Raise Cash Now: Market Is Repeating 2001, Gold & Credit Flashing Alarms | Larry McDonald May 24, 2025 Unipro2013main markets, US Economy </p> <h2>Raise Cash Now: Market Is Repeating 2001, Gold & Credit Flashing Alarms | Larry McDonald</h2> <p> Markets are rallying, but Larry McDonald says it’s time to raise cash. In an interview with Kitco News, McDonald – founder of The Bear Traps Report – issues a “HIGH” cash alert, warning that the current surge resembles the short-covering blowoffs of 2000–2001. He says the U.S. is heading toward a rare “two-terms, two-recessions” scenario, as credit stress builds, tariffs tighten, and consumer delinquencies hit all-time highs.</p> <p>Key topics:<br /> – Why Larry McDonald says this is a “raise cash” moment<br /> – U.S. GDP turning negative and risk of a policy-induced recession<br /> – Cracks in $1.8 trillion private credit and record auto delinquencies<br /> – The debt ceiling, Treasury auctions, and Fed policy inflection points<br /> – Buffett’s $348B in cash and what it means for markets<br /> – Gold, platinum, and Bitcoin in a credit shock: what holds value best?<br /> – Dollar overexposure and global rotation into hard assets and EM<br /> – Why uranium and Brazil may lead the next bull cycle</p> <p>00:00 Introduction<br /> 01:46 Discussion on Cash Strategies and Gold Investments<br /> 04:15 Economic Indicators and Recession Predictions<br /> 05:24 Impact of Tariffs and Debt Ceiling Concerns<br /> 12:43 Private Credit Market Stress<br /> 23:49 Geopolitical Risks and Market Divergence<br /> 28:15 AI Infrastructure and Investment Opportunities<br /> 29:36 High Beta Sectors and Market Dynamics<br /> 29:50 Bull Market in Copper and Uranium<br /> 31:07 Energy Scarcity and Uranium Investments<br /> 33:01 Brazilian Equities and Emerging Markets<br /> 36:51 Gold vs. Bitcoin: Store of Value Debate<br /> 41:11 Platinum, Palladium, and Hard Assets<br /> 49:41 Gold Miners and Market Predictions<br /> 54:03 US Dollar and Market Outlook<br /> 54:59 Conclusion<br /> Credit to : Kitco NEWS</p> <p> Please support our Sponsors here :
