Larry McDonald is a political risk expert and founder of The Bear Traps Report, known for predicting the subprime crisis. A former Lehman Brothers VP, he regularly appears on CNBC, Bloomberg, and Fox Business to discuss market risk and investment strategy. Larry will share his big-picture overview on markets and the new “multipolar world” investors are confronting.
International stocks. Value stocks. Utilities. Consumer Staples. Financials. They didn’t do much for investors the last few years. But things began to change in 2025. Many experts believe this is just the start of a powerful “Rotation Nation” move in markets – one that fallout from tariff and trade policy could accelerate. Our experts will give you six ways you can capitalize as new winners replace the old. Plus, they’ll give you an idea of how these new trends will last – and evolve – in the rest of this year and the next.