Wealthion - Be Financially Resilient

Housing expert Ivy Zelman returns here in Q1 2022 to share her latest outlook for the national real estate market. See the YouTube Video for the charts and graphics: https://youtu.be/MWBFjHHWpH8 Learn more about your ad choices. Visit megaphone.fm/adchoices

Inflation is now raging, largely due to the record $trillions of new money the Federal Reserve has issued in monetary stimulus while keeping interest rates at historic lows. As central banks around the world conduct the greatest monetary experiment in human history in real-time around us, it's important to keep the Bullwhip Effect in mind. The mathematical odds that the world's many central planners, with their manifold partners in distributing fiat liquidity, are going to have the finesse to successfully steer their ships to safety through the shoals of inflation and deflation that threaten on either side, are very low. And that's before taking into account the unintended consequences of their more extreme measures. Bottom line: If another liquidity crisis hits (which many of the experts I interview every week on this program worry is a real possibility in the future), the one thing we can count on is that the response from our leaders will be ill-fitting to the situation. See the YouTube Video for the charts and graphics: https://youtu.be/0_FV1AfufJg 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/r2-cPn7CTwA Learn more about your ad choices. Visit megaphone.fm/adchoices

Volatility continues to reign in the markets. After one of the worst January's on record, stocks have started rallying sharply -- but only after a period of intense chop that bruised and confused bulls and bears alike. Where is all this headed? Will markets shrug off the growing litany of macro concerns and power higher? Or will 2022 be the year the asset bubble bursts for good? Today's expert, Felix Zulauf, owner and President of Zulauf Consulting, manages billions in assets, so he doesn't have the luxury of an opinion without conviction. He has a strong picture of where we are in the current market cycle and is allocating capital accordingly. Felix predicts markets will correct by 20% or so over the coming months as the Federal Reserve embarks on hiking interest rates. But he then expects the Fed to reverse its stance and adopt more dovish policies by summer, which will resume the bull market in stocks through 2024. See the YouTube Video for the charts and graphics: https://youtu.be/k-Cbj-HhgFw Learn more about your ad choices. Visit megaphone.fm/adchoices

As volatility increasingly roils markets this year, which assets should perform best/worst? Highly-respected investor Felix Zulauf, owner and President of Zulauf Consulting, predicts markets will correct by 20% or so over the coming months as the Federal Reserve embarks on hiking interest rates. But he then expects the Fed to reverse its stance and adopt more dovish policies by summer, which will resume the bull market in stocks through 2024. These two opposite trends will impact the prices of stocks, bonds, real estate and gold very differently at different points along this progression. Being attuned to the market's action, acting nimbly and employing risk management will be key to keeping your wealth intact. See the YouTube Video for the charts and graphics: https://youtu.be/37wRuaIU3zI Learn more about your ad choices. Visit megaphone.fm/adchoices

Where are gold and silver prices headed in 2022? GoldSilver.com's senior precious metals analyst Jeff Clark reveals his predictions in this video. He also gives his outlook for gold and silver mining stocks, and kindly shares his recent presentation from Wealthion's online conference in which he provides his top mining stock picks -- including one he thinks has the potential to increase by 20x. You can learn what those stocks are at https://wealthion.com/gdxjeff/ See the YouTube Video for the charts and graphics: https://youtu.be/Utz3jdG5CCw Learn more about your ad choices. Visit megaphone.fm/adchoices

Is inflation truly winning out after decades of deflation/disinflation? If so, what will the repercussions be? Hoisington investment officer and former senior economist at the Federal Reserve Lacy Hunt offers a graduate level presentation to answer these important questions. See the YouTube Video for the charts and graphics: https://youtu.be/kHZzsCEymKs 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/5OS4FHBz_Ik Learn more about your ad choices. Visit megaphone.fm/adchoices

Our interview with Bill Fleckenstein continues here, where Bill shares his thoughts on how investors can protect and growth their wealth given the unique conditions of 2022. See the YouTube Video for the charts and graphics: https://youtu.be/LY0Misw1Chw Learn more about your ad choices. Visit megaphone.fm/adchoices

A lot of people regard the Federal Reserve as omnipotent. But it’s not. The bond market is more powerful. And its days of deferring to the Fed’s wishes may soon be over. Should that happen, all heck will break loose in the markets. And bond yields are now rising as the Fed accelerates its tapering, on the way to then raising interest rates. The last time today's guest expert was on the program, he warned that the bubble in financial asset prices would be popped by "trouble in the bond market". So, with interest rates now on the rise, how close to "trouble" are we now? See the YouTube Video for the charts and graphics: https://youtu.be/WcAfR9oOqpk Learn more about your ad choices. Visit megaphone.fm/adchoices

