The Julia La Roche Show #273 Larry McDonald: 'Liz Truss Moment' for America - Bond Panic Coming, Buy Hard Assets
15 snips
Jul 10, 2025 
Larry McDonald, a New York Times bestselling author and founder of The Bear Traps Report, shares insights on America's looming economic challenges. He warns of a potential 'Liz Truss moment' for U.S. bonds, cautioning against complacency. McDonald emphasizes the need for hard asset investments, highlighting a commodities renaissance with significant gains in copper and uranium. The discussion also covers the dynamics of rising yields and the shifting investor sentiment towards alternative assets, especially amid financial pressures in the bond market.
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High Beta Investment Strategy
- Add high beta equities during fear and panic to capture upside potential.
- Lighten your positions during market complacency to avoid overbought risks.
Liz Truss Moment Warning
- America's debt ceiling suspension will create a surge of $1.7 trillion bond issuance.
- Treasury's tactics may lead to a bond panic similar to the UK's Liz Truss crisis.
Dollar Counter-Trend Rally
- A front-end Treasury issuance focus will raise short-term yields, attracting foreign capital.
- This dynamic can trigger a counter-trend rally in the U.S. dollar despite recent weakness.
