Fiscal & Monetary Madness To Blow Up Bonds, Stocks & Housing In 2026? | Michael Pento

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When today's guest was on this channel earlier this year, he warned that a 'triumvirate" of three massive asset price bubbles -- in credit, real estate and stocks -- threatened to take down our fragile economy and dash the retirement hopes for millions.

Since then, the bubbles have only expanded.

Will they expand further -- or pop -- in 2026?

To find out, we have the great good fortune to welcome money manager Michael Pento back to the program.

#bonds #stocks #housingmarket

0:00 - Asset Bubbles Threat
2:09 - Bubbles Expanding or Popping in 2026
2:49 - IDC Model Defensive Shift on November 6
5:03 - Financial Conditions Tightening
5:38 - Reverse Repo Facility at Zero
6:03 - Positive Real Fed Funds Rate
6:58 - Bank Reserves Declining
7:24 - Yen Carry Trade Erosion
8:07 - AI Credit Default Swaps Widening
8:30 - Move Index Spiking
9:20 - Reduced Equity Exposure to 15% Net Long
10:14 - No Rate Cut Expected in December
11:19 - Williams' Rate Cut Statement
12:06 - Powell's $40 Billion QE Program
13:09 - Lid on Financial Deterioration
13:33 - Two Salient Risks for 2026
14:23 - Fiscal Dominance in Policy
15:24 - Reserve Balances Slide
16:07 - Reverse Repo Facility Details
16:52 - Japanese Benchmark Yield Rising
18:05 - Fiscal and Monetary Madness
19:17 - Yen Carry Trade Size Estimates
20:52 - End of Yen Carry Trade
21:58 - Model Monitoring for Allocation Changes
22:43 - Three Dangers for 2026
23:48 - AI Credit Bubble Burst Probability
25:13 - Highest Risk: Fiscal/Monetary Madness
27:03 - Bottom 80% Economic Injury
27:25 - Wealth Gap Narrowing by Top Decline
28:05 - Argument for Active Management
28:57 - 2008 Crisis vs Current Differences
30:17 - Why Care About Bubbles
31:03 - Allocation by Sector Shifts
32:47 - Pentoport Website and Services
34:34 - FOMC Pushing Off Reckoning
35:43 - Credit Spreads and Conditions Monitoring
36:37 - Reasons for Different Outcomes Next Time
37:37 - Buffett Indicator Negative Returns
38:57 - Personal House Price Drop Example
40:07 - Florida House Down 20%
41:23 - Bank Distress from Sun Belt Loans
42:00 - 10-Year Yield Not Declining
43:13 - Bond Vigilantes Awakening
44:02 - Learning More About Michael Pento
45:02 - Professional Financial Advisor Help
46:26 - Junk Silver Offer
47:26 - Closing Remarks
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