Wealthion - Be Financially Resilient

You can make the argument that Fed policy was the largest single driver sending financial asset prices every higher over the past 10 years. You can also make the case that the horrible performance of both stocks AND bonds this year are due, as well, to the Fed reversing its easing policy, and embarking on a tightening regime. All, mind you, to combat raging inflation, which can also be argued the Fed is primarily liable for. And with the Fed now hiking rates and kicking on Quantitative Tightening, right as GDP started shrinking in Q1, will it pop the bubbles in the financial, housing and jobs markets, plunging us into recession? To find out, we have the good fortune of asking Danielle DiMartino Booth. Danielle is CEO and Chief Strategist for Quill Intelligence LLC, and was a former advisor to the Federal Reserve Bank of Dallas -- so she knows the Fed, as well as the people running it, very well. See the YouTube Video for the charts and graphics: https://youtu.be/89JWQQIahtQ Learn more about your ad choices. Visit megaphone.fm/adchoices

Our 2nd "Ask Anything" live Q and A with Wealthion's recommended financial advisors. See the YouTube Video for the charts and graphics: https://youtu.be/Aqx3tg9dxtI Learn more about your ad choices. Visit megaphone.fm/adchoices

Well, the SP500 officially entered bear market territory for the year today. How important a development is this? Does this mean those waiting for a relief rally will be disappointed? Is a further plunge in the cards? Not necessarily. Financial advisor Lance Roberts lays out the probabilities and shares how his firm is trading the recent volatility. He also reveals that he's concerned enough about the outlook for the housing market that he's putting his own home up for sale, and plans to rent for the next several years -- hopefully buying back in again at substantially lower home valuations. See the YouTube Video for the charts and graphics: https://youtu.be/N4h_DAujnaY Learn more about your ad choices. Visit megaphone.fm/adchoices

Having explained the reasons behind his predictions of a hard landing ahead for stocks, bonds and the housing market, macro analyst Wolf Richter returns here in Part 2 of our interview with him to explain just how low prices may go. See the YouTube Video for the charts and graphics: https://youtu.be/tmCJPMJd3y4 Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's podcast, Wolf Richter walks us through the data to help us better gauge WHEN a recession could arrive and determine just how "hard" a landing is in store for the markets. See the YouTube Video for the charts and graphics: https://youtu.be/xs7B_MjlN-k Learn more about your ad choices. Visit megaphone.fm/adchoices

It's said there's no problem so big that the government can't make it even worse. Beset now by raging inflation and supply shortages, governments around the world are scrambling to bring prices down and protect their economies. This is leading to a number of truly bad ideas – like price controls – that have a proven track record of failure every time in history they’ve been tried. See the YouTube Video for the charts and graphics: https://youtu.be/keej07FvMZE Learn more about your ad choices. Visit megaphone.fm/adchoices

Even though both stocks and bonds have had a dismal start to the year, most investors aren’t panicking yet. Instead, there’s a lot of talk about the bottom being near. And hope that much of the recent losses can be regained. That kind of optimism isn’t seen in a real bear market, cautions seasoned financial advisor Ted Oakley, Managing Partner and founder of Oxbow Advisors. See the YouTube Video for the charts and graphics: https://youtu.be/eWBvzdd5z6k Learn more about your ad choices. Visit megaphone.fm/adchoices

The markets finally got their long awaited bounce yesterday, after weeks of relentless selling off. So, is the bottom in? Has a relief rally just begun? It's too early to know for sure. But given the extreme oversold levels, it's certainly possible. We'll know more next week. Lance and Adam also discuss the outlook for jobs, housing, crypto and whether recession is already baked in the cake for this year. See the YouTube Video for the charts and graphics: https://youtu.be/YKxFp04dsPo Learn more about your ad choices. Visit megaphone.fm/adchoices

As stocks, bonds, cryptos and nearly every other asset attempt to find a bottom after the past several weeks of painful losses, stung investors are asking: Are there any good investments out there right now? Investor and analyst Tavi Costa of Crescat Capital returns here in Part 2 of our interview with him to explain why he remains especially bullish right now on gold, silver and their related mining companies. See the YouTube Video for the charts and graphics: https://youtu.be/ndnsATfZVns Learn more about your ad choices. Visit megaphone.fm/adchoices

