Larry McDonald gives his views on interest rates, private credit, stock market, commodities, and metals.
Lawrence McDonald, founder of the Bear Traps Report and former Lehman Brothers VP, warns that a growing credit crisis in private markets and AI-driven job disruption are creating hidden risks that Wall Street is only beginning to acknowledge. *This video was recorded on March 9, 2026.
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