Podcasts about Larry McDonald

Danny Moses interviews Larry McDonald, a former distressed credit trader at Lehman Brothers during the Global Financial Crisis (GFC) and author of 'A Colossal Failure of Common Sense' and 'How to Listen When Markets Speak.' Larry discusses his career, which includes transitioning from retail to institutional finance and experiencing firsthand the collapse of Lehman Brothers. The conversation covers several key topics, including the risks posed by government debt and high yields, the implications of expensive tech stocks fueled by passive flows, and the growth and potential risks of private credit. Larry also identifies investment opportunities in energy, commodities, and hard assets. He emphasizes the importance of focusing on sectors poised to benefit from a multipolar, inflationary world, like nuclear energy, natural gas, and metals such as copper and platinum. The episode concludes with insights into the potential impacts of government policies and the need for careful market analysis. --ABOUT THE SHOW For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners. Follow Danny on X: @dmoses34 The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

World stock markets fell, and oil prices climbed on Friday, following Israel's wave of airstrikes on Iranian nuclear facilities and missile factories. FOX Business correspondent Lydia Hu is joined by The Bear Trap Report founder & author of "How To Listen When Markets Speak," Larry McDonald to analyze the impact this conflict has for Americans and what's behind the rallying consumer sentiment. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices

World stock markets fell, and oil prices climbed on Friday, following Israel's wave of airstrikes on Iranian nuclear facilities and missile factories. FOX Business correspondent Lydia Hu is joined by The Bear Trap Report founder & author of "How To Listen When Markets Speak," Larry McDonald to analyze the impact this conflict has for Americans and what's behind the rallying consumer sentiment. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices

World stock markets fell, and oil prices climbed on Friday, following Israel's wave of airstrikes on Iranian nuclear facilities and missile factories. FOX Business correspondent Lydia Hu is joined by The Bear Trap Report founder & author of "How To Listen When Markets Speak," Larry McDonald to analyze the impact this conflict has for Americans and what's behind the rallying consumer sentiment. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices

President Trump raised eyebrows on Wall Street when he called for the debt limit to be scrapped "to prevent an economic catastrophe." Charles Payne says the debt limit has been a farce since the beginning. He's joined by the founder of The Bear Traps Report, Larry McDonald, to discuss the anxieties around the debt and the bond market. Learn more about your ad choices. Visit podcastchoices.com/adchoices

“There's a beast in the market,” says Larry McDonald, that “wants more meat.” He notes that after hitting the debt ceiling in January, we've “issued no new debt,” but after the ceiling is raised under Trump, he expects another major bond issuance. He sees creeping weakness in the economy and thinks we'll see 50 basis points in rate cuts before year end. He also forecasts a major shift in the market from “paper assets” to “hard assets, including energy and materials critical for AI growth."======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/

May 9, 2025 – Political risk expert and author of Bear Traps Report Larry McDonald joins Jim Puplava to discuss his latest book, How to Listen When Markets Speak: Risks, Myths, and Investment Opportunities in a Radically Reshaped Economy...

Larry McDonald describes measuring the “life cycle of a narrative” as investors deal with volatility and pounce on any trade news. He thinks the move in the dollar is “overdone,” but thinks the momentum will not change for the next 6 months. “You need a new portfolio construction right now.” He thinks it should be weighted 30/30/40 stocks, bonds, and commodities.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In episode 201 of the Payne Points of Wealth, we sit down with Larry McDonald to explore the significant shift from tech stocks to global markets. We delve into the reasons behind the falling dollar, rising interest rates and uncover generational investment opportunities in countries like Brazil. Larry McDonald, the founder of THE BEAR TRAPS REPORT, brings his extensive expertise as a political policy risk consultant to hedge funds, family offices, asset managers, and high net worth investors. As the former Managing Director and Head of US Macro Strategy at Societe Generale, Larry is a frequent guest on Bloomberg TV, CNBC, Fox Business, and the BBC. He is also a New York Times bestselling author, known for his book "Colossal Failure of Common Sense." Tune in to gain valuable insights from one of the industry's leading voices!

It may have been the great Congressman Larry McDonald of northwest Georgia who originated the “soap box, ballot box, jury box, ammo box…in that order” patriot saying. Looking that up,

note from the archivist:Jimmy did not write episode notes for the remaining episodes. However, an explanation is required. umgelenkt. Jimmy wrote these episodes, recorded them, and then began writing a book on WerBell. He wrote expanded the podcast manuscript into a book (and fixed some errors) but was required to stop writing for personal reasons. Jimmy did not stop due to what he found.additional note: Jimmy was not able to devote enough time to the Cotton Club connections. Jimmy was able to dig up much more about Senator Larry McDonald's bizarre kayfabe relationship to Trotskyism, LaRouche, and WerBell. McDonald's economic interests may also give a tip-off to this network.incredibly hard artwork by Robert Voyvodic (@rvoy__)Songs:Something Against You by the Pixies

New York Times' bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show for an in-person episode to discuss the markets and the economy. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia In this episode, McDonald discusses capital flows moving away from US markets. McDonald explains how European investors are pulling back following tariff policies and growing deficits. He discusses why copper, uranium, and oil services present value opportunities while predicting the possibility of "4000 gold and 4000 S&P." McDonald warns that America faces conditions with weakness in stocks, bonds, and currency simultaneously, creating what he calls a potential "Lehman moment" of uncertainty.Links: How To Listen When Markets Speak: https://www.amazon.com/Listen-When-Markets-Speak-Opportunities-ebook/dp/B0C4DFVFNR Twitter/X: https://x.com/convertbondBear Traps Report: https://www.thebeartrapsreport.com/00:00 - Introduction and welcome Larry 02:26 - Institutional investor conversations and European capital flows05:00 - American exceptionalism and crowded US investments08:24 - Understanding Wall Street research and consensus thinking10:27 - The new investing era: Niall Ferguson's insights on multi-polar world11:55 - The coming copper crisis and investment opportunity17:12 - Gold as a stable store of value compared to Bitcoin20:00 - Uranium market opportunities and tourist investors21:44 - S&P earnings projections and market indicators24:18 - Value stock opportunities in a changing market26:10 - NASDAQ vs energy stocks: the massive valuation gap28:42 - Trump's tariff policy and its global investment impact32:21 - Tariffs as both regressive tax and tax on consumption35:00 - Tariff policy creating Lehman-like uncertainty39:14 - The "emerging market" problem facing the US40:00 - Closing thoughts on democratizing financial information

Larry McDonald was a Vice President at Lehman Brothers in 2008, and out of that experience he produced a framework of twenty one indicators of economic health that can also detect early signals of opportunity and danger. His most recent book, How to Listen When Markets Speak, released last year, was early in connecting the dots between past, present and the future that is now. Larry and his research platform, The Bear Traps Report, has a unique and well informed take on what we are seeing right now, with the shock of tariffs, the motivation of the current administration, the resistance of the Fed, and the reaction of markets and businesses. He presents his views on how to amend the 60/40 to ride out the storm, and where the opportunities are.  

