From Nasdaq: 2024-05-06 18:15:00

Lawrence McDonald, founder of The Bear Traps Report, discusses the implications of an aging American population on stock investments, the benefits for natural gas companies from a growing global middle class, and the need to consider commodities in retirement portfolios. The conversation with Deidre Woollard covers the potential for a dividend renaissance, a bullish market for commodities, and the impact of passive investing on market concentration. The shift from capital retention to dividend payouts, concerns over passive investing’s lack of due diligence, and the effect of cheap credit on market consolidation are key points of discussion. The demographic time bomb of baby boomers moving investments out of stocks and into traditional portfolios poses challenges for the stock market and passive investing. The response to COVID has led to sustained inflation, with significant fiscal and monetary support creating an environment potentially ripe for a bull market in commodities.



Read more at Nasdaq: Author Lawrence McDonald Chats With “Motley Fool Money”