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Larry McDonald: There's A Decent Chance We See $4,000 Gold And 4,000 S&P 500 Within The Next Year

The Julia La Roche Show
54.6K subscribers
9.7K views 1 month ago The Julia La Roche Show
New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show for an in-person episode to discuss the markets and the economy. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia In this episode, McDonald discusses capital flows moving away from US markets. McDonald explains how European investors are pulling back following tariff policies and growing deficits. He discusses why copper, uranium, and oil services present value opportunities while predicting the possibility of "4000 gold and 4000 S&P." McDonald warns that America faces conditions with weakness in stocks, bonds, and currency simultaneously, creating what he calls a potential "Lehman moment" of uncertainty. Links: How To Listen When Markets Speak: https://www.amazon.com/Listen-When-Ma... Twitter/X: https://x.com/convertbond Bear Traps Report: https://www.thebeartrapsreport.com/ …...more
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Introduction and welcome Larry

0:00

Institutional investor conversations and European capital flows

2:26

American exceptionalism and crowded US investments

5:00

Understanding Wall Street research and consensus thinking

8:24

The new investing era: Niall Ferguson's insights on multi-polar world

10:27

The coming copper crisis and investment opportunity

11:55

Gold as a stable store of value compared to Bitcoin

17:12

Uranium market opportunities and tourist investors

20:00

S&P earnings projections and market indicators

21:44

Value stock opportunities in a changing market

24:18

NASDAQ vs energy stocks: the massive valuation gap

26:10

Trump's tariff policy and its global investment impact

28:42

Tariffs as both regressive tax and tax on consumption

32:21

Tariff policy creating Lehman-like uncertainty

35:00

The "emerging market" problem facing the US

39:14

Closing thoughts on democratizing financial information

40:00
Larry McDonald: There's A Decent Chance We See $4,000 Gold And 4,000 S&P 500 Within The Next Year
307Likes
9,799Views
Apr 172025
New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show for an in-person episode to discuss the markets and the economy. Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia In this episode, McDonald discusses capital flows moving away from US markets. McDonald explains how European investors are pulling back following tariff policies and growing deficits. He discusses why copper, uranium, and oil services present value opportunities while predicting the possibility of "4000 gold and 4000 S&P." McDonald warns that America faces conditions with weakness in stocks, bonds, and currency simultaneously, creating what he calls a potential "Lehman moment" of uncertainty. Links: How To Listen When Markets Speak: https://www.amazon.com/Listen-When-Ma... Twitter/X: https://x.com/convertbond Bear Traps Report: https://www.thebeartrapsreport.com/ 00:00 - Introduction and welcome Larry 02:26 - Institutional investor conversations and European capital flows 05:00 - American exceptionalism and crowded US investments 08:24 - Understanding Wall Street research and consensus thinking 10:27 - The new investing era: Niall Ferguson's insights on multi-polar world 11:55 - The coming copper crisis and investment opportunity 17:12 - Gold as a stable store of value compared to Bitcoin 20:00 - Uranium market opportunities and tourist investors 21:44 - S&P earnings projections and market indicators 24:18 - Value stock opportunities in a changing market 26:10 - NASDAQ vs energy stocks: the massive valuation gap 28:42 - Trump's tariff policy and its global investment impact 32:21 - Tariffs as both regressive tax and tax on consumption 35:00 - Tariff policy creating Lehman-like uncertainty 39:14 - The "emerging market" problem facing the US 40:00 - Closing thoughts on democratizing financial information
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