Wealthion

Official Wealthion Podcast Feed. Learn about money and the markets from leading investors around the world, and discover how to build a more resilient, long-term plan for your investment portfolio. Look for new episodes each week.

00:58:55 2022-08-11
Money manager Michael Pento distrusts the current rally in stocks. He thinks it's a classic short-lived rally within a secular bear market. That, combined with the Fed interest rate hike campaign to tame inflation, which he expects to drive the economy in...
00:26:54 2022-08-10
Macro analyst Jesse Felder returns for Part 2 of our interview with him in which he explains the math behind why the markets would need to decline by at least 50% to be considered anywhere close to "fairly valued" He then shares the assets he likes best f...
00:30:58 2022-08-09
The market is in danger, warns macro analyst Jesse Felder. The rise of inflation and the reversal of globalization is a HUGE paradigm shift that the market doesn’t appropriately appreciate it yet. The Fed’s hands are tied while inflation remains a cha...
01:14:37 2022-08-08
Every month we have our recommended financial advisors take your questions live. This month's live Q&A session was recorded a few hours ago. If you missed it, not to worry -- the full replay video is right here. Lots of great questions this month. ...
01:32:04 2022-08-06
In this week's recap, Lance Roberts and Adam discuss everything that mattered to markets this week. https://youtu.be/BEBJNzh-r88
00:53:18 2022-08-05
Brent Johnson, portfolio manager at Santiago Capital, returns for Part 2 of our interview with him to lay out the 4 assets he favors most given the strong US dollar. Cash, gold, productive land & blue-chip US equities are the assets he would "go to wa...
00:50:21 2022-08-04
2022 has seen the worst inflation in 4 decades, stubbornly persistent supply chain shortages, a contracting economy that may already be in recession & one of the worst first halves of the year for financial markets. And yet the US dollar is the strong...
00:31:37 2022-08-03
Hedge fund expert Thomas Thornton returns in Part 2 of our interview with him to explain why the markets could well move sideways in a limited trading range for the next few years. https://youtu.be/ZIIjPrUKWTM ...
00:43:42 2022-08-02
It remains a whipsaw year for investors, as both stocks and bonds are now up materially from their late June lows. Is this the 'all clear'? Will prices rise further over the remainder of the year? Or is this a classic bear market rally? One that lulls the...
01:15:47 2022-07-30
In this week's recap, Lance and Adam discuss everything that mattered to markets this week.
00:56:08 2022-07-29
Researcher and money manager Louis Gave returns in Part 2 of our interview with him to discuss the acceleration away from the US dollar as a trade currency by many non-West countries. America's weaponization of semiconductors against China and of the West...
00:46:00 2022-07-28
Many of the most important developments shaping events here in 2022 are happening outside of the US Obviously, Russia's invasion of Ukraine has upended the geo-political chessboard, as well as world trade and the energy & financial markets. China, too...
01:31:13 2022-07-26
As the Fed is poised to crash the economy in order to stop the inflation it arguably caused, we ask one simple question: Do we really need a central bank or can the free market work things out? https://youtu.be/ZPcp4M9i5LM ...
01:20:19 2022-07-23
The market is at a key juncture. So far, the major indices have put in a higher bottom and have been slowly coiling despite bad news and downgraded forecasts. That suggests the conditions for a continued rally are firming up. Yet financial advisor Lance R...
01:00:51 2022-07-22
Portfolio manager Michael Lebowitz returns here in Part 2 of our interview with him to explain that a Fed pivot may not deliver the happy rescue many investors are currently anticipating. Like Bill Fleckenstein, Michael thinks if/when the Fed pivots, if i...
00:48:21 2022-07-21
For decades now, nations have been taking on debt far faster than their GDP has grown. They've kept the borrowing binge alive by having their central banks conspire to push interest rates ever lower. But that process is unsustainable. It's a limited-time ...
01:06:27 2022-07-20
As governments increase their debt, servicing that debt becomes a bigger and bigger problem. That's especially true if the pile of debt is growing much faster than the underlying economy, which has been the case for decades. This forces central banks to p...
00:14:49 2022-07-19
TIPS are issued by the US Treasury and are indexed to inflation in order to protect investors from a decline in purchasing power of their money. They have a fixed inflation rate and a principal that is adjusted according to the changes in the CPI-U This v...
01:35:00 2022-07-16
The US dollar index hit a 20-year high of 109 this week. This is creating increasing pain for other countries, especially those with Eurodollar loans, as servicing those is becoming more expensive — at the same time that import costs are rising. Multina...
01:05:48 2022-07-15
Hot inflation is crashing corporate profits, as consumer spending falls and the Fed's rate hikes make the cost of capital more expensive. As a result, stocks remain under pressure and bond default risks grow. Meanwhile, the economy is fast contracting int...
00:46:52 2022-07-14
Here at the mid-point of 2022, investors are assessing the terrible first half of the year and wondering what the second half will bring. And as we peer ahead right now, the stormclouds outnumber the sunbeams. Measured inflation remains hot. And recession...
01:12:37 2022-07-13
Despite starting the year off with stunning price increases, many commodities and the share prices of the companies that produce & service them have been beaten down over the past two months. Many bruised resource investors are wondering if the worst ...
01:10:57 2022-07-11
This 3rd LIVE "money Q&A" with Wealthion's financial advisors will stream on Monday, July 11th @ 3pm ET/noonPT.  SCHEDULE YOUR FREE PORTFOLIO REVIEW with Wealthion's endorsed financial advisors at https://www.wealthion.com At Wealthion, we show y...
01:21:43 2022-07-09
As inflation, rising cost of capital and recession pressures squeeze revenue & earnings expectations for corporations, the Q2 earnings calls about to start over the next few weeks may be the next trigger to send stocks falling.   Financial adviso...
00:53:24 2022-07-08
Capital manager David Hay of Evergreen Gavekal returns for Part 2 of our interview with him to discuss the odds for stagflation, recession and to share which assets he most favors right now given his macro outlook. https://youtu.be/bwtXk30waB8 ...
00:51:37 2022-07-07
As we head into the heat of summer, the US economy finds itself in the doldrums.   GDP growth for the year has been negative both in Q1 and Q2 -- which means we're now officially in a "technical recession".   Inflation remains at a 41-year high....
00:12:50 2022-07-06
Series I Savings Bonds, also known as I-bonds, are offered by the US Treasury as a way to protect the purchasing power of your money from being eroded by inflation. This is protection many investors want badly right now, as inflation has roared back to li...
01:25:46 2022-07-02
Higher inputs costs and demand destruction from inflation (and the Federal Reserve's interest rate hikes) are resulting in margin compression for companies, pinching their profits.    As a result, companies are revising downwards their future ea...
00:58:34 2022-07-01
Economist Steve Hanke returns here in Part 2 of our interview with him to explain what impact a Fed pivot back to easing would have on inflation. He also shares his thoughts on how he thinks stocks, bonds, gold and other assets should fare over the coming...
00:41:50 2022-06-30
Inflation remains at a 41-year high and continues to severely pinch households when paying for food, gas and nearly everything else.  How much longer will it plague us? And might it get even worse from here? To find out, we welcome Steve Hanke back t...
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