Afleveringen
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She’s the woman behind the famous Sahm Rule — an economic indicator that flags when a recession is ahead — and on a day we saw a slowdown in hiring and just one day prior to the new jobs report, Claudia Sahm, who spent 12 years as an economist at the Fed, sits down with Maggie Lake and gives her expert insights into jobs and “job hugging”, a potential recession, AI and an insider’s view into Kevin Warsh and the new Fed. If you want to know what’s ahead, it’s a must see interview.
💡 Claudia Sahm explains why a recession isn't her base case—but that doesn't mean investors should be complacent. Get a free portfolio review with Wealthion's endorsed financial advisors to prepare for multiple economic scenarios: https://bit.ly/4bmDXOq
💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion
Chapters:
00:00 Claudia Sahm: Why She's Not Predicting a Recession
03:57 Is the Stock Market Propping Up the Economy?
07:34 The Truth About Today's Labor Market
08:25 Will AI Actually Destroy Jobs?
10:44 Why Hiring Has Stalled Despite a Strong Economy
13:40 Should the Fed Overhaul Economic Data?
18:36 Is the Federal Reserve About to Stop Communicating?
23:29 Why Less Fed Transparency Could Backfire
27:20 Is the Fed Turning More Hawkish on Inflation?
31:38 Does the Fed Change Policy Because of Elections?
34:12 Final Thoughts
Connect with us online:
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#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #Economy #Recession #FederalReserve #Fed #Inflation #InterestRates #LaborMarket #Jobs #AI #StockMarket #USEconomy #EconomicOutlook #Macro #Markets #EconomicData #MonetaryPolicy #Employment
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
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China isn't trying to replace the U.S. dollar overnight—but according to Francis Hunt of The Market Sniper, it doesn't have to.
In this interview with Maggie Lake, Hunt explains why China's steady accumulation of gold, changing global trade dynamics, and the world's growing debt burden are creating a slow but powerful shift in the global monetary system. Rather than expecting a sudden collapse, he argues investors should focus on the long-term erosion of dollar dominance that's already underway.
Hunt also explains why he believes precious metals remain in a secular bull market, why pullbacks shouldn't shake long-term investors, and how China's actions could continue supporting gold prices for years to come.
Topics discussed:
* Why China continues buying gold
* The gradual decline of dollar dominance
* Gold's long-term outlook
* Debt, fiat currencies, and monetary risk
* Why emerging markets could benefit from the shift
* What investors should watch next
💡 Francis Hunt believes China's steady accumulation of gold is part of a long-term shift away from dollar dominance. If you're considering adding physical precious metals to your retirement portfolio, learn how to hold gold and silver in an IRA: https://bit.ly/3StnjGy
💡 Wondering whether now is the right time to add gold, silver, or mining stocks? Speak with Wealthion's endorsed financial advisors to build a strategy that fits your goals: https://bit.ly/4wp0OBj
💡 Francis Hunt argues the long-term trend toward hard assets is accelerating as global monetary dynamics shift. Continue the conversation with Rick Rule and leading resource investors at this year's Boca Raton Symposium: https://cvent.me/XOqdLa?via=Wealthion
Connect with us online:
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#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #Gold #GoldInvesting #FrancisHunt #China #Dollar #DeDollarization #PreciousMetals #Macro #Inflation #CentralBanks #BRICS #Economy #Markets
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
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Zijn er afleveringen die ontbreken?
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China may no longer be the engine of global economic growth, but Marc Faber says dismissing the country would be a mistake. He explains why China's property downturn and demographic challenges are real, yet argues its leadership in manufacturing, robotics, EVs, and innovation puts it well ahead of much of the West. Faber also discusses why Hong Kong remains an attractive way to gain exposure to China's long-term growth story and what investors continue to misunderstand about the country's economic future
💡 Global markets are changing fast. If you're rethinking your portfolio amid shifting economic leadership, Wealthion's endorsed financial advisors can help you build a strategy designed for today's macro environment: https://bit.ly/3Rd8NSR
💡 Want more insights on global markets, China, and long-term macro trends? Join Wealthion's Real Assets Community for exclusive interviews, market analysis, and actionable investment research to help you stay ahead of the biggest shifts in the global economy: https://bit.ly/4wgG8Lp
💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion
Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
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#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #China #Investing #GlobalMarkets #Macro #Economy #Stocks #HongKong #Manufacturing #ArtificialIntelligence #MarcFaber
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Gold has dipped below — and is now hovering around — the key $4,000 level, leaving investors asking the big question: is this just a pause in the bull market, or a warning sign?Rick Rule joins Wealthion to explain why he believes the long-term case for gold, silver, and real assets remains intact, even as precious metals face short-term pressure from rates, the dollar, and shifting investor sentiment.Rule argues that rising debt, currency debasement risk, and long-term supply constraints continue to create a powerful setup for hard assets. He also weighs in on the AI boom, why speculative capital keeps chasing the next big story, and what that means for investors trying to separate durable value from hype.For gold-focused investors wondering whether this pullback is danger or opportunity, Rule lays out what he’s watching now, where he sees risk and reward, and why the real assets story may be far from over.
