Weekend Show - Mike Larson & Doc - The SaaS-pocalypse vs. The Silver Supercycle: Navigating the 2026 Market Shift

The start of 2026 has been defined by a dramatic shift in market leadership. While the AI-driven tech giants face increasing pressure over massive capital expenditures and industry disruption, a "Great Rotation" is underway. This weekend, we explore the cooling of the tech sector and the heating up of the "Real Economy", specifically the precious metals and energy sectors, where structural supply issues and fiscal stimulus are creating a powerful floor for prices.

 

• Segment 1 & 2 - Kicking off the Weekend Show is Mike Larson, Editor-in-Chief at MoneyShow. Mike discusses recent market trends including the rotation from big tech and AI stocks into real-economy sectors like energy and materials, as well as the ongoing volatility and long-term bullish outlook for precious metals.
• Click here to learn more about the upcoming MoneyShow in Las Vegas - February 23-25 - https://www.lasvegasmoneyshow.com/?scode=066529

 

• Segment 3 & 4 - Richard Postma (aka "Doc"), wraps up the show to provide a technical analysis of current precious metal charts, forecasting a healthy corrective phase for gold and silver before a continued long-term move higher. Doc highlights specific opportunities in major producers and mid-tier developers like Equinox Gold, Coeur Mining, and Integra Resources, while also discussing his shift toward energy and infrastructure stocks.

 

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Investment disclaimer:

This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.