Last 100 Hours
Common Themes
11
Sticky Inflation and 'Higher for Longer' Interest Rates
10
Gold and Hard Asset Scramble
9
Energy and Commodity Supply Deficits
8
Equity Market Concentration and Breadth Deterioration
8
Fiscal Dominance and Sovereign Debt Risk
7
AI-Driven Productivity and Structural Economic Shifts
5
Geopolitical Volatility and Energy Chokepoints
Consensus Trades
BUY
Gold
BUY
Energy Sector (XLE)
BUY
Silver
SELL
Small Caps (IWM)
BUY
Copper
BUY
Uranium
BUY
Bitcoin
SELL
US 10Y Treasuries
Diverging Views
S&P 500 Outlook
Disagreement over whether productivity gains from AI will drive the index to new highs or if extreme concentration and bubble valuations will lead to a secular bear market.
NVIDIA (NVDA) and AI Hardware
Experts differ on whether the AI hardware build-out is entering a 'digestion period' of slowing demand or remains the primary beneficiary of a global 'compute-per-capita' race.
Long-Duration US Treasuries
A split between those viewing long bonds as a necessary hedge against a looming credit shock and those who see them as a 'danger zone' due to exploding fiscal deficits.
39:54
David Lin
Q2 Warning: V-Shaped Rally Is False Hope, Tech Repeats 2000 Bubble | Ted Oakley
The 2026 equity market is currently repeating the structural failures of the 2000 dot-com bubble, where extreme concentration in tech names masks a broader 'rolling recession' that will prevent a V-shaped recovery.
Maggie Lake Talking Markets
How Long Can This S&P Winning Streak Continue? | With The Blind Squirrel and Erik @YWR
Adam Taggart | Thoughtful Money®
Stephanie Pomboy: Iran War Creating A Global Scramble For Hard Assets?
RiskReversal Media
Stocks Near Record Highs: Are We Out Of The Woods?
RiskReversal Media
Does The Future Hold More Downside For Oracle?
Excess Returns
The Bear Market No One Sees | Liz Ann Sonders on the Violent Rotation Investors Miss
Forward Guidance
How the World’s Biggest Macro Hedge Funds Are Using AI | Jan Szilagyi
David Lin
'Ultimate Opportunity' Is Next Says Trader, How Long Can V-Shaped Rally Last? | Chris Vermeulen
David Lin
Things Will Get 'Much Worse' Warns Rick Rule; What He's Buying Now To Survive Coming Storm
Adam Taggart | Thoughtful Money®
Rick Rule: The Coming Copper Price Shock
RiskReversal Media
Hot Inflation, Markets Rip... Will They Ever Go Down Again!?
David Lin
This Should Be A Market Collapse… Why Isn’t It? | Ed Yardeni
David Lin
‘Permanent’ Damage: Why The Economy Changed Forever | Justin Wolfers
Kitco NEWS
Bitcoin’s "Artificial" Supports: Why the Capitulation May Not Be Over
Maggie Lake Talking Markets
Hormuz Chokehold: Can Stocks Survive? | With Noelle Acheson
Hidden Forces
Who Wins and Who Loses in the AI Economy | John Burn-Murdoch
Excess Returns
The Forever Invariable Truth | Jim Grant on the One Thing That Always Drives Inflation
RiskReversal Media
Mission Impossible: Finding Value In A Volatile Market
The Master Investor Podcast with Wilfred Frost
Larry McDonald: SP500 Is A Screaming Sell; But Buy The Dip In Energy
RiskReversal Media
Is Any Bad Headline Not Worth Buying?
David Lin
‘Nowhere Near’ Real Bear Market: This Asset Collapses Next | David Cervantes