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Wealthion - Be Financially Resilient

Wealthion - Be Financially Resilient

1,238 episodes — Page 20 of 25

A Massive Systemic Shock Is Coming & The Fed Is Actively Courting It | Marc Faber

Dr Marc Faber returns to the program to provide his latest macro outlook. Marc is a PhD in economics, author and long-time Editor & Publisher of the Gloom Boom Doom Report. It's quite pessimistic, as Marc sees the combination of 'too much debt', asset bubbles, a moribund global economy, and smoldering social unrest resulting from historic levels of wealth inequality serve as a pressure cooker that will break badly somewhere in the system. Add in short-sighted (incompetent) political decision making & he sees a highly turbulent era ahead. One in which "a lot of people are going to lose a lot of money" Stock, bond, real estate -- all these markets are vulnerable and likely to drop much further from here in Marc's estimation. https://youtu.be/QerC4htj-Po Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 13, 20221h 4m

Stocks Need To Fall Further to Approach 'Fair Value' Says Market Data Analyst Ed Easterling

We're now 10 months into 2022 and it's been a pretty dismal year so far for both stocks and bonds. Is relief in sight? Or will the bruises keep on coming? To find out, we've asked market specialist Ed Easterling of Crestmont Research to return to the program and share his latest outlook with us. https://youtu.be/nT34rI_7uro Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 12, 202249 min

ZOMBIE Companies! How Many Are There & What Threat Do They Pose To Markets? | David Trainer

A concern that many recent experts on this channel have raised is that there is a dangerously high percentage of corporations that classify as "zombie companies". As the cost of debt increases as interest rates rise, the likelihood that these companies could start failing en mass increases. How big of a concern is this? What implications would a mass die off of these zombies have on the markets, and the economy in general. For answers, we turn to David Trainer, CEO of research firm New Constructs, who has been ringing the warning bell of late over the risk of zombie contagion. https://youtu.be/LnbPon7fbaU Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 11, 20221h 10m

Weekly Market Recap: Bears Claw Back All Gains From Failed Rally As Fed Pivot Hopes Dashed

Financial advisor Lance Roberts and Wealthion host Adam Taggart discuss everything that mattered to markets this week. https://youtu.be/bQAC68MxahA Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 8, 20221h 53m

'It's Gonna Get Ugly' In The Markets As Earnings Disappoint | Bill Fleckenstein

Investor and macro analyst Bill Fleckenstein returns for Part 2 of our interview with him, to share his concerns about the current bear market not being over. A veteran short seller who has been on the sidelines for years, Bill is now back actively shorting the market to an extent he hasn't done for a long time. Bill expects things to "get ugly" as Q3 earnings disappoint and 2023 forecasts are downgraded. He also expects the Fed to be forced to pivot at some point by instability that's NOT going to be bullish for stocks. https://youtu.be/6y9qakcB6_M Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 8, 20221h 19m

Bond Market Rebellion = 'Game Over' For Central Bank Control | Bill Fleckenstein

The global economy runs on credit, so when there's trouble in the credit markets, EVERYTHING hangs in the balance. Bond yields have been rising fast around the world this year. So fast in some cases, that things are starting to break. Just this past week, the UK credit market started melting down -- forcing the Bank of England to engineer a desperate rescue by buying 65billion-pounds worth of gilts on the open market. How worried should we be about instability in our credit markets? To find out, we talk with investor and analyst Bill Fleckenstein of Fleckenstein Capital. https://youtu.be/wR6FUcZTzh8 Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 6, 202259 min

Did The Market Just Bottom? Is A Fed Pivot Near?

