New Rules in 2025: Commodities In, Stocks Out | Jesse Felder
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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π¨βπΌ Guest: Jesse Felder, Publisher
π’ Company: The Felder Report
π https://thefelderreport.com/
π @jessefelder
π
Recording date: June 9th, 2025
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π Save the Date π
DEUTSCHE GOLDMESSE
November 14 & 15, 2025 in Frankfurt, Germany
www.deutschegoldmesse.com
FREE Registration for Investors!
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π° Up-to-Date Commodity Prices & Commentary π°
π Clear Commodity Network π
π https://clearcommodity.net/ π
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Twitter: http://twitter.com/soarfinancial
Website: http://www.soarfinancial.com/
Timestamps
00:00 β Intro
02:00 β Why the U.S. Might WANT a Recession
05:00 β Tariffs, Taxes & Inflation: The Real Game
08:00 β Stagflation: The Fedβs Worst Nightmare
12:00 β Are the Jobs Numbers Lying?
16:00 β Retail vs Institutions: Whoβs Winning?
19:00 β Passive Flows Are Disguising Market Risk
22:00 β Equity Risk Premium = Insanity
25:00 β Buffettβs $350B Bet
28:00 β What a Real Regime Shift Looks Like
32:00 β The Yen and the Coming Flow Shock
35:00 β U.S. Dollar Outlook: Valuation Tells All
37:00 β Gold, Oil, and The Commodities Play
40:00 β What Jesse Would Do With $1M
42:03 β Final Thoughts + Where to Follow Jesse
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