Jesse Felder, Founder and Editor of The Felder Report joins us to share a range of factors that have him concerned about the stability of the US markets. A lot of the focus is on the “historic loosening of financial conditions” in the US. We discuss how this loosening has factored into the massive market run alongside a wide range of sectors moving to all time highs.
The key areas we focus on are the A.I. trade, gold and gold stocks, oil sector, Fed policy and US Dollar. We also look internationally at Japan, who just exited its negative interest rate policy, and if China will continue to struggle.