The AI Bubble Is Cracking: GOLD Is Warning YOU! | Jesse Felder
Jesse Felder joins us to explain why the AI boom may be heading toward a major reckoning, why capital cycles matter, and why commodities, especially energy, are entering a new bull phase.
#gold #ai #energy
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π¨βπΌ Guest: Jesse Felder, Publisher
π’ Company: The Felder Report
π https://thefelderreport.com/
π @jessefelder
π
Recording date: December 15th, 2025
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π Save the Date π
DEUTSCHE GOLDMESSE
May 15 & 16, 2026, 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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Timestamps
00:00 AI, Stocks, and Record Highs
01:12 Stagflation βLightβ Explained
03:03 Why AI Is the Marketβs Biggest Risk
05:07 Burry & Eismanβs AI Wake-Up Call
07:48 Capital Cycles and Overbuilding
10:11 Why Compute Prices Must Collapse
12:14 When Bubbles Burst Before Fundamentals
14:18 Can the Fed Delay the Crash?
16:33 Bitcoin vs Gold: Risk Appetite Signal
18:03 Dollar Weakness & Foreign Capital Risk
20:44 Commodities: Early Stage Bull Market
22:32 Oil vs Gold: A Rare Valuation Setup
25:07 Buffett, Occidental, and Energy
27:18 Higher or Lower: Markets to 2026
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#StockMarket #AIbubble #JesseFelder #FederalReserve #Commodities #Gold #Silver #OilAndGas #Stagflation #MacroEconomics #Investing #CapitalCycles #MarketRisk #Dollar #Bitcoin #EnergyStocks #AIStocks #Recession #SoarFinancially #wealthpreservation
