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#310 Larry McDonald: A Credit Crisis Has Already Started 'No Question' And The Great Rotation Ahead That's Creating Opportunities In Beaten Down Stocks
New York Times’ bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show for episode 310. McDonald warns that a credit crisis has officially started with 16+ "idiosyncratic" events spreading tentacles across markets, while a big disruption is coming in Q1 as $6-8 trillion may leave the NASDAQ 100. But this creates an incredible opportunity for the cheap part of the market as the great rotation from growth to value begins, with coal and natural gas companies offering 15% free cash flow yields while tech giants burn cash in an AI arms race that's…
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