The financial world has been rocked over the past few days as Silicon Valley Bank, the nation's 16th largest bank which had $209 billion in assets and $175 billion in deposits as of December, failed with little warning. This is the 2nd largest bank failure in US history. Shockwaves from this very fluid situation are still in process of rippling through the Tech ecosystem as many VC-funded start-ups exclusively did their banking there. And depositors around the country though are suddenly wonderi...
Mar 12, 2023•1 hr 10 min
What a difference a week makes... Last week the market technicals were starting to look like the bulls had won out. But this week, trouble in the banking system, most notably the failure of Silicon Valley Bank (the 2nd largest bank failure in US history), has created a bearish marker reversal. So how meaningful is the failure of SVB? What fallout is most likely to come out of it? Portfolio manager Lance Roberts and I tackle these questions head on in this week's Market Recap. We summarize everyt...
Mar 11, 2023•1 hr 29 min
International investor Louis-Vincent Gave returns for Part 2 of our interview with him, in which he explains why developing countries will benefit from a surge of capital over the coming decade and should deliver superior returns as a result. He shares the 5 countries he is most excited about. ******************************** At Wealthion, we show you how to protect and build your wealth by learning from the world’s top experts on finance and money. Each week we add new videos that provide you w...
Mar 10, 2023•49 min
While most eyes are focused on what the Federal Reserve will do next, many of the most important developments shaping events here in 2023 are happening outside of the US. Russia's invasion of Ukraine upended the geo-political chessboard, as well as world trade and the energy & financial markets -- and it continues raging on, over a year after its outbreak. China, too, is making waves that all nations feel as it reopens its economy after years of COVID lockdown while its relations with the We...
Mar 10, 2023•1 hr 5 min
After one of the most bruising years for markets in recent memory, the outlook from here remains highly uncertain. So how are the big players -- those managing tens of billions of dollars in client capital -- allocating their portfolios right now? And what may the regular retail investor learn from their strategy? To find out, we're fortunate to welcome Chris Brightman to the program today. Chris is the CEO & CIO of Research Affiliates, and along with Rob Arnott, is co-portfolio manager on t...
Mar 09, 2023•1 hr 17 min
There are a lot of mixed messages out there right now. The economy is strong, yet inflation-adjusted retail sales aren't growing. The jobs market is strong, yet more and more of corporate America is announcing layoffs. The housing market is robust, yet we've just hit a record level of unaffordability. Which is more correct? Do better or worse days lie ahead? To help us clear out the smoke & get a true picture of what's going on, we welcome macro analyst Mike "Mish" Shedlock back to the progr...
Mar 07, 2023•1 hr 16 min
Here's a quick explainer video for you about how to buy very short-dated US Treasurys, known as T-bills, directly from the US Treasury using the TreasuryDirect website. As you know if you’re a regular viewer on this channel,I’ve been making a lot of noise recently now that T-bills are offering yields around 5%. That’s a very big development, as investors who are concerned about today’s financial markets now have somewhere safe to park their capital, keep it relatively liquid, AND get paid a dece...
Mar 06, 2023•15 min
Financial advisor Lance Roberts and Wealthion host Adam Taggart discuss everything that mattered to markets this week. ************************************************* At Wealthion, we show you how to protect and build your wealth by learning from the world’s top experts on finance and money. Each week we add new videos that provide you with access to the foremost specialists in investing, economics, the stock market, real estate and personal finance. We offer exceptional interviews and explain...
Mar 04, 2023•1 hr 43 min
Market analyst and technical analysis expert Tom McClellan returns for Part 2 of our interview with him in which he explains why he expects the markets to hit a new bottom by October, rebound going into next year, and then experience a full crash by the second half of 2024. ************************************************* At Wealthion, we show you how to protect and build your wealth by learning from the world’s top experts on finance and money. Each week we add new videos that provide you with...
Mar 04, 2023•58 min
Market sentiment is muddled right now. The bull rally since the start of the year is appearing to sputter out. The bears are growling louder -- but they too, haven't been able to grab control of the price direction. In murky times like these, turning to the data & navigating by what it's telling us is often highly useful. Which is why we're fortunate to have one of the best technical analysts in the industry, Tom McClellan, joining us today to share his latest interpretation of the current m...
