Wealthion - Be Financially Resilient

Jesse Felder: Stocks, Bonds & the U.S. Dollar Are All Breaking


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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


    Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3Rw3WsE


    Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH


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    ________________________________________________________________________

    IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.


    While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.


    We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.


    The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

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