Dollar Risk Is Rising: What Michael Pento Thinks Breaks First

Natural Resource Stocks

Dec 14 2025 | 00:26:37

00:00 / 00:26:37

Show Notes

Michael Pento is President and Founder of Pento Portfolio Strategies, a registered investment advisory firm focused on macro-driven portfolio management. In this interview with host Andy Millette, Michael lays out how he is thinking about the next phase of the cycle, why he expects policy makers to keep leaning on rate cuts and financial repression, and where he sees the biggest risks if inflation stays sticky. Key topics include the Fed response function, yield curve signals, the risk of intractable stagflation, how fiscal dynamics can push the long end of the bond market higher, and why precious metals and energy…

Other Episodes

Episode 0

November 02, 2025 • 00:31:48

Hugh Agro on Revival Gold’s Aggressive Drill Program

Natural Resource Stocks host Andy Millette speaks with Hugh Agro, President and CEO of Revival Gold Inc., on the company’s latest drill results and...

Episode

October 20, 2024 • 00:24:09

Larry Johnson Ex-CIA Analyst: Is Israel About To Take Out Iranian Oil Fields?

Join us for a deep dive into the escalating tensions between Israel and Iran with geopolitical analyst Larry Johnson, where we explore the potential...

Episode

July 20, 2025 • 00:11:45

Arizona Sonoran Copper: A Promising Future in the Junior Copper Sector

In this interview, Andy speaks with George Ogilvie from Arizona Sonoran Copper about the current market dynamics at the 2025 Rules Symposium. The discussion...