The Once-in-a-Lifetime Wealth Rotation Has Started скачать в хорошем качестве

The Once-in-a-Lifetime Wealth Rotation Has Started

Join the Patreon Today!!!   / wallstreetlookslikeusnow   While most investors are focused on short-term noise, something much bigger is happening beneath the surface. The Federal Reserve is split. Volatility is rising. Mag 7 stocks are down double digits. Global tensions are escalating. And the world’s largest banks are forecasting record gold prices. This isn’t random. Historically, when: • Debt-to-GDP reaches extreme levels • Central banks aggressively accumulate gold • Defense spending accelerates • Market breadth deteriorates Wealth doesn’t disappear, it rotates. In this video, we break down: • Why gold surges during periods of economic stress • What America’s debt levels actually mean • Why central banks are buying gold at record pace • The shift from growth to defense and infrastructure • And the three stocks positioned for this moment 🔹 GLD – Direct exposure to gold as a monetary hedge 🔹 AAR (AIR) – Aviation + defense logistics infrastructure 🔹 Kratos (KTOS) – Autonomous warfare & next-generation defense This isn’t about panic. It’s about positioning before the crowd understands the shift. If you’re navigating markets in 2026, this is the context you need. Subscribe for macro clarity, disciplined positioning, and long-term strategy. Not financial advice. Do your own research. ⏱️ Chapters 00:00 Fed split + VIX rising = the rotation is here 01:23 Why a divided Fed creates volatility (and uncertainty) 02:38 VIX explained: calm vs stress vs panic (what 19 means) 03:52 Gold forecasts go crazy: Goldman + JPM targets 04:17 Why gold runs when confidence rotates (history proof) 05:48 Play #1: GLD — direct gold exposure, not hype 06:26 Central banks buying gold early… even before it’s mined 07:03 Countries reducing dollar trust (why this matters) 08:04 Debt-to-GDP breakdown + why people hedge with gold 09:12 115 stocks dropped 7%+ = broad damage signal 10:02 MAG 7 drawdowns vs sector strength (XLE/XLI/XLB clues) 12:11 Midterm year pattern: endure the drawdown, catch the run 12:45 Play #2: AAR — war isn’t weapons, it’s logistics 15:40 The “derivative” play: flight hours → parts → AAR 16:14 What I’m doing in Patreon: risk off, positioning only 17:04 Play #3: KTOS — drones, autonomy, scalable warfare 19:06 Why governments prefer “cheap + scalable” in high debt 20:27 The rollover: where we strike on MAG 7 discounts 21:19 Final message: don’t predict crashes—follow capital