THIS Is How 2026 Breaks the Markets | Michael Pento

Markets look strong on the surface — but Michael Pento says the foundation is cracking.In this conversation, Michael breaks down why stocks, housing, and credit are all stretched at the same time — and why that combination has never ended well. We talk about a potential bond market revolt, political pressure on the Federal Reserve, and why changing leadership at the Fed could actually make things worse, not better.Michael also explains why a major market reset may be unavoidable, what a 40–50% drawdown would really mean, and why gold continues to quietly outperform while most investors aren’t paying attention.If you’re wondering whether markets reflect the real economy anymore — this is a must-watch.#gold #federalreserve #trump ------------Thank you to our #sponsor STLLR GOLD. Make sure to pay them a visit: https://stllrgold.com/------------👨‍💼 Guest: Michael Pento🏢 Company: Pento Portfolio Strategies🌎 https://pentoport.com/𝕏 @michaelpento📅 Recording date: January 22th, 2026-------------------📆 Save the Date 📆DEUTSCHE GOLDMESSE May 15 & 16, 2025 in Frankfurt, Germanywww.deutschegoldmesse.com FREE Registration for Investors! ---------------------►► Follow Us! ◄◄Twitter: http://twitter.com/soarfinancialWebsite: http://www.soarfinancial.com/📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎---------------------00:00 Everything Looks Fine Or Is It01:12 GDP vs Bonds Don’t Match02:06 Japan’s Bond Market Breaks03:10 U.S. Insolvency Risks03:55 Bonds Enter a Bear Market04:33 5% Yield Warning05:34 Yield Curve Control Ahead06:43 Inflation Trap08:04 Why 2026 Gets Ugly09:11 $9T Debt Problem10:32 Fed Balance Sheet Explosion11:17 Trump, Markets and Greenland12:29 Fragile Markets14:30 Three Massive Bubbles14:51 Which Bubble Pops First15:54 Deflation to Stagflation17:12 The Dollar Isn’t Strong18:35 Middle Class Squeeze19:47 Housing Still Overpriced20:51 2026 Tail Risks22:50 Pento’s Portfolio24:14 System Under Stress28:49 Final Thoughts**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.