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ALERT: 2027 Will Be A "Disaster" For Both Stocks & Bonds | Michael Pento

Oct 4, 2026 · 42m

Summary

Michael Pento joins Adam Taggart to explain why his model has shifted to a neutral stance, warning that 2027 will likely be a disaster for stocks and bonds. Pento cites the Fed's attempt to prick the AI debt bubble, widening high-yield credit spreads, and the fracturing of the bond market due to insolvency and foreign creditor withdrawal. He predicts a "hyper-stagflation" scenario where the Fed reluctantly monetizes massive deficits, making long-term bonds a poor safe haven. Pento advises holding short-duration Treasuries, energy, and gold while offsetting longs with shorts, noting that a q…

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