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Wealthion - Be Financially Resilient

Wealthion - Be Financially Resilient

1,238 episodes — Page 24 of 25

War On Inflation! New Fed Policy To Upend Everything Investors Know Predicts Saxo Bank CIO (PT1)

The Federal Reserve is finally declaring war on inflation. On Wednesday Dec 15, Fed Chair Jerome Powell announced that -- the fight the inflation it has played a central role in creating -- the Federal Reserve will accelerate its tapering program and likely hike interest rates 3x in 2022. That's a 180-degree reversal of the Fed’s rampant bubble-blowing policies to date. While markets are reacting favorably so far, can they continue to do so? The key drivers of asset prices over the past decade - $trillions in stimulus, buybacks funded by dirt-cheap debt and low inflation -- are all coming to an end. Which is why Steen Jakobsen, manager of $billions in client assets at Saxo Bank, predicts 2022 will be a much more volatile year than investors are used to. And we should listen to him, as one year ago on this program he boldly predicted we'd see a surge in both inflation and commodity prices in 2021 -- and boy, was he ever right. In this new interview, Steen shares his macro outlook and top predictions for 2022 (spoiler alert: he expects inflation to run even hotter next year...) See the YouTube Video for the charts and graphics: https://youtu.be/ozu2LPQLVRE Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 16, 202146 min

Inflation “Going To Be A B!#ch” To Get Under Control, Analyst Warns | Wolf Richter

Inflation is really starting to bite. The latest Consumer Price Index -- or CPI -- was released last week, coming out at 6.8%, the highest inflation rate the US has seen in 40 years. Households pinched by these higher prices are asking: When will this stop? Not anytime soon, says macro analyst Wolf Richter, who just issued a report warning that getting inflation under control from here will be a difficult and lengthy process -- especially as the process is being managed by "the most reckless Fed ever". The Federal Reserve, whose policies created today's runaway prices, is now suddenly scrambling to put the inflation genie back into the bottle. It's accelerating it taper plans and now loudly talking of hiking rates, perhaps as soon as summer 2022. This kind of monetary tightening in today's world, of course, threatens to crater asset prices and plunge the economy into recession. Can the Fed somehow avoid that outcome? Time will tell. But as Wolf predicts, the effort and complexity involved in trying to get today's inflation under control will undoubtedly "be a b!#ch". See the YouTube Video for the charts and graphics: https://youtu.be/wY_lIuJDzM0 Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 14, 202150 min

Grant Williams: Don't Ignore These Smart Money Moves To Take In 2022! Investing Rules Have Changed (PT2)

In Part 1 of our interview with Grant, he explained why the strategies that have worked so well for investors over the past decade are no longer going to work - due to rising inflation, record asset prices, increasing volatility and the Federal Reserve taper reducing liquidity. Here in Part 2, Grant details out the need for investors to prioritize risk control, income, diversification and returning to active portfolio management. The biggest question for today's investor is: "Whom do I want to have managing my money?" Because Grant predicts that the professionals who have been successful at making money over the past decade will very likely NOT be the right guides to steward capital well over the coming years. See the YouTube Video for the charts and graphics: https://youtu.be/EnBO10adtqY Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 10, 20211h 3m

Grant Williams: 2022 Will Be A 'Bizarro World' For Investors As High Inflation Changes Everything (PT1)

We’ve lived in a low inflation world for the past 40 years. But with inflation now raging, how will that change the investing climate going forward? Here in December investors are starting to look ahead to next year, wondering what's most likely to happen in 2022. Raging inflation, the sudden rise of volatility in the financial markets and the current media headlines screaming about the newest COVID virus variant suggest the year may have a rocky start. Which could be further impacted by the expected marked reduction in both monetary and fiscal stimulus in the US. So, to understand where the puck is likely headed in 2022, we're bringing in the big guns and welcoming Grant Williams -- portfolio advisor, commentator and co-founder of RealVision - onto the program. Grant is hands-down one of the absolute best macro analysts in the business. See the YouTube Video for the charts and graphics: https://youtu.be/rS1iKEsILIw Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 9, 202151 min

'Feudal' Wealth Inequality Created By Central Banks Is Ruining The World | Sven Henrich (PT3)

Last week, we sent you both Part 1 and Part 2 of our interview with technical analyst Sven Henrich. Sven began by first making the macro case that markets are at their most over-valued levels in all of history. He then dialed through a bevy of charts explaining how technical analysis is showing that market internals are swiftly eroding. Now here in Part 3, Sven directs his full firepower at the Federal Reserve and other major world central banks, warning that their current policies are fracturing society via a degree of wealth inequality not seen since feudal times. See the YouTube Video for the charts and graphics: https://youtu.be/taEx5qlABuk Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 7, 202157 min

Stocks Could Fall Sharply In 2022 Warns Latest Technical Data and Volatility Indicators | Sven Henrich (PT2)

