Larry McDonald

In our trade alerts last year, we're big buyers of the silver names, Alcoa, timestamp trade alerts.

We're all in on companies that are supporting the power grid for artificial intelligence, but also supporting technology

the copper side.

And so you just think of all the copper for robotics, all the copper for the rebuild of the power grid, which is a $2 trillion project.

And then you just look around the rebuild wars.

One of the points that Neil Ferguson makes in the beginning of my book, I'm really proud.

Neil Ferguson, the Harvard laureate, bestselling author, he wrote the forward and he's like, I'll never forget, we're at the Harvard Club a couple of years ago.

And he's like, Larry,

Wars are so inflationary because it's the rebuild over the next 10 years and the demand for those strategic assets.

When I was writing the book, we sat down with Random House.

We did the proposal.

Patrick Robinson and James were really helpful.

They were my ghostwriter partners.

And that was the big pushback that we got in the book, because the second half of the book was all about inflation and hard assets.

And we wrote the book in 2021, 22.

And the pushback- And there's a lot of inflation then.

You guys nailed it then.

Yeah, 2021 was the disinflation, then 2022 was the high pick.

But the bottom line, the most terrifying part of writing the book

is knowing what you know is coming at us on technology, around AI, around job displacement, like you said, around robotics, all massive deflationary forces.