Soar Financially, Released on 6/10/25 (Recorded on 6/9/25)

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.

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

Jesse Felder began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. He’s the founder of Felder Investment Research, LLC, which publishes The Felder Report.

  gold, investing, Jesse Felder, market crash