Wealthion - Be Financially Resilient

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 war with" -- though in the near term, he recommends waiting for the current bear market to bottom out before loading up on equities. https://youtu.be/Lv9nGQpiJbE Learn more about your ad choices. Visit megaphone.fm/adchoices

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 strongest it has been in 20 years. That seems counterintuitive, unless you look through the lens of the Dollar Milkshake Theory. When you do, you understand an awful lot of what has been driving the action this year. To understand where the dollar is likely headed next, and what further implications that will have on the investing landscape, we welcome Brent Johnson CEO & Portfolio Manager at Santiago Capital, and developer of the Dollar Milkshake Theory, back to the program. https://youtu.be/NnsqBbymayQ Learn more about your ad choices. Visit megaphone.fm/adchoices

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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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 bulls back in before returning to maul everyone? In uncertain times like these, it's wise to tap the counsel of those with decades of long-term success in the markets. So today we'll ask these questions of Thomas Thorton, former portfolio manager, senior trader, technical analyst, and now founder of Hedgefund Telemetry. https://youtu.be/rCduxxo5rwE Learn more about your ad choices. Visit megaphone.fm/adchoices

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

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's financial system against Russia have forced those two countries to speed up their efforts to conduct trade in currencies other than the dollar. What will a world less dependent on the dollar look like? Does this trend open up any intersesting investment opportunities? Louis shares his thoughts on both of these questions. https://youtu.be/IqoUP1YEeM0 Learn more about your ad choices. Visit megaphone.fm/adchoices

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, is making waves that all nations feel. What decisions these two world powers make, especially in terms of what kind of relationship they choose to have with the West going forward, will have large & long lasting implications. To better understand the situation from a non-US perspective, we're fortunately to speak with Louis Gave, Founding Partner and CEO at Gavekal. https://youtu.be/YiM1fYZq0T8 Learn more about your ad choices. Visit megaphone.fm/adchoices

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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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 Roberts thinks that, fundamentally, it doesn't seem likely that current stock prices have yet fully priced in the impacts of the serious recession it appears we are heading into. Markets will soon have to pick a direction Which way are they likely to break? And what factors should we be watching most closely? https://youtu.be/B_yzB-QHMWo Learn more about your ad choices. Visit megaphone.fm/adchoices

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 inflation is not fully tamed (which looks increasingly unlikely to happen anytime soon), the bond market's confidence in the Fed will be broken. As a result, the bond vigilantes will send credit yields higher, not lower as many are currently expecting. In this discussion, Michael also shares his thoughts on which assets are best positioned to protect wealth through the continued turmoil he sees ahead. https://youtu.be/aNrxggYT2s8 Learn more about your ad choices. Visit megaphone.fm/adchoices

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 swindle that ends when the debt service costs become too onerous. And the massive amounts of new debt issued in the wake of the pandemic have rocketed us down much of the remaining limited amount of road the system had left until it reaches its day of reckoning, portfolio manager Michael Lebowitz cautions. Michael is part of Lance Robert's team at Real Investment Advice, one of the financial advisory firms that Wealthion officially endorses. While Lance was away last week, Michael kindly stood in for him at our live Q&A event last week -- we received so many positive comments from you viewers about the quality of his answers that I wanted to invite him on the program and give him the opportunity to share his full macro outlook. https://youtu.be/iN-s0l06TcU Learn more about your ad choices. Visit megaphone.fm/adchoices

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 print more new currency in order to enable their governments to handle the debt service payments. But once inflation starts becoming an intractable problem & interest rates can no longer be suppressed, the system breaks. History is clear on this. So, are we close to such a seminal breaking point? Dangerously close, concludes monetary historian and macro analyst John Rubino, co-author of the book The Money Bubble along with James Turk. We're going to dig into the reason why, as well as what steps regular investors can consider taking today before that breaking point is reached to protect their wealth. https://youtu.be/IWp2-XMqSr0 Learn more about your ad choices. Visit megaphone.fm/adchoices

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 video explains how they work, their advantages & disadvantages, and how they compare to I-bonds. https://youtu.be/qFtPlqnQJ9A Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Multinational companies are also feeling the squeeze, as their overseas revenue declines due to weakening demand and increasingly unfavorable exchange rates. Somewhat ironically, this is happening at the same time when US inflation, as measured by the Consumer Price Index, is spiking to a 41-year high of 9.1%. Financial advisor Lance Roberts doesn’t see much reason for the dollar strength to abate anytime soon. So what will be the most likely repercussions from this? For everything that mattered to markets this week, watch this week’s Market Recap featuring Lance Roberts. https://youtu.be/IqK_D3rRV7o Learn more about your ad choices. Visit megaphone.fm/adchoices