Are the U.S. and global markets on the edge of a massive regime change? In this high-impact Part II, The Bear Traps Report founder and bestselling author Larry McDonald shares with James Connor a dire warning: U.S. sanctions and Trump's tariffs are forcing global central banks to ditch U.S. treasuries for gold, the dollar is entering a structural decline, and a coming economic slowdown could pull the S&P 500 down to the low 4,000s. He breaks down where capital is headed and why gold, silver, oil, and emerging markets will be the big winners. Then, Rocklinc's Jonathan Wellum shares his thoughts on Larry's interview and his firm's portfolio strategy. He explains why he holds nearly 30% cash, favors investing in royalty companies over miners, and avoids European exposure in favor of select value stocks. The conversation also tackles reshoring, structural inflation, Trump's likely economic pivot, and what investors should do now to prepare. Chapters: 0:24 - Golden Rush: Is It Time to Bet Big on Precious Metals? 1:37 - Sanction Shockwaves: Why Central Banks Are Forced into Gold 2:25 - Mining for Value: Gold Stocks Trading at Bargain Prices 3:29 - The Gold Paradox: Why Aren't Miners Keeping Up? 5:27 - Silver's Great Frustration: Will It Ever Shine Again? 6:57 - What's Next for the Fed Under Trump? 8:07 - Dollar in Decline: Is the US Currency Losing Its Grip? 9:48 - America's Manufacturing Meltdown: Jobs Gone Overseas 10:26 - Recession Red Flags: Preparing for the Big US Slowdown 11:16 - Canada: Emerging Market or Economic Misstep? 12:22 - Wall Street Secrets: Behind the Scenes with Top Investors 14:53 - Jonathan Wellum Shares His Thoughts On Larry's Insights 19:35 - Investing in Uncertainty: Picking Winners and Holding Cash 24:22 - Crash or Correction? Predicting the Next Market Move 26:09 - Canada's Crossroads: Critical Election and Economic Realities If you missed part I of this insightful interview, watch it here: https://youtu.be/BAAobevohdI Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/41WYWTY Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Gold #Silver #HardAssets #Macroeconomics #MarketCrash #Recession #FedPivot #DollarCrisis #CentralBanks #Commodities #EmergingMarkets #ValueInvesting #PortfolioStrategy #InterestRates #StockMarket ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

The U.S. debt crisis is spiraling and Larry McDonald says the market hasn't priced it in. With over $37 trillion in debt and $1 trillion in annual interest payments, the U.S. is barreling toward what McDonald calls a “Liz Truss moment”: a surge in bond issuance that could trigger market chaos. In this eye-opening interview, The Bear Traps Report founder and bestselling author joins James Connor to explain why we're entering a stagflationary regime eerily similar to the 1970s and why your portfolio needs to adapt. Topics discussed in part I: Why the U.S. faces a debt-driven crisis of confidence The real S&P 500 earnings (hint: it's not $270, but much lower) A $4 trillion rotation out of Big Tech How capital is fleeing U.S. markets and into global value Why hard assets like gold, oil, copper, and coal are set to outperform What “financial repression” means for your money Don't miss part II of this insightful and actionable interview coming out tomorrow! Chapters: 0:54 - Why Panama? Inside Larry's Strategic Move 2:22 - What Investors Are Really Worried About Right Now 5:34 - The U.S. Debt Spiral: Can It Be Financed? 9:59 - The Coming “Liz Truss” Shock for U.S. Bonds 12:04 - Inflation Won't Quit: Can the Fed Keep Up? 13:41 - Is the U.S. Headed for Recession or Just Slowing Down? 16:47 - Bond Market Whiplash: What the Volatility Signals 20:52 - TLT, Bonds, and a World of Higher Rates 22:11 - Global Capital Is Moving—Here's Where It's Going 24:16 - S&P in Trouble? The Earnings Crash Nobody's Pricing In 26:46 - Betting on Gold: Why the Smart Money's Watching It What would you like to see on Wealthion? We want to hear from you! Please take our poll here: https://www.youtube.com/post/UgkxtJvEEM4j_eRy7iT---EJ_mbkp1En1P0O Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/41WYWTY Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #DebtCrisis #Stagflation #Gold #HardAssets #SovereignDebt #MarketCrash #EconomicCrisis #CapitalFlight #MacroInvesting #FinancialRepression #S&P500  ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

New York Times' bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show for episode 238 to discuss the markets and the economy. New York Times' bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show for episode 238 to discuss the markets and the economy. McDonald explains why we're facing an engineered economic slowdown as the new administration tackles persistent inflation and massive debt issues. McDonald reveals how the top 10% now drives 60% of consumption, why hard assets like copper will outperform technology in our new stagflationary environment, and how "financial repression" may be the only viable strategy to manage our $37 trillion debt burden. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia Links: How To Listen When Markets Speak: https://www.amazon.com/Listen-When-Markets-Speak-Opportunities-ebook/dp/B0C4DFVFNR Twitter/X: https://twitter.com/Convertbond Bear Traps Report: https://www.thebeartrapsreport.com/0:00 Introduction and welcome 1:25 Overview of fiscal stimulus and inflationary forces 3:50 Top 10% of consumers responsible for 60% of consumption 7:16 Treasury debt strategy and need to get rates down 9:16 Discussion of engineering recession to kill inflation 13:39 Market signals pointing to recession risk 15:42 Copper as a contrarian investment opportunity 19:50 Effects of job reshoring and war rebuilds on inflation 22:15 Hard assets outperforming in stagflationary environment 25:05 Issues with rapidly cutting government spending 26:38 New portfolio construction for inflationary regime 29:08 Bear Traps Report approach and financial repression strategy

