The Bond Market Is Flashing Danger — And AI Is A Bubble | Jesse Felder
From Wealthion by Wealthion
May 6, 2026
About this episode
Jesse Felder discusses the risks in the bond market and compares the current AI boom to the dot-com bubble.
💡Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/3P2nE1y Jesse Felder, founder of The Felder Report, joins Maggie Lake to warn that investors may be dramatically underestimating the risks building beneath today’s market rally. Felder argues the world has entered a new structural inflationary era driven by deglobalization, soaring debt, commodity shortages, and geopolitical instability — with potentially massive implications for bonds, stocks, and the broader economy. Felder explains why he believes the bond market is the “most important chart in the world,” why rising commodity prices could send yields sharply higher, and why real assets like gold, energy, and commodities may continue outperforming traditional financial assets. He also lays out a detailed case for why today’s AI boom resembles the dot-com bubble, warning that hyperscalers may face collapsing free cash flow, rising costs, and unrealistic earnings expectations. Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth…
People in this episode
Host: Maggie Lake
Guest: Jesse Felder
Topics covered
- bond market
- structural inflation
- AI bubble
- geopolitical instability
- investment risks
- commodity prices
Keywords
- investment advice
- financial planning
- portfolio review
- geopolitical risks
- commodity shortages
- deglobalization
- rising debt
Sponsors
Wealthion
Mentioned in this episode
Organizations: Wealthion, The Felder Report
More episodes of Wealthion
- Scaramucci: Bitcoin & Gold Will Rise #Bitcoin #Gold #Inflation · June 13, 2026
- Scaramucci: Don’t Bet Against Elon #SpaceX #ElonMusk #Investing · June 12, 2026
- Anthony Scaramucci: Don’t Bet Against Elon — And Don’t Ignore The Next Oil Shock · June 12, 2026
- Michael Green: 50x Leverage Is Not Risk-Free #MichaelGreen #Treasury #Markets · June 12, 2026
- Michael Green’s Plan To Fix The Bond Market #MichaelGreen #Treasury #Bonds · June 12, 2026
- Michael Green: Passive Funds Broke Bonds #MichaelGreen #PassiveInvesting #Bonds · June 12, 2026
Explore listener stats, chart rankings, contacts and more on the Wealthion podcast page.