Inflation Isnt Going Away And Investors Own The Wrong Assets | Larry McDonald on When Markets Speak

Published: March 29, 2024, 3 p.m.

b'Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more.\\nVanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/\\n__\\nLawrence McDonald, New York Times Bestselling author and founder of The Bear Traps Report returns to Forward Guidance to discuss his latest book, \\u201cWhen Markets Speak.\\u201d 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.\\n__\\nFollow Lawrence McDonald on Twitter https://twitter.com/Convertbond\\nMcDonald\\u2019s latest book, \\u201cWhen Markets Speak\\u201d: https://www.amazon.com/Listen-When-Markets-Speak-Opportunities/dp/0593727495\\nMcDonald\\u2019s first book, \\u201cA Colossal Failure of Common Sense: The Inside Story of the Collapse of Lehman Brothers\\u201d: 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\\nFollow VanEck on Twitter https://twitter.com/vaneck_us\\nFollow Jack Farley on Twitter https://twitter.com/JackFarley96\\nFollow Forward Guidance on Twitter https://twitter.com/ForwardGuidance\\nFollow Blockworks on Twitter https://twitter.com/Blockworks_\\n__\\nTimestamps:\\n(00:00) Introduction\\n(02:58) The End Of Austerity: Huge Fiscal And Monetary Stimulus Has Created A New Inflationary Age\\n(08:07) A Multi-Trillion Migration Of Capital Is Underway, Argues McDonald\\n(08:46) A New Commodity Bull Market Is Forming\\n(15:58) Oil & Gas\\n(18:09) Uranium\\n(21:22) China\\n(27:17) Is NVIDIA A Bubble?\\n(33:22) VanEck Midroll\\n(34:05) What This Means For Broad Index Investors\\n(38:37) Financial Repression And Debt Jubilee\\n(48:16) The Banking System\\n(50:26) Recession Risk\\n(01:01:55) How To Listen When Markets Speak\\n__\\nDisclaimer: 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.'