Sign up to save your podcasts
Or
Share #158 Larry McDonald: We’re Entering A Sustained Inflation Regime, Why Trillions Of Dollars Are Currently Misallocated, And The Opportunity Right Now In Hard Assets
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
#158 Larry McDonald: We’re Entering A Sustained Inflation Regime, Why Trillions Of Dollars Are Currently Misallocated, And The Opportunity Right Now In Hard Assets
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
View all episodes
By Julia La Roche
4.4
5353 ratings
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
More shows like The Julia La Roche Show
View all
Macro Voices
3,075 Listeners
Hidden Forces
1,439 Listeners
Superinvestors and the Art of Worldly Wisdom
408 Listeners
Palisades Gold Radio
250 Listeners
The Market Huddle
361 Listeners
Eurodollar University
463 Listeners
The Grant Williams Podcast
1,349 Listeners
ITM Trading Podcast
75 Listeners
Wealthion - Be Financially Resilient
373 Listeners
The Jay Martin Show
77 Listeners
Forward Guidance
269 Listeners
On The Tape with Danny Moses
157 Listeners
Thoughtful Money with Adam Taggart
398 Listeners
The David Lin Report
44 Listeners
Monetary Matters with Jack Farley
133 Listeners