Markets are suddenly swinging wildly. Korea crashes 10%, rallies 5%, and traders are getting whiplash. Is this the start of the bust… or just the next stage of a much bigger bubble?
In this video I explain why I think the market still has further to run, why volatility is exploding, why gold and silver may not be ready yet, and why I bought more of a certain stock while everyone else was panicking.
I also look at the bigger picture: AI, reindustrialisation, money printing, inflation, and why the next few years could reshape markets in ways most investors are not prepared for.
If America is going to build AI infrastructure, onshore industry and compete with China, somebody has to pay for it. My view is simple: the printing presses are far from finished.
Topics covered:
• Gold and silver outlook
• Bubble vs bust
• AI investment boom
• Inflation and money printing
• The AI buildout
• Market volatility
• End of quarter positioning
• The big macro picture
