LARRY MCDONALD | There is going to be a crash in tech stocks: uranium and silver will rip higher!
リアクション
2026年05月09日
Description:
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.
Timestamps:
00:00 - Intro
01:13 - 2025 Trade War vs 2026 Iran “Hornet’s Nest” Off-Ramp
02:28 - Current Market Setup: Muscle Memory & Recency Bias
04:57 - Massive Liquidity Injection + Record Tech Overweight in S&P 500
09:01 - The “Disgusting” IPO Shell Game (SpaceX, OpenAI, Anthropic)
11:17 - Why Tech & Semiconductors Are Heading for a Crash
12:22 - Hard Assets vs Tech: Positioning for the Next Move
18:29 - Proof of the Hyper Bubble in Semiconductors
20:24 - Nuclear, Uranium & Silver: The Top “Food Groups”
23:55 - Gold & Silver Miners – Historic Low Sentiment = Epic Buying Opportunity
28:56 - Global Monetary Reordering, Gold Exports, Fed/Treasury Coordination
33:08 - Key Takeaway
Sound Bites:
“It’s a lot of muscle memory and a lot of recency bias.”
“The consumer is wounded. The consumer was already wounded going into this.”
“I think this technology stocks and especially the semiconductors are going to crash… to make room for these IPOs.”
“Nuclear, silver, iron ore… those are the food groups.”
“There just isn’t enough uranium for all these data centers.”
“This is phenomenal buying opportunity. Because the fundamentals are still there.”
“The Fed’s going to basically be forced to cut into sticky inflation — screaming buy for the gold and silver miners.”
“They want to massage interest rates below the rate of inflation and inflate their way out of the debt.”
“Bearish dollar, bullish hard assets.”
“Watch the coordination between the Fed and the Treasury.”
Key Takeaways:
• Tech/AI is in a hyper bubble — semiconductors are double the 2000 NASDAQ run rate
• Massive IPOs (SpaceX, OpenAI, Anthropic) will force selling in MAG-7 to make room
• Hard assets (uranium, silver, iron ore, gold miners) are the clear winners in the coming inflation spike
• Geopolitical risks in the Middle East = clogged supply chains and higher energy/commodity prices
• Fed & Treasury coordination is now obvious — they are engineering lower real rates
• Historic low sentiment in gold & silver miners = textbook contrarian setup
Follow The Bear Traps Report:
Info: info@thebeartrapsreport.com
Website: https://www.thebeartrapsreport.com
X: https://www.x.com/@ConvertBond
Follow Metals and Miners:
Substack: https://www.metalsandminers.substack.com
Website: https://www.metalsandminers.com
X: https://www.x.com/@GaryBohm5
Leave A Comment:
Larry is seeing a tech crash coming and hard assets, specifically uranium, silver and iron ore, to rip higher. Do you agree? Leave your thoughts below!
© Metals and Miners
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.
Timestamps:
00:00 - Intro
01:13 - 2025 Trade War vs 2026 Iran “Hornet’s Nest” Off-Ramp
02:28 - Current Market Setup: Muscle Memory & Recency Bias
04:57 - Massive Liquidity Injection + Record Tech Overweight in S&P 500
09:01 - The “Disgusting” IPO Shell Game (SpaceX, OpenAI, Anthropic)
11:17 - Why Tech & Semiconductors Are Heading for a Crash
12:22 - Hard Assets vs Tech: Positioning for the Next Move
18:29 - Proof of the Hyper Bubble in Semiconductors
20:24 - Nuclear, Uranium & Silver: The Top “Food Groups”
23:55 - Gold & Silver Miners – Historic Low Sentiment = Epic Buying Opportunity
28:56 - Global Monetary Reordering, Gold Exports, Fed/Treasury Coordination
33:08 - Key Takeaway
Sound Bites:
“It’s a lot of muscle memory and a lot of recency bias.”
“The consumer is wounded. The consumer was already wounded going into this.”
“I think this technology stocks and especially the semiconductors are going to crash… to make room for these IPOs.”
“Nuclear, silver, iron ore… those are the food groups.”
“There just isn’t enough uranium for all these data centers.”
“This is phenomenal buying opportunity. Because the fundamentals are still there.”
“The Fed’s going to basically be forced to cut into sticky inflation — screaming buy for the gold and silver miners.”
“They want to massage interest rates below the rate of inflation and inflate their way out of the debt.”
“Bearish dollar, bullish hard assets.”
“Watch the coordination between the Fed and the Treasury.”
Key Takeaways:
• Tech/AI is in a hyper bubble — semiconductors are double the 2000 NASDAQ run rate
• Massive IPOs (SpaceX, OpenAI, Anthropic) will force selling in MAG-7 to make room
• Hard assets (uranium, silver, iron ore, gold miners) are the clear winners in the coming inflation spike
• Geopolitical risks in the Middle East = clogged supply chains and higher energy/commodity prices
• Fed & Treasury coordination is now obvious — they are engineering lower real rates
• Historic low sentiment in gold & silver miners = textbook contrarian setup
Follow The Bear Traps Report:
Info: info@thebeartrapsreport.com
Website: https://www.thebeartrapsreport.com
X: https://www.x.com/@ConvertBond
Follow Metals and Miners:
Substack: https://www.metalsandminers.substack.com
Website: https://www.metalsandminers.com
X: https://www.x.com/@GaryBohm5
Leave A Comment:
Larry is seeing a tech crash coming and hard assets, specifically uranium, silver and iron ore, to rip higher. Do you agree? Leave your thoughts below!
© Metals and Miners