💡 Rick Rule says gold’s pullback may be exactly the kind of moment disciplined resource investors wait for. Hear Rick and other top natural resource investors in Boca Raton this July: https://cvent.me/XOqdLa?via=Wealthion
💡 Rick Rule says gold’s pullback may be a reminder that precious metals still have a role as long-term portfolio insurance. Learn how to add physical precious metals to an IRA at https://bit.ly/4w8Af2S
Connect with us online:
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#Wealthion #RickRule #Gold #Silver #PreciousMetals #RealAssets #NaturalResources #Commodities #MiningStocks #JuniorMiners #GoldInvesting #ResourceInvesting #HardAssets #Inflation #AI #ArtificialIntelligence #Uranium #Copper #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Don Durrett of GoldStockData.com joins Trey Reik for a blunt warning: if the U.S. bond market breaks, gold may be the last asset standing.
Don explains why he believes the Fed is no longer fighting inflation, why financial stability is the real game, and why gold and gold miners could be entering a historic setup.
In this interview:
Why Don says the Fed is trapped
The bond market risk nobody wants to discuss
Why gold could beat stocks
Why miners may be wildly undervalued
What happens if $250 trillion starts looking for safety
💡 Watch Trey's full interview with Don Durrett + more exclusive content, join Wealthion's Real Asset community at https://bit.ly/4ahg1f2
💡If Don Durrett is right that the bond market is the real risk — and that gold wins if confidence breaks, learn how to add gold or silver to your IRA at https://bit.ly/4ajpOBj
💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion
CHAPTERS:
00:00 "The Fed's Dual Mandate Is Baloney"
01:05 What the Fed Is Really Trying to Protect
03:09 The Truth Behind Wall Street's Fear
04:04 Why Most Gold Investors Get This Wrong
04:43 The $250 Trillion Risk Nobody Talks About
06:47 Why AI Is Delaying the Gold Trade
08:03 The Only Gold Chart That Matters
09:45 The Moment Gold Finally Wins
***Exclusive for members of Wealthion's Real Asset community. Join at wealthion.com/realassets***
10:23 Member Exclusive: Gold’s Technical Breakdown & Don’s Buy Zone
16:08 Member Exclusive: Why Gold Wins When the Whole Thing Burns Down
21:48 Member Exclusive: Why Oil Fears May Be Overstated for Gold Miners
23:17 Member Exclusive: Why Gold Miners Could Be a Generational Trade
30:54 Member Exclusive: What Consensus Is Missing About the Fed
37:17 Member Exclusive: Don’s Fed Call: “Zero” Chance of Rate Hikes
41:00 Member Exclusive: The 25 Economic Risks Wall Street Ignores
46:57 Why Don Expects a Financial Reset
Connect with us online:
Website: https://www.wealthion.com
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#Gold #GoldStocks #Silver #PreciousMetals #MiningStocks #FederalReserve #Fed #BondMarket #Inflation #USDebt #DebtCrisis #DollarCrisis #MarketCrash #Recession #Macro #HardAssets #RealAssets #GoldIRA #SilverIRA #RetirementPlanning #WealthProtection #DonDurrett #TreyReik
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Marc Faber, editor of the Gloom, Boom & Doom Report, joins Maggie Lake to discuss why he believes markets are approaching a major top, why the AI investment boom may create far fewer winners than investors expect, and why the United States is heading toward a fiscal crisis.
Faber explains why he sees financial assets as dangerously overvalued, why inflation may remain stubbornly elevated, and why policymakers are increasingly trapped by rising debt and deficits. He also shares his outlook for stocks, bonds, gold, housing, China, and the global economy.
In this interview:
-Why Marc Faber believes a major market top is forming
-The biggest risks facing investors today
-Why the AI boom could follow the path of past investment manias
-The growing U.S. debt and fiscal challenge
-Inflation, interest rates, and the Fed's dilemma
-Gold, bonds, housing, and where he's investing now
-China's technological rise and what investors are missing
💡 Marc Faber continues to favor owning gold as protection against fiscal and monetary instability. Learn how to add physical precious metals to an IRA at https://wealthion.com/goldira
💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion
Chapters:
00:00 — Marc Faber's Stark Warning: "We're Approaching a Major Top"
01:20 — Why This AI Boom Could End Badly: "Most Participants Will Fail"
08:18 — "I Think It Will Be a Complete Disaster"
10:58 — The U.S. Is Heading Toward a Fiscal Crisis
13:07 — Inflation Is Much Worse Than You Think
17:00 — The Real Inflation Driver Nobody Is Talking About
20:28 — America Is Trapped: Why the Fed Can't Fight Inflation
24:56 — 15 Years of Asset Inflation: Stocks, Crypto & the Everything Bubble
29:58 — Are AI Stocks Dangerously Overvalued?