Markets are in turmoil as inflation rages, the Fed hikes interest rates and recession looms. Today’s guest, analyst Tavi Costa of Crescat Research, thinks there’s room further to fall for these assets as everything is repriced in what he refers to as the Great Unwind. See the YouTube Video for the charts and graphics: https://youtu.be/UOenG4rIip4 Learn more about your ad choices. Visit megaphone.fm/adchoices

Interest in where the housing market is headed remains red-hot. Our video a few days ago with housing analyst Nicholas Gerli has been one of our most-watched of the year so far. Even the Federal Reserve itself is weighing in. The Federal Reserve Bank of Dallas recently released a report titled: "Real-Time Market Monitoring Finds Signs of Brewing U.S. Housing Bubble" Yes, you heard that correctly. The Fed apparently sees a housing bubble. See the YouTube Video for the charts and graphics: https://youtu.be/68QqP2kTEiU Learn more about your ad choices. Visit megaphone.fm/adchoices

Markets remain quite bruised and battered as investors digest the results of last week’s Federal Reserve Open Market Committee decisions and Chairman Powell’s latest guidance. The Fed continues talking tough about its commitment to fighting inflation. Is it willing to sacrifice the markets in this pursuit? To discuss this, we welcome back Axel Merk, President and Chief Investment Officer of Merk Investments to the program. Axel is one of the most connected Fed-watchers we know, and he just spent time at a closed-door event with several of the top economic policymakers in the country, like former US Treasury Secretary and Director of the National Economic Council Larry Summers and James Bullard, St Louis Fed President. See the YouTube Video for the charts and graphics: https://youtu.be/0vsQbP77_L4 Learn more about your ad choices. Visit megaphone.fm/adchoices

Another emotionally exhausting week in the markets... Bonds continued falling and stocks are testing the year lows. Is it time to get out of the markets? Or is a relief rally from here more likely? Investment advisor Lance Roberts and I debate that in this week's Market Recap. We also discuss the recent Fed decision, where inflation is heading, early signs of demand destruction, the risk posed by margin debt, and a number of other timely topics. See the YouTube Video for the charts and graphics: https://youtu.be/iSg0euPYhxQ Learn more about your ad choices. Visit megaphone.fm/adchoices

Rabobank Global Strategist Michael Every returns here in Part 2 of our interview with him to discuss which assets he thinks are best suited for the increasingly uncertain macro environment he laid out in Part 1. Michael finds it hard to be bullish on anything right now, save commodities and hard assets. See the YouTube Video for the charts and graphics: https://youtu.be/EDNEZf7b1Iw Learn more about your ad choices. Visit megaphone.fm/adchoices

2022 has already seen more surprises, uncertainty and instability than most thought possible when the year started. But what if the changes underway now are vastly more significant than we realize? Michael Every, Global Strategist at Rabobank, thinks that may indeed be the case. From his perspective, the geopolitical world order is Balkanizing – a process started before, but dramatically exacerbated, by Russia’s invasion of Ukraine. See the YouTube Video for the charts and graphics: https://youtu.be/EDNEZf7b1Iw Learn more about your ad choices. Visit megaphone.fm/adchoices

With home prices at all-time highs, many – including the Federal Reserve Bank of Dallas – are warning the US is back in a housing bubble. One that is suddenly facing a lot of potential pins that threaten to burst it – be it fast rising mortgage rates, weakening demand, a slowing economy, or new inventory coming online. How likely is coming correction in the housing market? If one occurs, how bad could it be? See the YouTube Video for the charts and graphics: https://youtu.be/nSqrUT3IEEA Learn more about your ad choices. Visit megaphone.fm/adchoices

I sat down with market mechanics expert Joe Saluzzi for his latest update on how HFTs have changed the way markets operate (vs the old days when trading was done by actual humans). In Joe's opinion, most of those changes have been unfair and at the expense of the regular investor. See the YouTube Video for the charts and graphics: https://youtu.be/RE95EEygGJE Learn more about your ad choices. Visit megaphone.fm/adchoices

Wealthion just passed the 100,000 subscriber milestone! In this video, I share the plaque we received from YouTube and invite you to celebrate along with me in investing further in our future wealth. See the YouTube Video for the charts and graphics: https://youtu.be/QF-vH_UPqdM Learn more about your ad choices. Visit megaphone.fm/adchoices

