Michael Pento: 3 Massive Asset Bubbles Threaten To Take Down Our Fragile Economy

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Jul 17, 2025

Michael Pento, a money manager at Pento Portfolio Strategies and an expert in macro forecasting, returns to discuss alarming trends in the economy. He warns of three massive asset bubbles in credit, real estate, and stocks that could jeopardize many retirement plans. The talk navigates market fluctuations, the role of influential financial figures, and the cooling housing market amid rising living costs. Pento emphasizes the need for cautious investment strategies and the importance of data-driven analyses over emotional decision-making.

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INSIGHT

Triumvirate of Market Bubbles

Michael Pento identifies three major bubbles: credit, real estate, and equities paving the way for a fragile economic system.
High public and private debt levels distort asset prices and threaten retirement outlooks.

INSIGHT

Tracking Oligarch Movements

Pento's model detects big money moves by oligarchs via financial indicators like copper-gold ratio and junk bond spreads.
Their investment actions often precede market shifts, allowing early and more accurate predictions.

INSIGHT

Five Economic Sectors Model

Pento categorizes economic environments into five sectors from deflation to hyperinflation, guiding investment stances.
Currently, he toggles between stasis and reflation sectors, favoring T-bills and selective equities with inflation hedges.

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When today's guest was last on this channel back in March, he warned that the stock market was at risk of a double-digit drop.He was soon validated as stocks then fell 20% over the next month.Since then, markets have rocketed back to new all-time highs.So what does his model tell us is likely to happen from here?To find out, we have the great good fortune to welcome money manager Michael Pento back to the program.Michael warns that a 'triumvirate" of three massive asset price bubbles -- in credit, real estate and stocks -- threatens to take down our fragile economy and dash the retirement hopes for millions.

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