The Bear Traps Report founder Larry McDonald joins ‘Mornings with Maria’ to break down market volatility, warn of AI-driven job losses and explain why investors should shift toward hard assets.
Larry Donald calls Jensen Huang “slippery as a Mississippi eel” as he tries to keep Nvidia (NVDA) stock high. He looks at the commodities trade, including memory for AI, and says a run up in prices can eventually create a bear market. He’s “oversold” right now and believes we are 2-3 years into an “8-year” bear market for the dollar. The amount of capital leaving the U.S. is making the White House nervous, he believes. Larry argues that inflation will return in 2026.
Dollar COLLAPSE: This Is Why Global Money Is FLEEING the U.S | Larry McDonald
Lawrence McDonald, author of How to Listen When Markets Speak, returns to Soar Financially to break down a major global regime shift now unfolding beneath the surface of markets. From capital rotating out of Big Tech and U.S. equities, to gold miners, commodities, and global value stocks quietly outperforming, McDonald explains why this move is not a one-year trade — but a multi-year structural shift.
Bear Traps Report Founder Larry McDonald sits down with Marc Cooper to discuss the rotation from growth stocks to value stocks.