Show notes
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
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