Bond Market Risk Could Trigger Market Collapse | Thomas Thornton

Thomas Thornton, founder and president of Hedge Fund Telemetry, returns to The Julia La Roche Show to discuss the volatile market conditions of 2025 . He examines bond market risks, highlighting concerns about rising treasury yields and potential systemic impacts if rates break key levels. Thornton analyzes tariffs, the Fed, tax cuts, the national debt, and the probability of a recession. Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: https://kalshi.com/julia  Links: https://www.hedgefundtelemetry.com/ https://www.x.com/tommythornton Timestamps: 0:00 - Introduction and welcome 1:44 - Market volatility conditions in 2025 3:51 - Comparing Trump 1.0 vs 2.0 economic challenges 6:16 - Bond market risks and treasury yields 8:40 - Tariffs impact on retailers and consumers 10:46 - Federal Reserve's stance and labor market focus 14:54 - Potential spillover effects from bond to equity markets 18:22 - Technical analysis deep dive with charts 24:53 - Overbought market conditions indicators 27:40 - Wave analysis and market pattern predictions 35:26 - Gold market analysis and trading approach 43:34 - Recession outlook and economic projections 46:31 - Stagflation risks and Fed response 49:07 - Tax cut challenges in current deficit environment 54:55 - Closing thoughts and investment advice