MoneyMasters Podcast 🎙️5/7/26: As 60/40 Investing Fails, Expect a “Great Migration”

Mike Larson | Editor-in-Chief

In this episode, Larry McDonald joins the MoneyShow MoneyMasters Podcast to discuss what he calls the “Great Migration" of capital from tech and growth stocks into hard assets. The founder of The Bear Traps Report explains why the traditional 60/40 portfolio is failing – and why investors should consider a significant allocation to commodities like gold, silver, base metals, and energy.

McDonald also warns of a potential "blowoff top" in AI and semiconductor names, arguing that these sectors are trading at unsustainable levels far above their moving averages. He also critiques the "dark side" of passive investing, where major index sponsors may be indirectly force-feeding overvalued IPOs to unsuspecting 401k investors.

Looking ahead, the discussion focuses on the essential power infrastructure needed for the AI growth cycle, highlighting opportunities in uranium, natural gas, and "trapped gas" plays. Finally, learn how even a small fraction of the trillions of dollars currently in the Nasdaq-100 could dramatically revalue hard asset and value plays in the coming years.

Please Note: Larry will be speaking at the 2026 MoneyShow Masters Symposium Las Vegas, scheduled for July 19-22. Click here to register!

Deal or No Deal: Markets are Surging, Tech is Flying, But Key Questions Remain

Wall Street heard 'truce' this week — and absolutely lost its mind. The Dow Industrials are nearing 50K, semiconductor stocks are through the roof, and AI names are on a tear…all on talk alone. No deal signed. No deal sealed. No deal delivered. Yet.

The question is: How long does hope hold the market up? Get my take in today’s MoneyShow Video Market Minute! 

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A pass to the May 14-16 event at the Hilton DFW Lakes Executive Conference Center is waiting for you below. Claim it today...

• FIX: A Data Center Construction Play with Powerful Growth
  👉️ TICKERS: VOO, FIX
  Comfort Systems USA Inc. (FIX) is riding the wave of the data center build-out to new record highs. This Zacks Rank #1 (Strong Buy) is expected to grow sales 31% in 2026. With strong earnings growth, rising estimates, and continued demand, this stock should be on your short list, notes Tracey Ryniec, senior stock strategist at Zacks Investment Research.

• Gold: Your Best Play in an Uncertain World Dominated by Debt
  👉️ TICKER: GLD
  As we’ve often discussed, gold is absolutely the best investment to own during uncertain times like we’re currently experiencing. We’ve already seen the huge rise it’s had in recent years and it has a lot further to go on the upside, write Mary Anne and Pamela Aden, editors of The Aden Forecast.

🏙️📈 Get unique market insights and actionable recommendations for this “New World Order” – at the 2026 MoneyShow Masters Symposium Dallas! Click HERE for your pass to the May 14-16 event.