Where the Money’s Going — and How to Position Around It

Take Me To the Member room

Good afternoon…

This morning’s session walked through the next 36 months of market movement — and how to make sense of it through the lens of the last 17 years.

We covered the major macro drivers: global liquidity cycles, monetary expansion, and why inflation targeting will remain the Fed’s north star. We looked at historical capital flows, what happens at this stage of the cycle, and how to filter out noise when volatility’s running high.

And we went deep on one setup in particular — silver. The historical gold-to-silver ratio is still near 100-to-1, but capital is already flowing. I explained why I like SILJ as a trade, what I’m watching for technically, and how the market structure around silver could present one of the most asymmetric setups we’ve seen in a while.

If you missed the show, the full replay is available below:

But we’re not done.

Later today, I’ll be walking through the tactical side of all this — breaking down the trades and allocations that align with the trends we laid out this morning, and where I’m focusing over the next few quarters.

If you’re already a member, just head to the room.

If you’re not yet inside, the easiest way to join is through Don’s $7 pass — it includes access to today’s second session, three weekly trade alerts from Don, our full report on the Trump tariffs, and 30 days of room access and real-time strategy.

Click here to get access for less than the cost of a Big Mac and fries. 

We’ve laid out the macro picture — now it’s time to talk execution: the names I’m watching, the sectors I trust, and the themes that are likely to define the next few years.

Hope to see you in there…

Stay positive,

Garrett Baldwin