A Trillion-Dollar Capital Rotation Is Happening Right Now
Nov 25, 2025
Investors are navigating market uncertainty, with cash balances soaring as crypto, stocks, and real estate slump. Ken and Danille explore why gold and T-bills are seeing a surge, offering insights into risk management and investment strategies. They emphasize a neutral stance while trimming unnecessary expenses and waiting for favorable deals. Additionally, they discuss alternative investments like billboards and cell towers, highlighting opportunities for steady cash flow. This episode is packed with practical tips for savvy investors!
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insights INSIGHT
Massive Cash Pile Waiting To Be Deployed
Cash balances are at record highs as investors sit on the sidelines waiting for better entry points.
Money market funds hold about $7.48 trillion and T-bills have surged as parking places for capital.
insights INSIGHT
Precious Metals Attracting New Investor Attention
Gold and silver have outperformed and attracted unexpected inflows as other asset classes wobble.
Conference attendees expect higher gold prices and view metals as an alternative parking place for capital.
volunteer_activism ADVICE
Use The Neutral Position Strategically
Consider taking a neutral position: fix cash leaks and accumulate reserves while waiting for clarity.
Park funds in short-term government instruments or money markets until better opportunities appear.
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Investors are frozen as real estate, crypto, and stocks all slide into uncertainty, leaving record-high cash balances sitting idle. Ken and Danille break down where money is actually flowing, why gold and T-bills are surging, and how smart investors should navigate the “neutral zone” heading into 2026.
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ABOUT KEN: Ken is the author of the bestselling books The ABC’s of Real Estate Investing, The Advanced Guide to Real Estate Investing, and The ABC’s of Property Management. With over two decades of experience in real estate investing, Ken McElroy is passionate about sharing the good life by helping real estate investors grow and prosper. This podcast is a place for Ken to discuss numerous topics connected to real estate investing, including finance, budgeting, the entrepreneur mindset, and creating passive income. Ken offers a wealth of personal experiences, practical advice, success stories, and even some informative setbacks, all presented here to educate and inspire. Whether you’re a new or seasoned investor, the information and resources on this channel will set you on a path where you and your investments can thrive.
Ken's company: https://mccompanies.com
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