Here, Sven walks through the latest charts and key patterns he sees with the VIX (the volatility index) and the major stock market indices: the SP500, the Dow, the NASDAQ and the Russell 2000. He is very concerned that they have reached record heights of (over)valuation in large part due to the tens of $trillions in monetary and fiscal stimulus issued around the world lately, which now appears will be substantially reduced (by the US Federal Reserve, at least) in 2022. In addition to that, he sees just a few massive stocks (Apple, Amazon, Google, Facebook, Microsoft, etc) as responsible for driving the overall market now. Many other stocks are faring poorly, showing that underneath the overall index prices, the internals of the markets are poor and worsening. See the YouTube Video for the charts and graphics: https://youtu.be/0leifzMYtfE Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 3, 202127 min

Markets Are At Record Risk Levels, Technical Analysis Reveals - Proceed with Caution | Sven Henrich (PT1)

In attempt to determine what the markets will do from here, we usually analyze the big macro trends on this program. The macro view helps us estimate what "should" happen next. But to improve our overall understanding, we also need to take into account what "is" happening right now. And what history tells us has happened in the past, when similar set-ups occurred. And for that perspective, we turn to Technical Analysis -- the charts, patterns and statistical data that help us visualize and comparatively assess price action. Today we're extremely fortunate to be joined by one of the best technical analysts in the business today, Sven Henrich. Sven runs NorthmanTrader.com, where he publishes a prodigious amount of highly respected daily analysis and commentary on market prices. See the YouTube Video for the charts and graphics: https://youtu.be/iKzGtI6Rljc Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 1, 202142 min

Gold Is Set To Explode Higher and Silver Is Most Under-priced Metal On Earth | Crescat Capital (PT2)

Here in Part 2, Kevin Smith and Tavi Costa of Crescat Capital make the very compelling case that gold, silver and the precious metals mining companies are poises for tremendous upside ahead, as part of the Great Rotation they see coming. If you've not yet watched Part 1 of our interview with Kevin and Tavi, in which they explain why rising inflation will lead to higher interest rates that will in turn drive capital out of today's high-flying stocks and into hard assets and commodities, you can watch it at https://youtu.be/tlhjg1bJ01Y See the YouTube Video for the charts and graphics: https://youtu.be/qHOtLWn6Mb8 Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 19, 202157 min

The Great Rotation: Capital To Dump High-Flying Stocks For Hard Assets | Crescat Capital (PT1)

Inflation is becoming a real problem. The latest data shows the CPI, consumer price inflation rate, at 6.2%. That's higher than anything we've seen in decades and it is looking less and less "transitory" like our leaders initially promised us it would be. So we now have inflation spiking at the same time that financial asset prices and the stock market are at all-time-highs. What will happen next? In this video, we hear from Kevin Smith and Tavi Costa, the Chief Investment Officer and the Portfolio Manager of Crescat Capital, a global macro asset management firm highly respected for the market analysis and excellent data chart it publishes regularly. See the YouTube Video for the charts and graphics: https://youtu.be/tlhjg1bJ01Y Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 19, 202141 min

The Bull Case For Stocks and What Bears Get Wrong About The Market | Nadine Terman of CNBCs Fast Money

Many of the recent experts featured on this program have been very skeptical of today’s richly-valued markets and have been urging investors to take caution. To avoid the echo chamber effect, many of you have contacted me wisely asking for an interview focused on the other side of the story. What do the bulls think? How do those who are actively long this market rationalize their optimism? What are the bears misunderstanding? To find out, we sat down with Nadine Terman. Nadine is CEO of Solstein Capital and a regular commentator on CNBC’s popular trading show Fast Money. See the YouTube Video for the charts and graphics: https://youtu.be/G0aNZORqdbY Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 17, 20211h 1m

John Hussman: Investing For The Inevitable Bursting of Today’s Stock Market Bubble (PT2)

Continuation from Part 1 on recognizing asset bubbles and how to prudently invest in them for when they burst. See the YouTube Video for the charts and graphics: https://youtu.be/JMkAGueH0BQ Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 12, 202149 min

John Hussman: The Market Is In The Biggest Speculative Price Bubble In Modern History (PT1)

Week after week on this program, we discuss the lofty prices of today's financial assets. By most metrics, they have never been more richly-valued. Bears fear this is another asset bubble that will destructively implode. But bulls just smile and count their money, as they continue to enjoy amazing returns in this market, in nearly every asset class one can think of. So who's right? To address this, I'm thrilled to welcome my friend John Hussman to the program. John is one of the most analytically-rigorous fund managers out there. He is widely respected on Wall Street -- not just for correctly calling the busts of both the 2001 Dot-com and 2008 housing bubbles AND positioning his clients advantageously in advance -- but also for his brilliant commentary and charts that he publishes regularly. When it comes to recognizing asset bubbles, John is THE expert. See the YouTube Video for the charts and graphics: https://youtu.be/7r6wbCL1c7w Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 12, 202154 min

Up Or Down? Here's Where Home Prices Are Headed From Here | Housing Analyst Ivy Zelman (PT2)

Here in Part 2, housing expert Ivy Zelman shares her outlook on the housing market looking out at the next few years. She predicts today's "seller's market" will cool off, and that buyers who can afford to wait will likely enjoy lower home prices in coming years, especially in today's most-active markets like Phoenix, Austin, Houston, Dallas, Idaho and the Carolinas. See the YouTube Video for the charts and graphics: https://youtu.be/sVSOeZBuHdQ Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 9, 202117 min

