A Shift to Hard Assets

Investors have big dreams about the future of artificial intelligence, and it’s going to take a lot of energy to get there.

Lawrence McDonald is a risk consultant, the founder of The Bear Traps Report, and the co-author of “How to Listen When Markets Speak: Risks, Myths, and Investment Opportunities in a Radically Reshaped Economy.” Deidre Woollard caught up with McDonald for a conversation about:

- What an aging American population means for stocks.

- How natural gas companies benefit from a growing global middle class.

- The case for adding commodities to a retirement portfolio. 

Companies discussed: NVDA, INTC, TSMC, BTC, AA, RIO, CHK

Host: Deidre Woollard

Guest: Lawrence McDonald

Producers: Ricky Mulvey, Mary Long

Engineers: Tim Sparks, Desiree Jones

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