The KE Report

Mike Larson - Making Sense of AI, Gold & Silver, Crypto & Bonds

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In this KE Report Daily Editorial, we speak with Mike Larson, Editor-in-Chief at MoneyShow, about what generalist investors are focused on heading into 2026, the themes shaping the upcoming Sarasota Masters Symposium (Dec 1–3), and the setup for the MoneyShow Las Vegas event in February.

Key Discussion Highlights:

  • Year-End Positioning: Investors reassessing portfolios after a strong but volatile 2025.

  • AI: Boom vs. Bubble: Massive real-world investment (data centers, power, capex); still early - not a 1999 moment.

  • Fed & Missing Data: The prolonged shutdown and lack of October jobs report add uncertainty; may delay rate cuts.

  • Gold & Silver Consolidation: After a major run, metals are digesting gains; long-term drivers remain intact.

  • Crypto & Bitcoin Weakness: BTC tied closely to tech sentiment; leveraged washouts still impacting the sector.

  • Alternative Assets Trend: The 60/20/20 allocation shift continues - alts like gold and crypto retain structural demand.

  • Bond Market Watchpoints: AI capex spilling into corporate credit; some widening spreads, but not crisis-level.

    • Click here to find out about the upcoming MoneyShow conferences

     

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    Investment disclaimer:
    This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

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