undefined

Bill Fleckenstein

Analyst at Fleckenstein Capital, known for his predictions on the bond market and its impact on stocks.

Top 5 podcasts with Bill Fleckenstein

Ranked by the Snipd community
undefined
8 snips
Jan 9, 2025 • 1h 41min

Bonds To Keep Weakening Until Stocks Tank | Bill Fleckenstein

Bill Fleckenstein, an analyst at Fleckenstein Capital, discusses the looming bond market revolt against the Federal Reserve as yields rise despite rate cuts. He predicts bonds will continue to weaken, impacting stocks significantly. John Lodra and Mike Preston from New Harbor Financial share insights on market trends, evaluating the growing disconnect between stock valuations and economic realities. The trio explores active versus passive investing strategies, the shifting dynamics of gold vs. Bitcoin, and the psychological effects of inflation on consumer sentiment.
undefined
7 snips
Sep 24, 2024 • 48min

#197 Bill Fleckenstein On Why The Fed's Rate Cut Was A Mistake, The End Game For The Activist Central Bank Era, And The Psychology Of Market Bubbles

Bill Fleckenstein, president and founder of Fleckenstein Capital, delves into the Federal Reserve's recent rate cut, calling it a potential blunder amidst rising inflation. He highlights the disconnect with the bond market and warns of the dangers posed by increasing national debt. The discussion reveals insights into investor psychology, exploring how herd behavior and FOMO shape market bubbles. Fleckenstein also emphasizes the importance of developing personal investing strategies and staying adaptable in this volatile climate.
undefined
6 snips
Oct 8, 2024 • 58min

Bill Fleckenstein: Is A Bond Market Revolt Underway?

Bill Fleckenstein, an investor and analyst at Fleckenstein Capital, shares insights on the bond market's evolving dynamics. He discusses the recent easing of monetary policy by major economies and the potential implications for 2025. Bill expresses his concerns about a possible revolt among bond investors against the Fed's plans, hinting at waning confidence in managing inflation and deficits. The conversation also delves into strategic investment approaches in uncertain times and the importance of hedging to navigate market volatility.
undefined
Apr 11, 2024 • 44min

#160 Bill Fleckenstein: The Fed Is Trapped And Unable To Fight Inflation

Bill Fleckenstein, President of Fleckenstein Capital, criticizes the Fed's incompetence leading to bubbles. He discusses passive bid distortion, stock market lagging indicator, and Fed's inability to fight inflation. Concerns about national debt, gold, and silver as insurance policies.
undefined
Mar 17, 2024 • 54min

Bill Fleckenstein: Bulls May Find Themselves "Up To Their Neck In Alligators" Soon

Discussing the potential risks of passive capital inflows stalling, impacting asset prices. Bill Fleckenstein shares insights on market dynamics, bond market complexities, inflation concerns, and strategies for navigating market volatility. Emphasis on the importance of physical fitness for long-term health benefits and stress management.