Live Q&A w/ Wealthion's Financial Advisors This monthly LIVE "money Q&A" with Wealthion's financial advisors streamed on Wednesday, Oct 5th @ 12pm ET / 9am PT. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 5, 20221h 8m

Don't Count On More QE Stimulus, The Fed Is Likely Retiring It | Pedro da Costa

We've frequently commented on this program that it's hard to be an 'investor' over recent years because central planner policy has been by far the big driver of price action. Instead, we're forced to be 'speculators', placing our bets based on what we think those few policymakers will decide to do next. Last week's near-death moment for British pension funds is a classic example of how a change in policy can disrupt everything in a heartbeat. So we should try to get the best bead we can then on where policy is most likely headed. To this end, Wealthion has recently spoken to former Federal Reserve senior economist Lacy Hunt and former Fed advisor Danielle DiMartino Booth. And today we have the good fortune of adding respected journalist Pedro de Costa to that list. Pedro has spent the past 20 years covering central bank policy for publications such as Reuters, The Wall Street Journal and now MNI - Market news. https://youtu.be/5hD7rFWh3ME Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 4, 20221h 7m

Weekly Market Recap: Systemic Instability NOT Inflation Is The Threat The Fed Should Fear

In this week's recap, Lance Roberts and Adam discuss everything that mattered to markets this week. https://youtu.be/vnqFgskxihw Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 1, 20221h 47m

S&P To Drop To 3000, Possibly Lower? | Danielle DiMartino Booth

Federal Reserve analyst Danielle DiMartino Booth returns for Part 2 of our interview with her in which she forecasts how low she think this bear market in stocks & bonds will go, as well as which assets she thinks are most prudent for investors to consider given the current macro environment. https://youtu.be/OeuolICcjYw Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 30, 202251 min

Fed Sacrificing Markets & Global Economy In Crusade To Kill Inflation | Danielle DiMartino Booth

A common refrain among the market experts I talk with is that we can't be 'investors' in the current environment -- instead, we're all forced to be speculators, guessing what Fed Chair Jerome Powell and other The Federal Open Market Committee members are going to decide to do next. Because that's all that matters to price action these days. Like it or not, that's the world we're living in right now. So it makes all the sense in the world to tap the perspective of someone who knows the Fed inside & out -- which is why we're fortunate to have Danielle DiMartino Booth, CEO & Chief Strategist for Quill Intelligence joining us today. She was a former advisor to the Dallas Federal Reserve during the great financial crisis, working with Richard Fisher, and she's author of the book Fed Up. https://youtu.be/VYK2qwc7JQM Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 29, 202250 min

Top Experts Predict What's Next For Markets - Highlights From The Recent Wealthion Conference

Hear what the experts had to say at the recent Wealthion Fall online conference. Insights from Lacy Hunt, Grant Williams, Stephanie Pomboy, Brent Johnson, Lyn Alden, Alf Peccatiello, Matt Taibbi, Doomberg, Rick Rule, Jeff Clark, Lance Roberts & more. GET THE REPLAY VIDEOS for Wealthion's online conference at https://wealthion.com/conference Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 28, 202213 min

Super-Strong US Dollar Is De-Stabilizing All Other Fiat Currencies - When Will It End? | Gordon Long

The US dollar has strengthened so much and so quickly this year that it has become a juggernaut, trampling pretty much every other asset. What repercussions is this creating? And how much longer is it likely to continue? For answers, we turn to market analyst Gordon Long, who just issued a report on this exact topic this morning. https://youtu.be/rP4HTXCrvPk Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 27, 202250 min

Weekly Market Recap: Bear Market Back In Control – Where Is The Bottom?

In this week's recap, Lance Roberts and Adam discuss everything that mattered to markets this week. https://youtu.be/7krBtSeWS_0 Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 24, 20221h 12m

2023-2024 Will Be The 'Last Hurrah' For Assets Before Deflationary Winter | Simon Hunt

Simon Hunt returns for Part 2 of this interview to share his forecast on the markets, which is: Rest of 2022: economy slows, inflation comes down, markets sink 2023-2024: central banks pivot, asset prices (and inflation) re-ignite -- this is the "last chance to build wealth" in Simon's eyes -- high inflation + high interest rates (11% range) + war demands grind the economy down 2025-2027: economy sinks into global depression https://youtu.be/iyVYQzW_MNU Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 23, 202248 min

A Global Depression By 2025? | Trade Expert Simon Hunt Predicts That's Inevitable

