Episode Details

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 expose deeper problems in the global economy. Felder argues that investors are underestimating the risks building in the bond market, warns a slow-motion debt crisis is already underway, and explains why soaring government debt, persistent inflation, and higher interest rates could reshape markets for years to come. He also shares why Warren Buffett's massive Treasury position makes sense today, why momentum investing may be breaking down, where he sees value emerging, and why energy, oil, and commodities could outperform in the years ahead. In this interview: * Why Treasury yields matter more than ever * The biggest risk facing the AI boom * Why Jesse believes a debt crisis has already begun * The Federal Reserve's inflation challenge * What rising bond yields mean for stocks * Warren Buffett's defensive strategy * Gold, oil, and commodity investing * Value investing vs. momentum investing * What every investor should be watching next 💡 If you're looking for deeper market intelligence, not just more market noise, join the Wealthion community at Wealthion.com. You'll get exclusive insights from Jesse Felder and many of our leading experts, along with deeper analysis and conversations available only to our members. Chapters: 00:00 Jesse Felder's Biggest Market Warning 00:18 Join the Wealthion Community 00:45 Why Treasury Yields Matter More Than Stocks 02:38 The 10-Year Treasury & a Slow-Motion Debt Crisis 05:34 Is the Fed Losing Control of Inflation? 10:07 Japan, Government Debt & Bond Vigilantes 13:45 Why Treasury Yields Keep Rising 16:42 Could Higher Bond Yields Crash Stocks? 19:10 Gold's Next Move & Future Fed Rate Hikes 22:23 Where Should Investors Hide? (Warren Buffett's Strategy) 24:58 Is the AI Bubble Finally Bursting? 30:49 "The Beginning of the End" for AI Stocks? 34:56 Why Oil & Energy Could Be the Best Investment 38:49 Biggest Risks for Markets This Fall 39:17 AI Earnings, OpenAI & the Circular Financing Problem 42:40 Final Warning: Watch Treasury Yields Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.