Mar 02, 2023•1 hr
Record-low interest rates & central bank stimulus resulting in a record decade for housing price gains leading up to 2021. But then the Fed and many other central banks reversed policy. Interest rates have rocketed higher and the stimulus spigots have turned off. Mortgages are now more than twice as expensive than they were two years ago. As home prices are now weakening nationwide -- and globally, too -- homeowners around the world are asking: if a correction is now in process, how bad will...
Mar 01, 2023•1 hr 27 min
The last time today's guest expert was on this channel, he predicted a rocky road ahead for the global economy, that will eventually culminate in the massive pile of $trillions in global unserviceable debt going into default causing a worldwide depression by 2025. Since his last appearance, the markets have become a lot more optimistic, US GDP has perked up a bit, and inflation has been marching downwards -- albeit more slowly than the central banks would like. Today we'll ask copper expert &...
Feb 28, 2023•49 min
Have questions as tax time approaches? Ask them of Tom Wheelwright, expert accountant & author of the best-seller book 'Tax-Free Wealth' ************************************************* At Wealthion, we show you how to protect and build your wealth by learning from the world’s top experts on finance and money. Each week we add new videos that provide you with access to the foremost specialists in investing, economics, the stock market, real estate and personal finance. We offer exceptional ...
Feb 27, 2023•1 hr 12 min
Financial advisor Lance Roberts and Wealthion host Adam Taggart discuss everything that mattered to markets this week. ************************************************* At Wealthion, we show you how to protect and build your wealth by learning from the world’s top experts on finance and money. Each week we add new videos that provide you with access to the foremost specialists in investing, economics, the stock market, real estate and personal finance. We offer exceptional interviews and explain...
Feb 26, 2023•1 hr 27 min
Macro researcher Jesse Felder returns for Part 2 of our interview with him. He explains why he sees a serious recession hitting later this year, as well as a resumption of the bear market -- hitting new lows. He expects the large-cap Tech stocks that have performed so well over the past decade could get cut in half from current price levels. ************************************************* At Wealthion, we show you how to protect and build your wealth by learning from the world’s top experts on...
Feb 24, 2023•58 min
Market uncertainty has returned as bulls & bears remain locked in a fierce battle for control at the S&P 4000 line Who is more likely to prevail? And will 2023 provide a relief to investors over the beatings they took in 2022? Or will it prove to be another bruising year? Researcher Jesse Felder has been tracking the macro & market action closely of late & we're fortunate to have him return to the program. ************************************************* At Wealthion, we show yo...
Feb 24, 2023•58 min
Macro analyst Stephanie Pomboy breaks down how the recent retails sales & jobs reports are either erroneous (at best) or intentionally deceptive. ************************************************* At Wealthion, we show you how to protect and build your wealth by learning from the world’s top experts on finance and money. Each week we add new videos that provide you with access to the foremost specialists in investing, economics, the stock market, real estate and personal finance. We offer exc...
Feb 22, 2023•47 min
Two questions I get asked often are: What's a compelling investment opportunity right now?, and Can you recommend any good books on wealth-building? I'm happy to be able to kill two birds with one stone in today's discussion. This week, precious metals expert Mike Maloney is releasing a brand new book, "The Great Gold & Silver Rush of the 21st Century" and I've just finished reading my advance copy. It's extremely well-written & researched and I'm going to ask Mike to delve into several ...
Feb 22, 2023•1 hr 6 min
As the old saying goes: "It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so." It's easy for investors to fall into the traps laid by their belief systems. Whether to the bullish or bearish side, we all have our own biases that can warp the way we perceive reality. Which is why forcing ourselves to take a systemic view of the economy, markets & society can be so helpful. By understanding the way our systems work and projecting current devel...
Feb 20, 2023•55 min
The bulls & bears remain locked in their " battle of control ". Whichever way the S&P breaks out of its current 3950-4100 ranger, it should move big in that direction. Portfolio manager Lance Roberts and I discuss the latest macro data, Fed news, and market action in today's market recap The key thing to keep in mind is that anything can happen here, so be prepared for surprises . As technical trader Sven Henrich said earlier this week, he's never seen a market that offered so many diffe...
