Sea Change: Own things that can't be printed! commodities, precious metals, energy+ | JESSE FELDER

WATCH THE JESSE FELDER INTERVIEW HERE!

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Description:

Welcome to Metals and Miners! Join host Gary Bohm and Jesse Felder, founder of The Felder Report, as they dive into market analysis, investment strategies, and economic insights. Discover why owning real assets like gold and silver is crucial in today’s shifting economic landscape. Jesse shares his expertise on stock market resilience, the weakening dollar, AI's impact, and the potential of gold-backed bonds amidst rising debt. Don’t miss this deep dive into navigating financial repression and portfolio allocation!

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Sound Bites:

• "The market has really weathered it all."

• "The dollar is going to be weaponized."

• "We have seen a sea change in the markets."

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Takeaways:

• The stock market has shown remarkable resilience despite numerous challenges.

• Speculative euphoria in asset markets is at an all-time high.

• The Fed's ability to intervene in the market is constrained by inflation.

• Tariffs have not strengthened the dollar as expected due to other factors.

• The shift from disinflation to inflationary pressures is significant and ongoing.

• AI's impact on job markets is still uncertain and may be overstated.

• Gold's role in global reserves is likely to increase in the coming years.

• Investors need to diversify into real assets to hedge against inflation.

• Financial repression may become a reality as debt levels rise.

• A significant allocation to real assets is crucial for future investment strategies.

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Timestamps:

00:00 Introduction to Market Analysis and Investment Strategies

01:16 Stock Market Resilience and Future Predictions

06:55 The Impact of Tariffs on Currency Valuation

12:30 Shifts from Disinflation to Inflationary Pressures

16:35 The Role of AI and Robotics in Job Markets

19:49 Exploring Gold-Backed Bonds and Financial Repression

22:38 The Growing Debt Crisis and Its Implications

26:20 Gold's Role in Global Reserves

27:57 Investing in Real Assets and Outside Money

38:24 Portfolio Allocation in a Changing Economic Landscape

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Follow Jesse Felder:

• Website: Learn more at https:www.thefelderreport.com

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The Top 10 Golden Nuggets from the Jesse Felder Interview

1. Stock Market Resilience Unveiled (01:16)
   Jesse Felder highlights the stock market's remarkable strength despite challenges like war, tariffs, and debt, suggesting a potential melt-up scenario.