Double-Digit Inflation Risk Surges… 30% Market Drop by September | Larry McDonald & Michelle Makori

About this episode

Larry McDonald discusses the rising risk of double-digit inflation and potential market drawdowns with Michelle Makori.

Michelle Makori, President & Editor-in-Chief, Miles Franklin Media, sits down with Larry McDonald, Founder of The Bear Traps Report and New York Times bestselling author. McDonald warns that a major inflation shock may be building beneath the surface, driven by prolonged disruptions in global energy flows, massive fiscal spending, and structural imbalances in the system. He outlines why the probability of inflation surging back to 4-7% is rising and why there is now a meaningful risk of double-digit inflation in the U.S. McDonald also breaks down why markets may be dangerously complacent, calling for a potential 20-30% drawdown in equities by September. He explains how the Federal Reserve is increasingly constrained by a $39 trillion debt burden, why financial repression may be the only path forward, and what that means for investors. Beyond inflation and the Fed, McDonald highlights another major risk that markets may not be pricing in – rising tensions with China, including concerns over intellectual property and the global AI race, which could have significant implications for Big Tech and the broader market. In this episode of The Real Story with Michelle Makori: - Why…

People in this episode

Host: Michelle Makori

Guest: Larry McDonald

Topics covered

• inflation
• market risk
• Federal Reserve
• global energy
• financial repression
• China tensions
• Big Tech

Keywords

• inflation
• market drop
• Federal Reserve
• debt burden
• China tensions
• Big Tech
• financial repression
• energy disruptions

Mentioned in this episode

Organizations: The Bear Traps Report, New York Times, Miles Franklin Media

Places: U.S., China

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