Tom Bodrovics hosts both Bob Thompson from Raymond James and Larry McDonald, creator of the Bear Traps Report, for a discussion on inflation trends in the G7 economies. They emphasize the unprecedented $16 trillion debt increase since 2008 due to fiscal and monetary responses to crises, which has led to significant inflationary pressures, particularly in energy costs. They argue that the market's response is putting pressure on long-term bonds and the US currency, potentially requiring a hard asset tie for stability. They also discuss the implications of a strong US dollar for Trump's economic goals, with some factions favoring a weaker dollar. A strong dollar negatively affects U.S. manufacturing exports, hurts companies with sales outside the United States, and forces the Fed to buy bonds, potentially leading to inflation and an economy weakening. Central banks are increasing their gold purchases and shifting away from US treasuries due to sanctions and mistrust in the US government, which could negatively impact the dollar's strength. Gold stocks have underperformed the S&P 500, but may offer asymmetrical returns as interest rates remain low and inflation normalizes at a higher level. They discuss historical gold investing regimes and the transition back towards the one where real rates are favorable for gold. They emphasize the importance of recognizing trends, being ahead of the power curve, and investing accordingly. The possibility of the Federal Reserve's inflation target shifting towards 3% is discussed, which could benefit certain investment portfolios in sectors like industrial, metals, materials, oil, and gas. Time Stamp References:0:00 - Introduction0:48 - Fed & Inflation10:18 - Financial Conditions?13:13 - Misplaced Optimism?18:13 - Strong Dollar & Trump?24:56 - C.B. Gold Buying31:30 - Sectors & Momentum34:30 - Entry Points & Markets36:37 - Bull Markets42:03 - Strong/Weak Bull42:54 - Energy Demand & Silver49:03 - Rates & Fed Targets52:30 - Stocks Vs Commodities55:17 - Mining Clock Cycle57:18 - Concluding Thoughts1:01:13 - Wrap Up Talking Points From This Episode Unprecedented debt increase contributes to inflationary pressures, particularly in energy costs. Strong US dollar negatively impacts U.S. manufacturing exports and forces Fed bond buying. Gold stocks offer asymmetrical returns as interest rates remain low and inflation normalizes. Bob Thompson Links:Twitter: https://x.com/bobthompsonrjWebsite: https://www.raymondjames.ca/Website: https://bobthompson.ca When Bob Thompson started university, he thought he was headed towards a career in medicine. He graduated from Simon Fraser University with a Bachelor of Science (BSc), but with his family facing financial adversity, achieving financial security became first an interest and then a passion. Bob is now a Certified Investment Manager and Accredited Investment Fiduciary professional with more than 20 years of experience in the financial services industry. Over the course of his career, Bob has established himself as a respected portfolio manager and one of Canada's leading authorities on customized investments. With an in-depth knowledge and scientific approach to financial markets, Bob and his team help institutions and select clients to meet their specialized financial goals. He has won numerous awards for portfolio management, and has established himself as a sought after media resource and industry speaker. He is the author of Stock Market Superstars: Secrets of Canada's Top Stock Pickers, a "must-read" for both investors and portfolio managers. His perspective and insights into markets have been featured in Maclean's, the Globe and Mail and the Financial Post, and he is a popular guest on Bloomberg Canada, Business News Network and CBC News, among others. Bob is also a frequent guest speaker at international investment conferences on portfolio strategy and in specialized investments.

Can a strong dollar topple the giants of Silicon Valley? Join us as we explore this pressing question with financial expert Larry McDonald, who brings his wealth of knowledge from the world of proprietary trading and his co-authorship of a bestseller on the Lehman Brothers collapse. We dive into the intricate dynamics of how a robust US dollar is impacting market behemoths like Microsoft and Apple, considering their hefty international sales. As we navigate these turbulent waters, we also unpack the recent strategies of the US Treasury under Janet Yellen, discussing the hurdles they present for the future Treasury Secretary amid an ever-changing economic landscape.Discover the historical echoes of economic policy as we draw parallels between past and present political shifts. From the Reagan era to Trump's presidency, we unravel how political decisions and market psychology intertwine to shape market expectations and valuations. The conversation takes a deeper look at the potential implications of a strong dollar on market movements, offering insights into the strategic maneuvers administrations must employ to harness or withstand these forces. Our discussion sheds light on the complexities of market trends and the pivotal role economic policy plays in steering the course of financial futures.The final chapter of our discussion reveals a fascinating rotation of capital towards the energy sector, spotlighting opportunities for growth as global demand surges. We delve into Warren Buffett's strategic acquisitions and the shifting dynamics that favor energy stocks over tech, metals, and hard assets. With rising real rates affecting gold investments, we propose strategies for navigating these changes, emphasizing the importance of diversifying information sources. Our episode wraps up with a nod to historian Neil Ferguson, who adds a rich layer of context to our exploration of political and economic developments, making this a must-listen for anyone keen on understanding the current financial landscape.Sign up at LearnCorporate.com and take control of your career and finances. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

What should you do with your savings and investments? Larry McDonald is a financial analyst, author, and founder of The Bear Traps Report, a newsletter focused on global risk, trading, and market insights. He gained prominence for his experience on Wall Street and his deep analysis of economic cycles, market trends, and geopolitical risk. Known for his prescient warnings about the financial crisis in 2008, McDonald's insights into the intersections of finance and global events provide valuable perspectives for those seeking to understand the complex forces shaping the world economy. For an audience curious about critical thinking and navigating unpredictable times, Larry brings a wealth of knowledge that challenges conventional financial narratives. Check out Larry McDonlads' books https://shorturl.at/CK3fc Check out Metal Mark Gold Notes: https://mtlmrk.com/ | Larry McDonald | website: http://www.lawrencegmcdonald.com/ X: https://x.com/Convertbond | Aubrey Marcus | Website | ⁠⁠⁠⁠⁠http://bit.ly/2GesYqi ⁠⁠⁠⁠⁠ Instagram | ⁠⁠⁠⁠⁠http://bit.ly/2BlfCEO ⁠⁠⁠⁠⁠ Facebook | ⁠⁠⁠⁠⁠http://bit.ly/2F4nBZk ⁠⁠⁠⁠⁠ X |  ⁠⁠http://bit.ly/2BlGBAdAd⁠⁠⁠⁠⁠ Check out "Own your Day, Own Your Life" by Aubrey Marcus | ⁠⁠⁠⁠⁠http://bit.ly/2vRz4so⁠⁠⁠⁠⁠ Subscribe to the Aubrey Marcus newsletter: ⁠⁠⁠⁠⁠https://www.aubreymarcus.com/pages/email⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠To partner with the Aubrey Marcus Podcast⁠⁠⁠⁠⁠⁠ Subscribe to the Aubrey Marcus podcast: iTunes | ⁠⁠⁠⁠⁠https://apple.co/2lMZRCn ⁠⁠⁠⁠⁠ Spotify |⁠⁠⁠⁠⁠ https://spoti.fi/2EaELZO ⁠⁠⁠⁠⁠ Stitcher | ⁠⁠⁠⁠⁠http://bit.ly/2G8ccJt ⁠⁠⁠⁠⁠ IHeartRadio | ⁠⁠⁠⁠⁠https://ihr.fm/3CiV4x3 ⁠⁠⁠⁠⁠ Google Podcasts | ⁠⁠⁠⁠⁠https://bit.ly/3nzCJEh ⁠⁠⁠⁠⁠ Android | ⁠⁠⁠⁠⁠https://bit.ly/2OQeBQg⁠

On this episode of Resilient Advisor, I sat down with Larry McDonald, author of How to Speak When Markets Listen, for a powerful conversation on the challenges and opportunities facing investors today. We explore the future of the U.S. currency, extreme equity valuations, and the critical role of 52-week highs and lows in portfolio management. Larry's unique insights offer valuable guidance for navigating today's volatile markets. Plus, we discuss Larry's latest book and his approach to understanding market signals. About Larry: The Bear Traps Report, created in 2009 by NY Times bestselling author Larry McDonald, now has over 1000 subscribers worldwide enjoying a political-risk overview across all asset classes. His book - "A Colossal Failure of Common Sense" - just ranked top 20 all time by the CFA Institute, featured in Netflix Academy Award Winner - "Inside Job." Larry has been a CNBC Contributor since 2013. Check out Larry's Bear Traps Report: https://www.thebeartrapsreport.com/ Grab a copy of Larry's new book: https://www.amazon.com/Listen-When-Markets-Speak-Opportunities/dp/0593727495/ref=sr_1_1l

