WTFinance, Released on 5/23/25 (Recorded on 5/22/25)

On this episode of the WTFinance podcast I have the pleasure of welcoming back Michael Pento. Michael is the President & Founder of Pento Portfolio Strategies. During our conversation we spoke about Michael’s thoughts on the economy, tariff negotiations, inflation, Doge, bond market issues, growth of debt issues, what would turn Michael bullish and more. I hope you enjoy!

0:00 – Introduction
1:15 – Overview of the economy
4:20 – Tariff negotiations
6:41 – Inflation
9:25 – Doge shift
10:36 – Bond market issues
15:41 – Volatility trading
19:49 – Grow out of debt issue
24:45 – Rotating in commodities/agriculture?
26:16 – What would turn bullish?
30:01 – One message to takeaway?

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, inflation, investing, market collapse, tariffs