Metals and Miners, Released on 5/23/26

Michael Pento, founder of Pento Portfolio Strategies, returns to the Metals and Miners pod on 5/21 for a hard-hitting discussion on the massive asset bubbles, exploding debt, Federal Reserve money printing, and why gold and precious metals are set to shine in the coming storm. From record-high stock market valuations to surging global bond yields and the end of the 60/40 portfolio, Pento delivers unfiltered truth about the current financial system and what investors should do now. Michael Pento is the President and Founder of Pento Portfolio Strategies. He is a well-known economic commentator and money manager who appears regularly on CNBC, Bloomberg, Fox Business, and many other financial media outlets.

00:00 – Intro
00:51 – Why You Should Ditch Faith in the Fed & Wall Street
03:07 – The Maniac Central Bank Under Jerome Powell
04:17 – Liquidity-Driven Market Collapse Warning
05:19 – Fed Has Printed $193 Billion Since QT Ended
07:37 – Higher Yields Will Pop the Debt-Fueled Bubble
08:55 – Inflation Outlook: Short-Term vs Post-Recession
14:03 – The Triumvirate of Bubbles (Credit, Real Estate, Equity)
17:06 – $100 Trillion in U.S. Debt & Rising Yields
21:58 – Foreign Buyers Leaving U.S. Treasuries
24:35 – Can the Economy Handle Higher Rates?
27:11 – Why This Is Extremely Bullish for the US Dollar? (No – Bearish)
28:16 – Rocket Fuel for Gold & Precious Metals
36:41 – Best Investment Opportunities in This Chaos
39:04 – Key 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, gold, inflation, investing, precious metals