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New Rules in 2025: Commodities In, Stocks Out | Jesse Felder

June 10, 2025
  • Jesse Felder
  • Economy
Soar Financially
By Soar Financially
Soar Financially

Jesse Felder returns to Soar Financially to break down why the U.S. economy is far more fragile than it appears to be. From rising inflation and deliberate economic slowdown to insider selling, stagflation risks, and a major monetary regime change, Jesse warns that this market is dangerously overvalued.

#gold #marketcrash #buffett

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πŸ‘¨β€πŸ’Ό Guest: Jesse Felder, Publisher
🏒 Company: The Felder Report
🌎 https://thefelderreport.com/ 
𝕏 @jessefelder
πŸ“… Recording date: June 9th, 2025

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πŸ“† Save the Date πŸ“†
DEUTSCHE GOLDMESSE
November 14 & 15, 2025 in Frankfurt, Germany
www.deutschegoldmesse.com 
FREE Registration for Investors!
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πŸ“° Up-to-Date Commodity Prices & Commentary πŸ“°
πŸ‘‰ Clear Commodity Network πŸ‘ˆ
🌎 https://clearcommodity.net/  🌎

β–Ίβ–Ί Follow Us! β—„β—„
Twitter: http://twitter.com/soarfinancial 
Website: http://www.soarfinancial.com/ 

Timestamps
00:00 – Intro
02:00 – Why the U.S. Might WANT a Recession
05:00 – Tariffs, Taxes & Inflation: The Real Game
08:00 – Stagflation: The Fed’s Worst Nightmare
12:00 – Are the Jobs Numbers Lying?
16:00 – Retail vs Institutions: Who’s Winning?
19:00 – Passive Flows Are Disguising Market Risk
22:00 – Equity Risk Premium = Insanity
25:00 – Buffett’s $350B Bet
28:00 – What a Real Regime Shift Looks Like
32:00 – The Yen and the Coming Flow Shock
35:00 – U.S. Dollar Outlook: Valuation Tells All
37:00 – Gold, Oil, and The Commodities Play
40:00 – What Jesse Would Do With $1M
42:03 – Final Thoughts + Where to Follow Jesse

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#JesseFelder #SoarFinancially #Stagflation #USEconomy #MarketCrash #GoldInvesting #InflationCrisis #FederalReserve #StockMarketBubble #CommoditiesBoom #MonetaryRegimeChange #BondMarket #RetailInvestors #InsiderSelling #BuffettIndicator #USDollarCollapse #OilStocks #RecessionWarning #EconomicStorm #MacroAnalysis

Soar Financially
Soar Financially
At Soar Financially we discuss the macro to understand the micro - an informative, non-pretentious interview format, focused on economic macro trends that are shaping the markets. We speak with global market experts about the US Dollar, FED action, gold & silver & stocks.
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