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 into a recession. Likely a painful & prolonged one, warns Jeff Snider here in Part 2 of our interview with him. In this video, Jeff kindly shares the assets he thinks will defend wealth the best over the coming months of this bear market. https://youtu.be/D1qpW29n3Z0 Learn more about your ad choices. Visit megaphone.fm/adchoices

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 and stagflation are on everyone's lips -- it seems a foregone conclusion to many at this point. The Fed remains committed to raising the cost of capital. And Q2 earnings calls are about to begin: will companies announce downwards revisions to their forecasts, thereby sending stocks even lower? To address these important topics, we're fortunate to be joined by monetary expert and economic researcher Jeffrey Snider, now of Eurodollar University. He's at the top of the list of experts the Wealthion audience has been asking me to bring on the program and I'm thrilled he's finally been able to join us. https://youtu.be/g1ll7kxkun0 Learn more about your ad choices. Visit megaphone.fm/adchoices

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 is now over, or yet to come? If you’re one of those folks, I’ve got good news for you. Veteran hard asset investors Rick Rule and Brien Lundin are both so excited by the future prospects of this sector that they pulled together an impromptu webinar this week to update their respective followers on why they think the current price action is a cyclical correction in a much larger secular bull market for commodities – meaning it’s offering a chance to buy in a very attractive valuations before prices resuming rising up to new highs . Rick and Brien asked me to moderate the discussion, and because I did, they’ve kindly agreed to make the footage of the full event available to the Wealthion audience here. https://youtu.be/wFjbFkNxtFE Learn more about your ad choices. Visit megaphone.fm/adchoices

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 you how to protect and build your wealth by learning from the world’s top experts on finance and money. Each week we add new videos that provide you with access to the foremost specialists in investing, economics, the stock market, real estate and personal finance. We offer exceptional interviews and explainer videos that dive deep into the trends driving today's markets, the economy, and your own net worth. We give you strategies for financial security, practical answers to questions like “how to grow my investments?”, and effective solutions for wealth building tailored to 'regular' investors just like you. There’s no doubt that it's a very challenging time right now for the average investor. Above and beyond the recent economic impacts of COVID, the new era of record low interest rates, runaway US debt and US deficits, and trillions of dollars in monetary and fiscal stimulus stimulus has changed the rules of investing by dangerously distorting the Dow index, the S&P 500, and nearly all other asset prices. Can prices keep rising, or is there a painful reckoning ahead? Let us help you prepare your portfolio just in case the future brings one or more of the following: inflation, deflation, a bull market, a bear market, a market correction, a stock market crash, a real estate bubble, a real estate crash, an economic boom, a recession, a depression, or another global financial crisis. Put the wisdom from the money & markets experts we feature on Wealthion into action by scheduling a free consultation with Wealthion’s endorsed financial advisors, who will work with you to determine the right next steps for you to take in building your wealth. ____________________________________ IMPORTANT NOTE: The information and opinions offered in this video by Wealthion or its interview guests are for educational purposes ONLY and should NOT be construed as personal financial advice. We strongly recommend that any potential decisions and actions you may take in your investment portfolio be conducted under the guidance and supervision of a quality professional financial advisor in good standing with the securities industry. When it comes to investing, past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All investments involve risk and may result in partial or total loss. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 advisor Lance Roberts & host Adam Taggart discuss the likely implications and timing of this, as well as how if/when the Federal Reserve "pivot" occurs, it may have disappointing results for the many investors eagerly awaiting as resumption of the bull market. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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. The financial markets continue to suffer one of their worst years so far in history. And now the housing and jobs markets are also cooling fast. What can we expect from the second half of the year? For perspective, we turn to David Hay, co-founder & co-Chief Investment Officer of Evergreen Gavekal, a financial advisory firm managing $3.5 billion of investor capital. As its steward, he can't simply rely on an "opinion"; has to steer this capital safely through what's coming next. So his conviction needs to be as high as possible. https://youtu.be/UWOWB5Vgqww Learn more about your ad choices. Visit megaphone.fm/adchoices

