MoneyMasters Podcast 12/11/25: Hard Assets vs. Financial – McDonald on What Leads in ‘26

Recorded LIVE at the 2025 MoneyShow Masters Symposium in Sarasota, this episode features Larry McDonald, bestselling author and founder of The Bear Traps Report. We sat down for a high-impact breakdown of the macro forces that could define 2026 – and what investors should DO in response!

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Larry explains why falling rates, aggressive fiscal spending, and the energy demands of the AI boom are setting the stage for a major rotation into hard assets. He also pulls back the curtain on the risks building inside the $1.8 trillion private credit market and how financial repression is steering banks deeper into Treasuries.

It’s fast, punchy, and packed with insight for anyone positioning their portfolio for the year ahead.

Relevant ETF and stock tickers for this podcast include: (CPER), (FCG), (GDX), (GLD), (IWM), (NVDA), (QQQ), (SLV), (USO) and (SPY)