Capital Migration and Investment Shifts

The U.S. debt crisis is spiraling and Larry McDonald says the market hasn’t priced it in.

With over $37 trillion in debt and $1 trillion in annual interest payments, the U.S. is barreling toward what McDonald calls a “Liz Truss moment”: a surge in bond issuance that could trigger market chaos. In this eye-opening interview, The Bear Traps Report founder and bestselling author joins James Connor to explain why we’re entering a stagflationary regime eerily similar to the 1970s and why your portfolio needs to adapt.

Topics discussed in part I:

• Why the U.S. faces a debt-driven crisis of confidence
• The real S&P 500 earnings (hint: it’s not $270, but much lower)
• A $4 trillion rotation out of Big Tech
• How capital is fleeing U.S. markets and into global value
• Why hard assets like gold, oil, copper, and coal are set to outperform
• What “financial repression” means for your money

Don’t miss part II of this insightful and actionable interview coming out tomorrow!

Chapters:

0:54 - Why Panama? Inside Larry’s Strategic Move

2:22 - What Investors Are Really Worried About Right Now

5:34 - The U.S. Debt Spiral: Can It Be Financed?

9:59 - The Coming “Liz Truss” Shock for U.S. Bonds

12:04 - Inflation Won’t Quit: Can the Fed Keep Up?

13:41 - Is the U.S. Headed for Recession or Just Slowing Down?

16:47 - Bond Market Whiplash: What the Volatility Signals

20:52 - TLT, Bonds, and a World of Higher Rates

22:11 - Global Capital Is Moving—Here’s Where It’s Going

24:16 - S&P in Trouble? The Earnings Crash Nobody’s Pricing In

26:46 - Betting on Gold: Why the Smart Money’s Watching It

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