Will Hedge Funds Ultimately Own ALL Our Homes, Making Us A Nation Of Renters? | Ivy Zelman (PT1)

The percentage of homes in the US purchased by investors is rising sharply. It’s now nearly 1 in 4. The average homebuyer is having a harder and harder time competing, especially as this influx of institutional capital continues to drive up prices. Is America in danger of becoming a nation of renters, leasing their homes from hedge fund landlords? I recently tweeted out a chart from CoreLogic, showing how a rising percentage of single family homes are being purchased by investors. The chart really hit a nerve and my tweet went viral, performing 100x more than usual. I think it sparked so much attention because it caused folks to ask: is the individual homeowner becoming squeezed out of the housing market? Housing prices have risen to all-time highs this year while affordability has declined dramatically. Are we on our way to becoming a nation of renters, leasing from the wealthy investor class who will eventually own ALL of the houses? To address this, I'm excited to welcome Ivy Zelman to the program. Ivy is CEO of Zelman and Associates, the leading housing research firm in the US. See the YouTube Video for the charts and graphics: https://youtu.be/_D_kHqjzVa4 Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 9, 202141 min

Safe Haven: Gold, Emerging Markets, Energy Stocks, Long-Dated US Treasurys | Stephanie Pomboy (PT2)

Here in Part 2 of this interview with economic macro researcher Stephanie Pomboy, Stephanie shares how she is positioning her own portfolio today for the volatile times she expects ahead. She owns no US equities except precious metals mining companies. Her largest position is physical gold, held along with Emerging Markets equities from countries with natural resource-based economies, energy stocks, and long-dated US Treasurys. See the YouTube Video for the charts and graphics: https://youtu.be/S4cLPkt7J3Q Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 5, 202145 min

Higher Interest Rates Ahead May Crash The Market By 60% Or More | Stephanie Pomboy (PT1)

Right now we're living in a world of all-time high asset prices -- just look at stocks, housing and cryptocurrencies to name just a few. They've all rocketed higher in 2021. Wages are suddenly rising faster than they have in many years, too. Are these the new Roaring 20's? Will we enjoy a prolonged period of prosperity from here? Or is the current party not sustainable? Skeptics worry that spiking inflation, fast-slowing economic growth, accelerating wealth inequality, snarled supply chains, energy shortages, too much leverage and too much financialization are putting the system at danger of another reckoning like the Great Recession. Who's likely to be proven right? The optimists or the skeptics? To delve deep with us into this is Stephanie Pomboy, founder of MacroMavens, a pre-eminent economic research firm, and one of my most favorite people to interview. See the YouTube Video for the charts and graphics: https://youtu.be/wbjDccuIGyA Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 5, 202143 min

The Future Of Money w/ Jim Rickards, Danielle DiMartino Booth, John Najarian and Russ Gray

Interested in protecting the purchasing power of your wealth from inflation, learning how the US dollar and other world currencies are likely to perform from here, the roles of gold silver and cryptocurrencies, or whether the Federal Reserve and other central banks are going to soon issue digital currencies (CBDCs)? Then watch this video. Recently, I had the pleasure of hosting a panel on The Future Of Money at the New Orleans Investment Conference. It had an absolute killer line-up: Jim Rickards, Danielle DiMartino Booth, Jon Najarian and Russell Gray. See the YouTube Video for the charts and graphics: https://youtu.be/-fWipAqzOSI Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 2, 202157 min

Triple-Whammy: Spiking Inflation, A Slowing Economy and Broken Supply Chains | Michael Every (PT1)

Michael Every, Global Strategist at Rabobank, returns to the program to discuss the trap the world's central banks are in. Spiking inflation resulting from their stimulus policies is colliding with slowing economic growth. Their choice at this point is to impoverish the public through rising costs (and eventually so kill the economy) by continuing to stimulate, or plunge the debt-burdened economy direction into recession or depression by tightening. He also gives us a wide-ranging perspective on the developments in Asia (and China, in particular) and why the current lines of trade and supply chains will need to be re-drawn. See the YouTube Video for the charts and graphics: https://youtu.be/-WyEPltVWMM Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 29, 202157 min

The Next Crisis Will Force A Re-Invention Of The Entire Economy | Rabobank’s Michael Every (PT2)

In this Part 2 of our interview with Rabobank Global Strategist Michael Every, Michael lays out what he thinks are the biggest structural changes that will be made to the global economy once the next crisis hits. He then warns that now, before the next crisis arrives, is a time for investors to prioritize capital preservation. He favors cash, safe havens like US Treasurys and commodities -- especially productive farmland. See the YouTube Video for the charts and graphics: https://youtu.be/pVVzsn0Zw20 Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 29, 202144 min

Danielle DiMartino Booth: The Fed Is Under Fire! Scandal, Succession, Inflation, Taper and CBDC (PT1)

Perhaps no single institution has more impact on the global economy than the US Federal Reserve. And the $trillions in stimulus it and the other major world central banks have released since the COVID pandemic hit have made the system even more dependent upon its actions. Which is why our financial markets are understandably obsessed with a single question: What is the Fed likely to do next? To help us answer that, I'm thrilled that Danielle DiMartino Booth is returning to the program. 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 that institution, as well as the people running it, well. See the YouTube Video for the charts and graphics: https://youtu.be/3FjQpXsM0Lo Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 22, 202142 min

