Hot inflation is crashing corporate profits, as consumer spending falls and the Fed's rate hikes make the cost of capital more expensive. As a result, stocks remain under pressure and bond default risks grow. Meanwhile, the economy is fast contracting into a recession. Likely a painful & prolonged one, warns Jeff Snider here in Part 2 of our interview with him. In this video, Jeff kindly shares the assets he thinks will defend wealth the best over the coming months of this bear market. https...
Jul 15, 2022•1 hr 8 min
Here at the mid-point of 2022, investors are assessing the terrible first half of the year and wondering what the second half will bring. And as we peer ahead right now, the stormclouds outnumber the sunbeams. Measured inflation remains hot. And recession and stagflation are on everyone's lips -- it seems a foregone conclusion to many at this point. The Fed remains committed to raising the cost of capital. And Q2 earnings calls are about to begin: will companies announce downwards revisions to t...
Jul 14, 2022•49 min
Despite starting the year off with stunning price increases, many commodities and the share prices of the companies that produce & service them have been beaten down over the past two months. Many bruised resource investors are wondering if the worst is now over, or yet to come? If you’re one of those folks, I’ve got good news for you. Veteran hard asset investors Rick Rule and Brien Lundin are both so excited by the future prospects of this sector that they pulled together an impromptu webi...
Jul 13, 2022•1 hr 14 min
This 3rd LIVE "money Q&A" with Wealthion's financial advisors will stream on Monday, July 11th @ 3pm ET/noonPT. SCHEDULE YOUR FREE PORTFOLIO REVIEW with Wealthion's endorsed financial advisors at https://www.wealthion.com 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 pers...
Jul 11, 2022•1 hr 13 min
As inflation, rising cost of capital and recession pressures squeeze revenue & earnings expectations for corporations, the Q2 earnings calls about to start over the next few weeks may be the next trigger to send stocks falling. Financial advisor Lance Roberts & host Adam Taggart discuss the likely implications and timing of this, as well as how if/when the Federal Reserve "pivot" occurs, it may have disappointing results for the many investors eagerly awaiting as resumption of the bull m...
Jul 09, 2022•1 hr 23 min
Capital manager David Hay of Evergreen Gavekal returns for Part 2 of our interview with him to discuss the odds for stagflation, recession and to share which assets he most favors right now given his macro outlook. https://youtu.be/bwtXk30waB8 Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 08, 2022•55 min
As we head into the heat of summer, the US economy finds itself in the doldrums. GDP growth for the year has been negative both in Q1 and Q2 -- which means we're now officially in a "technical recession". Inflation remains at a 41-year high. The financial markets continue to suffer one of their worst years so far in history. And now the housing and jobs markets are also cooling fast. What can we expect from the second half of the year? For perspective, we turn to David Hay, co-founder & co-C...
Jul 07, 2022•53 min
Series I Savings Bonds, also known as I-bonds, are offered by the US Treasury as a way to protect the purchasing power of your money from being eroded by inflation. This is protection many investors want badly right now, as inflation has roared back to life over the past year and a half. After decades most spent under 2%, as of the time of this recording, the official Consumer Price Index, or CPI, is currently at a 41-year high of 8.6% annualized: The way that I-bonds defend against this is they...
Jul 06, 2022•15 min
Higher inputs costs and demand destruction from inflation (and the Federal Reserve's interest rate hikes) are resulting in margin compression for companies, pinching their profits. As a result, companies are revising downwards their future earnings expectations. So as Q2 earnings calls start happening over the next two weeks, expect a tsunami of these revisions to force Wall Street analysts to downgrade their target prices for many stocks. Will these be the next big shoe to drop that will force ...
Jul 02, 2022•1 hr 28 min
Economist Steve Hanke returns here in Part 2 of our interview with him to explain what impact a Fed pivot back to easing would have on inflation. He also shares his thoughts on how he thinks stocks, bonds, gold and other assets should fare over the coming year given his macroeconomic outlook. See the YouTube Video for the charts and graphics: https://youtu.be/o2keL8Z8Y7M Learn more about your ad choices. Visit megaphone.fm/adchoices...
Jul 01, 2022•1 hr
Inflation remains at a 41-year high and continues to severely pinch households when paying for food, gas and nearly everything else. How much longer will it plague us? And might it get even worse from here? To find out, we welcome Steve Hanke back to the program. Steve is professor of applied economics at the Johns Hopkins University in Baltimore, Maryland -- and the last time he appeared on this program, he correctly predicted that America's Consumer Price Index, or CPI, would hit 9% -- which i...
Jun 30, 2022•44 min
Six years ago, I wrote an article titled 'Grasshopper Nation', warning about how poorly prepared Americans are for retirement. Sadly, the data has only gotten worse since then. I’ll deliver the punchline here first, and then get into the underlying data: Right now, as the largest generational cohort in history has reached retirement age, tens of millions of Baby Boomers in America have insufficient savings to retire or otherwise fund their living costs during their twilight years. This is a mass...
