Bulls, Bears & BS

The "Mag 7" era of easy gains is over, replaced by a brutal rotation that’s catching investors off guard. This week, Graham Summers, MBA, tackles the growing "CapEx Crisis"—why the market is suddenly punishing Big Tech for their massive AI spending and demanding proof of ROI.

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Gold is about to hit $5,000 per ounce. Silver is over $100 per ounce. Copper is at all time highs. And so on.

Meanwhile, Fed Chair Jerome Powell is in legal crosshairs... DOGE is practically non-existent, barely putting a debt in U.S spending... and the US is adding $1 trillion in new debt every 71 days.

What is happening?

The world's largest economy, larger than the 2nd, 3rd, and 4rth largest economies combined is choosing to "run it hot"... meaning large-scale fiscal spending, aggressive monetary easing, snatching natural resources even by military means, investing directly in companies/ strategic assets and running over anyone that gets it its way.

This is the Trump Doctrine... and it has MASSIVE implications for investors who don't want to see their capital evaporate (the $USD has lost over 10% since Trump took office).

This week, world renowned investment strategist Graham Summers, MBA dives into these topics, providing specific insights on which assets will perform best in this environment and which will be left in the dust.

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This week we have a special guest, Matt Smith.

Matt is a serial entrepreneur, executive, and co-author of Doug Casey's Crisis Investing newsletter. This week we're talking with him about a book he co-authored with Doug Casey and his son Maxim Smith. The book is titled: The Preparation: How To Become Competent, Confident, and Dangerous.

This book is meant to replace the traditional four-year college experience for young men and women, but the lessons within it could be applied to anyone at any stage in their life. Those lessons: how to become a true renaissance man/woman via life-changing skills, books and experiences (learning to become an EMT, welder, entrepreneur, even learning to build a house!).

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Stocks are back near all-time highs, gold and silver are catching a bid, but Bitcoin continues to struggle.

What is going on?

This week, Chief Market Strategist, Graham Summers, MBA breaks down the current macro environment, explaining why these different moves are happening and what's to come as the markets move into the final weeks of the year. Graham also outlines his upside target for stocks, why gold and silver will continue to outperform and whether the bull market in crypto is over.

Enjoy!

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Stocks are taking it on the chin. Is this the end of the bull market or is this just a garden variety stock market correction?

This week our Chief Market Strategist, Graham Summers, MBA delves into the macro economic framework he is using to show clients the best path forward, namely that the economy is still growing, the Fed is about to ease monetary conditions aggressively, and the Trump administration is "all in" on stocks.

Graham also presents his views on gold, specifically where the precious metal is in its bull market and why he thinks much higher prices are coming shortly.

If you've got money in the markets, you don't want to miss this!

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This week we have a special guest on Bulls Bears and BS.

Lawrence Lepard is a sound money advocate, fund manager, and author of the book The Big Print: What Happened To America And How Sound Money Will Fix It.

Lawrence and our host Graham Summers, MBA dive deep into the financial system... why it's so messed up... why there's so much debt... why the Fed is almost always engaged in money printing... why the beltway crowd in Washington DC never takes action to fix it... Lawrence's solutions to get the U.S. back on track via sound money... and what investments should fare best in this new environment.

If you've ever had questions about the true nature of money and how to protect your wealth going forward, you NEED to hear this!

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The labor market is cracking, which is going to force the Fed to ease right as inflation is likely bottoming. What does this mean for stocks, precious metals and other risk assets?

This week our host Graham Summers, MBA breaks down the latest jobs numbers upset and what it means for the economy as the Fed is forced to play "catch up" by cutting rates. Specifically Graham outlines the macro framework investors need to use to profit from what's coming, integrating the breakout in gold, sovereign debt levels, economic weakness, immigration reform and more.

If you've got money in the markets you NEED to hear this!

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This week we go deep.

Our host Graham Summers, MBA discusses crises: financial, personal and even societal with disaster expert and author, Dr. Chris Ellis. The conversation ranges from personal resiliency, overcoming loss, personal tragedy, preparedness, and even finding purpose in the chaos of life.

Dr. Chris Ellis is a career Army officer, disaster readiness expert, and lifelong student of how people, communities, and nations prepare for the worst. With over twenty-six years of military service—including time in combat zones and collaborative work across five continents—Chris has seen firsthand what resilience looks like under pressure.

Chris holds a Ph.D. in Government from Cornell University, along with four other advanced degrees covering public policy, military strategy, and international security. His work blends academic insight with boots-on-the-ground experience, tackling big-picture threats like civil unrest, nuclear catastrophe, economic collapse, and even the end of the world.

Chris is appearing today in his personal capacity. His views do not necessarily reflect those of the Department of Defense or his current command.

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The U.S. dollar staged its worst first half of a year since 1973, losing nearly 12%. 

As a result of this, the U.S. dollar is now sitting on a multi-decade trendline. If this breaks... the dollar could plunge into a prolonged downtrend, erasing purchasing power and igniting another round of inflation.

This week, our host, Graham Summers, MBA delves into this situation in great detail including the U.S.'s fiscal position, the end of DOGE, the Big Beautiful Bill, and what a collapsing U.S. dollar means for stocks, the economy, and inflation.

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Stocks are taking it on the chin after rising almost straight up for three months. The big question for investors now is whether this is a buyable dip... or the start of something worse?

This week, our host Graham Summers, MBA breaks down the warning signs that prompted him to close out longs and prepare for a correction over the last few weeks. He also outlines his framework for investing in this new environment, as well as his downside targets for the S&P 500, gold and crypto.

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