In this week's edition of Wealthion's Weekly Market Recap, Andrew Brill highlights key insights from our expert guests: Legendary investor Jim Rogers discusses why silver is a better investment than gold, the rising risk of global conflict, and gives crucial advice to young investors. Rick Rule explains why gold could hit $9,000, while addressing political and jurisdictional risks in precious metals investing. Larry McDonald highlights parallels between the current economy and the 1968-1981 period, discussing inflation, fiscal policy, and the potential market impact of the U.S. elections. Jared Dillian focuses on the Fed's rate cuts, the yield curve, and commodities, particularly those needed for the rebuilding of war-torn countries. Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4dX0tw1 Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Chapters: 00:00 - Introduction 00:21 - Jim Rogers Interview Highlights | Full Interview: https://youtu.be/vy-5oOMvy_c 10:08 - Rick Rule Interview Highlights | Full Interview: https://youtu.be/mNZR2FF04e0 20:21 - Larry McDonald Interview Highlights | Full Interview: https://youtu.be/RmQsFJCrLAY 31:17 - Jared Dillian Interview Highlights | Full Interview: https://youtu.be/JycaFRnHuFY Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Finance #Economy #Investing #Wealth #InvestmentAdvice #MarketTrends #MarketInsights #MarketRecap #GlobalEconomy #Geopolitics #Markets #BondMarket #Commodities #PreciousMetals #Gold #Silver #RickRule #JimRogers #LarryMcDonald #JaredDillian #Fed #Wealthion Learn more about your ad choices. Visit megaphone.fm/adchoices

In this eye-opening interview, Larry McDonald predicts a surge in inflation and energy prices, driven by global fiscal policies, geopolitical risks, and rising energy demand from AI-driven technology. The best-selling author and Founder of The Bear Traps Report explains why traditional investment strategies won't work in this new economic landscape, which is transitioning from the 2010-2020 market environment to one more like 1968-1981, with sustained inflation and commodity booms. Larry also unpacks why focusing on hard assets like oil, uranium, and precious metals is crucial for protecting your wealth in this new economic and market paradigm. Stay tuned for Brett Rentemeester, founder of our RIA Partner, WindRock Wealth Management, as he shares his take and analysis on Larry's insights at the end of the interview. Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4dXBokC Chapters: 02:32 - Larry's Story 3:57 - What Are Investors Most Concerned About Now? 05:26 - The Coming Inflation Surge: Parallels Between 1968 to 1981 & Now 07:06 - AI's Massive Energy Demand 8:55 - Uranium Bull Market? 13:45 - What About Natural Gas? 15:31 - Outlook for Oil and Energy Sector Opportunities 21:25 - An Energy Crisis Coming? 25:04 - Inflation & Geopolitical Risks: Israel, Iran, and Oil Prices 28:49 - Inflation To Accelerate in 2025 31:36 - Where Is the S&P 500 Going? 35:22 - Thoughts on a U.S. Recession 36:48 - A Black Swan in Private Credit!? 39:39 - How Should Investors Position Themselves for 2025? 42:21 - Notable Investors Larry Interviewed for His New Book 43:35 - WindRock's Brett Rentemeester's Take on Larry's Insights Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Inflation #EnergyCrisis #AI #Investing #WealthProtection #HardAssets #Uranium #Oil #Commodities #EconomicParadigm #LarryMcDonald #BearTrapsReport #Geopolitics #InvestingStrategies #Finance #Macro #Markets #Iran #Israel Learn more about your ad choices. Visit megaphone.fm/adchoices

New York Times Bestselling author Lawrence McDonald joins for the first time on Soar Financially. We dive deep into the markets and discuss how the shift of trillions of dollars will impact your portfolio and asset classes. I just ordered his books! #gold #FED #money ------------ Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver ------------

Death of Larry McDonald; European Mind; Thomas Becket; Work and Culture; Zechariah 14:7

On this week's Stansberry Investor Hour, Dan and Corey are joined by investor and bestselling author Larry McDonald. Larry founded The Bear Traps Report, an investment newsletter that looks at global political and systemic risks when making actionable trades. He is also a frequent contributor on CNBC, Bloomberg, and Fox Business News. Larry kicks off the show by sharing his history as a trader at Lehman Brothers and how certain parts of today's market mirror the 2008 crash. He notes that commodities are extremely cheap while semiconductors just hit an all-time high. Larry predicts that capital will migrate back toward real assets. He also discusses what a second Donald Trump presidential term would mean for the bond market, the huge risk with inflation, and a possible bright spot for the housing market as Baby Boomers age. (1:01) Next, Larry breaks down his trading strategy involving capitulation. He brings up the extreme 20% discount in copper today and makes a five-year bull case for natural gas. This leads to a conversation about the current hot stocks in artificial intelligence ("AI"). Larry says that the AI mania has gotten so bad, chief financial officers at tech companies have to invest in AI even if they don't want to, for fear of losing their jobs. He believes we're in the early stages of an unwinding. And he notes that many companies adjacent to AI, like those relating to the electrical grid, have been left for dead. (17:36) Finally, Larry explains that the pain cycles following market bubbles should be longer, but quantitative easing has gotten in the way of that natural process. Bad businesses used to be cleaned out, but now they're able to survive. Larry condemns "evil" passive investing and talks about how much worse the practice has gotten in the past decade and a half. He then lists off a few specific stocks he finds attractive today and advises investors to be careful about buying dips. (36:56)

On this week's Stansberry Investor Hour, Dan and Corey are joined by investor and bestselling author Larry McDonald. Larry founded The Bear Traps Report, an investment newsletter that looks at global political and systemic risks when making actionable trades. He is also a frequent contributor on CNBC, Bloomberg, and Fox Business News. Larry kicks off the show by sharing his history as a trader at Lehman Brothers and how certain parts of today's market mirror the 2008 crash. He notes that commodities are extremely cheap while semiconductors just hit an all-time high. Larry predicts that capital will migrate back toward real assets. He also discusses what a second Donald Trump presidential term would mean for the bond market, the huge risk with inflation, and a possible bright spot for the housing market as Baby Boomers age. (1:01) Next, Larry breaks down his trading strategy involving capitulation. He brings up the extreme 20% discount in copper today and makes a five-year bull case for natural gas. This leads to a conversation about the current hot stocks in artificial intelligence ("AI"). Larry says that the AI mania has gotten so bad, chief financial officers at tech companies have to invest in AI even if they don't want to, for fear of losing their jobs. He believes we're in the early stages of an unwinding. And he notes that many companies adjacent to AI, like those relating to the electrical grid, have been left for dead. (17:36) Finally, Larry explains that the pain cycles following market bubbles should be longer, but quantitative easing has gotten in the way of that natural process. Bad businesses used to be cleaned out, but now they're able to survive. Larry condemns "evil" passive investing and talks about how much worse the practice has gotten in the past decade and a half. He then lists off a few specific stocks he finds attractive today and advises investors to be careful about buying dips. (36:56)

