
Market Mondays MM #301: The Next Market Crash? Nvidia's Future, Oil To $100? & Best Assets To Buy Now
Mar 17, 2026
They preview NVIDIA’s GTC and which suppliers could benefit. They debate whether a major market crash is imminent and how this cycle feels different. They flag top assets to watch for the next 6–12 months, including AI, tech, healthcare, commodities, and Bitcoin. They weigh oil’s chance of topping $100 and discuss stocks they currently dislike.
AI Snips
Chapters
Transcript
Episode notes
Prepare Cash To Buy Big Dips
- Prepare cash reserves and plan to deploy capital during big market corrections; view crashes as buying opportunities.
- Rashad Bilal and Troy Millings emphasize dollar-cost averaging and stacking capital for dips.
Short Term Picks Mirror Long Term Winners
- The best assets over 6–12 months are the same ones to own longer term: AI, tech, healthcare, energy, and gold.
- Ian highlights Nvidia, ASML, TSM, Anthropic/OpenAI, Exxon and memory suppliers as core holdings.
Hedge With Gold And Bitcoin
- Add alternative monetary assets like gold and Bitcoin to hedge against monetary crisis and potential dollar weakness.
- Rashad Bilal says printing during a crash will likely lift both gold and Bitcoin.
