Latest / Wealthion - Be Financially Resilient
Higher Rates Could Burst the AI Bubble — Here’s What to Own Instead
Could rising interest rates burst the AI bubble—and leave investors exposed in both stocks and bonds? Jesse Felder, founder of The Felder Report, joins Maggie Lake to discuss inflation, Treasury yields, gold and why he believes the commodity supercycle still has room to run. Felder explains why he sees the potential for another 150–200 basis points of Federal Reserve rate hikes, how tighter credit could threaten the AI investment boom, and why he favors value stocks and real assets in this environment. The conversation covers bond market instability, private credit risks, AI spending and the…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.