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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