Fed Under Fire, Gold Explodes — The Bond Market Takes Over | Bill Fleckenstein episode artwork

EPISODE · Jan 13, 2026 · 33 MIN

Fed Under Fire, Gold Explodes — The Bond Market Takes Over | Bill Fleckenstein

from Soar Financially · host Kai Hoffmann

Legendary investor Bill Fleckenstein warns that the financial system is under far more stress than markets admit.We break down inflation psychology, passive investing distortions, mounting debt, and why the bond market is losing faith in the Federal Reserve. As confidence in currencies weakens, Fleckenstein explains why gold and silver are sending a clear warning.#Gold #FinancialCrisis #FederalReserve------------👨‍💼 Guest: Bill Fleckenstein🏢 Company: Fleckenstein Capital🌎 https://www.fleckensteincapital.com/ 𝕏 @fleckcap📅 Recording date: January 13th, 2026---------------------📆 Save the Date 📆DEUTSCHE GOLDMESSE May 15 & 16, 2026, in Frankfurt, Germanywww.deutschegoldmesse.com FREE Registration for Investors! ---------------------📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎►► Follow Us! ◄◄Twitter: / soarfinancial Website: http://www.soarfinancial.com/---------------------0:00 – Inflation Reality vs CPI Headlines1:03 – State of the U.S. Economy Today2:21 – Stagflation Is Already Here3:43 – How Passive Investing Distorts Markets5:08 – What Would Break the Passive Trade?6:41 – 60/20/20 Portfolios & Gold Allocation7:49 – Why Americans Still Aren’t in Gold8:27 – Inflation Psychology & the 1970s Parallel10:05 – Debt, Deficits & Easy Money Pressure11:00 – QE Is Back (Even If They Rename It)12:40 – The Fed’s Credibility Problem14:40 – Powell, Politics & Loss of Trust17:10 – Bond Market Rejects Rate Cuts18:58 – Yield Curve Control Explained21:10 – Why No Currency Is Truly Safe22:40 – Gold & Silver Signal Systemic Stress24:40 – Why Central Banks Prefer Gold Over Bitcoin26:01 – Mining Stocks Lagging the Metal Prices27:12 – Why Miners Haven’t Caught Up Yet29:14 – Why Analyst Models Are Broken30:33 – Which Miners Actually Make Sense32:22 – What Finally Changes Investor Behavior33:04 – Where to Follow Bill Fleckenstein*Disclaimer:*Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary.Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag coi (short for conflict of interest).Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.

Legendary investor Bill Fleckenstein warns that the financial system is under far more stress than markets admit.We break down inflation psychology, passive investing distortions, mounting debt, and why the bond market is losing faith in the Federal Reserve. As confidence in currencies weakens, Fleckenstein explains why gold and silver are sending a clear warning.#Gold #FinancialCrisis #FederalReserve------------👨‍💼 Guest: Bill Fleckenstein🏢 Company: Fleckenstein Capital🌎 https://www.fleckensteincapital.com/ 𝕏 @fleckcap📅 Recording date: January 13th, 2026---------------------📆 Save the Date 📆DEUTSCHE GOLDMESSE May 15 & 16, 2026, in Frankfurt, Germanywww.deutschegoldmesse.com FREE Registration for Investors! ---------------------📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎►► Follow Us! ◄◄Twitter: / soarfinancial Website: http://www.soarfinancial.com/---------------------0:00 – Inflation Reality vs CPI Headlines1:03 – State of the U.S. Economy Today2:21 – Stagflation Is Already Here3:43 – How Passive Investing Distorts Markets5:08 – What Would Break the Passive Trade?6:41 – 60/20/20 Portfolios & Gold Allocation7:49 – Why Americans Still Aren’t in Gold8:27 – Inflation Psychology & the 1970s Parallel10:05 – Debt, Deficits & Easy Money Pressure11:00 – QE Is Back (Even If They Rename It)12:40 – The Fed’s Credibility Problem14:40 – Powell, Politics & Loss of Trust17:10 – Bond Market Rejects Rate Cuts18:58 – Yield Curve Control Explained21:10 – Why No Currency Is Truly Safe22:40 – Gold & Silver Signal Systemic Stress24:40 – Why Central Banks Prefer Gold Over Bitcoin26:01 – Mining Stocks Lagging the Metal Prices27:12 – Why Miners Haven’t Caught Up Yet29:14 – Why Analyst Models Are Broken30:33 – Which Miners Actually Make Sense32:22 – What Finally Changes Investor Behavior33:04 – Where to Follow Bill Fleckenstein*Disclaimer:*Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary.Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag coi (short for conflict of interest).Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.

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Fed Under Fire, Gold Explodes — The Bond Market Takes Over | Bill Fleckenstein

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This episode was published on January 13, 2026.

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Legendary investor Bill Fleckenstein warns that the financial system is under far more stress than markets admit.We break down inflation psychology, passive investing distortions, mounting debt, and why the bond market is losing faith in the Federal...

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