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Bill Fleckenstein: The Market Is In A Dangerous Set-up That Could Get Ugly Quickly

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Manage episode 505344194 series 3548516
Content provided by Adam Taggart | Thoughtful Money. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Taggart | Thoughtful Money or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

It's a tricky time for investors right now.We're seeing increasing signs the economy is slowing down, but nearly all assets are surging in price right now.Some, like many stocks, are at all--time high valuations levels. Even though the weakening economic data increasingly makes their forward earnings forecasts look unattainable.Bond yields remain elevated and inflation is not yet at the Fed's 2% target -- yet it seems highly likely an interest cut of at least 25 basis points will happen this month.What will win out from here as we head into the end stretch of 2025?Will the momentum and investor exuberance keep driving asset prices higher?Or will they finally start to buckle under the gravity of the underlying data?For answers, we have the great fortune today of turning to veteran money manager Bill Fleckenstein, founder of Fleckenstein capital.#marketbubble #bonds #inflation _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

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421 episodes

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Manage episode 505344194 series 3548516
Content provided by Adam Taggart | Thoughtful Money. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Taggart | Thoughtful Money or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

It's a tricky time for investors right now.We're seeing increasing signs the economy is slowing down, but nearly all assets are surging in price right now.Some, like many stocks, are at all--time high valuations levels. Even though the weakening economic data increasingly makes their forward earnings forecasts look unattainable.Bond yields remain elevated and inflation is not yet at the Fed's 2% target -- yet it seems highly likely an interest cut of at least 25 basis points will happen this month.What will win out from here as we head into the end stretch of 2025?Will the momentum and investor exuberance keep driving asset prices higher?Or will they finally start to buckle under the gravity of the underlying data?For answers, we have the great fortune today of turning to veteran money manager Bill Fleckenstein, founder of Fleckenstein capital.#marketbubble #bonds #inflation _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

  continue reading

421 episodes

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