Forget for a moment the claims of Bitcoin Ethereum and other tokens serving as a superior currency or store of value. While that may prove out, the true potential for the blockchain appears to be enabling the creation of real and sustainable commercial value over a new platform better suited to many of today’s most common transactions. Just like the internet revolution moved a tremendous amount of commerce from the real analog world into the digital world, a similar migration is now underway – this time onto the blockchain. See the YouTube Video for the charts and graphics: https://youtu.be/ZL-1RAJgu_E 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/OD3RbcnkiZs Learn more about your ad choices. Visit megaphone.fm/adchoices

Here in Part 2 of our interview with contrarian macro analyst David Hunter, David reveals the assets he thinks will perform best during the 40% meltup in the markets he sees ahead (all the way to 6,000 on the SP500). He expects most assets to do well, but in particular, he thinks Big Tech, semiconductors, base metals, commodity producers, autos, airlines and precious metals and miners have bright prospects. He then does the same for the assets that he expects will perform best in the 70-80% market crash he sees happening in the back half of 2020. For this stretch, he think long-dated US Treasurys, the dollar, and cash will be best to own. See the YouTube Video for the charts and graphics: https://youtu.be/6mw37-D66wg Learn more about your ad choices. Visit megaphone.fm/adchoices

In early December when the markets were hitting new high, contrarian forecaster David Hunter predicted that the SP500 would soon correct by 10%. And that’s exactly what has happened this month, with his downside target of 4300 getting hit in Monday’s washout. He now expects the mother of all meltups to follow over the next several months raising the SP500 index all the way to 6000...to then be immediately followed by an 80% market correction. Bold calls for sure. Will the prove correct the way this other recent forecasts have? See the YouTube Video for the charts and graphics: https://youtu.be/o7_zUYCDjoo Learn more about your ad choices. Visit megaphone.fm/adchoices

Yesterday, Monday January 24, 2022, saw a historic reversal in the markets -- the 3rd largest on record for the SP500. But while extremely rare, it was quite predictable. Adam Taggart shares a compilation of expert analysts like James Grant, Jim Rickards, Grant Williams and Lance Roberts to explain why. See the YouTube Video for the charts and graphics: https://youtu.be/ZRv3bTGmcgI 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. This week they address the recent sell-off in both stocks and bonds and whether a reversal or more downside is likeliest. See the YouTube Video for the charts and graphics: https://youtu.be/3QZ_niofgEI Learn more about your ad choices. Visit megaphone.fm/adchoices

The prospects for companies in the gold mining sector have rarely ever looked better. Balance sheets are strong, management is experienced, outlook for the underlying gold and silver precious metals is optimistic, and many of the big players are nicely profitable and have solid cash flows. M and A activity is starting to pick up in the smaller development and exploration players, which is where Axel Merk, manager of a gold mining fund, expects the biggest returns to take place. And most important, he thinks we are still in the early phase of this bull market in miners. See the YouTube Video for the charts and graphics: https://youtu.be/c5EPKlFrMiA Learn more about your ad choices. Visit megaphone.fm/adchoices

With inflation now at a 40 year high, all eyes on the Federal Reserve. Will they be able to tame today's hot inflation with higher interest rates? And whether or not they can, what havoc may those higher interest rates wreak on America's over-leveraged economy and over-inflated financial asset prices? To explore these critical questions, Fed-watcher and fund manager Axel Merk returns to the program. See the YouTube Video for the charts and graphics: https://youtu.be/a5xTtESnLMc Learn more about your ad choices. Visit megaphone.fm/adchoices

We've all seen energy prices skyrocket over the past year -- for the oil and natural gas that heat our homes, the electricity we use, and the gasoline we put in our cars. And certain parts of the world have been concerned about simply getting "enough" energy -- at whatever the price -- to see them through the winter. Why did energy suddenly become so in demand, and how did it get so expensive so quickly? How soon until they come down again? WILL they come down again?? For the answers, we turn to energy expert and petroleum geologist Art Berman. See the YouTube Video for the charts and graphics: https://youtu.be/vyxddYfXaQk 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/Rnqjyqd9s4I Learn more about your ad choices. Visit megaphone.fm/adchoices

Macro analyst Jesse Felder is concerned about persisting inflation in the years ahead, yet mystified that the assets he thinks are the best investments that protect against inflation are dirt cheap right now. Energy, gold mining stocks and cash flowing commodity producers are trading at highly attractive valuations right now, especially relative to the general market. See the YouTube Video for the charts and graphics: https://youtu.be/-xWe8kZDcO4 Learn more about your ad choices. Visit megaphone.fm/adchoices