Danielle DiMartino Booth: Markets To Suffer, As The Fed Is Stuck In A Trap Of Its Own Making (PT2)

Here in Part 2, Fed-watcher Danielle DiMartino Booth explains why the Fed is guaranteed to make a policy mistake no matter what decision it makes here. Taper or tightening interest rates will lead to an economic slowdown or recession that will pop the current bubble in financial assets. A continuation or resumption of monetary stimulus will worsen the growing inflation problem. Markets will be the collateral damage to the Fed's decision. Which is why Danielle recommend investors get defensive and, at the very least, start hedging any long positions they hold. See the YouTube Video for the charts and graphics: https://youtu.be/oh1x4SOZlU0 Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 22, 202148 min

The "Everything Shortage”: Why Is Everything So Expensive and Out Of Stock? | Wolf Richter

The disruption the pandemic has inflicted on global supply chains is really starting to harm consumers. Prices for most items are up double digits in the past year. And product shortages are rampant these days. How much longer is this pain for our pocketbooks likely to last? The world has been watching prices rise dramatically this year across nearly all asset classes -- in large part caused by the $trillions in monetary and fiscal stimulus flooding into the economy as well as the disruption of global supply chains caused by the COVID pandemic. But not only are consumers experiencing rising prices at the store, they're increasingly finding empty shelves, too. On the supply side, things have become so bad that today guest expert, Wolf Richter, has coined the term "The Everything Shortage" to describe the era we're now entering. See the YouTube Video for the charts and graphics: https://youtu.be/Pw51DqC-cQE Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 19, 202154 min

Neil Howe: The Entire Power Structure Will Be Shattered During This Unfolding Fourth Turning (PT2)

Here in Part 2, famed researcher and demographer Neil Howe, co-author of the best-selling book The Fourth Turning, explains why the weight of history strongly suggests we are headed into a decade-plus period of economic and social disruption that will transform our political, economic, financial and social systems. Volatility will reign. Crushing inflation looks likely. We may see a stock market crash and widespead job losses. Perhaps even war. But as with all preceding fourth turnings, Howe predicts we'll come of it ok. Yes, with some bruises; but likely also with some net improvements for society. See the YouTube Video for the charts and graphics: https://youtu.be/eAuGfUli0gs Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 15, 202147 min

Neil Howe On The Fourth Turning: How Bad Will It Get, How Long Will It Last and What Comes Next? (PT1)

They say history rhymes. That civilizations and societies tend to follow cycles -- boom/bust, feast/famine, war/peace, cultural experimentation/a retrenchment to the “old ways”. Neil Howe, the author of the best-selling book The Fourth Turning, lays out his prediction that today’s society has entered the "bust" part of our current cycle -- where the status quo falls apart -- often chaotically -- to be replaced by a new, hopefully better, order. What should we expect from this period of disruption? Are there steps we can take to improve our odds of persevering? See the YouTube Video for the charts and graphics: https://youtu.be/K8Ndnpfw69w Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 15, 202152 min

Here’s Why Energy Prices and Shortages Are Going Berserk Globally | Art Berman On Oil, Gas and Coal

Energy is suddenly headline news. Oil, which traded at negative prices for a brief moment last year due to the global economic slowdown caused by the pandemic, is now expected by a number of analysts to hit $100/barrel soon. Europe is worried about not having enough natural gas to heat its homes this winter. A petrol shortage in the UK is making it a challenge for folks to fill their cars. And prices at the pump are back near record highs in the US. And China and India are so short on coal that major metropolitan power plants are resorting to rolling blackouts to conserve fuel. Why are so many regions of the world suddenly experiencing these energy crises? Petroleum geologist and energy analyst Art Berman has a lot of the answers we're looking for, and I'm so pleased he was able to join us today on such short notice. See the YouTube Video for the charts and graphics: https://youtu.be/HB1eGDpEeQY Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 12, 202158 min

80% Market Crash Ahead, But Meltup Still Has 20% To Go Beforehand | David Hunter (PT1)

Markets have become a lot more volatile recently, violently lurching up and down, and are off nearly 5% from their all-time highs as of a month ago. A growing number of analysts are concerned that this is the start of a larger correction. This year's spike in inflation is proving a lot less transitory that the Fed expected. Supply chains remain badly disrupted. Economic growth is slowing, particularly in Asia where the failures of massive firms like Evergrande threaten to destabilize things further. Energy shocks are suddenly happening all over the world. It's understandable that more and more people are now asking: Is the bull market over? Is a market correction imminent? No - says today's guest expert David Hunter. Or more accurately -- not yet. David is Chief Macro Strategist at Contrarian Macro Advisors. He expects a further final melt-up in the markets from here....to be swiftly followed by a truly massive market crash of up to 80%. We've been closely following David's aggressive market predictions this year, as they've so far mostly proven eerily accurate. So we're very fortunate to have him back on the program to give us the latest update on his current outlook. See the YouTube Video for the charts and graphics: https://youtu.be/Dk6G0nPioLs Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 8, 202142 min

