Mike Larson - Navigating Rising Rates, the Tech Bubble Debate, and Resource Opportunities

Global bond yields hitting multi-decade highs signal a major shift from rate cuts to potential hikes, creating headwinds for equity valuations.

Massive impending IPOs from private tech giants like SpaceX and OpenAI risk triggering a significant equity supply shock that could drain market liquidity.

Gold and silver miners remain in a dead money consolidation phase, while smart money strategically rotates into hard assets, financials, and materials.