Both stocks and bonds are having one of their worst starts to the year in history. Will the bloodletting soon stop? Perhaps setting up a rally? Or will it turn into a full-blown hemorrhage? Financial advisor Lance Roberts returns to share how he's positioning capital for what he thinks is most likely. We also talk about the growing threats to those in/approaching retirement as the cost of living surges while portfolios stumble. See the YouTube Video for the charts and graphics: https://youtu.be/BNVm6g7cFVQ Learn more about your ad choices. Visit megaphone.fm/adchoices

ith sentiment souring as stocks and bonds both have their worst start to the year in decades, is it now time to start shorting the markets? Highly experienced short seller Bill Fleckenstein shares his professional opinion in this podcast. See the YouTube Video for the charts and graphics: https://youtu.be/QbbzJqRbYw8 Learn more about your ad choices. Visit megaphone.fm/adchoices

When had Bill Fleckenstein on this program last year, he predicted that a financial reckoning was due, but wouldn’t arrive until we started seeing “trouble in the bond market” Well bonds have certainly started seeing wild action recently: See the YouTube Video for the charts and graphics: https://youtu.be/-j6bbUBxxy0 Learn more about your ad choices. Visit megaphone.fm/adchoices

The war in Ukraine may be a more destabilizing event than many realize. According to GoldMoney’s head of Research Alasdair Macleod, it may be accelerating the evolution of a new monetary system comprised of commodity-backed currencies. Alasdair predicts such a regime will favor countries like Russia and China, and threaten to fully expose the worsening problem of purchasing power devaluation that afflicts the current major world fiat currencies – like the dollar, yen and Euro. See the YouTube Video for the charts and graphics: https://youtu.be/szQJoFknlG8 Learn more about your ad choices. Visit megaphone.fm/adchoices

Energy analyst Doomberg returns to the program to explain just how cornered Europe is in terms of energy. Currently, it is dependent on Russia for natural gas that can't be sufficiently replaced by alternate means for at least several years. Europe will be forced to continue to remain vulnerable to its Russian supplier for the foreseeable future. Poor policy has led to this decision. Will Europe be able to chart a wiser course from here? It's unclear at this point, as several of the most promising options are still being ignored/decommissioned. See the YouTube Video for the charts and graphics: https://youtu.be/u32uuhX4Vno Learn more about your ad choices. Visit megaphone.fm/adchoices

In this weeks video, Lance and Adam discuss the unfavorable market reaction to comments made by Jerome Powell and other Federal Reserve staff this week that interest rate hikes will be faster and more aggressive. Will the Fed really deliver on this? That's the key question that the future of the markets hinges on right now. Lance and Adam also discuss Lance's recent trades, explain why now may be a good time to buy bonds despite conventional opinion, and share a rant about the potential for student loan forgiveness. See the YouTube Video for the charts and graphics: https://youtu.be/3yFnowEKrjw Learn more about your ad choices. Visit megaphone.fm/adchoices

Contrarian macro analyst David Hunter returns here in Part 2 of our interview discussing his bold prediction that the SP500 will meltup over the next 3-6 months, to be following by an epic market crash of 80% David sees very little safe harbor during the crash. Long-dated US Treasury bonds will likely perform best. Cash is a safe choice, as well. Gold will likely fall, though not as badly as stocks and corporate debt, David thinks. See the YouTube Video for the charts and graphics: https://youtu.be/ubGu2q1f8mk Learn more about your ad choices. Visit megaphone.fm/adchoices

Few experts I interview generate as much controversy as today’s guest. He is a contrarian by nature, and so is most comfortable when his forecasts differ extremely from the consensus view. And despite today’s grim macro outlook of spiking inflation, rising cost of debt, a struggling consumer, inverted yield curves predicting recession – he is doubling down on his forecast that the SP500 will leap higher by 40-50% over the coming 3-6 months. See the YouTube Video for the charts and graphics: https://youtu.be/njFhmvUNcZM Learn more about your ad choices. Visit megaphone.fm/adchoices