A Future Of 20%+ Inflation? | David Hunter On What Comes After The Next Market Crash (PT2)

Here in Part 2 of our interview with David Hunter, he shares his projections for what the investing environment will look like should the 80% market correction he expects occurs. He foresees a relatively brief period of recovery, defined by very high inflation (20%+!) and interest rates (15%+!). He expects commodities to lead that investing cycle, with many of today's high fliers (like Big Tech), becoming laggards. In his opinion, active investing will be necessary for investors to build wealth in this new era. The era of easy returns via passive index investing will be over. See the YouTube Video for the charts and graphics: https://youtu.be/Dk6G0nPioLs Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 8, 202141 min

Dirt Cheap: Gold and Silver Miners Are Amazing Values Right Now | Jeff Clark On Precious Metals

Gold and silver both had an excellent two year run in 2019 and 2020. But they've spent much of 2021 so far in a downward drift. Which is puzzling given how many tens of $trillions have been injected into the global system by the world's central banks since the pandemic hit last year, and the massive spike in inflation all that monetary and fiscal stimulus has caused. The prices of nearly every other commodity have risen dramatically in response -- but why not the precious metals? And even more interesting is that the precious metals mining industry remains one of the extremely few sectors not trading at all-time bubble-level highs, despite being more profitable than ever. In fact, on a relative basis, it's almost never been more undervalued. To help us make sense of this, we welcomeJeff Clark is returning to the program. Jeff is the Senior Precious Metals Analyst at GoldSilver.com, an expert on precious metals mining stocks, and he's also just returned from The StockPulse Silver Symposium which took place last week -- and in this video he shares the insights he found there. See the YouTube Video for the charts and graphics: https://youtu.be/XEr7fcsXDPU Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 6, 202147 min

Market Disruption and Economic Uncertainty Ahead: Luke Gromen On Stocks, Bonds, Gold and Bitcoin (PT2)

Here in Part 2, research analyst Luke Gromen provides a breakdown of the asset classes he favors for the current market environment. He also explains why he remains optimistic for the future prospects of both gold and Bitcoin. Luke believes the US will chart a course inflation to deal with its ever-rising debt burden and building resource shortages. The path may well resemble that of Argentina's currency woes in recent decades. As a result, Luke thinks investors will be served by inverting the conventional asset allocation model. Instead of being heavy in bonds and stocks, Luke recommends being lightest in those securities, and instead investing more heavily in commodities and other hard assets See the YouTube Video for the charts and graphics: https://youtu.be/gTWw7Z5XL6Q Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 1, 202155 min

Death By Inflation Or Debt Defaults? Luke Gromen On The No-Win Situation We’re Trapped In (PT1)

In the US, the monetary and fiscal stimulus spigots are turning off as the Fed threatens to start tapering in November and Congress devolves into gridlock over both the next stimulus package as well as the debt ceiling. The US currently spends 111% of its tax receipts on the true cost of servicing its debt and the Fed is now chained to printing up the difference. This is a no-win situation. Outside the US, longstanding stable political regimes like Angela Merkel’s party in Germany are voted out of control. And Asia, particularly China, is experiencing a pronounced economic slowdown, exacerbated by failures like the Evergrande crisis. See the YouTube Video for the charts and graphics: https://youtu.be/csf4fdV-EOQ Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 1, 202152 min

Economy and Markets To Suffer From More Government Bungling | Ted Oakley On Debt Ceiling, Taper, Taxes

What’s the government’s solution to an economy drowning in too much debt? More debt, of course! Well, they say there's no bad situation that the government can't make even worse.That seems to be the case right now. The government's extreme intervention has resulted in an economic and financial system now dependent upon ever more stimulus. But suddenly, there are a number of government initiatives -- the Federal Reserve taper, the fiscal stimulus package, a new tax bill, the debt ceiling showdown, and China's economic and regulatory tightening that's leading to crises like Evergrande -- that look like they will reduce the flow of stimulus going forward and create a drag on global growth. To predict what the impact will be on both the economy at large as well as the financial markets, we turn to Ted Oakley, founder and Managing Partner of investment advisory firm Oxbow Advisors. See the YouTube Video for the charts and graphics: https://youtu.be/UJEpp7-2mO4 Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 29, 202147 min

How To Hedge Against A Market Correction Tutorial | Adam Taggart On How To Protect Your Portfolio

In this video tutorial, we walk through the fundamentals for how to hedge your portfolio against the risk of a coming correction in the markets -- including Cash, Stops, Inverse and leveraged ETFs, Shorts, Options and Futures I recently polled the Wealthion audience on what topics you all would like to see us cover next on this channel, and learning how to hedge was #1. Well, your wish is our command. So here's the tutorial. But don’t worry about taking notes as you watch. Everything we talk about is nicely summarized in a free report you can download at: https://wealthion.com/hedge See the YouTube Video for the charts and graphics: https://youtu.be/9ICmK6Qcgxg Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 28, 202151 min

Contagion! Evergrande, Inflation, Shortages and Fed Taper To Worsen Slowing Economy | Jim Bianco (PT1)

