Could rising Treasury yields crash the AI boom?
As investors grapple with rising bond yields, AI earnings, inflation concerns, and growing uncertainty around Federal Reserve policy, Jesse Felder believes the biggest risk isn't what most investors are watching.
In this interview with Maggie Lake, Felder explains why the 10-Year Treasury yield is the most important chart in the world, why he believes a slow-motion debt crisis is already unfolding, and how rising yields could threaten the AI-driven rally that has powered markets.
He also discusses:
*Why Treasury yields may be the market's biggest warning signal
*Whether the AI boom is beginning to crack
*Why the Federal Reserve remains behind the curve
*Warren Buffett's massive Treasury position
*Gold, oil, commodities, and where value is emerging
*The biggest risks investors should watch over the coming months
If you want to understand what's really driving markets—and what could come next—this is a conversation you won't want to miss.
💡 If you're looking for deeper market intelligence, not just more market noise, join the Wealthion community at Wealthion.com. You'll get exclusive insights from Jesse Felder and many of our leading experts, along with deeper analysis and conversations available only to our members.
Chapters:
00:00 Jesse Felder's Biggest Market Warning
00:18 Join the Wealthion Community
00:45 Why Treasury Yields Matter More Than Stocks
02:38 The 10-Year Treasury & a Slow-Motion Debt Crisis
05:34 Is the Fed Losing Control of Inflation?
10:07 Japan, Government Debt & Bond Vigilantes
13:45 Why Treasury Yields Keep Rising
16:42 Could Higher Bond Yields Crash Stocks?
19:10 Gold's Next Move & Future Fed Rate Hikes
22:23 Where Should Investors Hide? (Warren Buffett's Strategy)
24:58 Is the AI Bubble Finally Bursting?
30:49 "The Beginning of the End" for AI Stocks?
34:56 Why Oil & Energy Could Be the Best Investment
38:49 Biggest Risks for Markets This Fall
39:17 AI Earnings, OpenAI & the Circular Financing Problem
42:40 Final Warning: Watch Treasury Yields
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