Today we speak with the most well-connected economic networker I know, John Mauldin. John has published his own macroeconomic analysis for decades in his widely-read Thoughts From the Frontline newsletter, which in the process of doing his research for, brings him into contact with the people at the very top who run our financial and political systems – I’m talking about CEOs of the largest companies, managers of the largest institutional funds, Secretaries of State, Federal Reserve economists and the world’s top think tanks. I love talking with John because he’s a walking, talking Cliff Notes guide to what all these top experts are thinking right now. And given the fast-rising uncertainty of today’s world, being able to tap the collective wisdom of that brain trust is especially valuable. See the YouTube Video for the charts and graphics: https://youtu.be/h5GSjiAwb6g Learn more about your ad choices. Visit megaphone.fm/adchoices

Consumer spending powers the economy, making up 68% of GDP here in the US. And, like it or not, much of that consumer spending is funded by debt -- credit cards, mortgages, auto loans, etc. But rising interest rates are now starting to make the cost of that debt more expensive. That trend, combined with increases in the cost of living caused by today's spiking inflation, is pinching folks' ability to borrow and spend. See the YouTube Video for the charts and graphics: https://youtu.be/QQTSs3c1uC8 Learn more about your ad choices. Visit megaphone.fm/adchoices

This week Lance and Adam discuss whether the Fed has much runway or not to hike interest rates much further. Lance is of the mindset that it doesn't have much room -- that something important in the financial system will start to buckle once the Fed funds rate gets near 1% (it's currently at 0.25%). When that happens, Lance sees the Fed reversing course and returning back to Quantitative Easing in attempt to rescue things. Lance and Adam also enjoy a rant near the end of the discussion about Elon Musk's recent attempted purchase of Twitter and how it's revealing a lot of hypocrisy in how media and Wall Street operate in order to protect their current privilege. See the YouTube Video for the charts and graphics: https://youtu.be/ahMSmwYTakc Learn more about your ad choices. Visit megaphone.fm/adchoices

Yesterday we posted Part 1 of our recent interview with money manager Michael Pento. In it, he explains why he expects the worst bear market of our lifetime to unfold over the coming year. How then should we be preparing our portfolios? That's exactly what Michael details out here in Part 2 of our interview with him. But he cautions that there's little time left before the market turmoil begins in earnest. See the YouTube Video for the charts and graphics: https://youtu.be/kDYP1NvVzOQ Learn more about your ad choices. Visit megaphone.fm/adchoices

Money manager Michael Pento returns to our program with a big warning — the prediction he made last year is coming true: He forecasted that, beginning in Q2 2022, we will start hurdling towards a recession as well as one heck of a bear market correction. And he believes that script is now set to play out before our eyes. See the YouTube Video for the charts and graphics: https://youtu.be/gIWh9MKZRWAg Learn more about your ad choices. Visit megaphone.fm/adchoices

Back in January, we interviewed Stephen McBride, chief analyst for RiskHedge, about the emerging Phase 2 crypto ecosystem. What are Phase 2 cryptos? Forget for a moment Bitcoin, Ethereum and other tokens that claim to serve as a superior currency or store of value. See the YouTube Video for the charts and graphics: https://youtu.be/be342LX9zWg Learn more about your ad choices. Visit megaphone.fm/adchoices

Building off of their analysis in Part 1 of this interview, David Rosenberg and Stephanie Pomboy continue explaining why a recession looms dead ahead, one likely to be accompanied by serious downward corrections in stocks, bonds (except long-dated US Treasurys), real estate and many other assets. See the YouTube Video for the charts and graphics: https://youtu.be/sHOQvB-YGjs Learn more about your ad choices. Visit megaphone.fm/adchoices

Lance Roberts of RIA Advisors joins Adam Taggart to summarize the notable developments in the financial markets over the past week. See the YouTube Video for the charts and graphics: https://youtu.be/-rR4QdXFxzs Learn more about your ad choices. Visit megaphone.fm/adchoices

Stephanie Pomboy steps in to guest host this interview with economist David Rosenberg - one of Wall Street’s most-awarded analysts over the past 30 years. In it, they discuss the darkening storm clouds of slowing economic growth, rising interest rates, inflated asset prices and brewing market volatility. See the YouTube Video for the charts and graphics: https://youtu.be/Ei6VJOwKTuE Learn more about your ad choices. Visit megaphone.fm/adchoices