32:41 — Gold, Silver & Safe Havens: What Faber Owns Right Now
35:10 — Why Interest Rates Are Headed Higher
36:53 — The Consumer Is Breaking: Record Debt & Leverage
38:41 — Where Money Goes If America Falls
40:24 — Why the U.S. Has No Choice But to Print Money
41:42 — The Biggest Risk Investors Face Today
45:05 — The Wealth Illusion: Why Rising Markets Fool Investors
46:43 — The Big Disappointment Coming: Stocks & Housing Could Both Fall
Connect with us online:
Website: https://www.wealthion.com
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Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/
#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement
________________________________________________________________________
IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Everyone wants exposure to AI, SpaceX, and the next generation of technology leaders. But Jonathan Wellum warns that even great businesses can become terrible investments when investors pay too much. As excitement around mega IPOs, AI infrastructure, and private-market giants reaches a fever pitch, Wellum explains the one question every investor should ask before chasing the next big thing: Are you buying a real business—or paying for a dream?
💡 Worried about what this tech-driven future means for your money? Get a free portfolio review with Wealthion’s trusted financial advisors: https://bit.ly/3SeIVGz
💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion
Chapters:
00:00 AI Hype, IPO Mania & Market FOMO
01:54 Are Investors Overpaying for the Future?
05:10 Why New Tech Is So Hard to Value
09:29 The Dot-Com Bubble Warning
11:19 Survivor Bias & The Companies That Don’t Make It
13:33 The Hidden Risk in Mega IPOs
15:54 Space, AI & Execution Risk
17:33 What Value Investing Really Means Today
20:33 Where Wellum Sees Value in Big Tech
24:18 Cheap Stocks vs. True Value
25:45 The Value Investing Book Every Serious Investor Should Know
Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
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#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #StockMarket #Markets #AI #TechStocks #IPOs #Bubble #MarketBubble #DotComBubble #FOMO #ValueInvesting #PortfolioStrategy #RetirementPlanning #JonathanWellum #MaggieLake
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Henrik Zeberg says the market’s most dangerous phase may still be ahead — a final, violent melt-up that could send risk assets sharply higher before the entire cycle turns.
In this interview, Zeberg lays out why he believes investors are being pulled into the last stage of the bull market, why the Nasdaq could still surge, and why the endgame may be brutal: recession, deflation, collapsing risk assets, and a rush into cash.
This is not a soft landing call. Zeberg argues the “everything rally” may be the trap — and that when it breaks, there may be nowhere to hide.
Watch before the melt-up turns into the crash.
💡If Henrik Zeberg is right, the next phase could be a final market melt-up before a brutal downturn — making now the time to pressure-test your portfolio. Get a free review with Wealthion’s trusted financial advisors athttps://bit.ly/4vm8JPC
💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion
Chapters:
0:00 The Calm Before The Crash
0:39 Henrik Zeberg Joins Maggie Lake
1:12 Weak Economy, Largest IPO, Largest Bubble
2:13 Dot-Com Bubble Appetizer, 2008 Main Course
3:04 Why Today’s Tech Bubble Looks Extreme
4:05 AI, Layoffs & The Jobs Risk
5:43 Is There Still Runway Before The Top?
6:15 Zeberg: Nasdaq Could Rise Another 15%
7:31 Why This Looks Like The Final Melt-Up
9:11 Zeberg’s Nasdaq Target: 33,000–34,000
10:09 The Last 20% Makes People Crazy
11:45 How The Final Melt-Up Spreads
13:38 The Black Swan Risk In Private Credit
14:41 The $1.7 Trillion IPO Warning Sign
15:55 Why Rotation Won’t Save Investors
16:55 The U.S. Consumer Is In Serious Trouble
17:40 The Jobs Market Mirage
20:38 Why Bonds Haven’t Reacted Yet
21:08 Zeberg: The Fed Is Way Too Late
22:14 Why This Is Not 1970s Inflation
23:39 Bond Yields As A Late-Cycle Warning
25:17 Crypto’s Final Risk-On Surge
28:50 Gold & Silver Had Their Time In The Sun
30:13 Zeberg’s Bitcoin Target
31:09 Why This Could Be Worse Than 2008
35:32 Private Credit, Deflation & The Crash Setup
37:29 Zeberg: Market Top Could Come In Q3
39:39 Where Can Investors Hide?
