

#261 Mel Mattison: "We're Just Beginning to Inflate" a Massive Asset Bubble - S&P 7000, Bitcoin $150K, Gold $3500
41 snips May 28, 2025
Mel Mattison, a fintech executive with 25+ years in finance, argues we are entering a period of fiscal dominance where large deficits could inflate asset bubbles instead of crashing the economy. He predicts the S&P will soar to 7,000 by year-end and foresees Bitcoin reaching $150K and gold hitting $3,500. Mattison explains why fears regarding interest rates are misplaced, highlighting that most government debt is tied to short-term bills. With insights on investment strategies and macroeconomic trends, he suggests we're on the brink of a historic market shift.
AI Snips
Chapters
Books
Transcript
Episode notes
Fiscal Dominance Fuels Bubbles
- The U.S. is in fiscal dominance, with persistent large deficits fueling asset bubbles, not collapse.
- Policymakers will use unconventional methods to sustain the economy and inflate market values.
Salsa and Sour Cream Market Theory
- Trump's policies contain both negative and bullish elements causing initial market pain followed by a strong rally.
- Market will digest the mixed signals leading to a sharp recovery and equity rally by year-end.
Calling the Market Bottom
- Mel raised cash and bought protective puts before market correction in early 2025.
- He called the market bottom at 5,115 and went all-in, proving prescient so far in 2025.