Spanners and Trumpets sit down in the shed to get to grips with the latest F1 News. From PU paradigms to Albon's acceptance to the latest FIA rules reset (plus a bit of NASCAR nattering to boot), no sidepod upgrade gets missed in this, the latest episode of Missed Apex Podcast.Please consider supporting us on patreon. We exist only because of our patron support: www.Patreon.com/MissedApexBuy the coffee table book!!!! Use the code “SPANNERS” to get 10% off and for us to also get a cut! https://racewknd.co/collections/books/products/sand-sunsets-speedSpanners Ready Spanners���� (@SpannersReady)spanners@missedapex.netMatt Trumpets mattpt55 (@mattpt55)matt@missedapex.netCheck out Trumpets first single with the NYC Ska Orchestra!!!On A Clear Day - song and lyrics by NYC Ska Orchestra, Larry McDonald, Pallavi Gummalam | SpotifyGive our new MotoGP Pod a listen!!! Two wheels are better than none!Missed Apex MotoGP | Podcast on SpotifyGive our new Formula E Pod a listen!!! Berlin E-Prix Race Reaction 2024 - Missed Apex Formula E Podcast | Acast Hosted on Acast. See acast.com/privacy for more information.

Spanners and Trumpets are joined by F1 Tik Tok titan Cristina Lee Mace as they take an up close and personal look at the Miami GP. From neophyte winner Norris to KMag's penalty-palooza to Max's near miss no pit lane speeding goes unpenalized in this, the latest episode of Missed Apex Podcast.Please consider supporting us on patreon. We exist only because of our patron support: www.Patreon.com/MissedApexMonaco Eprix review showhttps://open.spotify.com/episode/5aRVixQ6fXfeOcpTnBc31w?si=UkCnjd03Qo60-b0FW6Q4aQTell us if you want to meet up at the Miami GP!http://missedapexpodcast.com/miamiSpanners Ready Spanners���� (@SpannersReady)spanners@missedapex.netMatt Trumpets mattpt55 (@mattpt55)matt@missedapex.netCheck out Trumpets first single with the NYC Ska Orchestra!!!On A Clear Day - song and lyrics by NYC Ska Orchestra, Larry McDonald, Pallavi Gummalam | SpotifyCristina Lee Mace Cristina

Spanners and Trumpets are joined by Alex “Jeansy” Vangeen and F1 media breakout star Antonia Rankin as they get down to the brassiest of tacks with the latest news blast. From Newey's potential notice to Hulkenberg's hasta la vista to who will have no chair when the music stops, no points scheme goes uncalculated in this, the latest episode of Missed Apex Podcast.Unisex Baseball Hoodie | Missed Apex Podcast (spreadshirt.co.uk)Please share this link with your friends and tell them you listen to Missed Apex on a Sundaywww.missedapexpodcast.comPlease consider supporting us on patreon. We exist only because of our patron support: www.Patreon.com/MissedApexMonaco Eprix review showhttps://open.spotify.com/episode/5aRVixQ6fXfeOcpTnBc31w?si=UkCnjd03Qo60-b0FW6Q4aQTell us if you want to meet up at the Miami GP!http://missedapexpodcast.com/miamiSpanners Ready Spanners���� (@SpannersReady)spanners@missedapex.netMatt Trumpets mattpt55 (@mattpt55)matt@missedapex.netCheck out Trumpets first single with the NYC Ska Orchestra!!!On A Clear Day - song and lyrics by NYC Ska Orchestra, Larry McDonald, Pallavi Gummalam | SpotifyAlex “Jeansy” VangeenAlex Vangeen Alex Vangeen (@AlexVangeen) / TwitterAlex Vangeen - YouTubeAntonia Rankin Antonia (@f1antonia) TikTok | Watch Antonia's Newest TikTok VideosAntonia Rankin (@antoniajrankin) / Twitter

Spanners and Trumpets are joined by a very special guest, NASCAR's very own 23XI Racing team boss, Steve Lauleta, to talk about the nuances of NASCAR and then former Mercedes and Haas F1 strategist Mike Caulfield hops on to school us on the inside story of the 2016 Mercedes season, along with picking up some crumbs from the Chinese GP in this, the latest episode of Missed Apex Podcast.Please share this link with your friends and tell them you listen to Missed Apex on a Sundaywww.missedapexpodcast.comMisano Eprix review showhttps://open.spotify.com/episode/1bhXwvdXs0SIO041WxcdJn?si=pxVfBqCYR9yzKCHcremfqQTell us if you want to meet up at the Miami GP!http://missedapexpodcast.com/miamiOr send an email with subject line Miami to spanners@missedapex.netSpanners Ready Spanners���� (@SpannersReady)spanners@missedapex.netMatt Trumpets mattpt55 (@mattpt55)matt@missedapex.netCheck out Trumpets first single with the NYC Ska Orchestra!!!On A Clear Day - song and lyrics by NYC Ska Orchestra, Larry McDonald, Pallavi Gummalam | SpotifySteve Lauleta Steve Lauletta (@slauletta) / X23XI RacingMike Caulfield (2) Mike Caulfield (@MikeCaulfieldF1) / X (twitter.com)Mike Caulfield (@mikeyc10) on Threads Hosted on Acast. See acast.com/privacy for more information.

Spanners and Trumpets are joined by Lola Cars Motorsport director and ex-F1 technical director Mark Preston as they get into the good old days, dally a bit peering into the future and sneak in a touch of FE to boot. From marvelous McLaren to macro packages to double diffusers, no non-linear data goes unmodelled in this, the latest episode of Missed Apex Podcast.Please share this link with your friends and tell them you listen to Missed Apex on a Sundaywww.missedapexpodcast.comMisano Eprix review showhttps://open.spotify.com/episode/1bhXwvdXs0SIO041WxcdJn?si=pxVfBqCYR9yzKCHcremfqQTell us if you want to meet up at the Miami GP!http://missedapexpodcast.com/miamiOr send an email with subject line Miami to spanners@missedapex.netSpanners Ready Spanners���� (@SpannersReady)spanners@missedapex.netMatt Trumpets mattpt55 (@mattpt55)matt@missedapex.netCheck out Trumpets first single with the NYC Ska Orchestra!!!On A Clear Day - song and lyrics by NYC Ska Orchestra, Larry McDonald, Pallavi Gummalam | SpotifyMark Preston Mark Preston (@markpreston3) / XListen to Chris interview FE champ Jake Dennis!Jake Dennis Deep Dive - Missed Apex Formula E Podcast | Podcast on SpotifyOr use our Tip Jar to support our 2024 advertising campaign and help us grow the podcast Sensible Tip Jarhttps://www.paypal.com/donate/?hosted_button_id=ZE3U7VXTXQSS8 Hosted on Acast. See acast.com/privacy for more information.

