A 'Very Precarious' Time For Markets: | Jesse Felder
Due to the AI Bubble, rising credit market risks & extreme insider selling
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Wall Street is partying hard right now with stocks at all-time highs.
Unless a significant correction happens soon, the S&P will put in its third year of double-digit returns in a row.
But pressures are building.
The AI juggernaut, which is driving so much of the US economy and the market’s rise these days, increasingly appears to be in bubble territory.
While on the other hand, a large percentage of American consumers are increasingly struggling under the high cost of living.
How will these pressures resolve in 2026?
To discuss, we welcome back to the program macro analyst Jesse Felder, founder & Editor of the respected market research firm: The Felder Report.
Jesse thinks this is a “very precarious” time for investors.
To learn why & what he’s investing in now, click here or on the video below:
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Adam’s Notes: Jesse Felder (recorded 10.6.25)
EXECUTIVE SUMMARY:
Precarious Stagflation: Jesse sees the economy as teetering with rising inflation (demographics/deglobalization) amid weakening labor (unemployment up), propped by AI capex bubble; crosscurrents risk deflation if bubble bursts, countering pressures—potentially most fragile setup in years.
AI Bubble Dynamics: AI capex surge (data centers) now drives GDP growth more than consumer spending.