40:40 Why Gold And Silver Could Fall First
41:14 Zeberg’s Safe Haven: Dollar & U.S. Bonds
42:38 The Next Inflationary Regime
43:42 Final Thoughts
Connect with us online:
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#Wealthion #HenrikZeberg #MarketCrash #MeltUp #StockMarket #Nasdaq #Macro #Recession #Deflation #Bitcoin #Crypto #Gold #Silver #Investing #Finance #PortfolioReview #FinancialPlanning #wealthmanagement
________________________________________________________________________
IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Michael Howell, Managing Director at GL Indexes, warns that the global liquidity cycle is rolling over — just as AI spending, inflation pressure, Treasury stress, and China’s gold strategy are reshaping markets.
In this interview with Maggie Lake, Howell explains why AI may be inflationary before it becomes deflationary, why the U.S. economy is pulling liquidity out of financial markets, and why investors may be moving from “speculation” into a more dangerous phase of the cycle. He also breaks down why he believes China is the real force driving gold, how crypto is flashing a liquidity warning, and why the Fed’s 2% inflation target may be fantasy.
This is a must-watch for investors trying to understand what comes next for stocks, bonds, gold, Bitcoin, oil, and real assets as liquidity tightens and inflation risk return
💡Michael Howell says the global liquidity cycle is rolling over, AI may add to inflation pressure, and investors may be moving from speculation into turbulence. Is your portfolio prepared for what comes next? Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/43ghr5z
💡Michael Howell says investors are moving into a world of inflation pressure, liquidity stress, and growing demand for scarce real assets — from gold and energy to commodities and productive resources. Want access to exclusive real-assets research and interviews? Join Wealthion’s Real Assets Community: https://bit.ly/4ufoJRY
💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion
Chapters:
00:00 — The Market Has Left Calm Behind
00:25 — Michael Howell: Liquidity Is Rolling Over
02:04 — Money Is Leaving Markets for the Real Economy
03:33 — China Hits the Brakes on Liquidity
05:59 — The Economy Is Buzzing — So Why Are Markets at Risk?
07:44 — The Bond Market Problem Investors Are Missing
12:27 — AI’s Inflation Shock
15:40 — Why the Market Is in the Speculation Phase
21:02 — Gold, Bonds & the New Safe-Haven Fight
23:35 — China Is Driving the Gold Market
31:09 — Could China Control Oil Next?
36:09 — Why Inflation Risk Is Mispriced
37:23 — Bitcoin Is Flashing a Liquidity Warning
39:48 — Why Stocks and Bonds Can Both Struggle
41:25 — A 1970s-Style Inflation Warning
Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/
#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #MichaelHowell #GLIndexes #GlobalLiquidity #LiquidityCycle #Liquidity #MacroEconomy #Markets #StockMarket #Bonds #TreasuryMarket #Inflation #Fed #FederalReserve #AI #ArtificialIntelligence #Gold #GoldMarket #China #Bitcoin #Crypto #Oil #Commodities #RealAssets #PortfolioStrategy #marketvolatility
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
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Ronnie Stoeferle, partner at Incrementum AG and co-author of the In Gold We Trust report, joins Wealthion’s Trey Reik to explain why gold’s rally may be about much more than a normal bull market.Stoeferle argues that gold is signaling a deeper loss of trust in the dollar-based monetary system, as de-dollarization, inflation volatility, central bank buying, and rising geopolitical risk reshape the global financial order. He also explains why gold may be entering the public participation phase of its bull market — with institutional investors only beginning to wake up to the role gold can play in portfolios.In this conversation, Ronnie and Trey discuss whether the Pax Americana is coming to a close, why fiat currencies look different when measured in gold, whether this is a monetary revaluation rather than a normal gold cycle, and what the In Gold We Trust report reveals about the future of money.
