Forward Guidance

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


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VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/

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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.

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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_

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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

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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.

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