Are the U.S. and global markets on the edge of a massive regime change? In this high-impact Part II, The Bear Traps Report founder and bestselling author Larry McDonald shares with James Connor a dire warning: U.S. sanctions and Trump’s tariffs are forcing global central banks to ditch U.S. treasuries for gold, the dollar is entering a structural decline, and a coming economic slowdown could pull the S&P 500 down to the low 4,000s. He breaks down where capital is headed and why gold, silver, oil, and emerging markets will be the big winners.
Then, Rocklinc’s Jonathan Wellum shares his thoughts on Larry’s interview and his firm’s portfolio strategy. He explains why he holds nearly 30% cash, favors investing in royalty companies over miners, and avoids European exposure in favor of select value stocks.
The conversation also tackles reshoring, structural inflation, Trump’s likely economic pivot, and what investors should do now to prepare.
Chapters:
0:24 - Golden Rush: Is It Time to Bet Big on Precious Metals?
1:37 - Sanction Shockwaves: Why Central Banks Are Forced into Gold
2:25 - Mining for Value: Gold Stocks Trading at Bargain Prices
3:29 - The Gold Paradox: Why Aren’t Miners Keeping Up?
5:27 - Silver’s Great Frustration: Will It Ever Shine Again?
6:57 - What’s Next for the Fed Under Trump?
8:07 - Dollar in Decline: Is the US Currency Losing Its Grip?
9:48 - America’s Manufacturing Meltdown: Jobs Gone Overseas
10:26 - Recession Red Flags: Preparing for the Big US Slowdown
11:16 - Canada: Emerging Market or Economic Misstep?
12:22 - Wall Street Secrets: Behind the Scenes with Top Investors
14:53 - Jonathan Wellum Shares His Thoughts On Larry’s Insights
19:35 - Investing in Uncertainty: Picking Winners and Holding Cash
24:22 - Crash or Correction? Predicting the Next Market Move
26:09 - Canada’s Crossroads: Critical Election and Economic Realities
If you missed part I of this insightful interview, watch it here: https://youtu.be/BAAobevohdI
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/41WYWTY
Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
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