💡Ronnie Stoeferle says gold’s rally may be signaling something much bigger than a normal bull market — a shift in trust, inflation, and the global monetary order. For deeper real-assets research and more of this interview on gold, commodities, and hard-asset investing, join Wealthion’s Real Assets Community: https://bit.ly/4vmK3Gb
💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion💡 To receive the In Gold We Trust report, sign-up and subscribe to IGWT for free at https://bit.ly/49BWl5j
Chapters:00:00 Cold Open: Gold, Bitcoin & Monetary Revaluation00:49 Introducing Ronnie Stoeferle & In Gold We Trust03:24 Why Gold Is Really About “Everything Else”04:52 Back To The Monetary Future: Why History Matters06:48 De-Dollarization & The Erosion Of Trust09:04 Gold’s Surge & The Dollar’s Loss Of Purchasing Power11:33 Gold Vs. Fiat: The Charts Investors Need To See12:44 Dow Theory & Gold’s Public Participation Phase15:58 — EXCLUSIVE Why Gold Is Not In The Mania Phase Yet18:49 — EXCLUSIVE FOMO, YOLO, Gonzo & The HALO Trade22:28 — EXCLUSIVE Is The Commodity Supercycle Finally Here?27:21 — EXCLUSIVE The Five Pillars Supporting Gold’s Bull Market35:53 — EXCLUSIVE Kevin Warsh, The Fed & Gold’s Next Catalyst43:53 — EXCLUSIVE The Six Vectors Of Gold Remonetization51:32 — EXCLUSIVE Gold, Bitcoin, Miners & The Future Of Hard Assets
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#Wealthion #Wealth #Finance #Investing #InvestmentAdvice #FinancialPlanning #WealthManagement #Gold #GoldInvesting #PreciousMetals #Commodities #Inflation #Dollar #DeDollarization #HardAssets #RealAssets #Markets #Macro #MonetaryReset
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
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SpaceX is preparing for one of the biggest IPOs in market history — and OpenAI and Anthropic may not be far behind.In this interview with Wealthion’s Maggie Lake, WindRock Wealth Management founder Brett Rentmeester explains why this is not a normal IPO cycle. These companies are already so large that they could become major components of the S&P 500, potentially affecting investors whether they buy the IPOs directly or simply own index funds.Brett breaks down the risks for retail investors, why most people may not get access to the actual IPO price, how lockups and insider selling can create pressure, and why trillion-dollar valuations leave little room for error.For investors chasing the next big tech trade, Brett’s warning is clear: this IPO wave may create huge opportunity — but it may also bring major market risk.
💡Brett Rentmeester says this IPO wave could affect investors whether they buy these companies directly or simply own index funds. To understand how your portfolio may be exposed, get a free review with Wealthion’s trusted financial advisors at https://bit.ly/4nXV9il
💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=WealthionChapters:00:00 Cold Open: The $3.5 Trillion IPO Wave00:28 SpaceX, OpenAI & Anthropic Set Up a Blockbuster IPO Year01:31 Why This IPO Cycle Is Different02:11 The IPO Market Has Changed Since the Dot-Com Era02:40 SpaceX Is Already 24 Years Old03:09 Could These Companies Join the Top 10 of the S&P 500?03:31 A Potential $3.5 Trillion Market Impact04:02 Why This Could Affect the Entire Stock Market05:23 How Bankers Price Mega-IPOs06:39 The Tesla IPO Comparison07:30 The Risk of Buying Late in the Growth Cycle08:04 Why Retail Investors May Not Get the IPO Price09:32 IPO Hype, Traders & Herding Mentality10:05 Why Some Investors Avoid the First Few Trading Days12:05 How Public-Market Scrutiny Changes the Game13:13 Why These Names Could Drive Index Funds14:50 Lockups, Insider Selling & Post-IPO Pressure16:14 Young Wealth, Innovation & the Next Market Leaders18:39 Fast-Track Index Inclusion and Passive Investor Exposure20:31 Active Management vs. Index Fund Risk21:12 Could Mega-IPOs Drain Capital From the Rest of the Market?21:58 Animal Spirits, Valuation Risk & the AI/Space Economy22:52 Don’t Get Married to the NarrativeConnect with us online:
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#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #IPO #IPOs #IPOInvesting #StockMarket #Markets #TechStocks #PrivateMarkets #PublicMarkets #SpaceX #OpenAI #Anthropic #ArtificialIntelligence #AI #IndexFunds #SP500 #PassiveInvesting #ActiveManagement #RetailInvestors #MarketRisk #PortfolioStrategy #AssetAllocation #InnovationInvesting
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
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Fertilizer may be one of the most overlooked pressure points in the global economy — and Josh Linville says the current crisis is already hitting farmers hard.
Josh Linville, Vice President of Fertilizer at StoneX Financial, joins Maggie Lake to explain why the feared “global famine” headlines may be overstated, but the fertilizer supply shock is very real. He breaks down why farmers are bearing the brunt of higher costs, how China’s fertilizer export restrictions are reshaping the market, and why pricing and supply problems could stretch into 2027.
Linville also explains why the Strait of Hormuz disruption, Russia/Ukraine fertilizer flows, urea shortages, and rising protectionism could create longer-term risks for food prices, supply chains, and investors watching real assets.
💡Josh Linville breaks down why fertilizer could be the next major real-assets risk hiding in plain sight. Join Wealthion’s Real Assets Community for exclusive research and interviews: https://bit.ly/49ZtdF2
💡Josh Linville says the fertilizer panic may be overblown — but farmers are already getting squeezed, and the impact could ripple through food prices and portfolios. Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/4vnNqNj
💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion
Chapters:
00:00 — Fertilizer Panic vs. Reality
00:38 — Why Fertilizer Suddenly Matters to Investors
00:59 — Are We Facing a Global Food Shortage?
