Jesse Felder: Stocks, Bonds & the U.S. Dollar Are All Breaking
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Navigating Inflation and Monetary Policy
This chapter explores the intricacies of inflation and the Federal Reserve's monetary policy decisions in the context of current economic trends and anticipated changes. It highlights concerns about persistent inflation, proposed fiscal policies, and the potential impact of shifts in Fed leadership on interest rates and the overall economy.
Are we heading into a full-blown reset across financial markets? In this explosive interview, Jesse Felder, founder of The Felder Report, joins James Connor to issue a dire warning: stocks, bonds, and the U.S. dollar are all dangerously mispriced, and a major repricing event may be just around the corner.
Felder explains why:
- The S&P 500 remains dangerously overvalued, despite recession signals
- Retail traders are driving a leverage-fueled bubble, while insiders are cashing out
- Tech optimism is fading as AI giants freeze CapEx spending
- Bonds face a historic risk: a “vigilante revolt” amid surging deficits and inflation
- The Fed may soon face a policy trap, under political pressure to monetize debt
- The U.S. dollar may have entered a long-term bear market, shifting the global macro landscape
Later in the interview, Rocklinc’s CEO, Jonathan Wellum, shares his reaction to Jesse’s conversation, discusses his firm’s 28% cash position, and outlines where he’s still finding value in today’s volatile markets.
Chapters:
0:26 – Buy the Dip or Bail Out? Jesse Felder on the S&P’s Fate
3:56 – Why Stocks Are Still Dangerously Overvalued
8:42 – The AI Bubble? Felder Warns It’s Just Like 2000
12:59 – Will the S&P Shatter 4,800—or Plunge to 3,000?
14:32 – The Most Important Chart in the World: Bond Yields
18:04 – Why U.S. Debt Is a Ticking Time Bomb
20:23 – Bond Market Revolt: What It Looks Like & Why It Matters
22:01 – 5.5% Yields? The Fed’s Nightmare Scenario
22:43 – The Dollar Is Dying—Here’s What to Own Instead
25:28 – Why Oil Could Soar While Everything Else Tanks
27:43 – Recession Already Here? Felder Thinks So
29:16 – The Fed’s Impossible Dilemma: Inflation vs. Recession
32:43 – Is Inflation Really Dead? Don’t Bet on It
33:13 – Will Jay Powell Be Fired? Inside the Fed Shake-Up
35:27 – The Coming Crash: S&P 4000—and Then Some?
37:01 – Where the Smart Money’s Hiding Now
42:04 – Gold at $10,000? Long-Term Bull Case Revealed
44:30 – Jonathan Wellum Reacts: S&P Could Still Drop Hard
48:12 – Why Bonds Still Aren’t Safe—Even at 5% Yields
48:29 – Too Late to Buy Gold? Not Quite…
50:22 – Holding 28% Cash: RockLinc’s Contrarian Strategy
51:13 – How RockLinc Invests Idle Cash Smarter
51:59 – Final Takeaways from Felder’s Market Forecast
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
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