Liquidity Is Back. Inflation Is Coming. Here’s Where the Money Goes Next.

In this conversation, I break down what’s really driving markets right now — and why most people are completely missing it.The key isn’t headlines. It’s liquidity.The Federal Reserve has quietly shifted back toward easing. That money doesn’t just disappear — it flows, it compounds, and eventually it creates bubbles. The game is spotting where it lands next before everyone else does.We cover:Why the recent market rebound looks engineered — not organicHow liquidity injections actually move through the system (and where they end up)The coming inflation wave — and why passive investors get crushedGold vs silver vs crypto — what I’ve sold, what I’m rebuildingBitcoin cycles, liquidity flows, and why I’ve stepped back (for now)Rare earths, AI, and the next asymmetric opportunity most people missedThe real edge in markets: skill, discipline, and avoiding being exit liquidityThis is not about tips.It’s about how to think — so you can see moves before they happen.If you’re serious about capital allocation in this environment, this matters.