The world has become a lot more volatile over the past few weeks. Markets are lurching up and down as investors have become suddenly concerned about contagion -- and not just from the new COVID variants, but contagion from the failure of big players in China, like Evergrande, and contagion from rising input costs caused by both stimulus and snarled global supply chains. A mind-boggling amount of money -- tens of trillions of dollars worth of monetary and fiscal stimulus -- has been issued around the world since the pandemic broke out last year. But the global economy is slowing fast, led by Asia -- and China in particular. How can the boost to the economy from such a massive flood of money already be over? How worried should we be? And what are the likely implications? To tackle these important questions, I'm thrilled to welcome Jim Bianco back onto the program. See the YouTube Video for the charts and graphics: https://youtu.be/HHKKM8Bb4ME Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 24, 202134 min

A ‘Stiff Correction’ For Markets In 2022? | Jim Bianco: Fed Culpability and SEC Crypto Crackdown (PT2)

Our interview with macro researcher Jim Bianco continues here in Part 2, where Jim offers his assessment on the likelihood of a coming correction, as well as which asset classes he favors for the current market environment. He also has a lot more to say about the Federal Reserve as well the breaking developments regarding the SEC’s tighter stance on cryptocurrencies. Jim thinks SEC Chair Gary Gensler and US Treasury head Janet Yellen are starting a crackdown on Bitcoin and its counterparts in preparation of a CBDC (digital dollar or FedCoin). See the YouTube Video for the charts and graphics: https://youtu.be/ayKFxrWtggg Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 24, 202136 min

Uranium Is Up Over 60% In The Past Month! Here's Why | John Ciampaglia, Sprott CEO On Nuclear Energy

Suddenly, uranium is in the spotlight - it's price has jumped by over 60% in the past month. When I asked on this program last week if you viewers had interest in hearing an update from an expert on the uranium market, you answered with a resounding YES! So, in this video, we sit down with the man whose fund just moved the market by buying 10 millions pounds of it in the past few weeks. John Ciampaglia is CEO of Sprott Asset Management. His firm focuses on providing the retail market with opportunities to invest in real assets, and it has been in the news of late with the launch of its new Sprott Physical Uranium Trust - which many attribute to the recent price spike in yellowcake uranium. We discuss the current state of nuclear power in the global energy mix, the uranium market, the opportunity it offers investors, and the prospects of the uranium miners. We also touch on new technologies transforming the space, as well as the potential for new types of nuclear energy in the future including thorium-based and fusion. See the YouTube Video for the charts and graphics: https://youtu.be/VM2CUJhtGls Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 23, 202147 min

Jim Rogers: Own Commodities, Get Rich | Gold, Silver, Oil, Uranium, Sugar, Copper, Agriculture (PT2)

Global investor Jim Rogers co-founded the Quantum Fund, a global-investment partnership. During the next 10 years, the portfolio gained 4200%, while the SP500 rose less than 50%. Rogers then decided to retire - at age 37 - and has been sharing his wisdom with investors ever since, as well as having some pretty amazing life adventures. In Part 1 of our interview with Jim, he explained why he thinks the worst bear market of our lifetime is fast approaching. If you haven't watched Part 1 yet, you can do so here: Here in Part 2, Jim offers his advice to prudent investors looking to survive the coming bear market he predicts, and provides his outlook on a number of different commodities, including oil, uranium, farmland and precious metals. See the YouTube Video for the charts and graphics: https://youtu.be/_DYLy6RWjv4 Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 17, 202149 min

Jim Rogers: The ‘Worst Bear Market Of Our Lifetime’ Is Nearing Fast | Debt, Inflation and Crisis (PT1)

Legendary investor Jim Rogers has seen more market ups and downs than most people alive today. And he has successfully made money -- a LOT of money -- in the process. But given today’s macroenvironment, he’s more concerned about the market’s future prospects than he’s ever been before. In fact, he confidently predicts we will experience a massive economic and financial correction that will result in the biggest bear market of our lifetime. Too much debt. Rising inflation. Currency debasement. Malinvestment. Central bank intervention. Geopolitical stress. The current macroeconomic environment has it all. Rogers predicts collapse will begin in the weaker countries/companies first, and then cascade it way towards the US, eventually plunging the entire system into deep recession, if not a downright Depression. Here in Part 1 of our interview with Jim, he explains how bad he thinks things will get and why. And in Part 2, he shares the asset classes he thinks will fare best in preserving wealth during the tribulations to come. See the YouTube Video for the charts and graphics: https://youtu.be/nYY9bal71OM Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 17, 202140 min

China May Risk World War Over...Semiconductors? | George Calhoun On Taiwan, Evergrande and Xi Jinping

China is suddenly in the headlines a lot these days, and for good reason. It's creating ripple effects across the world as it increasingly struggles to address a number of existential pressures. It’s dealing with a huge and fast-aging population, natural resource scarcity, and increasing financial system instability -- as evidenced by this week’s surprise bankruptcy of the massive property developer Evergrande. These are big developments are underway there that will have big repercussions on global trade, financial markets, supply chains, and geopolitical stability. See the YouTube Video for the charts and graphics: https://youtu.be/GCEaubSZfMc Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 15, 202140 min

