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

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 Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ ________________________________________________________________________ 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. Learn more about your ad choices. Visit megaphone.fm/adchoices