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The Market Is Speaking — Are You Listening?
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/
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By The Branch
4.6
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/
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