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 life over the past year and a half. After decades most spent under 2%, as of the time of this recording, the official Consumer Price Index, or CPI, is currently at a 41-year high of 8.6% annualized: The way that I-bonds defend against this is they earn a monthly interest rate that’s usually higher than the CPI. So their return beats or comes quite close to the officially-reported inflation rate. In this video, we explain what I-bonds are, how they work, what their benefits are & how to buy them. https://youtu.be/efDIvlbgwDo Learn more about your ad choices. Visit megaphone.fm/adchoices

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 earnings expectations. So as Q2 earnings calls start happening over the next two weeks, expect a tsunami of these revisions to force Wall Street analysts to downgrade their target prices for many stocks. Will these be the next big shoe to drop that will force stock prices down even further? It sure looks so. Financial advisor Lance Roberts and host Adam Taggart also tackle Fed policy, recession risk, and America's massive retirement problem in this wide-ranging Weekly Market Update. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 year given his macroeconomic outlook. See the YouTube Video for the charts and graphics: https://youtu.be/o2keL8Z8Y7M Learn more about your ad choices. Visit megaphone.fm/adchoices

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 to the program. Steve is professor of applied economics at the Johns Hopkins University in Baltimore, Maryland -- and the last time he appeared on this program, he correctly predicted that America's Consumer Price Index, or CPI, would hit 9% -- which it just did this past month. See the YouTube Video for the charts and graphics: https://youtu.be/N2DftIzEOOc Learn more about your ad choices. Visit megaphone.fm/adchoices

Six years ago, I wrote an article titled 'Grasshopper Nation', warning about how poorly prepared Americans are for retirement. Sadly, the data has only gotten worse since then. I’ll deliver the punchline here first, and then get into the underlying data: Right now, as the largest generational cohort in history has reached retirement age, tens of millions of Baby Boomers in America have insufficient savings to retire or otherwise fund their living costs during their twilight years. This is a massive economic and humanitarian crisis in the making, with no credible plans from the government currently on the table to address it. See the YouTube Video for the charts and graphics: https://youtu.be/DTWyqWHQSho Learn more about your ad choices. Visit megaphone.fm/adchoices

With inflation driving the costs of living higher, real wages falling behind and financial assets having one of their worst years ever so far, it's a tough time to build wealth right now. And it's likely to get even worse, says today's guest, Robert Kiysosaki, author of Rich Dad, Poor Dad, the #1 best selling personal finance book in history. See the YouTube Video for the charts and graphics: https://youtu.be/QjyocU5Ekns Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week's Market Recap, Lance Roberts discusses the bounce this week in stocks and why investors would be wise to use it as a chance to sell and build cash. Lance estimates the bear market is still in play and that a firm bottom has likely not been reached yet. He and Adam Taggart go on to discuss the odds for and timing of a policy pivot by the Federal Reserve, recession risk, bone-headed proposals to contain gas price inflation -- and then end with a discussion of the most important asset to invest in : your health. See the YouTube Video for the charts and graphics: https://youtu.be/ol-9dUp-t4g Learn more about your ad choices. Visit megaphone.fm/adchoices

Here in Part 2 of our interview with macro analyst Luke Gromen, he explains what will happen if the Federal Reserve pivots - as he believes it will - by the end of Q3. Resurging inflation, a weakening US dollar vs other fiat currencies and higher credit yields as the bond market loses its faith in the Fed. And that's just a start. Luke also shares which assets he thinks will fare best in such an environment. See the YouTube Video for the charts and graphics: https://youtu.be/gTvDtYQeSfw Learn more about your ad choices. Visit megaphone.fm/adchoices

The last time today's guest was on the program, he made the case that the world's largest nations, burdened by over $200 trillion worth of dollars in debt, better "get busy inflating or get busy defaulting" Since then, many of these countries have tightened their monetary policies. See the YouTube Video for the charts and graphics: https://youtu.be/1_nckbLheLc Learn more about your ad choices. Visit megaphone.fm/adchoices

Here in Part 2 of our interview with money manager Peter Boockvar, Peter explains how bear markets are actually favorable for the prudent investor because they can offer extremely attractive valuation entry points for high-quality assets. See the YouTube Video for the charts and graphics: https://youtu.be/uYNa1taCj7Q Learn more about your ad choices. Visit megaphone.fm/adchoices

