Inflation, Why Trillions Are Currently Misallocated, And Where To Invest

Inflation, Why Trillions Are Currently Misallocated, And Where To Invest | Larry McDonald

Рет қаралды 11,349

Күн бұрын

New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show to discuss his newest book, “How To Listen When Markets Speak: Risks, Myths, and Investment Opportunities in a Radically Reshaped Economy.”
According to McDonald, we’re in the financial equivalent of the “Fourth Turning,” where the macro regime has shifted from a disinflationary, austerity-driven world to a new era of sustained inflation and increased demand for hard assets. As such, trillions of dollars of assets are currently misallocated.
McDonald highlights the potential for a colossal energy and commodity crisis in the coming years, driven by factors such as the aging power grid, global conflicts, and rising carbon consumption in developing countries. He suggests reallocating portfolios to include a higher component of commodities.
Links:
How To Listen When Markets Speak: www.amazon.com/Listen-When-Ma...
Twitter/X: / convertbond
Bear Traps Report: www.thebeartrapsreport.com/
00:00 Introduction and welcome Larry McDonald
01:21 The macro outlook and the shift to a new era
06:00 A different macro regime, great migration into a totally different portfolio construction
09:05 Inflation
11:53 Trillions are misallocated
16:00 Recency bias
20:23 Early innings in commodities
22:00 Headed for a colossal commodities crisis
26:57 Bitcoin, gold, and silver
31:50 Closing remarks
#inflation #investing #commodities

Пікірлер: 70

@balsinghgill9000 Ай бұрын

Brilliant host. Asks the question then steps back. Simple. Let the expert share their knowledge, that's why we tune in.

@excelblackbelt3057 Ай бұрын

I said it in the 1980s and I've never changed my mind. There is no such thing as a "services economy". It's a political fiction. Services are an adjunct to an economy, sort of like icing on the cake if you will, but they simply cannot be the center of an economy. We outsourced our way into this situation and now we're attempting to insource our way back to prosperity. I said that in a hot war, we literally would have to rebuild factories that have been abandoned and purchase the machinery for war from our adversary.

@lachlanflawse1474 18 күн бұрын

Bingo!!!! I got into a lot of trouble in 1970 getting an Economics Degree while having stand-up arguments with Lecturers on that very truth.

@x0cat711 Ай бұрын

I'm so happy I made productive decisions about my finances that changed my life forever,hoping to retire next year.. Investment should always be on any creative man's heart for success in life

@Melbn-di6mi Ай бұрын

You're right, with my current crpyto portfolio made from my investments with my personal financial advisor Stacey Macken , I totally agree with you

@wilsonrichard440 Ай бұрын

Yes I'm familiar with her, Stacey Macken demonstrates an excellent understanding of market trends, making well informed decisions that leads to consistent profit

@arktom7335 Ай бұрын

YES! that's exactly her name (Stacey Macken) I watched her interview on CNN News and so many people recommended highly about her and her trading skills, she's an expert and I'm just starting with her....From Brisbane Australia

@ivar766 Ай бұрын

I'm surprised that this name is being mentioned here, I stumbled upon one of her clients testimony on CNBC news last week

@Richardson238 Ай бұрын

This Woman has really change the life of many people from different countries and am a testimony of her trading platform .

@gregweiss9359 Ай бұрын

Thank you Julia! Great guest, great interview as always

@andrewmendoza9480 18 күн бұрын

Such a great interview I had to listen to it twice

@detectiveofmoneypolitics Ай бұрын

Economic investigator Frank G Melbourne Australia is following this very informative content cheers Frank 😊

@thehungergames8918 Ай бұрын

Great analysis 😃✌️

@justinwiedeman5017 Ай бұрын

Indeed. Excellent perspectives. Thank you.

@michaelstock9351 Ай бұрын

Great video

@dr.ulyssesswlabr6642 23 күн бұрын

Piling into the same FAANG trade worked wonders during the ZIRP, NIRP, QE "Fed era" of endless liquidity. When that tire finally deflates we'll get the market correction we needed 5 years ago.

