Larry McDonald is a New York Times bestselling author and founder of the Bear Traps Report. In this conversation, we discuss his view that markets are shifting from financial assets to hard assets, why inflation and global conflict are driving this change, and how investors should think about bitcoin, energy, and materials. We also explore risks in private credit and what the next cycle could look like for global markets.

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• 0:00 - Intro
• 1:02 - The great rotation to hard assets thesis
• 5:22 - AI spending surge & tech cash burn risks
• 8:16 - How to invest in this market shift
• 16:39 - Do we get higher or lower inflation?
• 20:17 - Dollar dominance & bitcoin vs gold
• 29:55 - Private credit cracks & liquidity issues explained
• 35:23 - Where investors should allocate capital now
• 39:55 – Biggest risks in markets right now

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss rising inflation, higher oil prices, and why he believes markets are entering a new regime driven by supply shocks and geopolitical risk. We also explore asset rotation into commodities, risks in private credit, and bitcoin’s growing role as liquidity and capital flows shift globally.

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BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.

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Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.

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• 0:00 - Intro
• 0:56 - Has the market officially entered a new regime?
• 3:58 - Global shortages & why inflation is rising again
• 11:25 - Where smart money is moving right now
• 16:09 - Could inflation spike back above expectations?
• 21:31 - Why stocks struggle in high inflation environments
• 25:31 - Will markets recover or stay flat this year?
• 27:30 - Why bitcoin could lead the next cycle
• 33:29 - Why most altcoins won’t outperform bitcoin
• 37:55 - How AI is disrupting markets & software
• 41:15 - Why bitcoin is the ultimate asset in this shift

Mike Selig is the 16th Chairman of the CFTC and a leading voice on the future of financial market regulation in an era defined by crypto, artificial intelligence, and prediction markets. In this conversation, we discuss how regulators are balancing innovation with investor protection, the evolving relationship between the SEC and CFTC, and why emerging technologies are reshaping how risk is taken and managed across global markets. We also explore the rise of decentralized finance, AI-driven trading, and new policy initiatives aimed at keeping the United States competitive in the next generation of financial infrastructure.

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======================

Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.

======================

• 0:00 - Intro
• 0:59 - SEC & CFTC cooperation & new policy direction
• 3:44 - AI, crypto & prediction markets shaping the future
• 7:49 - Insider information, manipulation & market risks
• 13:23 - Decentralization & regulating on-chain markets
• 17:14 - The rise of AI trading agents
• 21:30 - AI, memes & misinformation in financial markets
• 23:04 - Should regulators be allowed to use crypto?
• 25:00 - Innovation task force & new policy initiatives
• 27:18 - Bridging the gap between lawmakers & builders
• 29:30 - Perpetual futures and new crypto market products
• 31:16 - The role of regulators in managing market risk