
Sign up to save your podcasts
Or


Ravi sits down with Lawrence McDonald to reveal why the classic “just buy the index” advice may now be one of the biggest risks in the market. They break down how passive investing, AI-driven mega-caps, and relentless stock buybacks have concentrated everyone’s savings into a fragile handful of stocks. McDonald explains how de-dollarization, shrinking demand for U.S. treasuries, and nonstop bailouts are rewriting the safety playbook. He lays out where the real opportunities may be now—in hard assets, select energy and commodity names, and short-term cash positions ready to strike when the bubble finally pops.
Ravi’s Analog Writer’s Group: https://www.ravimgupta.com/analog
Lawrence McDonald’s How To Listen When Markets Speak and The Bear Trap’s Report
Leave us a voicemail with your thoughts on the show! 201-305-0084
Follow Ravi at @RaviMGupta
Notes from this episode are also available on Substack: https://thelostdebate.substack.com/
Read more from Ravi on Substack: https://realravigupta.substack.com
Follow The Branch at @thebranchmedia
Listen to more episodes of Lost Debate on Apple: https://podcasts.apple.com/us/podcast/the-lost-debate/id1591300785
Listen to more episodes of Lost Debate on Spotify: https://open.spotify.com/show/7xR9pch9DrQDiZfGB5oF0F
Listen to Where the Schools Went: https://thebranchmedia.org/show/where-the-schools-went/
By The Branch4.6
590590 ratings
Ravi sits down with Lawrence McDonald to reveal why the classic “just buy the index” advice may now be one of the biggest risks in the market. They break down how passive investing, AI-driven mega-caps, and relentless stock buybacks have concentrated everyone’s savings into a fragile handful of stocks. McDonald explains how de-dollarization, shrinking demand for U.S. treasuries, and nonstop bailouts are rewriting the safety playbook. He lays out where the real opportunities may be now—in hard assets, select energy and commodity names, and short-term cash positions ready to strike when the bubble finally pops.
Ravi’s Analog Writer’s Group: https://www.ravimgupta.com/analog
Lawrence McDonald’s How To Listen When Markets Speak and The Bear Trap’s Report
Leave us a voicemail with your thoughts on the show! 201-305-0084
Follow Ravi at @RaviMGupta
Notes from this episode are also available on Substack: https://thelostdebate.substack.com/
Read more from Ravi on Substack: https://realravigupta.substack.com
Follow The Branch at @thebranchmedia
Listen to more episodes of Lost Debate on Apple: https://podcasts.apple.com/us/podcast/the-lost-debate/id1591300785
Listen to more episodes of Lost Debate on Spotify: https://open.spotify.com/show/7xR9pch9DrQDiZfGB5oF0F
Listen to Where the Schools Went: https://thebranchmedia.org/show/where-the-schools-went/

8,483 Listeners

7,864 Listeners

9,585 Listeners

2,886 Listeners

87,737 Listeners

112,934 Listeners

6,188 Listeners

5,776 Listeners

811 Listeners

851 Listeners

16,096 Listeners

10,885 Listeners

8,745 Listeners

3,446 Listeners

41 Listeners

23 Listeners

1,346 Listeners

30 Listeners

37 Listeners

20 Listeners

40 Listeners