@ccmetalhead 21 күн бұрын

What do you think Larry would recommend to someone who isn't necessarily an investor, but also who wants to capitalize on the upcoming paradigm shift of the market? How could someone build wealth from nothing in the coming world?

@vincentmurphy9252 Ай бұрын

Just look in next 10 years interest could be up to 8% mortgages at 10%plus The 3rd way out and is the easiest is a global depression that would reset prices to normal

@deseosuho Ай бұрын

I think the most confident prediction you can make is that the 2020s will continue to be a decade of wilder asset price swings than the 2010s

@dassa0069 Ай бұрын

Julia, Interview Steve Hanke.

@issenvan1050 Ай бұрын

Should DXY go down during the next recession, as Gundlach suggests?

@issenvan1050 Ай бұрын

How should BTC perform during a recession?

@johnoliver4199 Ай бұрын

Yes yes! energy and infrastructure to transport it, and new efficiency’s in all related areas and of course commodities related to all. All in the face of increasing global demand. Sort of a no brainer when ya think about it.👍

@issenvan1050 Ай бұрын

How has the FED been “fighting inflation” while the reserve requirement has been at zero for quite some time?

@user-qz1qt6zk7v Ай бұрын

Upcoming generations, will shift towards simpler, more wholesome, experiential lifestyles. People on Earth going forward are going live different than People on Earth past.

@issenvan1050 Ай бұрын

How could copper or natgas companies succeed during a recession?

@issenvan1050 Ай бұрын

How should silver behave during the next recession?

@issenvan1050 Ай бұрын

There is going to be below-2%-CPI by the year-end.

@free-qe6wx Ай бұрын

Been hearing that since January 2022.

@issenvan1050 Ай бұрын

@@free-qe6wx From whom?

@free-qe6wx Ай бұрын

@@issenvan1050 You mean who on mainstream media did not say it.

@issenvan1050 Ай бұрын

@@free-qe6wx I did not say it since 2022, or Steve Hanke & John Greenwood did not say it since 2022. Probably the same people you refer to, who initially had claimed that inflation was going to be “transitory”, now say it will be permanent, have been wrong in both cases, just like the FED. Have you ever heard of the Quantity Theory of Money?

@philn6052 Ай бұрын

It's The Final4 not the Fantastic 4.

@timgibson3754 Ай бұрын

Julia

@thehungergames8918 Ай бұрын

❤

@TheJuliaLaRocheShow Ай бұрын

Hey everyone! I'm pleased to welcome Larry McDonald back to the pod. He has a wonderful new book, "How To Listen When Markets Speak." You can buy it here: www.amazon.com/Listen-When-Markets-Speak-Opportunities-ebook/dp/B0C4DFVFNR Please join me in the comments section with your feedback. Also, let me know who you want to see on the show this spring. Thanks for your support. 💙Julia

@ollie4194 Ай бұрын

Now get Dennis DeBusschere on! He's one of the few market strategists that nailed the 2023 turnaround.

@issenvan1050 Ай бұрын

Didn’t Einhorn short TSLA?

@issenvan1050 Ай бұрын

Somebody should teach Larry that inflation is a local & a monetary phenomenon…unless he employs “inflation” in a different sense.

@issenvan1050 Ай бұрын

What happened to his 4-5% CPI plateau?

@Sleepete Ай бұрын

I'm the guy he described. I bought equal dollar amounts of gold and bitcoin in 2013, guess which one bought my house and car.

@sorrycharlie4127 Ай бұрын

You got lucky!

@Resmith18SR Ай бұрын

You're a Genius. How many BTC do you own now? 300?

@bakntheday Ай бұрын

drawdowns mean nothing if you don't sell.

@issenvan1050 Ай бұрын

Should the fracking boom come back in 2025?

@whoahdudeman Ай бұрын

Einhorn? Please! He fundamentally misunderstood so many things. HIs track record ain't that great. Ask him how he did on Delta Lloyd (the Dutch insurer).