Stocks have fallen for a number of reasons this year. But there's another shoe that's about to drop that should send equity prices even lower: margin compression. Despite companies' profits getting squeezed by higher input costs due to hot inflation AND rising costs of capital, Wall Street analysts are still projecting robust earnings growth for 2023. See the YouTube Video for the charts and graphics: https://youtu.be/0N8g1caffSQM Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week's recap, Lance Roberts and Adam discuss the continued lumps the markets took this week, including the sharp sell-off in oil stocks. They debate where markets are headed from here, and cautions investors that -- even though inflation is an understandable immediate concern -- there are so many multiplying examples of demand destruction that disinflation/deflation may be the bigger risk to worry about over the coming year. See the YouTube Video for the charts and graphics: https://youtu.be/pTlwNCLaThM Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Part 2 of our interview with macro analyst Stephanie Pomboy, she directly states that we are witnessing the bursting of the largest asset price bubble of our lifetimes. Building on her prediction in Part 1 that deflation will soon displace inflation as the primary threat to wealth, Stephanie sees the prices of most stocks, bonds, houses and alternative assets as heading materially lower over the rest of the year. Stephanie then shares her picks for where capital should seek safety in this declining and highly volatile environment. See the YouTube Video for the charts and graphics: https://youtu.be/8YS7FpnLkto Learn more about your ad choices. Visit megaphone.fm/adchoices

Inflation remains the center-stage villain in the economy right now, with the latest Consumer Price Index coming in at a 41 year high of 8.6% But is there a bigger bad lurking behind the scenes? Could deflation be the real threat here, just waiting to pounce after today's hot inflation has burned itself out? To explore this, I'm thrilled to welcome Stephany Pomboy back to the program. She's been concerned about the deflation spectre for a good while. See the YouTube Video for the charts and graphics: https://youtu.be/I27xw8Bf9fE Learn more about your ad choices. Visit megaphone.fm/adchoices

Rising oil prices have sent the average price of US gasoline above $5 for the first time in history. Are they going even higher from here? While anything is possible in the immediate term, oil expert Art Berman predicts prices will moderate downwards over the rest of 2022. See the YouTube Video for the charts and graphics: https://youtu.be/ERDdrdHTCzk Learn more about your ad choices. Visit megaphone.fm/adchoices

The situation for the consumer continues to deteriorate - hot inflation, too much debt and a rising cost of capital, a fast-cooling housing market, and a deteriorating jobs picture -- including several emerging headwinds that were hardly on the radar until recently. As always, the goal here is to keep you well-informed so that you’re able to take prudent action today to reduce your exposure to what’s ahead, and possibly even position yourself to prosper from it. See the YouTube Video for the charts and graphics: https://youtu.be/wIMcx-2OKL4 Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week's recap, Lance Roberts and Adam discuss the weakness in stocks and bonds the developed as the week progressed, exacerbated by Friday's 8.6% CPI inflation print. See the YouTube Video for the charts and graphics: https://youtu.be/84HsG2qRxyw Learn more about your ad choices. Visit megaphone.fm/adchoices

Here in Part 2, Lyn shines a spotlight on how chronic under-investment in the exploration and development for many key natural resources the economy needs -- like energy, agriculture, and mining -- has been going on for over a decade. And still remains the case to this day. As a result, input prices will likely remain elevated for years and shortages will likely become more commonplace. See the YouTube Video for the charts and graphics: https://youtu.be/1hqSedvG4X0 Learn more about your ad choices. Visit megaphone.fm/adchoices

Macro analyst Lyn Alden sees the world heading into economic deceleration. One likely to mire us in stagflationary malaise. Where the costs of living remain stubbornly high and economic activity slows -- perhaps even contracts. In such a world, financial asset prices will continue to fall. Home prices will correct. Companies will lay workers off. Prospects for nearly everyone will diminish. See the YouTube Video for the charts and graphics: https://youtu.be/NvVUJehj3E4 Learn more about your ad choices. Visit megaphone.fm/adchoices

Housing analyst Nick Gerli returns to the program to warn how swiftly the prospects for home prices are eroding. Confidence in the housing market was supreme just a month or two ago. But suddenly that confidence is vaporizing as an increasing number of experts now caution of a "full blown" correction ahead. Rising mortgage rates are a huge part of the equation, but we're already starting to see sales slowing and even price cuts in a number of markets - especially the ones that have been the hottest in past recent years. See the YouTube Video for the charts and graphics: https://youtu.be/TNJWP24iQL0 Learn more about your ad choices. Visit megaphone.fm/adchoices