The Money Printing Won't End, History Predicts | Simon Black On Inflation and Currency Collapse (PT1)

They say those who do not understand the lessons of history are condemned to repeat them. This is not the first time that authorities have intentionally devalued currency in order to stimulate economic growth, or curtailed personal liberties in the name of public safety. The world's central banks -- the Federal Reserve, the ECB, the BoJ and the PBoC -- are all expanding their money supply through inflation and deficit spending. They are fast approaching the point where their only available option to service the expanding pile of debt is to keep printing ever more, ever faster. What does history suggest will be the outcome from these efforts? And what implications will they have for those looking to preserve their wealth? To tackle these questions, we sit down with entrepreneur, investor, world traveler and scholar of history James Hickman to the program. Under the pen name Simon Black, he is the founder of SovereignMan.com, which seeks to help investors around the globe achieve true freedom and prosperity. See the YouTube Video for the charts and graphics: https://youtu.be/ZzCidbnkvoE Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 10, 202135 min

Will Your Wealth Survive What's Coming Next? | Simon Black Reveals His Advice To Investors (PT2)

Global investor and entrepreneur James Hickman, aka Simon Black, returns here in Part 2 to discuss the methodology he recommends for investing in today’s highly uncertain market environment. See the YouTube Video for the charts and graphics: https://youtu.be/brg8W3FcMn8 Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 10, 202159 min

“Incredibly Stupid” Central Banks Have Created “A Recipe For Disaster” | Dylan Grice (PT1)

Dylan Grice warns “Incredibly Stupid” central banks have created “A Recipe For Disaster”. As the continuing $trillions in central bank intervention distort asset prices ever higher, investors are forced to make an uncomfortable choice. Do they ride this wave, and risk being wiped out if it crashes? Or do they seek safety now and risk being left behind as inflation eats away at their capital? Widely-respected fund manager Dylan Grice is choosing to stay in the game...but like many investors today, he hates how dangerous it’s become to do so. See the YouTube Video for the charts and graphics: https://youtu.be/NldVOn_yMrI Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 3, 202140 min

Invest In A “Cockroach” Portfolio If You Want Your Wealth To Survive | Dylan Grice On Stocks (PT2)

Here in Part 2, fund manager Dyland Grice explains his firm’s highly unconventional investing strategy, which seeks to insulate itself from much of risks created by global central banks and the asset price inflation and bubble risk their monetary policy is creating. And for those investors who have difficulty accessing in the niche alternative markets that Dylan's fund invests in, he recommends the dead-simple "cockroach" portfolio. See the YouTube Video for the charts and graphics: https://youtu.be/iAEp0XZg5hg Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 3, 202144 min

Gold Price To Spike HIGHER When The Fed Tapers? | Brien Lundin On Precious Metals and Inflation (PT1)

Will gold prices spike higher when the fed tapers? Brian Lundin talks about precious metals and inflation. More and more veteran investors are turning to gold as inflation rises. Just yesterday, John Paulson, who made billions off of his correct prediction of the 2008 housing bubble bursting, urged investors to buy bullion before the world wakes up to how limited the supply of investible gold actually is. Gold has had a volatile month -- first dropping $40/oz in response to the July payrolls report, and then plummeting nearly another $100/oz within minutes in the flash crash that happened in the pre-market on the next trading day. In the past, that kind of trauma would have taken gold months, perhaps years, to recover from. But interesting, gold swiftly returned back to the $1,800/oz level it was at before both these recent insults occurred. Are gold's days of being bullied into submission behind us? To answer this question and provide his outlook for the future performance of gold, silver and the stocks of the companies that mine them, we welcome Brien Lundin onto the program. Brien is CEO of Jefferson Financial, publisher and editor of Gold Newsletter which began publication in 1971 when the US dollar went off the gold standard. Here in Part 1, Brien predicts why a Federal Reserve taper may well indeed serve as the catalyst for the next big upleg in gold and silver prices. See the YouTube Video for the charts and graphics: https://youtu.be/L662hPpq2W0 Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 31, 202127 min

Hugely Undervalued Gold and Silver Mining Stocks Set To Make Fortunes -- Brien Lundin (PT2)

Here in Part 2 of our interview with Brien Lundin, Brien explains how to receive leveraged returns on the price performance of gold and silver by investing in mining stocks (if you haven't seen Part 1 of this interview, you can view it here: https://youtu.be/L662hPpq2W0) He details out the options for investors, what he looks for when evaluating companies, and reveals two of his current top favored mining stock picks: 1. Erdene Resource Development Corp 2. Blackrock Silver. See the YouTube Video for the charts and graphics: https://youtu.be/5mbAZUp2NYI Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 31, 202134 min

Brent Johnson: Does A Dollar Shock Lie Ahead For The Markets? (PT1)

