Wall Street Truthbombs Podcast

Americans Think a RECESSION Is COMING...

9 min · 17 jun 2026
aflevering Americans Think a RECESSION Is COMING... artwork

Beschrijving

64% of American families believe a recession is likely, even as the stock market rallies to multi-week highs. In this Wall Street Truthbomb, Mark Malek breaks down the University of Michigan Consumer Sentiment data, why the gap between Wall Street euphoria and Main Street reality is flashing a major warning signal, and what investors need to watch next in consumer spending, earnings guidance, gas prices, inflation expectations, and Fed policy. Wall Street may be pricing in a soft landing, lower oil, rate cuts, and relief from geopolitical risk — but consumers are telling a very different story. When sentiment falls near recessionary levels and households start cutting back on travel, restaurants, entertainment, and major purchases, that becomes more than a feeling. It becomes an economic force. Subscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1 Substack: https://substack.com/@wstruthbombs X: https://x.com/WSTruthBombs Patreon: https://www.patreon.com/wstruthbombs BlueSky: https://bsky.app/profile/wstruthbombs.bsky.social TikTok: https://www.tiktok.com/@wstruthbombs Support the show [https://www.buzzsprout.com/2544749/support]

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aflevering Americans Think a RECESSION Is COMING... artwork

Americans Think a RECESSION Is COMING...

64% of American families believe a recession is likely, even as the stock market rallies to multi-week highs. In this Wall Street Truthbomb, Mark Malek breaks down the University of Michigan Consumer Sentiment data, why the gap between Wall Street euphoria and Main Street reality is flashing a major warning signal, and what investors need to watch next in consumer spending, earnings guidance, gas prices, inflation expectations, and Fed policy. Wall Street may be pricing in a soft landing, lower oil, rate cuts, and relief from geopolitical risk — but consumers are telling a very different story. When sentiment falls near recessionary levels and households start cutting back on travel, restaurants, entertainment, and major purchases, that becomes more than a feeling. It becomes an economic force. Subscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1 Substack: https://substack.com/@wstruthbombs X: https://x.com/WSTruthBombs Patreon: https://www.patreon.com/wstruthbombs BlueSky: https://bsky.app/profile/wstruthbombs.bsky.social TikTok: https://www.tiktok.com/@wstruthbombs Support the show [https://www.buzzsprout.com/2544749/support]

17 jun 20269 min
aflevering The MASSIVE SpaceX Red Flag And THE FOMO TRAP... artwork

The MASSIVE SpaceX Red Flag And THE FOMO TRAP...

SpaceX has officially completed the largest IPO in financial market history, raising $75 billion and reaching a staggering $2.1 trillion valuation. But there's a historical pattern few investors are discussing. In this video, Mark Malek examines what happened after the two previous record-breaking IPOs: Alibaba in 2014 and Saudi Aramco in 2019. Both occurred during periods of extreme market optimism and were followed by major market corrections within months. Is SpaceX different? Perhaps. The company owns Starlink, dominates commercial space launches, and recently merged with Elon Musk's AI venture, xAI. But with a valuation larger than most public companies and no public earnings history, investors may be overlooking important risks. We break down: • The history of record-setting IPOs • Why market sentiment matters more than most investors realize • The risks hidden inside the SpaceX valuation • Lockup expirations and index fund rebalancing • Why the first earnings report could change everything • What investors should watch before buying Subscribe to Wall Street Truthbombs for daily market analysis, macroeconomic insights, investing education, and financial news Wall Street doesn't want to discuss. Subscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1 Substack: https://substack.com/@wstruthbombs X: https://x.com/WSTruthBombs Patreon: https://www.patreon.com/wstruthbombs BlueSky: https://bsky.app/profile/wstruthbombs.bsky.social TikTok: https://www.tiktok.com/@wstruthbombs Support the show [https://www.buzzsprout.com/2544749/support]

Gisteren9 min
aflevering The Powell-Warsh SHOWDOWN Has Officially BEGUN... artwork

The Powell-Warsh SHOWDOWN Has Officially BEGUN...

The Federal Reserve has entered one of the most unusual periods in modern monetary policy history. Kevin Warsh has officially taken over as Federal Reserve Chair, but Jerome Powell isn't leaving. Powell remains on the Board of Governors with full voting power through 2028, creating a rare situation that has only happened once before in modern Fed history. In this video, Mark Malek breaks down why the Powell-Warsh relationship could become one of the most important stories for bond markets, interest rates, mortgage borrowers, investors, and the broader economy. Could the Fed's famous dot plot disappear? Will forward guidance be dismantled? And why does the only historical precedent lead back to one of the biggest institutional battles the Federal Reserve has ever experienced? If markets are focused solely on rate cuts and rate hikes, they may be missing the much larger story developing inside the Eccles Building. Subscribe to Wall Street Truthbombs for daily market analysis, macroeconomic insights, Federal Reserve updates, inflation coverage, bond market trends, and investment strategy discussions. Subscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1 Substack: https://substack.com/@wstruthbombs X: https://x.com/WSTruthBombs Patreon: https://www.patreon.com/wstruthbombs BlueSky: https://bsky.app/profile/wstruthbombs.bsky.social TikTok: https://www.tiktok.com/@wstruthbombs Support the show [https://www.buzzsprout.com/2544749/support]

Gisteren9 min
aflevering The Peace Deal Rally Is REAL BUT HAS SERIOUS RISK!!! artwork

The Peace Deal Rally Is REAL BUT HAS SERIOUS RISK!!!

Wall Street is celebrating a major U.S.-Iran peace framework, falling oil prices, and the historic SpaceX IPO. But beneath the bullish headlines, a troubling inflation signal is flashing red. In this episode of Wall Street Truthbombs, Mark Malek breaks down the overlooked Bureau of Labor Statistics data point that could have major implications for corporate earnings, Federal Reserve policy, and stock market valuations. While investors focus on geopolitical relief and market momentum, upstream producer prices are showing the strongest inflationary pressure seen in years. What does Stage One Intermediate Demand actually mean? Why are input costs surging? And could this hidden inflation wave hit earnings season harder than Wall Street expects? Before putting new money to work, understand the number that could change everything. Subscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1 Support the show [https://www.buzzsprout.com/2544749/support]

Gisteren11 min