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| I wonder what type of computer screen is that is the background?
At 16:20 he explains the $$$ in the nasdaq and how much is in gold and silver miners, and makes the argument why it moved so fast, and if it can continue.
At 20:00 he gives some in site to data centers. At 9:18 820 data centers over next 5 years.
Larry McDonald Warns The Paper Wealth Era Is Over And The Great Rotation Has Begun
https://www.youtube.com/watch?v=yOqZP2nm_VY
00:00 – The Credit Accident & The Fed’s $200B "Bazooka"
02:15 – "Pure Madness": Restarting QE at Full Employment
05:30 – The "Shadow Fed": Fannie & Freddie Liquidity Up 25%
08:20 – The Private Credit Crisis: First Brands DIP & CoreWeave
13:30 – The "Quarterly Liquidity" Trap: The Next Lehman Moment?
16:20 – The Great Rotation: $32T Nasdaq vs. Commodities
18:30 – AI Valuation Absurdity: 34 Rio Tintos in 1 NVIDIA
22:00 – Deep Value: Why GM & Diageo Are "Tax Loss" Buys
24:30 – The $42 Billion Robotaxi Alcohol Thesis
27:00 – Natural Gas: The FCG ETF & Free Cash Flow Yields
33:00 – Bitcoin vs. Gold: When to Rotate?
36:00 – Oil Services: Schlumberger & The "Gulf of America"
37:45 – The Brazil Opportunity: 15% Real Rates
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Silver again