Energy and geopolitical expert David Knight Legg returns here in Part 2 of our interview with him to discuss the mega-trend that will drive commodities higher for the next 30+ years: the movement of 1.5 billion out of poverty. As these people move towards a more middle class lifestyle (of developing world standards), the demand they will place on the world's natural resources -- especially energy fuels like coal, oil and gas -- will be tremendous. Investing in those commodities, the companies that produce them, as well as the companies that service those sectors, will likely be a winning strategy over the next several decades (i.e., the remaining investing lifetime of most people watching this video). See the YouTube Video for the charts and graphics: https://youtu.be/NbqfIuC-kAU Learn more about your ad choices. Visit megaphone.fm/adchoices

What if Putin didn't miscalculate? That's the question raised by a recent New York Times op-ed. What if his main objective was not regime change, but instead capture of Ukraine key eastern and coastal resources? If looking through that lens, the incursion seems less like a bungled regime change and more like a strategic success for Russia, as Russia now is largely in control of these assets. In this video we hear from David Knight Legg, the energy expert whose thesis sparked the NYTimes piece. See the YouTube Video for the charts and graphics: https://youtu.be/dBXk_963Kec Learn more about your ad choices. Visit megaphone.fm/adchoices

We at Wealthion are always trying to think of new and better ways to deliver the insights you want most. So we recently asked ourselves: Why not simply let folks ask our experts their most burning questions directly? And the result was this morning's "All Things Money" Question and Answer session with Lance Roberts and the New Harbor team -- the first livestream Wealthion has ever produced. Viewers from around the world got the chance to ask the questions they cared about most. We covered market instability, inflation, bonds, Fed policy, precious metals, risk management and real estate along with many other topics. See the YouTube Video for the charts and graphics: https://youtu.be/7ewN1l0RDJk Learn more about your ad choices. Visit megaphone.fm/adchoices

Lance Roberts of RIA Advisors joins Adam Taggart to summarize the notable developments in the financial markets over the past week. See the YouTube Video for the charts and graphics: https://youtu.be/sVMMgFcjgic Learn more about your ad choices. Visit megaphone.fm/adchoices

Here in Part 2 of our interview with Simon Hunt, he advises investors prepare for the buying opportunity later this year to ride the "rescue" our central banks will attempt to conduct by reverting back to Quantitative Easing from their current Quantitative Tightening campaigns. Simon projects that will be the last upward rally before the epic bust he thinks will follow. Investors should use it as a time to sell and amass dry powder to deploy later on, when prices will be much lower. See the YouTube Video for the charts and graphics: https://youtu.be/tvDX2hD_vlM Learn more about your ad choices. Visit megaphone.fm/adchoices

In this interview, I talk with Simon Hunt, one of the world's foremost experts on the copper industry. Why? Because copper is often referred to as "Doctor Copper" given its ability to predict turning points in the global economy. Due to its widespread use across nearly every commercial sector, demand for copper is akin to the economy's heartbeat, which is why it's viewed as such a dependable leading indicator of economic health. So what is Dr Copper telling us now? I ask Simon this question and his answer is one of the most comprehensive, detailed and actionable predictions I’ve yet heard. See the YouTube Video for the charts and graphics: https://youtu.be/yB5gW2rulx4 Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Part 2 of our interview with former Wall Street insider Nomi Prins, we explore the potential for new Distributed Finance, aka Defi, technologies to disrupt the financial system and reduce the control big banks currently have over it. Will DeFi prove to be Wall Street's Kryptonite? Possibly, though the banks aren't taking the fight lying down. Nomi also shares her preferred investments given her macro outlook. She's a fan of the inflation trade, as well as technology and infrastructure plays. See the YouTube Video for the charts and graphics: https://youtu.be/tFCyv5I49h4 Learn more about your ad choices. Visit megaphone.fm/adchoices