Original Interview - 16th of April, 2024On this episode of the WTFinance podcast I had the pleasure of welcoming on Larry McDonald. Larry is the Founder of the Bear Trap Report and author of the recently released book “How to listen when markets speak”.During our conversation we spoke about his book, why global inflation could be higher for longer, back to the 60's/70's, the commodity supercycle, debasement of the US Dollar, sanctions, China growth is coming back and more. I hope you enjoy!Buy the book - https://www.amazon.com/Listen-When-Markets-Speak-Opportunities/dp/05937274950:00 - Introduction1:26 - Influence for writing the book?3:06 - Current views of macroeconomics?5:06 - Global inflation8:03 - Things going back to 60's/70's?12:01 - What influenced the 40 year bubble?13:11 - Austerity in the US during the 2010's15:31 - Why haven't we experienced a crash?20:03 - Commodity bull market to push economy into recession?21:43 - Secular shift?23:24 - Examples of financial repression?25:19 - Debasing the US Dollar?27:14 - Sanctions28:04 - Commodity countries to benefit?31:24 - More power to OPEC+?33:07 - US has never produced more energy34:24 - China growth is coming back36:24 - Most surprising aspect of researching for the book39:54 - One message to takeaway from our conversation?New York Times bestselling author. Our latest -- "When Markets Speak" -- on sale date from our publisher Penguin Random House is March 26th. Our first book - “A Colossal Failure of Common Sense” is ranked by the CFA Institute in the "Top 20" Books All-Time in Finance. Now one of the bestselling business books in the world, it's translated into 12 languages with over 750,000 copies sold. Right behind PIMCO, Lawrence McDonald is the #2 influencer in the world in Fixed Income by http://www.rightrelevance.com/ - Join our nearly 120k followers on Twitter @convertbond .Managing Director, former U.S. Macro strategy head at Societe Generale. As one of the leading risk managers and market strategists today, Larry is a frequent contributor to Bloomberg, CNBC, MSNBC, and Fox Business. Notably, Larry was a special advisor to the Financial Crisis Inquiry Commission and appeared in the Academy Award-winning documentary, “Inside Job."Larry has delivered over 160 keynote speeches in 20 countries. He details the complexities of Lehman, why it was allowed to fail, and the aftershocks that have rocked the global economy, and continue today. From 2004- 2008, Larry was head of the Distressed Debt & Convertible Securities Trading group at Lehman. He ran an extremely successful joint venture between the firm's fixed income and equity division. Larry was considered one of the firm's most profitable traders. Featured is his global bestseller, during the 2007-2008 period, he led his team in bets against the subprime mortgage crisis, netting over $100m in profits for the doomed firm.Larry McDonald:Website - https://www.thebeartrapsreport.com/LinkedIn - https://www.linkedin.com/in/convertbond/Book - https://www.amazon.com/Listen-When-Markets-Speak-Opportunities/dp/0593727495WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Spanners and Trumpets are joined by F1 Tik Tok titan Cristina Lee Mace and F1 Presenter and Race Comms for National Broadcaster Tencent Sports Chester as they take a nibble of some F1 news then dip into the mailbag for some listener Q's. From the ‘25 schedule drop to the kaleidoscopic driver's market to the wobbles of Williams, no lap chart goes unplotted in this, the latest episode of Missed Apex Podcast.Please share this link with your friends and tell them you listen to Missed Apex on a Sundaywww.missedapexpodcast.comMisane Eprix review showhttps://open.spotify.com/episode/1bhXwvdXs0SIO041WxcdJn?si=pxVfBqCYR9yzKCHcremfqQTell us if you want to meet up at the Miami GP!http://missedapexpodcast.com/miamiOr send an email with subject line Miami to spanners@missedapex.netSpanners Ready Spanners���� (@SpannersReady)spanners@missedapex.netMatt Trumpets mattpt55 (@mattpt55)matt@missedapex.netCheck out Trumpets first single with the NYC Ska Orchestra!!!On A Clear Day - song and lyrics by NYC Ska Orchestra, Larry McDonald, Pallavi Gummalam | SpotifyCristina Lee Mace Cristina

Spanners is joined by Kyle ‘Edgy' Power, Sports Reporter Jonathan ‘Jono' Simon and legendary streamer and sim racer Scott Tuffey as they tease apart the strands of the Japanese Grand Prix. From remarkable Red Bull to phenomenal Ferrari to Tsunoda's magic point, no undercut goes unmissed in this, the latest episode of Missed Apex Podcast.Please share this link with your friends and tell them you listen to Missed Apex on a Sundaywww.missedapexpodcast.comTell us if you want to meet up at the Miami GP!http://missedapexpodcast.com/miamiOr send an email with subject line Miami to spanners@missedapex.netSpanners Ready Spanners���� (@SpannersReady)spanners@missedapex.netMatt Trumpets mattpt55 (@mattpt55)matt@missedapex.netCheck out Trumpets first single with the NYC Ska Orchestra!!!On A Clear Day - song and lyrics by NYC Ska Orchestra, Larry McDonald, Pallavi Gummalam | SpotifyKyle Power Kyle Power (@KylePowerF1) / TwitterJonathan Simon Jonathan Simon (@jonnyess8) / TwitterJonathan Simon (@jonnyess8) • Instagram photos and videosStuffey stuffeyy - YouTubestuffeyy (@stuffeyy) TikTok | Watch stuffeyy's Newest TikTok VideosStuffeyy (@stuffeyy) / TwitterListen to Chris interview FE champ Jake Dennis!Jake Dennis Deep Dive - Missed Apex Formula E Podcast | Podcast on Spotify Hosted on Acast. See acast.com/privacy for more information.

MacroVoices Erik Townsend &  Patrick Ceresna welcome back, Bear Traps Report founder, Larry McDonald. Erik and Larry discuss, why gold's correlations to treasury rates and the dollar have broken down, the inflation outlook, energy, and much more. https://bit.ly/3U2DGrP   ⚫ Click To Purchase Larry's book ‘How To Listen When Markets Speak': https://bit.ly/4cLXOFO ⚫ Follow Larry on X: @Convertbond ⚫ Find out More: thebeartrapsreport.com  

New York Times' bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show to discuss his newest book, “How To Listen When Markets Speak: Risks, Myths, and Investment Opportunities in a Radically Reshaped Economy.” According to McDonald, we're in the financial equivalent of the “Fourth Turning,” where the macro regime has shifted from a disinflationary, austerity-driven world to a new era of sustained inflation and increased demand for hard assets. As such, trillions of dollars of assets are currently misallocated.  McDonald highlights the potential for a colossal energy and commodity crisis in the coming years, driven by factors such as the aging power grid, global conflicts, and rising carbon consumption in developing countries. He suggests reallocating portfolios to include a higher component of commodities. Links:  How To Listen When Markets Speak: https://www.amazon.com/Listen-When-Markets-Speak-Opportunities-ebook/dp/B0C4DFVFNR Twitter/X: https://twitter.com/Convertbond Bear Traps Report: https://www.thebeartrapsreport.com/ 00:00 Introduction and welcome Larry McDonald  01:21 The macro outlook and the shift to a new era 06:00 A different macro regime, great migration into a totally different portfolio construction 09:05 Inflation 11:53 Trillions are misallocated  16:00 Recency bias 20:23 Early innings in commodities  22:00 Headed for a colossal commodities crisis  26:57 Bitcoin, gold, and silver  31:50 Closing remarks

