Wall St. For Main St., Released on 5/19/25
During this hour plus long interview and discussion Jason asks Jesse about if US stocks normally continue to rise if US Treasury bond yields also rise? Jesse talks about how US stocks will stop going up if the 10 year and 30 year US Treasury bond yields continue to go up above 5%. Jesse lays out the case how stagflation is here and will likely not be going away despite low oil prices. Jesse thinks that oil prices are close to a bottom if they have not already bottomed. His past calls the last few years on gold prices were prescient. Jesse also talks about stagflation, commodities, gold, oil, gold mining, how Big Tech artificial intelligence and data center capital expenditures (capex) will have to be cut and why gold could be $4k/oz or higher in 12-24 months. To wrap up the interview, Jesse talks about how S&P 500 senior executives are still not insider selling for most companies in most industries by a very wide margin. Only gold stocks seem to have free cash flow growth, net insider buying and gold company executives have growing free cash flow to invest in growth or return to shareholders.
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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.
Jason Burack is an investor, entrepreneur, financial historian, Austrian School economist, and contrarian. Jason co-founded the startup financial education company Wall St for Main St to try to help the people of Main Street by teaching them the knowledge, skills, research methods, and investing expertise of Wall Street.