01:13 — Why the Famine Headlines Are Overblown
02:28 — No Food Crisis, But Major Disruptions
03:02 — Fertilizer Prices Surge While Grain Prices Lag
03:58 — How Farmers Are Adjusting Fertilizer Use
05:12 — When Do Supply Chain Workarounds Break?
06:08 — Why This Shock Is So Hard to Forecast
06:36 — Urea Supply Risk and the Spring 2027 Warning
08:17 — Why Fertilizer Prices May Stay Higher
09:48 — China’s Underappreciated Fertilizer Risk
11:48 — Is Fertilizer Protectionism Spreading?
13:30 — Why the Choke Point Is Production and Shipping
14:27 — Could Government Intervention Become Structural?
15:43 — Why U.S. Urea Dependence Is a Problem
17:10 — Can America Ramp Up Fertilizer Production?
19:18 — Where Are the Fertilizer Entrepreneurs?
21:56 — Russia, Ukraine, and the Fertilizer Supply Chain
23:45 — Is There an Investment Play in Fertilizer?
24:47 — Could Fertilizer Costs Hit Food Prices?
Connect with us online:
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#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement
________________________________________________________________________
IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
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George Goncalves, Head of U.S. Macro Strategy at MUFG, joins Maggie Lake to explain why the market may be underestimating a dangerous form of “stealth tightening.” Goncalves says the Fed may not have officially hiked rates — but the bond market has effectively done it for them. With borrowing costs still high, energy prices rising, consumers stretched, and equity markets trading “on their own planet,” he warns that the pressure is building beneath the surface. Could this be the moment when higher rates finally start to hurt? And if markets can no longer ignore the cost of funding, private credit risk, and stretched valuations — what breaks first? In this interview, Goncalves breaks down why the bond market is sending a warning, why recession odds could rise into the second half, and why investors may be facing a much weaker economic backdrop than the stock market suggests.
💡George Goncalves says “the markets hiked for the Fed” — and these high rates are starting to hurt. If you’re unsure how exposed your portfolio is, get a free review with Wealthion’s trusted financial advisors at https://bit.ly/4nXSzci
💡George Goncalves warns this may be a “stealth” tightening cycle — with higher rates, rising energy costs, and stretched markets increasing the risk that something eventually cracks. For exclusive real-assets research and interviews built for this kind of environment, join Wealthion’s Real Assets Community: https://bit.ly/4fMUE8P
💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion
Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
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LinkedIn: https://www.linkedin.com/company/wealthion/
#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement
________________________________________________________________________
IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Is the bond market really warning of a U.S. debt crisis — or are investors misreading a distorted market signal? Michael Green, Chief Strategist and Portfolio Manager at Simplify Asset Management, joins Maggie Lake to explain why passive investing, regulation, and hidden leverage may be warping the way markets price risk. He argues that what many see as a collapse warning in long-term bonds may actually be a mechanical consequence of how capital is being allocated. Green also breaks down why investors may be ignoring one of the clearest retirement opportunities in years, why liquidity is weakening beneath mega-cap stocks, and why he believes the “real craziness” in markets may still be ahead.
💡Michael Green warns that passive investing, hidden leverage, and distorted market signals may be leaving investors exposed to risks they don’t fully see. Make sure your portfolio is prepared — get a free review with Wealthion’s trusted financial advisors at https://bit.ly/4wYAhfe
💡Michael Green warns that broken market signals, passive investing flows, and hidden leverage could create serious risks for traditional portfolios. For investors looking beyond stocks and bonds, join Wealthion’s Real Assets Community for exclusive real-assets research and interviews: https://bit.ly/4v5NctY
Chapters:
00:00 — Michael Green’s Warning: Market Signals Are Broken
00:39 — Why Mike Wrote an Open Letter to the Treasury Secretary
01:04 — The Distortion Spreading Into the Bond Market
01:25 — Why a 5% 30-Year Bond Should Be Attracting Buyers
02:08 — Why Institutions Still Aren’t Changing Allocations
02:30 — How Passive Bond Indexing Creates Distortions
03:01 — Why Low-Coupon Bonds Are Being Ignored
03:36 — Are Investors Misreading the U.S. Debt Crisis?
04:47 — Passive Investing and the Breakdown of Price Signals
05:26 — Is the 60/40 Portfolio Really Dead?
06:12 — Why the 30-Year Bond May Help Retirees
07:04 — Why Investors Are Chasing Stocks Over Safer Yield
08:01 — Is the Government Bond Market Dysfunctional Globally?
