The Great Rotation: From Growth to Asset Rich Value
From How I Called The Top In Silver & What Comes Next
In this short video, from How I Called The Top In Silver & What Comes Next, recorded on February 9, 2026, Samantha LaDuc discusses the current rotation in financial markets, highlighting the shift from growth and tech stocks into large-cap value, energy, and industrial names.
Samantha explains how geopolitical risk is driving short-term strength in oil, while longer-term structural changes, such as falling global demand and AI disruption, are reshaping entire sectors.
The conversation also covers silver and mining stocks, warning investors about extreme volatility, FOMO-driven buying, and the brutal math of large drawdowns.
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