Today we hear from Simon Hunt, one of the world's foremost experts on the copper industry. When Simon first appeared on this program back in March, he forecasted that extremely volatile times lay ahead that will be punctuated by fierce rallies & sharp declines -- with the overall trend moving from stagflation to deflation. This seems to indeed be the script playing out here in 2022. He also told us that by 2025, Simon sees a good chance the massive pile of $trillions in global unserviceable debt will go into default, resulting in an immensely painful economic crisis. Given that half a year has gone by, we thought we'd check in with Simon to see how his forecast is changing, if at all. https://youtu.be/m1V6QNIRMHg Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 22, 202245 min

Data 'Hacks' Market Experts Rely On Most - Tips From Hunt, Alden, Rule, Henrich, Pomboy & Many More

The lesson to take from the wisdom of Van Halen’s "no brown M&Ms" rider is that having good indicators is key to achieving success. This is also extremely true for the world of investing, where you are deploying capital based upon an expected future return. How do you determine when it’s a good time to enter into an investment? Once in it, how do you monitor the conditions supporting your rationale for holding it — are those changing? And if so, are they getting better or worse? When should you exit the position? For all of these questions, the better the indicators you use, the more accurate and informed your decision-making will be. And the better your returns as an investor will be. So, as I’ve been preparing for Wealthion’s upcoming online conference – which is now just a few days away, on Saturday – I’ve been asking a number of Wealthion’s expert guests to share their own “brown M&Ms”. The key “shortcut” indicators they look at to get a quick bead onaThe lesson to take from the wisdom of Van Halen’s "no brown M&Ms" rider is that having good indicators is key to achieving success. This is also extremely true for the world of investing, where you are deploying capital based upon an expected future return. How do you determine when it’s a good time to enter into an investment? Once in it, how do you monitor the conditions supporting your rationale for holding it — are those changing? And if so, are they getting better or worse? When should you exit the position? For all of these questions, the better the indicators you use, the more accurate and informed your decision-making will be. And the better your returns as an investor will be. So, as I’ve been preparing for Wealthion’s upcoming online conference – which is now just a few days away, on Saturday – I’ve been asking a number of Wealthion’s expert guests to share their own “brown M&Ms”. The key “shortcut” indicators they look at to get a quick bead on what the market is telling us. what the market is telling us. https://youtu.be/yhSRlAGA-dg Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 21, 202214 min

Stephanie Pomboy: New Data Shows Slowing Economy, Struggling Consumer, Slumping Profits

We're trying something new by conducting this interview with Stephanie LIVE. If time allows, we'll take viewer Q&A from the live chat. https://youtu.be/RXxZY_xmrzQ Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 20, 20221h 2m

Weekly Market Recap: Bear Market + Hot Inflation + Global Recession = PAIN

Last week, financial advisor Lance Roberts predicted the struggle between the bulls and the bears was likely to be decided soon. Well, the bears won decisively this week. Tuesday's continued hot CPI report of 8.3% sent markets on their biggest 1-day plunge in over two years. Evidence of a global recession is mounting by the day. And corporations are now reducing guidance, which will force analysts to finally lower their forward earnings forecasts. Things are starting to get bumpy... For everything that mattered to markets this week, watch this week's Market Recap featuring Lance Roberts. https://youtu.be/9-GRJjN2tic Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 17, 20221h 27m

Jim Rickards: 15% Inflation Ahead If Fed Pivots Too Soon

Jim returns for Part 2 of his interview with Stephanie Pomboy in which he explains that, should the Fed pivot back to easing before inflation is fully tamed, it risks re-igniting the CPI back up as high as a horrific 15% He also shares his reasons for thinking that CBDCs are inevitable -- in fact, already in progress. https://youtu.be/KoVm4BsmSpk Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 16, 20221h 3m