For those of us interested in what's truly going on within the financial system -- the who, what, why and how behind it all -- there are few better sources than a highly-informed investigative financier with a talent for engaging storytelling. One of the best is Nomi Prins, former partner at Goldman Sachs turned financial journalist and author of such Wall Street exposés as the books All The Presidents Bankers and Collusion: How Central Bankers Rigged The World. Here’s an interview Adam recorded with her last month back in February, before the Russian invasion of Ukraine, that we're now finally able to make available to the general public. We delve into the distortions the Federal Reserve has created in the markets, as well as Wall Street’s cartel-like stranglehold on our financial system – both of which will definitely make your blood boil a bit. But we also talk a bit about how the promise of new Decentralized Finance or “defi” solutions may take some of the advantage away from the bankers. See the YouTube Video for the charts and graphics: https://youtu.be/qDqdtkeSwcA Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week's episode, Lance maintains that we're still in a bear market rally -- so in light of recent gains, he recommends taking profits in stocks and to start building a position in long-dated US Treasury bonds. Lance and Adam also discuss the future outlook for the real estate market as well as how to use position sizing correctly in building and rebalancing your portfolio. See the YouTube Video for the charts and graphics: https://youtu.be/JcZgeUrWH18 Learn more about your ad choices. Visit megaphone.fm/adchoices

Macro researcher Jim Bianco returns for Part 2 of our interview with him on the Federal Reserve's conundrum: it can either save households by raising interest rates to fight inflation, or it can defend the markets. But it can't do both. Jim thinks the Fed is much more serious about raising rates than the market is currently pricing in. Right now, he recommends hard assets and short-term US T-bills. See the YouTube Video for the charts and graphics: https://youtu.be/VZW97k28R-s Learn more about your ad choices. Visit megaphone.fm/adchoices

These days, the Federal Reserve is walking a knife’s edge. High inflation is forcing its hand, and to tame it, the Fed has returned to Quantitative Tightening, hiking rates by 0.25% and promising 6-7 more hikes within this year. But if the Fed hikes too much too fast, it risks driving the economy — which has been slowing dramatically recently — into recession. A painful recession or persisting inflation. The Fed may very likely be forced to permit one in order to contain the other. If indeed faced with that choice, which one will Fed Chair Jerome Powell pick? For an answer to this vital yet very tricky question, we were very lucky to get the chance to sit down with macro researcher Jim Bianco. See the YouTube Video for the charts and graphics: https://youtu.be/XSfKreBuH38 Learn more about your ad choices. Visit megaphone.fm/adchoices

Few people (perhaps none!) understand interest rates like Jim does and he confirms we're in uncharted territory. In this video, he shares his predictions on what will come next during this "wild time in money" and offers several assets today's investor would do well to consider. Initially recorded on 1.19.22, this discussion with Wall Street legend James Grant first aired at Wealthion's online conference back in January. See the YouTube Video for the charts and graphics: https://youtu.be/ojh0Nb2RYE0 Learn more about your ad choices. Visit megaphone.fm/adchoices

The price of gold hit an intra-day record high of $2,078.80/oz two weeks ago. Though the price has since retreated to $1,925/oz, GoldSilver.com's precious metals analyst Jeff Clark says that's just a healthy retracement and that he expects new record highs ahead. One reason for that is because M-A activity is finally heating back up in the gold mining sector. After many years of underinvestment, the sector is now starved of available supply right as demand is rising. It takes a long time for the "major" mining companies to bring new mines into production, so it's much faster for them to simply purchase smaller players with proven projects already underway. And even non-mining companies are getting into the action, as evidenced by the recent surprise purchase of Hycroft Mining by meme stock darling AMC Theaters. See the YouTube Video for the charts and graphics: https://youtu.be/HM3NbRKQ9Zc Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week's episode, Lance makes the case that the US is about to enter (or is already in) a recession, based on the forward-looking indicators he monitors. Lance Roberts of RIA Advisors joins Adam Taggart to summarize the notable developments in the financial markets over the past week. See the YouTube Video for the charts and graphics: https://youtu.be/D3Rb1eSvOV4 Learn more about your ad choices. Visit megaphone.fm/adchoices

In Part 2 of our interview with former bond portfolio manager Alfonso Peccatiello, he transparently shares how his portfolio is positioned right now, as the Federal Reserve embarks on its new Quantitative Tightening campaign, potentially hiking interest rates seven times in 2022. See the YouTube Video for the charts and graphics: https://youtu.be/ldXnQumL6ls Learn more about your ad choices. Visit megaphone.fm/adchoices