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Rebel Capitalist News

Jeff Gundlach Just Gave Dire WARNING About Private Credit (More Cockroaches)

Rebel Capitalist News

George Gammon

Business, Investing

4.71.1K Ratings

🗓️ 20 November 2025

⏱️ 26 minutes

🧾️ Download transcript

Summary

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Transcript

Click on a timestamp to play from that location

0:00.0

Hello, fellow Rebel Capitals, hope you're well.

0:03.4

So Jeff Gunlock comes out and gives a big, big warning, very similar to Jamie Diamond,

0:11.2

but he also expanded on the froth, we'll say, in the S&P 500 and the AI bubble.

0:19.1

Let's go right over to CNBC and check out.

0:24.5

I had to adjust the volume there.

0:26.2

Sorry if I just blew your eardrums.

0:29.1

If I just implode, exploded your eardrums there, my volume was termed up way too high.

0:34.7

Okay, that should be better.

0:35.5

Let's go over here.

0:36.9

The title, Jeffrey

0:38.1

Gunlock sees one of the least healthy stock markets of his career, urges 20% in cash.

0:46.7

You're not sharing this, right? Hmm, boy, we've got all the technical difficulties going on

0:53.1

here, all at once.

0:54.6

All right.

0:55.5

Hopefully that's a little bit better here.

0:57.5

So Jeffrey Gunlock sees one of the least healthy stock markets of his career or just 20% in cash.

1:05.8

I don't know why.

1:07.0

I'm assuming he's saying cash and then maybe even bonds or I don't know if he's using bonds

1:12.8

the cash equivalent. Let's see here. So going to like urging investors to keep about 20% of the

1:18.1

portfolio. One reason why I highlighted this is because I wanted to remind everyone what

1:24.2

Warren Buffett is doing. And Warren Buffett as we speak, I don't know if he's got 20% of his portfolio

1:31.9

in cash, maybe even more, but he's got the highest percentage of his overall assets in cash

...

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