Jim Rickards: A 2008-Style Liquidity Crisis + Recession Is The Big Threat Now

Jim is concerned we may be heading into a recession+liquidity crisis similar to what we experienced during the 2008 GFC. A financial crisis spreads just like a virus does. The contagion equation is the same. Shifts in narrative/confidence can cause fear to spread quickly – sometimes creating the bad outcome it’s afraid of (e.g., a run on the bank). Or sometimes the opposite (e.g., asset bubbles). The Fed pivot narrative brought a lot of capital back into the market, which resulted in the July rally. But the “logic” behind this narrative wasn’t necessarily correct. But it drove prices higher…until Powell brought the hammer down at Jackson Hole. The fundamentals can’t be dismissed no matter how much the market would prefer they could. The markets are dreaming of a ‘soft landing’, but Jim thinks it’s going to be more like a plane crash. The rate of change of the Fed Funds Rate is staggering. Never has it risen by such a big % this fast. This WILL shock the system. For example, bonds & housing are going to get clobbered. The damage these fast-rising rates are going to cause is going to be severe. https://youtu.be/A18Q-dJAa9A Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 15, 202251 min

Worst 1-Day Market Drop In 2 Years! Has The Bear Returned? Q&A w/ Wealthion Financial Advisors

Stocks had their worst 1-day decline yesterday since June of 2020. What caused the plunge? And what's most likely to happen next? Is the bear market returning to maul investors once more? Wealthion's endorsed financial advisors fielded a flurry of viewer questions on these topics during today's monthly Live Q&A session. https://youtu.be/bC1txh8M-90 Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 15, 20221h 17m

10x Your I-Bond Returns (Or More) Using This Little Understood Strategy

I-Bonds continue to offer a great deal here, especially while the CPI remains so elevated. They currently accrue interest at 9.62%. That's exempt from state & local taxes. Plus your principal is guaranteed by the US Treasury. Who wouldn't want a risk-free high return like this, particularly in today's shaky markets? The knock on I-bonds is the $10,000 per calendar year purchase limit, But there's a little understood strategy that allows you to buy much more than that -- right now. To find out how to put up to $150k (or more) into I-bonds for the coming year watch this new video. https://youtu.be/nQUfCcXRNts Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 13, 202215 min

Weekly Market Recap: Are Markets Laying A Trap?

Are the markets laying a trap here? Financial advisor Lance Roberts thinks they may be. In fact, he's concerned over the high degree of uncertainty of the current environment. It's one of the most challenging he's seen in his career in terms of making capital allocation decisions. So what changes is he making right now to his positions? To find out, as well as hear us discuss everything that mattered to markets this week, watch this week's Market Recap featuring Lance Roberts. https://youtu.be/QSfLb6yhaOc Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 10, 20221h 27m

Families Who Get & Stay Rich All Have This In Common | Ted Oakley, Oxbow Advisors

Financial advisor Ted Oakley has spent the past several decades helping hundreds of high net worth families manage their wealth. Over this time, he's realized that the families who are successful at maintaining & growing their wealth -- vs spending it all in a single generation -- share important traits in their attitude & behavior. These commonalities -- like how they treat & teach their children around money -- can help families of ANY net worth become wealthier over time. https://youtu.be/h_6QxlV4_QQ Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 10, 20221h 22m

Bear Market NOT Over & Is Headed To New Lows | Ted Oakley, Oxbow Advisors

Markets have been sinking after Fed Chair Jerome Powell's tough talk at Jackson Hole last week. Getting inflation under control remains the Fed's top priority, and it's going to be a real challenge. It will require tough medicine that's going to require "pain", to use Powell's words. In rocky times like these, it helps to seek the counsel of advisors who have experienced many past market cycles -- what are they lessons they've learned that may help us better navigate our wealth through what's to come? Which is why we're fortunate today to talk with money manager Ted Oakley, founder and Managing Partner of investment advisory firm Oxbow Advisors. https://youtu.be/t-LskifjKA4 Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 8, 202245 min

5-Year Boom Ahead For Uranium Sector Given Growing World Demand For Nuclear Energy | Justin Huhn

Nuclear power analyst Justin Huhn of Uranium Insider returns for Part 2 of our interview with him to share his outlook for the uranium market & why he predicts a 3-5 year boom in prices ahead for the metal itself as well as the companies that mine & process it. https://youtu.be/KISFW3-ZJAU Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 7, 202241 min

