Jesse Felder joins us to explain why the AI boom may be heading toward a major reckoning, why capital cycles matter, and why commodities, especially energy, are entering a new bull phase.#gold #ai #energy -------------------👨‍💼 Guest: Jesse Felder, Publisher🏢 Company: The Felder Report🌎 https://thefelderreport.com/𝕏 @jessefelder📅 Recording date: December 15th, 2025-------------------📆 Save the Date 📆DEUTSCHE GOLDMESSE May 15 & 16, 2026, in Frankfurt, Germanywww.deutschegoldmesse.com FREE Registration for Investors! ---------------------📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎►► Follow Us! ◄◄Twitter: http://twitter.com/soarfinancialWebsite: http://www.soarfinancial.com/Timestamps00:00 AI, Stocks, and Record Highs01:12 Stagflation “Light” Explained03:03 Why AI Is the Market’s Biggest Risk05:07 Burry & Eisman’s AI Wake-Up Call07:48 Capital Cycles and Overbuilding10:11 Why Compute Prices Must Collapse12:14 When Bubbles Burst Before Fundamentals14:18 Can the Fed Delay the Crash?16:33 Bitcoin vs Gold: Risk Appetite Signal18:03 Dollar Weakness & Foreign Capital Risk20:44 Commodities: Early Stage Bull Market22:32 Oil vs Gold: A Rare Valuation Setup25:07 Buffett, Occidental, and Energy27:18 Higher or Lower: Markets to 2026**Disclaimer:**Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary.Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest).Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.#StockMarket #AIbubble #JesseFelder #FederalReserve #Commodities #Gold #Silver #OilAndGas #Stagflation #MacroEconomics #Investing #CapitalCycles #MarketRisk #Dollar #Bitcoin #EnergyStocks #AIStocks #Recession #SoarFinancially #wealthpreservation