Asset Bubble 'Just Beginning to Inflate' Before 'Final Crescendo' And Blow-off Top | Mel Mattison
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Mel Mattison, a fintech executive with 25+ years in financial services, argues the U.S. is entering fiscal dominance where massive deficits will fuel asset bubbles rather than economic collapse. In December 2024, he correctly predicted the S&P's drop to 5,000 in the first half of 2025 and expects it to reach 7,000 by year-end, driven by Trump administration policies that prioritize growth over spending cuts. Mattison believes the 10-year Treasury rate is irrelevant since 85% of government debt is issued in short-term bills tied to Fed funds, allowing borrowing costs to fall even as deficits rise. With 2025 targets of Bitcoin at $150K and gold at $3,500, plus S&P at 12,000 within years, he sees this as the beginning of the biggest asset bubble since the 1990s dot-com era. Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: https://kalshi.com/julia Links: X: https://x.com/MelMattison1 The 10 Year Ain’t What It Used to Be: https://x.com/MelMattison1/status/1922710289486627300 Website: https://www.melmattison.com/ Book: https://www.amazon.com/Quoz-Financial-Thriller-Mel-Mattison/dp/B0CV89VLMY Timestamps: 0:00 Welcome and intro of Mel Mattison 0:58 Background and macro framework 3:15 Fiscal dominance and deficit spending reality 5:37 'Salsa and sour cream' market theory 9:11 Why markets will hit 7,000 by year end 10:52 Calling the market bottom at 5,115 12:22 Why rate fears are overblown 16:10 Monthly treasury statement insights 17:05 Budget surpluses signal collapse, deficits signal bubbles 18:06 Riding the asset bubble strategy 20:41 Government borrowing costs going down despite rising debt 23:27 Policy makers have more rabbits to pull out 24:04 USD printing machine philosophy 26:57 S&P 12,000 target within few years 28:32 Biggest asset bubble of our lifetime 30:40 Bitcoin $150K and gold $3,500 predictions 35:30 Federal Reserve rate cut forecasts 38:52 Unlocking home equity through HELOCs 42:06 Massive stimulus through front-end manipulation 42:21 Trump's oil and energy strategy 46:38 Fed funds as baby boomer stimulus 53:13 Parting thoughts and where to follow
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