Nuclear Power THE Answer To The Global Energy Crisis? | Justin Huhn Of Uranium Insider

The global energy crisis is suddenly thrusting nuclear power into the spotlight. Most nations have spent the past decade-plus working on mothballing or exiting their nuclear production facilities in the pursuit of migrating to a more "green" energy infrastructure. Now that strategy is being called into question, as calls for more MORE nuclear energy suddenly mount. Where is nuclear energy likely to head from here? Will we see more or less of it over the coming decades? And do the answers to these questions present opportunities for today's investor? To find out, we're fortunate to speak with Justin Huhn, founder & publisher of Uranium Insider. https://youtu.be/3SSqlhx-NNw Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 6, 20221h 5m

Weekly Market Recap: “Pain” Ahead As Fed Dashes Pivot Hopes While Tightening Into Recession

In this week's recap, Lance Roberts and Adam discuss everything that mattered to markets this week. https://youtu.be/TTnWL8d1nFY Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 3, 20221h 22m

No Bull Case Left For Markets Now That A Fed Pivot Isn’t Happening Soon | Sven Henrich

Thanks for joining us for Part 2 of our interview with technical analyst Sven Henrich. Sven sees a much more volatile future ahead for the markets & explains how he plans to trade them. https://youtu.be/0uNkNQj5JGk Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 2, 20221h 19m

A Restrictive Fed Has Changed EVERYTHING For The Markets | Sven Henrich

Two weeks ago on this program, in our weekly market recap, financial advisors Lance Roberts made the statement: "All the fundamentals are bearish, but the all technical action is bullish" We discussed how one of them was likely to prevail in the near future. Well, here just two weeks later, the market action is looking a lot more shaky. But to get the best sense of exactly what the technicals are telling us right now, we're fortunate to welcome Sven Henrich of NorthmanTrader back on the program to discuss both his latest macro and market outlooks. https://youtu.be/ZruwEOYAHCU Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 1, 202255 min

The Next Great Catalyst(s) For Gold | Brien Lundin

As inflation continues at a 40+ year high, it’s time for an update on gold — historically one of, if not the most, trusted asset investors turn to to protect the purchasing power of their wealth against the ravages of inflation. Frankly put, gold has had a lackluster performance this year, at least when priced in US dollars. Why is that? And will it come to life if inflation persists from here? For answers to these questions, we turn to Brien Lundin, Editor of GoldNewsletter & producer of the excellent New Orleans Investment Conference. https://youtu.be/BQXaRbXP1YM Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 31, 202257 min

Social Security: How To Maximize Your Benefits -- A Guide For Everyone | Mary Beth Franklin

Whether you’re currently a senior citizen or hope to live long enough to become one some day, funding our elder years is becoming a bigger & bigger challenge. For many if not most Americans, Social Security will serve as the bedrock foundation for the income they can expect to receive later in life. But how does that program work exactly? What are the pitfalls and the best practices we should be aware of in deciding when and how to enroll in it? And for those currently not yet seniors, will there even be a Social Security program to rely on by the time we are? To provide answer to these and many more of the surprisingly tricky questions around Social Security, we’re fortunate to speak with certified financial planner Mary Beth Franklin – author of the book ““Maximizing Your Social Security Retirement Benefits” https://youtu.be/20cekIUgTsk Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 30, 20221h 8m

Retirement Planning Best Practices Webinar + Live Q&A

In this webinar, Lance Roberts & his team from Real Investment Advisors (Danny Ratliff & Richard Russo) provide an in-depth presentation of success strategies for retirement planning. They also field Q&A from the live audience. SCHEDULE YOUR FREE PORTFOLIO REVIEW with Wealthion's endorsed financial advisors at https://www.wealthion.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 28, 20223h 6m

Own These Assets To Survive The New Era Of Stagflation | Kyle Bass

Highly-respected investor Kyle Bass returns for Part 2 of our interview with him. Here, Kyle warns of a coming era of stagflation & encourages investors to own assets that defend their purchasing power. He likes cash in the short term. And once the market corrects further, he likes US companies, hard assets & MNC's that avoid China. https://youtu.be/5lDNnaJnhfk Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 26, 202255 min

