Steven Feldman Predictions
GBI and Wealthion CEO
Track Steven Feldman's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
- Rankings only reflect predictions tracked on this site and do not represent a predictor's full record.
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[10:47] if you're 100% in the S&P 500 today, you are 90% in AI. And I think that is not the way uh if you're me, you've heard me on this channel say it a million times, I mostly solve for sleeping at night and not dying poor.
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[0:10] When that sorts out, there's going to be some pain.
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[20:33] I don't see anybody saying gold 2000 again. I I don't think that would happen.
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[21:20] now it's consolidated around 4,000. But the fact of the matter is that signal is out there. The fact that in a year something that's a monetary asset doubled.
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[22:55] you'll miss the next leg up.
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[21:53] America on a balance sheet income statement basis is insolvent. And so the only way it can get out of this is through inflation.
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[15:45] you might see 4,300 before you see 6,300, but the day of reckoning is coming. And so and you're boxed in. If interest rates go up, your interest expense goes up. If interest rates go down up, well, your opportunity cost of owning gold goes down. And so it's all long gold. Just a question of when.
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[16:11] Energy infrastructure's got to be the single biggest theme around AI. There's a quadrillion dollars being spent in AI, but you know what? You got to plug it in. And so anything that affects the plugging it in, you might want to be long. You know, so it's the copper that comes. It's the uranium that's has the small nuclear reactors that people need next to these things.
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[18:26] their margins will get bigger and bigger and that's probably going to prop up the stock market a little bit more because the stock market isn't the stock market. It's just the best companies in the S&P 500.
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