Soar Financially, Released on 3/11/25

Is a 40% market correction looming? In this episode, top portfolio strategist Michael Pento joins me on Soar Financially to break down today’s turbulent economic landscape. We dissect Trump’s aggressive tariff moves, the Fed’s frozen policy stance, and why safe havens like gold remain crucial in a market under stress. Tune in as we explore overvalued equities, shrinking earnings forecasts, and active portfolio management strategies designed to navigate these uncertain times.

00:00 – Introduction – The Fed’s Dilemma
00:34 – Welcome to Soar Financially
00:52 – Guest Introduction: Michael Pento Returns
01:10 – Revisiting the 40% Market Correction Prediction
02:05 – Market Correction: Is It Happening Now?
03:25 – The Trump Recession Debate
04:50 – Financial Conditions and Credit Spreads: Market Signals
06:15 – The Stock Market’s Overvaluation & Risks
08:00 – Tariffs, Trade Deficits, and Economic Security
11:20 – Stock Market Valuations: No Room for Error
13:15 – Rotation of Capital: Bonds vs. Stocks
14:50 – Economic Slowdown: GDP Growth Projections
16:50 – Tax Cuts, Debt, and Economic Growth Challenges
19:00 – Universal Basic Income and AI’s Role
21:51 – Tariffs & Inflation: What to Expect?
24:58 – Gold, US Dollar, and Economic Trends
29:08 – Cash vs. Stocks: Where Should Investors Be?
31:25 – The Fed’s Next Move & Market Outlook for 2025
34:37 – Final Thoughts: Inflation, Deflation, and Market Strategy
38:00 – Where to Follow Michael Pento
39:12 – Closing Remarks

Michael Pento is a specialist in Austrian economics and is the President of Pento Portfolio Strategies. Prior to starting Pento Portfolio Strategies he served as a senior economist and VP of the managed products division of another well known financial firm. Michael has also created ETFs and UITs that were sold throughout Wall Street. Earlier in his career, he worked on the floor of the NYSE. He is the author of The Coming Bond Market Collapse: How to Survive the Demise of the U.S. Debt Market.

  economy, gold, investing, market correction, market crash, stock market crash, stocks, Trump