War Between The US & China Within 2 Years Or Sooner? | Kyle Bass

2022 has been a difficult one so far for investors to successfully navigate. The US economy looks to be entering recession. Europe is in even worse shape. China is struggling, too, while tensions with Taiwan mount dangerously. This year has also had one of the worst 1st halves of the year for both stocks & bonds in history. And with economic growth contracting, inflation remaining at 40 year highs, and the Fed continuing to increase the cost of capital through rate hikes -- financial asset prices may still have lower to go. What will the key macro drivers be through the end of the year? Are the markets through the worst of the challenges, or are things just warming up? Are there attractive opportunities for investors right now -- or is this a time to hunker down? Today we have the good fortune to put those questions to Kyle Bass, Founder & CIO of Hayman Capital Management. https://youtu.be/fomuXEaEAJA Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 25, 202248 min

The Housing Crash Is Here (50% Drop in Sales) | Analyst Nick Gerli

The housing market is tipping into correction before our eyes. Home sales are dropping nearly 50% in certain markets. Listings inventory is ballooning. Price reductions are spiking. Perhaps this is all as should be expected when mortgage rates double in the span of a single year. But this is only just the beginning warns housing analyst Nick Gerli. He expects the price corrections to get much deeper as we head into 2023. https://youtu.be/UdgmR6qgmow Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 25, 202245 min

A Collapse In Fiat Currencies Within The Next 2 Years? | Alasdair Macleod

Is it really possible that the world's major fiat currencies could be replaced soon, perhaps by a hard-asset backed solution? Today's guest expert, Alasdair Macleod believes so, having the made the case on this channel a few months ago. We check in with Alasdair here to see how developments since his last appearance are affecting his outlook, as well as to hear his latest predictions for the price action for gold & silver. https://youtu.be/qP108NVGTmI Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 23, 20221h 18m

Weekly Market Recap: Bullish Technicals But Bearish Fundamentals: Which Matters More?

The technical chart data looks really bullish here, observes financial advisor Lance Roberts. But none of the fundamentals do, he also warns. Bullish technicals. Bearish fundamentals. Which matters more? Lance and I tackle that key question, plus go on an epic rant about how excessive speculation is destroying Millennial and Gen Z investors. For everything that mattered in the markets this week, watch this week's Market Recap featuring Lance Roberts. https://youtu.be/nyPKHOGtqCs Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 20, 20221h 34m

Markets To Get Much More "Volatile & Hostile" From Here | Diego Parrilla

European fund manager Diego Parrilla returns for Part 2 of our interview with him in which he explains why inflation, rising interest rates, arriving recession, energy crises and other macro headwinds are going to make the investing climate much more volatile and hostile from here. https://youtu.be/L565v8MZ_vg Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 19, 20221h 6m

European & Global Economies Are Dangerously Fragile | Diego Parrilla

Inflation and slowing economic growth is affecting all corners of the globe these days, but perhaps nowhere as much as Europe -- which is also dealing with a massive energy crisis. We spend a lot of time focusing on the US economy on this program, 1) because the majority of this channel's viewers reside in the US and 2) it has the world's largest economy and, for better or worse, what happens in America drives much of the action the rest of the world reacts to. But today we're going to get a European perspective, both on the action in the US as well as the major challenges Europe is grappling with. For that, we welcome Diego Parrilla, Managing Director of Quadriga Asset Manager back to the program. https://youtu.be/rZVfE8cqmf4 Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 18, 202251 min

Struggling Economy + Hot CPI + Fed Hikes & QT = Stagflation | Stephanie Pomboy

Stephanie Pomboy reacts to today's latest data on retail sales, Fed rate hike outlook, jobs, credit conditions & inflation. In her words, it's difficult to see anything other than stagflation reigning for the rest of the year. Let us know in the Comments section below if you like this kind of real-time reaction from Stephanie to the news of the day. If you do, we'll do these shorter sessions with her more often. And don't forget to register for Wealthion's upcoming online conference on Sep 24 at https://wealthion.com/conference https://youtu.be/K8595VukeNk Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 18, 202226 min

Where Do The Top Experts Think The Market Is Headed From Here?

