Michelle Makori, President & Editor-in-Chief, Miles Franklin Media, interviews Robbert van Batenburg, Market Strategist at The Bear Traps Report, about the massive AI IPO wave building around SpaceX, OpenAI, and Anthropic and whether markets are underestimating the macro risks behind the AI boom.
Joe Mazzola, Charles Schwab Head Trading & Derivatives Strategist, Larry McDonald, The Bear Traps Report Founder, and Thierry Wizman, Macquarie strategist, discuss AI enthusiasm, SpaceX IPO risks, rates and market sentiment.
Larry McDonald, Founder of The Bear Traps Report & New York Times bestselling author of When Markets Speak, rejoins the Metals and Miners pod and drops a massive warning: a tech/semiconductor crash is coming to make room for the biggest IPO wave in history (SpaceX ~$2T, OpenAI, Anthropic). In this explosive Metals & Miners interview, Larry breaks down the AI bubble, liquidity engineering by the Trump team, inflation risks from the Middle East crisis, why the Fed will cut rates into sticky inflation, and the historic contrarian setup in uranium, silver, and gold miners.
The Bear Traps Report founder Larry McDonald joins ‘Mornings with Maria’ to warn of a potential semiconductor selloff, break down market concentration risks and weigh in on the impact of upcoming tech IPOs on Wall Street.
In this episode, Larry McDonald joins the MoneyShow MoneyMasters Podcast to discuss what he calls "The Great Migration" of capital from tech and growth stocks into hard assets. The founder of The Bear Traps Report explains why the traditional 60/40 portfolio is failing – and why investors should consider a significant allocation to commodities like gold, silver, base metals, and energy.