Last 100 Hours
Common Themes
10
Gold and Precious Metals as Defensive Assets
7
Energy Market Volatility and Structural Oil Scarcity
7
Federal Reserve Policy and Interest Rate Uncertainty
6
Market Correction Risks and Technical Exhaustion
5
AI Infrastructure, Power Constraints, and Productivity
5
Silver and Mining Sector Leverage
4
Sovereign Debt Sustainability and Fiscal Dominance
Consensus Trades
BUY
Gold
BUY
Silver
BUY
Silver Miners
BUY
Electrical Utilities & Grid Infrastructure
BUY
Oil and Gas Equities
BUY
Cash / Short-term T-Bills
Diverging Views
US 10-Year Treasuries
Disagreement on whether yields will fall due to AI-driven deflationary productivity or rise due to persistent 3% inflation and hawkish Fed policy.
Energy Equities
Debate over whether energy stocks are a high-conviction catch-up trade for crude prices or a sector to exit due to rising systemic risks.
S&P 500 Outlook
Conflict between technical exhaustion signals suggesting an imminent 10-20% correction and a secular bull market that remains fundamentally intact.
33:13
David Lin
'Soft Default' Coming For U.S. Debt; CEO Says These Assets Explode Next | Brett Heath
The United States has entered a period of 'soft default' where the government will intentionally use high inflation to devalue the national debt, making physical gold and silver the only reliable stores of value as fiat purchasing power is sacrificed.
Maggie Lake Talking Markets
Is the Ultimate High in Oil Still Ahead? | With Tony Greer
Forward Guidance
Why AI Will Reprice The Entire Economy | Jordi Visser
David Lin
Investor Called 2026 Bear Market, Here’s His Shocking Update | Jim Welsh
RiskReversal Media
The IPO Floodgates Are Open + Private Equity's AI Wake-Up Call | Deirdre Bosa & Michael Manapat
RiskReversal Media
Crude Oil, Crude Language: Why TF Is The S&P 500 Higher?
All-In Podcast
Anduril & Palantir: How Silicon Valley Is Rebuilding America's Military
Excess Returns
When Agents Replace Labor | $11 Billion Tech Manager on What Investors Miss About AI
Metals and Miners
JOHN (JJ) JOHNSTON | Silver miners will make insane amounts of money for awhile...Bullish!
Adam Taggart | Thoughtful Money®
A Repeat Of The Great Recession? | Michael Pento
Excess Returns
Not Once in 75 Years | The Weekly Wrap – 4/5/2026
Adam Taggart | Thoughtful Money®
Oil Price Shock To Cause A Recession This Year? | Lance Roberts
Metals and Miners
MICHAEL OLIVER | I recently bought more precious metals and miners as war hasn't changed my view!
All-In Podcast
SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity
David Lin
‘Worst Outcomes’ Aren’t Priced In, Fund Manager Reveals What Breaks Next | Adrian Day
David Lin
Rents Are Crashing And Your Landlord Knows It, Here’s How To Negotiate | Ron Butler
Maggie Lake Talking Markets
Legendary Investor "Dr. Doom" on Luck, Risk, and Success
Metals and Miners
TREVOR HALL | We're early innings for a large mean version back to physical things!
Excess Returns
The Signal Before the Spike | Katie Stockton on What the Charts Tell Us About What Comes Next
Wealthion
Jonathan Wellum: What To Do During a 10–20% Market Drop
RiskReversal Media
SpaceX IPO & The Next Frontier for a $1 Trillion Industry with CNBC’s Morgan Brennan