The Julia La Roche Show #274 Henrik Zeberg: Markets Approaching Historic Blow-Off Top Before Major Crash
14 snips
Jul 15, 2025 Henrik Zeberg, the head macro economist at SwissBlock, discusses alarming market predictions using his business cycle model. He warns of a looming historic 'blow-off top' in the S&P 500, potentially reaching 6,700-6,900 before a severe crash. Zeberg identifies a 'Titanic moment' in economic indicators and critiques the Federal Reserve for its missteps. Despite a bullish outlook on Bitcoin targeting $150K-$180K, he cautions of an 80% crash risk, drawing parallels to the subprime crisis in corporate treasuries.
AI Snips
Chapters
Transcript
Episode notes
Titanic Moment in Economy
- The economy is at a 'Titanic moment' where rising yields hit the system like an iceberg.
- This creates a negative feedback loop, inevitably pulling the economy down despite short-term market optimism.
S&P 500 Blow-Off Top Target
- Zeberg projects the S&P 500 could peak between 6,700 and 6,900 before crashing.
- This final surge will trap many investors who ignore weakening economic fundamentals.
Cautious Trading at Market Peak
- Be cautious trading the blow-off top because of strong FOMO and momentum.
- Protect gains by staying nimble and ready to exit quickly as conditions weaken.