09:27 — Mike’s “Golden Retriever” Explanation of Bond Prices
10:20 — Why Lower Bond Prices Don’t Mean Credit Distress
Connect with us online:
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#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement
________________________________________________________________________
IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Legendary gold investor Pierre Lassonde joins Wealthion’s Trey Reik to explain why he believes gold’s bull market is far from over — and why his $17,000 gold target may be more floor than fantasy. Lassonde argues that today’s market has eerie similarities to the 1970s: energy shocks, sticky inflation, rising deficits, financial repression, and a political system with little will to tackle the debt. He says those forces are reshaping the investment landscape and could drive gold dramatically higher as investors seek protection from currency debasement and declining confidence in paper assets. In this conversation, Lassonde breaks down his Dow-to-gold ratio framework, why he believes the Federal Reserve may not be able to stop inflation the way Paul Volcker did, and why gold remains one of the clearest signals of stress in the global monetary system.
💡Pierre Lassonde says $17,000 gold may be more “floor” than fantasy as deficits, inflation, and monetary change reshape the investment landscape. For more exclusive real-assets research and interviews, join Wealthion’s Real Assets Community: https://bit.ly/49rEcqK
💡With gold, inflation, and real assets back at the center of the market conversation, is your portfolio prepared? Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/4va4iqv
💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion
Chapters:
00:00 — Cold Open: $17K Gold & Inflation Warning
00:55 — Trey Reik Welcomes Pierre Lassonde
02:04 — Why This Interview Is a “Reset” Moment
03:26 — Pierre Explains His $17,250 Gold Target
05:41 — Deficits, Debt, and Why Gold Goes Higher
06:59 — Financial Repression and the Fed’s Dilemma
08:18 — Why $17K Gold May Be the Floor
08:53 — Is Today Really Like the 1970s?
10:24 — Energy, Fertilizer, Food Inflation, and Wages
12:50 — Is Gold Still an Inflation and Geopolitical Hedge?
13:41 — Why Gold Can Pull Back Before Surging Again
16:22 — “Anyone Complaining?” Gold’s Bigger Move
17:05 — EXCLUSIVE: Pierre’s Four Conditions for Gold
20:35 — EXCLUSIVE: The Dollar Standard Is Shifting
23:05 — EXCLUSIVE: Why Gold Could Explode Higher
25:35 — EXCLUSIVE: Are Gold Miners Being Mispriced?
31:55 — EXCLUSIVE: How Pierre Values Gold Stocks
38:25 — EXCLUSIVE: Where Investors Should Look in Mining
46:10 — EXCLUSIVE: Jurisdiction Risk Is Very Real
49:20 — EXCLUSIVE: Copper, Gold, and Critical Metals
54:20 — EXCLUSIVE: Fuerte, Yukon, and the Next Mining Opportunity
Connect with us online:
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#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement
________________________________________________________________________
IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
Jim Bianco warns that beneath the market’s record highs, the rally is dangerously narrow — with AI and chip stocks doing most of the heavy lifting while large parts of the market struggle. He explains why AI may be the most important force in financial markets right now, how one private AI company is distorting S&P 500 earnings, and why investors may need to rethink what realistic returns look like in this new regime.
💡Jim Bianco says AI is now the most important force in financial markets — even bigger than oil, war, or recession fears. Concerned about what this means for your portfolio? Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/4nRoSK0
💡Jim Bianco says AI is holding up the market — but beneath the surface, the rally is narrow and investors may need to rethink diversification. For those looking beyond tech and paper assets, join Wealthion’s Real Assets Community for exclusive research and interviews: https://bit.ly/3PDn9Lp
💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion
Chapters:
00:00 — Are Stocks Immune From Global Macro?
00:35 — The Rally Is Narrower Than It Looks
01:05 — AI Is Holding Up The Market
01:28 — Seven Stocks Are Carrying The Index
01:57 — Can Investors Underweight Stocks?
02:05 — Why The AI Boom Isn’t Totally Irrational
02:57 — The AI Cross-Ownership Effect
03:24 — Anthropic’s Huge Impact On S&P Earnings
04:20 — Why Valuations Haven’t Gone Crazy
04:47 — Can AI Spending Be Justified?
