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 case for commodities. Felder also explains why gold could face near-term pressure from higher rates—and how a future Fed intervention could change its outlook 💡 How exposed is your portfolio to the risks Jesse describes? If your stocks and bonds depend on the same favorable conditions, your diversification may deserve a closer look. Request a complimentary portfolio review with a Wealthion financial advisory partner to discuss your allocation, concentration and interest-rate exposure: https://bit.ly/4xFx2Jr 💡 Subscribe to Wealthion for expert perspectives on the economy, financial markets and the forces shaping your portfolio. https://www.wealthion.com/register FOLLOW & JOIN WEALTHION Website: https://wealthion.com Get a complimentary portfolio review: https://wealthion.com/advisors MORE ON RATES, AI & COMMODITIES Jesse Felder: Could Treasury Yields Break the AI Boom?: https://www.youtube.com/watch?v=4Kis8xde3F4 Jonathan Wellum: The AI Bubble Is Real, and Commodities Are the Escape Hatch: https://www.youtube.com/watch?v=31jKg3XER4Q Connect with us online: Website: https://www.wealthion.com Spotify Podcast: https://open.spotify.com/show/4wCAfhgUdspxeMqyi6KZkb Apple Podcast: https://podcasts.apple.com/us/podcast/wealthion-be-financially-resilient/id1566889716 X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ Facebook: https://www.facebook.com/Wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.