Liberty and Finance, Released on 1/10/25 (Recorded on 1/9/25)

Michael Pento warns that the current market is heavily inflated, with extreme bubbles in stocks, bonds, and real estate, making it one of the most dangerous environments for investors in recent history. Despite the Federal Reserve’s efforts to cut interest rates, borrowing costs remain high, and inflation continues to be a major concern, potentially leading to stagflation. The traditional 60-40 portfolio, once a cornerstone of conservative investing, is now at significant risk due to these market dynamics. Insider selling and rising cash reserves among major investors point to growing fragility, with signs of distress in the bond market as yields rise despite rate cuts. Pento advises investors to be proactive, flexible, and adopt active money management strategies to navigate the uncertainty ahead, including preparing for a potential recession.

0:00 Intro
1:30 The most dangerous market ever
17:15 Inflation & bond market
24:33 Pento’s strategy
30:17 Weekly specials

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.

  investing, market correction, market crash