Today we'll talk with Ian Formigle, Chief Investment Officer of Crowdstreet, which offers a new way for investors to more easily tap into this market on the commercial real estate side. First, I’ll talk with Ian about the dynamics of the commercial real estate market – which covers everything from apartment buildings to office spaces to retail storefronts to factories and hospitals. There are a lot of cross-currents right now presenting both challenges and opportunities for investors. See the YouTube Video for the charts and graphics: https://youtu.be/A2sDEhjRHmI Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week's Market Recap, financial advisor Lance Roberts returns to explain that while he doesn't think the bear market is over, it will likely need to sucker in the bulls before taking its next major leg down. Which is why he continues to recommend using any further rally from here as an opportunity to lighten up on long positions. Lance and I also address the multiplying challenges of Federal Reserve tightening, the fast-deteriorating outlook for the jobs market, recession warning signs, the moral hazard of college loan forgiveness, and the approaching insolvency of Social Security and Medicare. See the YouTube Video for the charts and graphics: https://youtu.be/KBB09fdsWB4 Learn more about your ad choices. Visit megaphone.fm/adchoices

Macro analyst Stephanie Pomboy interviews economist, hedge funder and professor Peter Atwater return for Part 2 of this interview where they share their outlook for what lies ahead for the financial markets and the economy. If, as they predict, the asset price bubbles created by the Federal Reserve in stocks, bonds, real estate/home prices, cryptos and the jobs market burst, a tremendous amount of consumer "wealth" will disappear. See the YouTube Video for the charts and graphics: https://youtu.be/_iV-nTQigOI Learn more about your ad choices. Visit megaphone.fm/adchoices

Confidence is starting to be lost in our key institutions like the Fed, Wall Street, Capitol Hill, and corporate America. As a result, a systemic re-pricing of risk is underway that is likely to result in further massive market value destruction from here. To see him explain why, watch Stephanie Pomboy's new interview with Peter Atwater: See the YouTube Video for the charts and graphics: https://youtu.be/IrAP-qw41Xw Learn more about your ad choices. Visit megaphone.fm/adchoices

Inflation is still running hot and the Ukraine war continues. Why is gold not performing better? For an updated outlook for gold and the miners, we're fortunate to have Jeff Clark, Senior Precious Metals analyst for GoldSilver.com return to the program. See the YouTube Video for the charts and graphics: https://youtu.be/KI6N7T-nbvw Learn more about your ad choices. Visit megaphone.fm/adchoices

Macro analyst and bond market expert Alfonso Peccatiello returns here in Part 2 of our interview with him to reveal which assets he thinks will fare well through the tumult he sees ahead for the rest of 2022. Alf sees the forces of stagflation and disinflation continuing to weigh on economic growth and financial asset prices. He's currently short stocks (via the SP500), short corporate debt spreads (via HYGH) and short EU credit spreads. See the YouTube Video for the charts and graphics: https://youtu.be/YL8stS-4RWw Learn more about your ad choices. Visit megaphone.fm/adchoices

The long-anticipated market bounce in stocks and bonds is now underway. How long will it last and how high will it go? Is this a resumption of the bull market? Or should investors use this rally a gift from the market gods to sell, in preparation of lower prices ahead? Financial advisor Lance Roberts and Wealthion founder Adam Taggart discuss these key questions, as well as address several of the most common challenges couples and families face when it comes to money management. See the YouTube Video for the charts and graphics: https://youtu.be/2w4usehMxzs Learn more about your ad choices. Visit megaphone.fm/adchoices

Here in Part 2 of our interview with former Federal Reserve insider Danielle DiMartino Booth, Danielle explains how the home prices and the jobs market are fast becoming collateral damage of the Fed's war on inflation. Conditions in both are eroding fast as the risk of recession grows daily. See the YouTube Video for the charts and graphics: https://youtu.be/MZlC3t_VZuM Learn more about your ad choices. Visit megaphone.fm/adchoices

They say the smart money is in the bond market. But that hasn't kept it from having one of its worst starts to the year ever, as yields have risen substantially since January, bringing price down hard. When the bond market speaks loudly like this, the wise investor listens. As we look at the environment now, what is the bond market telling us is likely to happen next? To find out, we welcome back macro analyst and former portfolio manager Alfonso Peccatiello to the program. See the YouTube Video for the charts and graphics: https://youtu.be/U4bnUiph1ac Learn more about your ad choices. Visit megaphone.fm/adchoices