What podcasts say about Jesse Felder
Every statement, with the speaker, the exact quote and the moment it was said.
What Jesse Felder has said on podcasts
49 statements · 20 positive · 24 negative · 4 mixed · 1 neutral
The old economy is currently in recession.
“The old economy is essentially in recession”
Open the episode · Is The Market Hitting Its Breaking Point? | Jesse FelderListen at 0:56
The new economy is currently performing strongly.
“the new economy is doing great”
Open the episode · Is The Market Hitting Its Breaking Point? | Jesse FelderListen at 1:01
The new economy is nearing the point where it cannot support everything alone.
“we're really close to getting to that point”
Open the episode · Is The Market Hitting Its Breaking Point? | Jesse FelderListen at 1:15
Financial assets are unattractive, while real and hard assets are attractive.
“bearish financial assets, bullish real assets, bullish hard assets”
Open the episode · Is The Market Hitting Its Breaking Point? | Jesse FelderListen at 3:06
The ten-year Treasury yield has a technical target near 6%.
“leaves the target close to six percent”
Open the episode · Is The Market Hitting Its Breaking Point? | Jesse FelderListen at 4:29
Interest rates currently have strong upward momentum.
“momentum on the upside interest rates right now is pretty strong”
Open the episode · Is The Market Hitting Its Breaking Point? | Jesse FelderListen at 4:33
The new economy is nearing its inability to sustain the broader economy.
“I think we're really close to getting to that point”
Open the episode · Is The Market Hitting Its Breaking Point? | Jesse FelderListen at 8:30
The S&P 500 has never reached a high with fewer than 30% above their 50-day average.
“that's never happened before”
Open the episode · Is The Market Hitting Its Breaking Point? | Jesse FelderListen at 8:42
The financing environment for the AI investment boom is deteriorating.
“the capital window to me is closing”
Open the episode · Is The Market Hitting Its Breaking Point? | Jesse FelderListen at 10:17
Withdrawn and delayed IPOs indicate weakening demand for AI investment financing.
“the capital window is closing”
Open the episode · Is The Market Hitting Its Breaking Point? | Jesse FelderListen at 11:22
Rising inflation and interest rates are harming the old economy.
“The old economy is clearly suffering from rising inflation and interest rates.”
Open the episode · Is The Market Hitting Its Breaking Point? | Jesse FelderListen at 12:09
Drained reserves and strong demand create a bullish energy backdrop.
“that sets the stage for for you know a uh a very bullish backdrop”
Open the episode · Is The Market Hitting Its Breaking Point? | Jesse FelderListen at 15:04
Restocking demand will likely provide a floor under oil prices.
“probably a floor under oil prices”
Open the episode · Is The Market Hitting Its Breaking Point? | Jesse FelderListen at 15:13
Oil prices could rise substantially from current levels.
“oil prices could go up so much from here”
Open the episode · Is The Market Hitting Its Breaking Point? | Jesse FelderListen at 16:27
The energy bull market is not near its end.
“we're not going to be anywhere near an end of this energy bull market”
Open the episode · Is The Market Hitting Its Breaking Point? | Jesse FelderListen at 19:10
The energy market has substantial further upside potential.
“It has plenty, plenty of room in front of it to run”
Open the episode · Is The Market Hitting Its Breaking Point? | Jesse FelderListen at 19:27
Much of the recent rise in real yields has likely already occurred.
“a lot of this move in real yields is behind us”
Open the episode · Is The Market Hitting Its Breaking Point? | Jesse FelderListen at 21:05
Gold may trade sideways before anticipating another rate-cut cycle.
“gold kind of just trends sideways for a period of time”
Open the episode · Is The Market Hitting Its Breaking Point? | Jesse FelderListen at 24:30
Volcker-style tightening would significantly hurt gold prices.
“that's going to really hurt the gold price”
Open the episode · Is The Market Hitting Its Breaking Point? | Jesse FelderListen at 26:58
Yield-curve control combined with short-term tightening would sharply boost gold.
“Gold goes nuts in that scenario, I think.”
Open the episode · Is The Market Hitting Its Breaking Point? | Jesse FelderListen at 29:23
Yield-curve control could produce a gold price around $10,000.
“that's how you get a $10,000 gold price or something”
Open the episode · Is The Market Hitting Its Breaking Point? | Jesse FelderListen at 29:26
A gradual tightening followed by renewed rate cuts is the likeliest gold scenario.
“the middle scenario is the most likely”
Open the episode · Is The Market Hitting Its Breaking Point? | Jesse FelderListen at 29:38
Recession-era Treasury issuance could overwhelm potential demand.
“the amount of supply that means of new treasuries coming on the market is going to overwhelm any type of potential demand”
Open the episode · Is The Market Hitting Its Breaking Point? | Jesse FelderListen at 31:30
- on Federal Reserve Treasury-market interventionNegativeOct 15, 2026· Thoughtful Money with Adam Taggart
The Fed will likely need to intervene in the Treasury market during the next recession.
“it's going to be really, really hard for the Fed to avoid some type of intervention”
Open the episode · Is The Market Hitting Its Breaking Point? | Jesse FelderListen at 32:11
Gold would likely perform strongly if AI implodes and Treasury markets destabilize.
“it's hard to not see gold really doing well in that type of a scenario”
Open the episode · Is The Market Hitting Its Breaking Point? | Jesse FelderListen at 34:15
Future fiscal support cannot match pandemic-era levels.
“we're getting to the point where, yes, I think that they can't do fiscal anywhere near the way they did it during the pandemic”
Open the episode · Is The Market Hitting Its Breaking Point? | Jesse FelderListen at 35:53
A debt crisis is more likely than another large fiscal rescue.
“more likely is we're going to be closer to some type of a debt crisis”
Open the episode · Is The Market Hitting Its Breaking Point? | Jesse FelderListen at 36:06
Fiscal austerity may target corporate tax cuts and AI taxation.
“the easiest target in terms of fiscal austerity is going to be undoing the corporate tax cuts and maybe taxing AI”
Open the episode · Is The Market Hitting Its Breaking Point? | Jesse FelderListen at 36:46
The dollar would plunge under fiscal expansion with yield-curve control.
“the dollar is going to... do plunge in that type of a scenario”
Open the episode · Is The Market Hitting Its Breaking Point? | Jesse FelderListen at 37:49
A plunging dollar would strongly benefit hard assets, precious metals, and oil.
“which is obviously very, very bullish for all types of hard assets, precious metals, oil price, I mean, everything”
Open the episode · Is The Market Hitting Its Breaking Point? | Jesse FelderListen at 37:53
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.