The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Jack Farley interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.