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Fiscal & Monetary Madness To Blow Up Bonds, Stocks & Housing In 2026? | Michael Pento
Duration: 00:48:17
December 14, 2025
- The podcast highlights the significant risks of fiscal and monetary madness in 2026, potentially leading to a bond market blow-up if yields exceed 6%.
- A key concern is that current market highs are propped up by the AI bubble, and its potential bursting could reveal underlying weaknesses in earnings and GDP if AI-related companies are excluded.
- The conversation emphasizes the fragility of the current over-financialized economy, suggesting that a significant repricing of asset prices is likely due to a combination of debt monetization, inflation, and a dependence on continuous stimulus.