By tapering and then raising interest rates, is it possible the Federal Reserve is intentionally trying to cause a market correction? Macro analyst Jesse Felder thinks so, as it needs to start taming both the asset bubble and inflation monsters it has created. Felder suspects though that this will be more difficult than the Fed thinks, and things could get out of hand -- leading to a full blown market crash and possibly a recession. See the YouTube Video for the charts and graphics: https://youtu.be/FgTFvJf5Uec Learn more about your ad choices. Visit megaphone.fm/adchoices

With the recent dramatic expansion of world currency supply and high inflation now eating away at the purchasing power of our money, is hyperinflation – true currency destruction – a possible risk in the future? The world’s major central banks have increased the global currency supply by nearly 50% since the pandemic hit less than 2 years ago. Add in the additional trillions of dollars worth of fiscal stimulus issued recently by national legislatures around the world, and it's little surprise that price inflation is now raging. In short, our currency is losing its purchasing power at an alarming rate. So in this video, we talk with sound money advocate James Turk, the founder of GoldMoney, to understand exactly what's going on. How much worse is this loss of purchasing power likely to get? What can history tell us to expect from here? See the YouTube Video for the charts and graphics: https://youtu.be/Nuq5e5cPgmw 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/p_N8Gq0-sqU Learn more about your ad choices. Visit megaphone.fm/adchoices

Here in Part 2, Michael offers a detailed breakdown of how he's allocating his portfolio now, how he will alter it if indeed a correction arrives, and how he then expects to re-invest his capital once the correction is over. There are a lot of specifics here, generously offered by a seasoned respected money manager. Listen to this podcast and decide which of the steps he's taking may make sense for you to consider given your own portfolio: See the YouTube Video for the charts and graphics: https://youtu.be/QMoyEiTEeSk Learn more about your ad choices. Visit megaphone.fm/adchoices

2022 is officially here and investors are wondering what this new year has in store for us. How about a 30% market correction and a global recession? Inflation, Federal Reserve tapering and interest rate hikes have changed the game. Stocks, bonds and most other assets should decline in price this year as authorities have no other choice but to end stimulus and tighten. Highly-respected money manager Michael Pento expects a correction of 30%+ to arrive in Q2 this year, which will then trigger a credit crisis, leading to a recession. See the YouTube Video for the charts and graphics: https://youtu.be/UmHkNiuSveo Learn more about your ad choices. Visit megaphone.fm/adchoices

What do top Money and Markets experts like Jim Rogers, Jim Rickards, John Hussman, Grant Williams, Michael Pento, George Gammon, Wolf Richter and Steen Jakobsen think about the state of the financial markets as we enter 2022? How worried are they about inflation, record high prices for stocks and real estate, Federal Reserve tapering and interest rate hikes, or a market crash? What steps do they recommend today's investors consider taking now? See the YouTube Video for the charts and graphics: https://youtu.be/PU7dZrT-laY Learn more about your ad choices. Visit megaphone.fm/adchoices

With the Federal Reserve tapering monetary stimulus and then planning to hike interest rates 3 times next year -- while Congress may not be able to pass ANY more fiscal stimulus -- can a recession and/or market crash in 2022 be avoided at this point? And not to mention the impact the latest Omicron COVID virus variant may wreak on the economy... To address these questions, Wealthion founder Adam Taggart and macro expert George Gammon do a "collab" -- George first interviews Adam on his YouTube channel and then they flip the script to finish the conversation in this video. To view Part 1, go to https://youtube.com/georgegammon See the YouTube Video for the charts and graphics: https://youtu.be/h2Derl_Onkc Learn more about your ad choices. Visit megaphone.fm/adchoices

In Part 1 of this interview, Saxo Bank Chief Investment Office Steen Jakobsen explained why Fed Chair Jerome Powell announced this week that -- to fight the inflation it has played a central role in creating -- the Federal Reserve will accelerate its tapering program and likely hike interest rates three times in 2022. Because the Fed will suddenly now pursue a more hawkish course than the markets have been accustomed to for the past decade, Steen predicts 2022 will be a much more volatile year for stocks, bonds and other financial assets than investors are used to. Here in Part 2, Steen reveals that "diversification" will the be secret to surviving the market turmoil that is likely to ensue. He then generously breaks down how his portfolio at Saxo is allocated for the road ahead in 2022. See the YouTube Video for the charts and graphics: https://youtu.be/VDGiGFhp92Q Learn more about your ad choices. Visit megaphone.fm/adchoices

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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