Wealthion - Be Financially Resilient

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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