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Larry McDonald and Max Kettner. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Spanners and Trumpets chat with writer of children's books about F1 and motorsports Andy Amendola to discuss his efforts to bring racing and F1 to the newest generation, as well as a bit of dish about the Miami Grand Prix . Then they take a brief look at the state of the F1 universe along with an early Suzuka preview in this, the latest episode of Missed Apex Podcast.Tell us if you want to meet up at the Miami GP!http://missedapexpodcast.com/miamiOr send an email with subject line Miami to spanners@missedapex.netSpanners Ready Spanners���� (@SpannersReady)spanners@missedapex.netMatt Trumpets mattpt55 (@mattpt55)matt@missedapex.netCheck out Trumpets first single with the NYC Ska Orchestra!!!On A Clear Day - song and lyrics by NYC Ska Orchestra, Larry McDonald, Pallavi Gummalam | SpotifyAndy Amendola Red Racer Bookshttps://twitter.com/RedRacerBookshttps://www.instagram.com/redracerbooks/https://www.tiktok.com/@redracerdadhttps://www.facebook.com/RedRacerBooks/https://www.youtube.com/channel/UC7yyJQho1SEXThmPKOy5-XQListen to Chris interview FE champ Jake Dennis!Jake Dennis Deep Dive - Missed Apex Formula E Podcast | Podcast on Spotify Hosted on Acast. See acast.com/privacy for more information.

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.

Spanners and Trumpets are joined by Chris ‘Comms' Stevens and professional race car driver Bradley Philpot as they wave their magic wands and set the 2025 F1 grid. From righteous rookies to vanished veterans to audacious Indy Car drivers no one's seat is safe, in this, the latest episode of Missed Apex Podcast.Tell us if you want to meet up at the Miami GP!Send an email with subject line Miami to spanners@missedapex.netSpanners Ready Spanners���� (@SpannersReady)spanners@missedapex.netMatt Trumpets mattpt55 (@mattpt55)matt@missedapex.netCheck out Trumpets first single with the NYC Ska Orchestra!!!On A Clear Day - song and lyrics by NYC Ska Orchestra, Larry McDonald, Pallavi Gummalam | SpotifyChris Stevens Chris Stevens

Jeffrey Cleveland, chief economist at Payden & Rygel, says that current conditions -- with inflation falling significantly year-over-year and no attendant hike in unemployment and no recession -- are the proverbial soft landing, and he believes these conditions can persist at least through the rest of the year. The soft landing as the dominant macro story will give the Federal Reserve leeway to cut interest rates less than expected, Cleveland says, and he expects central bankers to make cuts cautiously and reluctantly. By comparison, in the Talking Technicals segment, Chris Vermeulen, chief market strategist at The Technical Traders says that he thinks the stock market has one last leg up before the indexes -- which are showing signs of topping out -- take a turn for the worse, triggering a correction that he expects to start before election day in November. Further, Vermeulen says the rough market conditions will stick around, rather than representing a buying opportunity on the rebound. Plus, Larry McDonald, creator of The Bear Traps Report, is back to discuss his new book, "How to Listen When Markets Speak: Risks, Myths, and Investment Opportunities in a Radically Reshaped Economy."

Spanners is joined by Sports Reporter Jonathan ‘Jono' Simon, Danish TV journo Kristian "Chaos" Pedersen and legendary streamer and sim racer Scott Tuffey as they assess the Australian Grand Prix. From broken brakes to sublime Sainz to McLaren's miss, no wheel nut goes rolling through the pitlane, in this, the latest episode of Missed Apex Podcast.Spanners Ready Spanners���� (@SpannersReady)spanners@missedapex.netMatt Trumpets mattpt55 (@mattpt55)matt@missedapex.netCheck out Trumpets first single with the NYC Ska Orchestra!!!On A Clear Day - song and lyrics by NYC Ska Orchestra, Larry McDonald, Pallavi Gummalam | SpotifyJonathan Simon Jonathan Simon (@jonnyess8) / TwitterJonathan Simon (@jonnyess8) • Instagram photos and videoslegendary streamer and sim racer Scott TuffeyStuffey stuffeyy - YouTubestuffeyy (@stuffeyy) TikTok | Watch stuffeyy's Newest TikTok VideosStuffeyy (@stuffeyy) / TwitterOr use our Tip Jar to support our 2024 advertising campaign and help us grow the podcast Sensible Tip Jarhttps://www.paypal.com/donate/?hosted_button_id=ZE3U7VXTXQSS8Fun Tip Jarhttps://www.paypal.com/donate/?hosted_button_id=RH6HFXLZVRDLQInterested in a Miami Meet up? Shoot us an email and let us know!!!spanners@missedapex.netWE HAVE THE MERCH!!!!Mens Premium Hoodie | Missed Apex Podcast (spreadshirt.co.uk) Hosted on Acast. See acast.com/privacy for more information.

Macro strategist Larry McDonald, creator of The Bear Traps Report, says that the current economic situation is "very 1980s like," a condition that requires different strategies than what most investors have used since the financial crisis of 2008. In a '1980s recession,' a very hot economy keeps inflation ripping and pushes oil prices high, and leaves the bottom 60 percent of the population struggling to keep up, and he says consumers are starting to show that tension now. The conditions should be good, McDonald says, for industrials and the oil and gas industries. Kyle Guske, investment analyst at New Constructs revisits SweetGreen, noting that the recent jump in the price simply has increased the peril facing investors, which is unexpected because the stock was in the Danger Zone before its IPO in 2021 and subsequently became a so-called zombie stock for being on the verge of running out of capital. Plus, Sophia Titley discusses Live and Invest Overseas' index on the world's top 10 retirement destinations for 2024, and Craig Giventer, managing director of portfolio strategies at GYL Financial Synergies, makes his debut talking stocks in the Market Call.

