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...
Apr 22, 2022•50 min
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: http...
Apr 21, 2022•44 min
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 a...
Apr 20, 2022•46 min
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/QQTSs3c1uC...
Apr 19, 2022•14 min
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 Elo...
Apr 16, 2022•59 min
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...
Apr 15, 2022•1 hr 9 min
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...
Apr 14, 2022•45 min
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
Apr 13, 2022•59 min
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
Apr 12, 2022•23 min
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
Apr 09, 2022•1 hr 15 min
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...
Apr 08, 2022•40 min
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 th...
Apr 07, 2022•56 min
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. S...
Apr 06, 2022•51 min
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...
Apr 05, 2022•1 hr 17 min
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
Apr 02, 2022•59 min
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 YouT...
Apr 01, 2022•53 min
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 ...
Mar 31, 2022•46 min
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 pl...
Mar 30, 2022•24 min
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...
Mar 29, 2022•35 min
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. Vis...
Mar 26, 2022•1 hr 11 min
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 y...
Mar 25, 2022•1 hr 2 min
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 fac...
Mar 24, 2022•42 min
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/ojh0Nb2...
Mar 23, 2022•34 min
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...
Mar 22, 2022•30 min
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
Mar 19, 2022•1 hr 3 min
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
Mar 18, 2022•57 min
On Wall Street it's often said the bond market is where the smart money resides. After decades of rising prices and declining yields, a secular reversal may now be in play. Yields have been steadily rising since the pandemic lows in 2020 and now the Federal Reserve and other world central banks are embarking on interest rate hikes. To find out what the bond market is telling us about the future it sees ahead we welcome macro analyst and former portfolio manager Alfonso Peccatiello to the program...
Mar 17, 2022•36 min
Elon Musk, founder of Tesla and SpaceX, and Warren Buffett, Chairman of Berkshire Hathaway, have both held the top honor of “World’s Richest Person”. Musk currently retains the title at around $220 billion in net worth. Buffett hasn’t held it since 2008, though he’s still doing OK – he’s current fifth on the list at around $120 billion. These two moguls have extremely different personalities and approaches to building wealth – Buffett the avuncular oracle with a slow and steady hand on the tille...
Mar 16, 2022•11 min
As the Russian invasion into Ukraine continues into its 3rd week, despite the world's hopes for resolution uncertainty continues to grow. What will the geopolitical situation look like after a cease-fire is declared? IF one is declared. How badly will the trade disruptions with Russia worsen inflation, given Russia's role as a top exporter for many key commodities? Are we weakening the US dollars' role as the global reserve currency by giving other nations cause to accelerate their efforts to de...
Mar 15, 2022•1 hr 3 min
Lance Roberts of RIA Advisors joins Adam Taggart to summarize the notable developments in the financial markets over the past week. In this week's episode, Lance explains the 3 phases of a bear market and why it's likely we're in Phase 1 right now. A near-term bounce from here is likely (Phase 2), but then may roll over into a deeper, steeper down cycle (Phase 3) See the YouTube Video for the charts and graphics: https://youtu.be/1C1FDrW1M0E Learn more about your ad choices. Visit megaphone.fm/a...
Mar 12, 2022•54 min