05:10 — The Software Stack AI Could Replace
06:24 — Replacing Software With One Prompt
06:50 — AI’s iPhone Moment
07:33 — The Promise And Risk Of AI
08:07 — Why Google Can’t Afford To Lose AI
09:17 — AI Only Works If It Replaces Existing Costs
09:40 — Big Winners, Big Losers
10:30 — Resetting Return Expectations
11:32 — Taking More Risk For Higher Returns
11:53 — Bonds And TIPS Become Attractive Again
13:03 — Take 5% And Sleep At Night
Connect with us online:
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#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #AI #ArtificialIntelligence #StockMarket #Markets #JimBianco #MarketOutlook #Bonds #Inflation #RiskManagement #WealthionInvesting
________________________________________________________________________
IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
💡Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/4wIQqFk
Daniel Lacalle, Chief Economist at Tressis and author of The New Global Economic Order, joins Maggie Lake to warn that the old portfolio playbook may no longer protect investors. Lacalle argues that persistent inflation, rising government debt, and what he calls a coming “monetary tsunami” are eroding the purchasing power of salaries, cash, and deposit savings. He explains why long-term bonds may no longer act as the safe haven investors expect, why real assets are rising as currencies lose value, and why stocks could continue to melt up even as the real economy feels weaker. From sovereign debt risk and higher yields to gold, silver, copper, coal, China, Europe, and the future of American exceptionalism, Lacalle lays out why investors may need to rethink how they protect wealth in a world of fiscal excess and currency debasement.
💡Join Wealthion’s Real Assets Community for exclusive real-assets research and interviews: https://bit.ly/4wIBO8Q
Chapters:
00:00 Why Investors Are Mispricing Risk
00:58 Bonds May No Longer Protect Portfolios
02:56 The “Monetary Tsunami” Ahead
05:49 Are We Facing a Sovereign Bond Crisis?
08:04 Why Voters Keep Demanding More Spending
11:20 Savers, Inflation & Lost Purchasing Power
13:11 Why Rate Cuts May Not Fix Higher Yields
15:42 Can Stocks Melt Up Anyway?
18:13 Why Value Investors Face a Tough Market
20:46 Stranded Assets & Government Tax Risk
24:02 Why the U.S. Still Leads Global Markets
27:39 China, Central Planning & American Exceptionalism
31:50 Gold, Silver & the Role of Real Assets
35:09 The New Global Economic Order
41:03 Geopolitical Risk, Ukraine & Iran
44:35 Final Thoughts
Connect with us online:
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#Wealthion #DanielLacalle #MaggieLake #Inflation #Savers #PurchasingPower #RealAssets #Gold #Silver #Commodities #CurrencyDebasement #MoneySupply #Investing #Finance #Markets #Macro #Economy #Wealth #PortfolioStrategy #WealthManagement
________________________________________________________________________
IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
💡Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/3PBaXei
Jim Bianco, President of Bianco Research, joins Maggie Lake at a critical moment for markets: oil prices remain elevated, global bond yields are under pressure, and investors are suddenly questioning whether the Fed can cut rates at all. Bianco explains why the bond market is reacting to renewed inflation risk, why the path from expected rate cuts to possible rate hikes has happened so quickly, and why higher Treasury yields could eventually start to weigh on stocks. He also breaks down the narrow AI-led rally, with Nvidia earnings putting the market’s dependence on chip stocks and data-center spending back in focus. With bonds, oil, inflation, the Fed, and AI all colliding, Bianco lays out what investors should watch next — and why the market may be more fragile than the indexes suggest.
💡Join Wealthion’s Real Assets Community for exclusive real-assets research and interviews: https://bit.ly/4wLeck8
Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
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💡Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/4tHZurkIs America’s global edge really fading — or is the dollar still too dominant to dethrone? Steve Hanke joins Maggie Lake to explain why he doesn’t buy the idea that American exceptionalism is over, even as China chips away at U.S. influence, gold buying rises, and investors question the future of dollar dominance. Hanke argues the real strength of America isn’t just politics or military power — it’s the depth of U.S. capital markets and the global demand for dollar-based assets. But the risks are building at the margins.
Chapters:
00:00 — Is America’s Edge Fading?00:35 — Why Hanke Says “Not Really”01:35 — Why the Dollar Still Rules02:55 — The Real Source of U.S. Power04:15 — De-Dollarization Fears05:45 — China, Gold & Treasuries07:35 — Why the Yuan Isn’t Ready09:15 — The Dollar’s Throne Remains Intact
💡Join Wealthion’s Real Assets Community for exclusive real-assets research and interviews: https://wealthion.com/realassets
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#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement
________________________________________________________________________
IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
💡Join Wealthion’s Real Assets Community for exclusive real-assets research and interviews: https: https://bit.ly/3RiShjY
Gold, oil, copper, stocks, bonds, and Treasuries are all sending a message — and it may not be the one investors want to hear. Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence, joins Maggie Lake to explain why gold’s surge may be a warning sign, not a green light; why copper remains dangerously tied to the stock market; and why bonds — especially long-term U.S. Treasuries — may be one of the few true hedges left if risk assets finally roll over.
💡Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/49WgaUK
Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/
#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement
________________________________________________________________________
IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices - Laat meer zien