Next month, join Lacy Hunt, Lyn Alden, Matt Taibbi, Grant Williams, Stephanie Pomboy, Brent Johnson, Nick Gerli, Doomberg, Rick Rule, Mike Maloney, Jeff Clark, Lance Roberts and the team from New Harbor Financial at Wealthion's online Fall Conference. https://youtu.be/dsVGZvNvfRw Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 17, 20228 min

Weekly Market Recap: Are The Bulls Gaining The Upper Hand?

The markets have now punched above an important resistance level & the bulls are suddenly talking about stocks zooming back to record highs. Is that even possible? There's a battle royal being waged right now between the bulls & bears. Fundamentals are grim and getting worse. But technicals look rosy. Which will win out? Financial advisor Lance Roberts and I tackle that tough topic, as well as many others, in this week's Market Recap For everything that mattered to markets this week, watch our new Weekly Market Recap featuring Lance Roberts. https://youtu.be/M-BqfTxIp4k Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 13, 20221h 25m

Michael Pento: These Are The Assets You Want To Own For A Market Crash

Money manager Michael Pento returns for Part 2 of this interview to share how he is currently positioning his firm's portfolio for the 40% market correction he sees coming ahead. Cash, US dollar, long-dated US Treasury bonds & shorts are what Michael calls "The 4 Horsemen" -- the key assets you want to hold during a market crash. He's also has positions in gold and utilities at this moment, too. https://youtu.be/M2IRqmHcMBg Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 13, 20221h 11m

Michael Pento: Stocks To Fall 40% By Spring?

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 into recession, is going to result in a 40% decline in stocks by Spring 2023. https://youtu.be/tKFDT50UVic Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 11, 20221h 0m

Stocks Overvalued By 50%, At Least? Why This Bear Market Has A Lot Farther To Go | Jesse Felder

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 for the challenging road he sees ahead over the coming year. https://youtu.be/abqDpTjyc44 Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 10, 202228 min

A 'Massive Re-Pricing' In Assets Lies Ahead | Jesse Felder

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 challenge, and it likely will be for a long time because the new principal trends in play (on-shoring, tightening labor force) are inflationary. Taming inflation is going to be a protracted, painful process – and likely won’t go back to the disinflationary trajectory we’ve been on since the 1980s. A massive repricing across asset classes is needed & a new rulebook for investing is required. This is why the market is in such danger. The market hasn’t woken up to this paradigm shift AND valuations, despite the correction this year, are still very close to record highs. There’s a lot of room to fall here, especially as profit margins are at all-time highs. Jeremey Grantham claims they mean revert more than almost any other data set. So they are due for a whopper of a mean reversion from these elevated levels. Will the trigger be a market event? Or a social one? As history shows, too-high profits inevitably lead to wealth inequality that resolved via re-distribution (either effected by the State or an angry rebelling populace). It’s no surprise that Congress is discussing higher corp tax rates. As for how far the market could drop, Jesse can pretty easily make an argument that financial assets could fall 50% before being considered ‘fairly valued’. The 1973-74 bear market looks like a good analogue to where we are in 2022 given similarities in inflation & Fed policy. The S&P was cut in half during this period. https://youtu.be/chavLDpr6Uk Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 9, 202232 min

How Far Will This Rally Go? Is The Bear Market Over? Q&A w/ Wealthion Financial Advisors

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. We concluded on the big one: Is the bear market over, or will stocks & bonds reverse and start falling again? For that plus a boatload of other timely answers to your timely questions, watch the replay video of our latest Live Money Q&A. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 8, 20221h 16m

Hot Inflation, Market Rally & Blowout Jobs Report Sinking Pivot Odds? | Lance Roberts & Adam Taggart

In this week's recap, Lance Roberts and Adam discuss everything that mattered to markets this week. https://youtu.be/BEBJNzh-r88 Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 6, 20221h 33m