The Bond Market Is Flashing Danger — And AI Is A Bubble | Jesse Felder
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Jesse Felder, founder of The Felder Report, joins Maggie Lake to warn that investors may be dramatically underestimating the risks building beneath today’s market rally. Felder argues the world has entered a n…
Did The Bust Just Begin? | Jesse Felder
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comWelcome to Thoughtful Money. I'm its founder & your host, Adam TaggartToday's guest has been warning for a good while now that the current bull market …
Rounding up the usual suspects as a new era at the Fed dawns next week.
Today, the usual suspects knee-jerked higher Thursday on Trump's latest peace declaration as crude oil dropped, while the other usual suspects (software as a service) were some of the worst performers ahead of Adobe's earnings release after the close. Also, a strong discussion of the status for gol…
Kontrarian Korner #125 - Jesse Felder
Yesterday I had Jesse Felder back on the podcast. We covered his outlook for AI and data centers, including a couple stories that are similar to the old shoeshine boy story. He also laid out some of the problems he sees in private equity and private credit, along with real estate. We wrapped things…
Jesse Felder: This is the Type of Setup You Look For as an Investor
Recorded on: June 29, 2026Jesse Felder highlights a striking divergence in oil markets: physical inventories, including the Strategic Petroleum Reserve, have plunged to multi-decade lows while demand hits records, yet institutional investors hold the most bearish positioning ever. This contrarian s…
Jesse Felder: This is the Type of Setup You Look For as an Investor
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A GoldFix- Competent Investor Joint Presentation
Tom Bodrovics sat down with Jesse Felder, founder, editor, and publisher of The Felder Report, for a wide-ranging discussion on oil, market sentiment, AI, and wher…
Treasury Yields Could Break the AI Boom
Could rising Treasury yields trigger the next major market downturn?
In this exclusive interview, Jesse Felder, founder of The Felder Report, explains why he believes the 10-Year Treasury yield is the most important chart in the world—and why it could derail the AI boom, pressure stocks, and expos…
'We're Already in a Recession' - Which Assets Will Survive as Economy Implodes?
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Chris Vermeulen and Jesse Felder aren't subscribing to the buy-the-dip mentality when it comes to markets today, as they both present economic data that paints a compelling …
The AI Boom Is About to Hit a Wall, The NEW Role for GOLD | Jesse Felder
Jesse Felder warns the AI investment boom may be approaching a reckoning as credit markets tighten and bond yields surge. He explains what could break, why the Fed faces a difficult inflation fight, and how a crisis could ultimately send gold toward $7,000–$9,000 an ounce. #gold #ai #energy -------…
Higher Rates Could Burst the AI Bubble — Here’s What to Own Instead
Could rising interest rates burst the AI bubble—and leave investors exposed in both stocks and bonds? Jesse Felder, founder of The Felder Report, joins Maggie Lake to discuss inflation, Treasury yields, gold and why he believes the commodity supercycle still has room to run.
Felder explains why he …
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