Feb 18, 2023•1 hr 33 min
Grant Williams returns for Part 2 of our interview with him. ************************************************* At Wealthion, we show you how to protect and build your wealth by learning from the world’s top experts on finance and money. Each week we add new videos that provide you with access to the foremost specialists in investing, economics, the stock market, real estate and personal finance. We offer exceptional interviews and explainer videos that dive deep into the trends driving today's m...
Feb 17, 2023•1 hr
It's a very challenging & confusing time for investors as there are several standoffs happening right now & it's uncertain which parties will emerge victorious. For starters, the market clearly doesn't believe Jerome Powell's resolution to hold the Federal Funds rate above 5% for the rest of the year. It's currently predicting a Fed pivot by summer. On top of that, the market has been in rally mode & is now trying to confirm the recent bullish breakout. But nearly all of the recent m...
Feb 16, 2023•59 min
Sven Henrich returns for Part 2 of our interview with him, in which he explains why this is likely the most challenging macro environment for investors that he's seen in his career. ************************************************* At Wealthion, we show you how to protect and build your wealth by learning from the world’s top experts on finance and money. Each week we add new videos that provide you with access to the foremost specialists in investing, economics, the stock market, real estate an...
Feb 15, 2023•56 min
Several times recently I’ve made the statement: "All the technical action is bullish, but all the macro data is pretty horrible and getting worse" One of these sides will eventually prepare. And, after a fantastic start to the year, the market action is starting to look a little shaky. To get the best sense of exactly what the technicals are telling us right now, we're fortunate to welcome Sven Henrich of NorthmanTrader back on the program to discuss both his latest macro and market outlooks. **...
Feb 14, 2023•1 hr 22 min
A week ago, I interviewed John Hathaway for Mike Maloney’s GoldSilver YouTube channel. John is a legend in the hard asset investment world. And he shared a number of valuable predictions about where he sees the precious metals headed from here. So, with Mike’s kind permission, I’m now sharing the interview here with you, on Wealthon. But enough backstory... After holding their own in 2022, a horrible year for stocks and bonds, the precious metals -- and the companies that mine them -- are positi...
Feb 13, 2023•54 min
The rally that started 2023 is now appearing overbought . It is over? Or this simply a pause, before it resumes higher? Portfolio manager Lance Roberts explains why we are at a key moment for the market and why he expects the S&P to conduct a key test of the 4,000 level . If it rebounds from there, odds are it will then rocket up to 4,300-4,400 . But if it breaks below, the rally will be invalidated and MUCH lower prices would likely ensue. So how is Lance positioning his portfolio right now...
Feb 11, 2023•1 hr 23 min
Here in Part 2 of our interview with Thomas Thornton, the former hedge-funders shares how his portfolio is currently allocated. Learn more about Thomas' trading service at https://hedgefundtelemetry.com/ (enter discount code "markets" for substantial savings) ************************************************* At Wealthion, we show you how to protect and build your wealth by learning from the world’s top experts on finance and money. Each week we add new videos that provide you with access to the ...
Feb 11, 2023•56 min
After a punishing year in 2022, the markets have had a great start to 2023. The S&P is currently up 8% for the year, and the Nasdaq has had its best start in 20 years, up 15% YTD. Is this the 'all clear'? Is the bottom in and a better year for markets ahead? Or is this a classic bull trap? One that sucks everyone back in before the bear returns to maul everyone? In uncertain times like these, it's wise to tap the counsel of those with decades of long-term success in the markets. So today we'...
Feb 09, 2023•55 min
We still live in an era where the markets hang on every word uttered by the Federal Reserve and its chairman Jerome Powell. Last week saw the Fed raise the Federal Funds Rate by a quarter percent, as was expected. Then Jerome Powell spoke and the markets immediately started spiking higher, which very likely was not what he was hoping for. For several quarters now, the Fed has been locked in a game of chicken with the markets, who expect the Fed to reverse policy substantially sooner than Jerome ...
Feb 08, 2023•1 hr
The US has a debt problem. It has grown its debt far faster than the national income for decades. Over time, this has ballooned the annual fees in interest that the US must pay to service its debt. And the recent sharp increase in interest rates is only making these debt service payments more onerous. To add insult to injury, America has once again hit the limit of its debt ceiling. Until that get raised -- which we all know will require months of political theatre -- the situation will only bec...
Feb 07, 2023•1 hr 5 min
