Intro

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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