Tom welcomes back New York Times bestselling author, CNBC contributor, and Political Risk Expert Larry McDonald. Larry discussed the impact of political decisions on the U.S. economy and markets. He highlights the concerning trend of deficit spending relative to GDP, revealing that it cost the U.S. $834 billion to grow the GDP by $334 billion in the last quarter of 2023. He predicts a continued focus on short-term economic growth by politicians to retain power, leading to an inflationary economic environment. McDonald also discussed the potential implications for banks with commercial real estate holdings, emphasizing the need for Federal Reserve intervention as the market faces a significant downturn. He warned of a potential economic crisis if the Fed raises interest rates, putting stress on both banks and consumers. McDonald shares his insights on an impending energy crisis around 2025-2026. He attributes this coming crisis to factors such as population growth, improved living standards in developing nations, and inadequate capital investments in energy resources. He underscores the impact of geopolitical tensions and climate change on supply chains and inflation, shaping a shift towards a multipolar world order. McDonald suggests that these changes will influence the performance of precious metals, with potential disruptions creating opportunities for investors. He also emphasizes the importance of addressing sustainability concerns, noting that progress in this area may be slower than anticipated. McDonald's forthcoming book, set to be released in March, delves deeper into these pressing issues. Time Stamp References:0:00 - Introduction0:42 - Politics & Debt5:32 - Democrats & Spending10:12 - Loosening Talk & Effect15:28 - Banks & Commercial Losses19:27 - Economic Realities22:37 - Wealth Concentration27:54 - Risks - Stocks & Banking31:28 - Geopolitics & Conflicts38:10 - Precious Metals43:24 - Green Energy & Metals46:54 - Book Announcement48:54 - Wrap Up Talking Points From This Episode Deficit spending costs: U.S. spent $834B for $334B GDP growth in Q4 2023. Banks face commercial real estate crisis, may need Fed intervention. Predicted energy crisis 2025-2026 due to global factors and capital shortfall. Guest Links:Website: http://thebeartrapsreport.comTwitter: https://twitter.com/convertbondNew Book - Amazon: https://tinyurl.com/2capfzt9 Larry McDonald is a New York Times bestselling author, CNBC contributor, and Political Risk Expert. He is also the creator of The Bear Traps Report, a weekly independent Macro Research Platform focusing on global political and systemic risk with actionable trade ideas. Thought-provoking Larry McDonald presents his captivating views on the Trump Administration, U.S. Financial Crisis, European Sovereign Debt, and China's Economic Meltdown - spiced with actionable risk indicators, risk management lessons, and sprinkled with humor. In 2016, Larry McDonald joined ACG Analytics in Washington D.C., as a partner with a unique skill set, as one of today's leading political policy risk consultants and strategists. From 2011 - 2016, he was Managing Director and Head of U.S. Macro Strategy at Society Generale. In 2010 he founded an investment research firm which publishes the The Bear Traps Report, focused on Political and Systemic Risk with actionable trade ideas. Larry makes weekly appearances on CNBC as a contributor focused on political and economic risk and opportunities. In late 2006, as Vice President at Lehman Brothers, he led his team into betting against the subprime mortgage market, profiting the firm over $2 billion before its demise. In 2009, he wrote the international bestseller A Colossal Failure of Common Sense, The Inside Story of The Collapse of Lehman Brothers - translated into 12 languages, selling over 400,000 copies. Prior to working at Lehman, he was the co-founder of Convertbond.com, a website that provided convertible securities ...

Danger of the Peace and Freeze Movements:  A Speech by Major General George S. Patton IV.  He is introduced by Congressman Larry McDonald who was a relative.  Please visit our website www.campconstitutional.net

In this must-watch episode, Larry McDonald, Founder of The Bear Traps Report, dives deep into the evolving economic landscape of the 2024. Discover Larry's invaluable insights on the significant shift from growth stocks to value investing and the rising interest in hard assets like uranium. Uncover the impact of global population growth on energy demands, and learn about the potential investment strategies that could safeguard your portfolio in these changing times. Larry also sheds light on the changing behavior of markets due to demographic shifts, particularly the effects of the baby boomer generation moving into retirement. This episode is packed with critical analyses and predictions that could redefine your investment approach in 2024. ************************ At Wealthion, we show you how to protect and build your wealth by learning from the world's top experts on finance and money. Each week we add new videos that provide you with access to the foremost specialists in investing, economics, the stock market, real estate and personal finance. We offer exceptional interviews and explainer videos that dive deep into the trends driving today's markets, the economy, and your own net worth. We give you strategies for financial security, practical answers to questions like “how to grow my investments?“, and effective solutions for wealth building tailored to ‘regular' investors just like you.   Let us help you prepare your portfolio just in case the future brings one or more of the following: inflation, deflation, a bull market, a bear market, a market correction, a stock market crash, a real estate bubble, a real estate crash, an economic boom, a recession, a depression, or another global financial crisis.   Put the wisdom from the money & markets experts we feature on Wealthion into action by scheduling a free consultation with Wealthion's endorsed financial advisors, who will work with you to determine the right next steps for you to take in building your wealth.   SCHEDULE YOUR FREE WEALTH CONSULTATION with Wealthion's endorsed financial advisors here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.wealthion.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   Subscribe to our YouTube channel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/channel/UCKMeK-HGHfUFFArZ91rzv5A?sub_confirmation=1⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   Follow us on Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/Wealthion-109680281218040⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   ****************************** IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as official investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. 

* Guest: Lowell Nelson - CampaignForLiberty.org, RonPaulInstitute.org * The Bible calls us to serve one another in love in Galatians 5:13 which says, “For you have been called to live in freedom, my brothers and sisters. But don't use your freedom to satisfy your sinful nature. Instead, use your freedom to serve one another in love." * How then do we practically live out these words in our lives?  Freely serving without giving into our sinful and selfish nature? * Remembering Larry McDonald and KAL Flight 007 - TheNewAmerican.com * We like to mention Larry McDonald and Ron Paul because Larry was a Democrat and Ron was a Republican, yet they both adhered to the Constitution. They understood it, and they encouraged everyone else to understand it and adhere to it. Larry would often quote Hosea in the Bible, "My people are destroyed for lack of knowledge." And this is true today, just as it was true 50 years ago, and centuries ago. The price of freedom is eternal vigilance. * While serving in Congress, Larry McDonald asked three questions before he could ever support a bill: one, is it constitutional? two, do we need it? and three, can we afford it? * Shots Fired Inside Colorado Supreme Court - Patrick Houck. * New York Explosion Being Investigated As Possible Terrorism. * Bill Clinton Identified 50 Times In Epstein Court Docs. * 2023 - A Year In review!

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Larry McDonald shares his best plays for the next market cycle. Larry McDonald, founder of The Bear Traps Report, joins Samuel Burke to share why a weakening dollar and looming U.S. credit crunch has him leaning on energy and emerging markets. Plus, one sector he's targeting for a short opportunity. You can track the performance of all our guests' 3 Ideas here: https://bit.ly/RV3Ideas Learn more about your ad choices. Visit podcastchoices.com/adchoices

MacroVoices Erik Townsend and Patrick Ceresna welcome best selling author and The Bear Traps Report editor Larry Mcdonald to the show to discuss the upcoming debt ceiling debate and how it will play into Federal Reserve policy, as well as the outlook for energy markets and energy stocks. https://bit.ly/41ijPWA Get access to The Bear Traps Report: https://bit.ly/3zVsGlb Download Big Picture Trading chartbook