Greetings from Nashville!

What happens when you put Jim Rickards, James Altucher and about a dozen of Paradigm’s sharpest analysts under one roof?

You get some bold predictions, a few spirited disagreements and enough investment ideas to keep a roomful of investors busy for months.

Oh, and a whiskey bar.

Yesterday, Paradigm hosted its one-day Paradigm Shift Summit for members of our Omega Wealth Circle.

These are the folks with access to the entire suite of Paradigm research. And for one day, they got to hear directly from the people behind it.

The presentations covered everything from the aftermath of the midterm elections to the AI bubble, critical metals, longevity science and the next generation of computer chips.

There were plenty of specific stock recommendations, too. Those we’ll leave to our Omega members.

But the bigger ideas? They were just too good to keep to myself.

Your Rundown for Friday, November 6, 2026...

A B-2 Bomber and an AI Bombshell

Sean Ring kicked things off with three possible market scenarios involving Iran, political gridlock and the threat of a wider Middle East war.

His most practical advice? Sometimes the smartest trade is no trade at all.

Market technician JC Parets, on the other hand, was finding opportunities in housing, a sector many investors have written off.

As for Bitcoin’s chart, JC said: “Looks like a stairstep to me!”

Greg Guenthner offered a reminder that cheap stocks aren't always bargains.

“I would rather buy an ‘expensive’ stock that’s trending higher than a ‘cheap’ stock that’s breaking down,” he said.

And in one of the morning’s biggest reveals, Omega Wealth Circle members got a live demonstration of a proprietary AI tool being developed exclusively for them.

Then Enrique Abeyta threw a bucket of cold water on the AI party.

“AI = 49% of the S&P 500,” he noted. “Do not tell me AI is not a bubble.”

And coinciding with Nvidia shares tumbling, Enrique made one of the summit’s boldest predictions:

“Nvidia will lose investors more money over the next three years than any stock in history.”

Ouch.

But science-and-technology investor Ray Blanco sees the brighter side of AI: longevity science.

Think faster drug discovery, treatments for age-related diseases and breakthroughs that could help us live longer, healthier lives.

Next, Byron King, our resident geologist and Navy veteran, produced an unusual show-and-tell item.

A section of a B-2 bomber turbine blade containing rhenium, a rare metal critical to high-performance jet engines.

Where did he find it? eBay, of course.

To Byron’s larger point: “It’s a different world now,” he said, pointing to the exotic metals powering everything from Elon Musk’s rockets to advanced military aircraft.

And we couldn’t gather just two days after the midterms without talking politics.

Jim Rickards had plenty to say about what the results revealed about American voters.

His biggest takeaway? Voter turnout.

Democratic participation approached presidential-election levels in some places, he said, something polling models struggle to anticipate.

Jim also introduced a memorable phrase: the “Trojan Horse election.”

Americans, worried about inflation and affordability, helped elect politicians whose broader cultural agenda they might not ever support.

They voted with their wallets. But they may have gotten more than they bargained for.

After lunch, Chris Cimorelli walked us through the evolution of computing, from CPUs to GPUs and now neural processing units (NPUs) — specialized chips that could make AI faster and more energy-efficient.

Then came James Altucher.

James has had a front-row seat to some of Wall Street’s darkest days.

He witnessed the first plane strike the World Trade Center on 9/11.

In the aftermath, he poured nearly every dollar he had into stocks.

Then fear got the best of him, and he sold. Immediately before the market recovered.

Later, during the Great Recession, James tried cheering up demoralized Wall Street brokers — by handing out Hershey’s Kisses!

In 2020, along came COVID and another wave of panic.

Through each event, James noticed a pattern.

“Every time there’s a bad situation, everyone takes it to the extreme.”

His message for investors: Fear can make a bad situation seem much worse than it really is.

And that set the stage for the day’s main event.

Jim Rickards versus James Altucher in a debate over America’s great divide.

Jim brought his command of geopolitics, monetary policy and financial history. James countered with the perspective of an entrepreneur who has survived market crashes and learned to find opportunity amid the wreckage.

One exchange captured their contrasting philosophies.

Asked where they’d park their money if they could choose just one investment for one year, James named a certain “fabless” semiconductor company.

Jim’s answer? Cash. A little dry powder gives investors options when opportunities arise.

The day concluded with our famous Whiskey Bar, where the conversation turned to AI-driven drug discovery, gold miners and the risks of prediction-market betting.

By the time the evening wound down, we’d covered politics, gold, oil, AI, space, crypto and more.

If there’s one thing the summit demonstrated, it’s that even the sharpest minds in finance don’t always see eye to eye.

Different opinions. Different strategies.

Nobody knows exactly what 2027 will bring, you don’t have to predict the future perfectly to prepare for it intelligently.

And if you can have a little fun, enjoy a good debate and share a whiskey along the way?

Even better.

That’s a wrap from Nashville.

Market Rundown for Friday, Nov. 6, 2026

S&P 500 futures are up 0.20% to 7,395.

Oil is up 0.40% to $90.90 for a barrel of WTI.

Gold’s down 1% to $4,074.60 per ounce.

And Bitcoin’s up 0.25% to $76,235.