MacroVoices #487 Larry McDonald: The Great Migration To Hard Assets

In Macro Voices episode 487, hosts Erik Townsend and Patrick Ceresna interview Larry McDonald, editor of the Bear Traps Report, discussing various investment opportunities and macroeconomic trends. Larry presents a slide deck covering topics such as lithium, copper, natural gas equities, and the potential impact of political events in Chile and the United States on these markets. The conversation explores the influence of Trump's tariffs, the strategic petroleum reserve, and potential financial repression. Patrick and Erik also discuss the Macro Scoreboard, touching on equities, the U.S. dollar index, crude oil, gold, copper, uranium, and treasury yields, while also previewing key news events for the upcoming week, such as the FOMC meeting minutes and tariff deadlines.