Brent Johnson, CEO of Santiago Capital and creator of the Dollar Milkshake Theory warns that those confident that easy Federal Reserve monetary policy and spiking inflation are destroying the US dollar may be surprised to see the USD strengthen (against other fiat currencies) from here. There's an old saying: "Buy land. They're not making any more of it" Well, you know what they ARE making a lot of more of? Dollars. And Euros, And yen. And yuan. Since the COVID pandemic hit last year, the Fed, ECB, BOJ and PBOC have increased their balance sheets by a collective $11 trillion -- a 50% increase. As our devalued currencies lose their purchasing power, inflation is now raging at a 13-year high, with the price of many essentials for living -- like food, fuel, housing and health care -- up double digits from last year. Where will this end? And what can be done to protect our wealth from this inflation? To address these questions, we welcome to the program Brent Johnson, CEO of Santiago Capital and creator of the Dollar Milkshake Theory. See the YouTube Video for the charts and graphics: https://youtu.be/pVoVIrM2Kaw Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 27, 202142 min

Brent Johnson: The 4 Assets To Own In Your Portfolio, Whether Inflation Or Deflation Lie Ahead (PT2)

Brent Johnson, CEO of Santiago Capital and creator of the Dollar Milkshake Theory returns to share the 4 key assets he plans to "go to war with" to protect and grow his portfolio against the volatility and possible 10-20% market correction he sees ahead for the stocks and bonds. See the YouTube Video for the charts and graphics: https://youtu.be/74UWoEZyO5M Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 27, 202144 min

Investing In Farmland: Appreciation, Income and Inflation Protection | Edward Hargroves

Farmland is one of the most attractive asset classes out there in today’s environment. Supply of productive acreage is actually shrinking worldwide, pulling land prices higher over time. And demand for agricultural commodities is robust and growing, heavily insulating farm income from rising inflation. [Original recording date: 6.2.21] And new technologies are bringing economies of scale that both reduce cost and waste while enabling more sustainable and eco-friendly food production practices to be adopted affordably. So, what are the key factors and trends you need to know when investing in farmland? And can you do so without having to buy an actual farm and become a farmer yourself? We invited farmland expert Edward Hargroves of Goldcrest Farm Trust to answer these very questions at the Wealthion conference held a few months ago. Don’t worry if you missed the conference… as we’re making our interview with Ed’s available to you right here, right now... See the YouTube Video for the charts and graphics: https://youtu.be/v3dnlKhnZ20 Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 24, 202137 min

Steve Hanke: Inflation To Hit 9% THIS YEAR? | Johns Hopkins Economist Issues Warning (PT1)

Currency expert and highly respected John Hopkins economist Dr Steve Hanke warns that inflation will continue to rise aggressively through the rest of 2021, so high that it will eventually cause corporate profit margins to fall and thus trigger a painful market correction. Steve Hanke: Inflation To Hit 9% THIS YEAR? | Johns Hopkins Economist Issues Warning The current fiat incarnation of the US dollar just turned 50 this week. A week where America just retreated in ignominy from its longest war ever, the two decade invasion of Afghanistan. If the fiat US dollar is largely backed by the might of America's military machine, will the failure to suppress the Taliban after 20 years of attempt, weaken the world's confidence in the dollar? See the YouTube Video for the charts and graphics: https://youtu.be/oy8CbI6tBE4 Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 20, 202140 min

Steve Hanke: Sky-High Inflation To Crash Stocks | Johns Hopkins Economist On Gold and Crypto (PT2)

Currency expert and highly respected John Hopkins economist Dr Steve Hanke builds on his warning of 9% by the end of 2021 and reveals the asset classes he thinks will fare best in the coming stock market correction. Steve Hanke: Sky-High Inflation To Crash Stocks | Johns Hopkins Economist On Gold and Crypto If you haven't yet watched Part 1 of this interview, you can do so here: https://youtu.be/oy8CbI6tBE4 Steve Hanke is professor of applied economics at the Johns Hopkins University in Baltimore, Maryland. He advises many heads of State throughout Asia, Europe, South America and the Middle East, and was a senior economist on President Reagan's Council of Economic Advisors back in the 1980s. Here in Part 2, where Steve provides his preferred investments and recommended portfolio strategy for the future he sees coming, as well as his outlook on hard assets, gold and cryptocurrency. See the YouTube Video for the charts and graphics: https://youtu.be/OPL3nlD8jwE Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 20, 202145 min

Dark Pools, HFTs and Flash Crashes: The Stock Market’s Shark-Infested Waters | Joe Saluzzi (PT2)

SCHEDULE YOUR FREE PORTFOLIO REVIEW with Wealthion's endorsed financial advisors here: https://www.wealthion.com/ Institutional trader Joe Saluzzi continues his revelations of the invisible arms race occuring every day in the financial markets that seeks to exploit regular investors like you and me. Joe Saluzzi: Dark Pools, HFTs and Flash Crashes: The Stock Market’s Shark-Infested Waters. [If you haven't yet watched Part 1 of this interview, watch it first here: https://youtu.be/nAu6Ixzopo0] In this Part 2 of our interview with market structure expert Joe Saluzzi, Joe gets into the specifics of dark pools, high frequency trading, what was responsible for the recent flash crash in gold -- and why the likelihood of seeing more such flash crashes in the markets going forward is high. See the YouTube Video for the charts and graphics: hhttps://youtu.be/6XkPWfhlMsM Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 18, 202136 min