Today, we have Steve Barton and David Skarica! In this breakdown of the global economy, David brings decades of investment experience to unpack why the U.S. market is teetering on the edge of a major bear cycle. He outlines how extreme overvaluations, a ballooning $36 trillion debt load, and misguided tax policy are creating the perfect setup for a financial reckoning. Mega Returns: https://amzn.to/4jL1gTR

Is the next crash already underway? David explains why the usual flight to safety—U.S. bonds and the dollar—may fail investors this time as foreign buyers retreat. He highlights the crucial shift in macro dynamics and how gold, silver, and select miners like ASM and EXK could become the ultimate hedges. His 600% return on a corporate bond put option reveals just how mispriced risk has become.

David also explores the powerful opportunity in emerging markets like India, the fading dominance of China, and why a commodities boom—fueled by silver, agriculture, rare earths, and even cobalt—is brewing beneath the surface. From junior miners to ETFs, he shares the tactical play

Connect with David Skarica!

Website: https://addictedtoprofits.net

YouTube: https://www.youtube.com/@profitpess

Mega Returns: https://amzn.to/4jL1gTR

Key Topics Covered:

✅ Why the 2025 bear market may already be here

✅ The hidden dangers of extreme overvaluation in U.S. equities

✅ How debt cycles and unfunded tax cuts are destabilizing the bond market

✅ Why U.S. bonds and the dollar may no longer be safe havens

✅ The 600% LQD put trade: spotting mispriced risk in corporate debt

✅ Gold, silver, and "burning match" miners: how to trade them smart

✅ Skarica's top silver picks: ASM, EXK, and how to play the GDX/GDXJ breakout

✅ Why platinum and palladium could finally surge after a decade of dormancy

✅ The real story behind agricultural commodities: corn, wheat, and sugar

✅ Copper's quiet setup and the coming supply shock from tariffs

✅ Rare earths, lithium, and cobalt: where Skarica sees hidden value

✅ India vs. China: where the real long-term growth story lies

✅ Why Glencore may be the most undervalued commodities giant right now

✅ How to position for mega returns in a post-dollar investment world

If you found value in today's breakdown, please give this video a thumbs up, share it with friends, and don't forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing!

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Chapters:

00:00 Intro: Bear Market Signals & Skarica's Macro View

02:33 Overvaluation, Debt Cycles & the Coming Recession

09:56 Bonds, Tax Cuts & Why the U.S. Dollar May Falter

12:17 Corporate Debt: How Skarica Made 600% on LQD Puts

13:46 Gold Miners Are Burning Matches – Trade, Don't Hold

19:20 Why Silver Miners Like ASM & EXK Could Explode

21:27 Aussie vs. U.S. Miners & Currency Impact on Profits

26:23 Copper, China & The Setup for a Supercycle

27:20 Palladium & Platinum: Basing for a Breakout?

29:38 Oil's Breakdown: Is $40 Crude Coming?

31:24 Why Exxon Isn't a True Oil Play & What to Buy Instead

33:36 Agriculture Plays: Corn, Wheat & Sugar Trade Setups

36:01 The Case for Buying Silver Over Gold Right Now

37:08 India vs. China: Where the Real Growth Will Come From

41:14 Rare Earths, Lithium & Why Skarica Avoids EV Hype

42:20 Cobalt & Glencore: An Undervalued Bet on Commodities

46:43 How to Play Emerging Markets for Mega Returns

48:11 Where to Buy in a Global Slowdown

48:32 Closing Thoughts & Where to Follow David Skarica

DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.

WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.

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