Jun 29, 2022•22 min
With inflation driving the costs of living higher, real wages falling behind and financial assets having one of their worst years ever so far, it's a tough time to build wealth right now. And it's likely to get even worse, says today's guest, Robert Kiysosaki, author of Rich Dad, Poor Dad, the #1 best selling personal finance book in history. See the YouTube Video for the charts and graphics: https://youtu.be/QjyocU5Ekns Learn more about your ad choices. Visit megaphone.fm/adchoices...
Jun 28, 2022•52 min
In this week's Market Recap, Lance Roberts discusses the bounce this week in stocks and why investors would be wise to use it as a chance to sell and build cash. Lance estimates the bear market is still in play and that a firm bottom has likely not been reached yet. He and Adam Taggart go on to discuss the odds for and timing of a policy pivot by the Federal Reserve, recession risk, bone-headed proposals to contain gas price inflation -- and then end with a discussion of the most important asset...
Jun 25, 2022•1 hr 36 min
Here in Part 2 of our interview with macro analyst Luke Gromen, he explains what will happen if the Federal Reserve pivots - as he believes it will - by the end of Q3. Resurging inflation, a weakening US dollar vs other fiat currencies and higher credit yields as the bond market loses its faith in the Fed. And that's just a start. Luke also shares which assets he thinks will fare best in such an environment. See the YouTube Video for the charts and graphics: https://youtu.be/gTvDtYQeSfw Learn mo...
Jun 24, 2022•1 hr
The last time today's guest was on the program, he made the case that the world's largest nations, burdened by over $200 trillion worth of dollars in debt, better "get busy inflating or get busy defaulting" Since then, many of these countries have tightened their monetary policies. See the YouTube Video for the charts and graphics: https://youtu.be/1_nckbLheLc Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 23, 2022•51 min
Here in Part 2 of our interview with money manager Peter Boockvar, Peter explains how bear markets are actually favorable for the prudent investor because they can offer extremely attractive valuation entry points for high-quality assets. See the YouTube Video for the charts and graphics: https://youtu.be/uYNa1taCj7Q Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 22, 2022•48 min
Stocks have fallen for a number of reasons this year. But there's another shoe that's about to drop that should send equity prices even lower: margin compression. Despite companies' profits getting squeezed by higher input costs due to hot inflation AND rising costs of capital, Wall Street analysts are still projecting robust earnings growth for 2023. See the YouTube Video for the charts and graphics: https://youtu.be/0N8g1caffSQM Learn more about your ad choices. Visit megaphone.fm/adchoices...
Jun 21, 2022•38 min
In this week's recap, Lance Roberts and Adam discuss the continued lumps the markets took this week, including the sharp sell-off in oil stocks. They debate where markets are headed from here, and cautions investors that -- even though inflation is an understandable immediate concern -- there are so many multiplying examples of demand destruction that disinflation/deflation may be the bigger risk to worry about over the coming year. See the YouTube Video for the charts and graphics: https://yout...
Jun 18, 2022•1 hr 36 min
In this Part 2 of our interview with macro analyst Stephanie Pomboy, she directly states that we are witnessing the bursting of the largest asset price bubble of our lifetimes. Building on her prediction in Part 1 that deflation will soon displace inflation as the primary threat to wealth, Stephanie sees the prices of most stocks, bonds, houses and alternative assets as heading materially lower over the rest of the year. Stephanie then shares her picks for where capital should seek safety in thi...
Jun 17, 2022•1 hr 5 min
Inflation remains the center-stage villain in the economy right now, with the latest Consumer Price Index coming in at a 41 year high of 8.6% But is there a bigger bad lurking behind the scenes? Could deflation be the real threat here, just waiting to pounce after today's hot inflation has burned itself out? To explore this, I'm thrilled to welcome Stephany Pomboy back to the program. She's been concerned about the deflation spectre for a good while. See the YouTube Video for the charts and grap...
Jun 16, 2022•52 min
Rising oil prices have sent the average price of US gasoline above $5 for the first time in history. Are they going even higher from here? While anything is possible in the immediate term, oil expert Art Berman predicts prices will moderate downwards over the rest of 2022. See the YouTube Video for the charts and graphics: https://youtu.be/ERDdrdHTCzk Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 15, 2022•1 hr 11 min
The situation for the consumer continues to deteriorate - hot inflation, too much debt and a rising cost of capital, a fast-cooling housing market, and a deteriorating jobs picture -- including several emerging headwinds that were hardly on the radar until recently. As always, the goal here is to keep you well-informed so that you’re able to take prudent action today to reduce your exposure to what’s ahead, and possibly even position yourself to prosper from it. See the YouTube Video for the cha...
Jun 13, 2022•15 min
In this week's recap, Lance Roberts and Adam discuss the weakness in stocks and bonds the developed as the week progressed, exacerbated by Friday's 8.6% CPI inflation print. See the YouTube Video for the charts and graphics: https://youtu.be/84HsG2qRxyw Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 11, 2022•1 hr 11 min
Here in Part 2, Lyn shines a spotlight on how chronic under-investment in the exploration and development for many key natural resources the economy needs -- like energy, agriculture, and mining -- has been going on for over a decade. And still remains the case to this day. As a result, input prices will likely remain elevated for years and shortages will likely become more commonplace. See the YouTube Video for the charts and graphics: https://youtu.be/1hqSedvG4X0 Learn more about your ad choic...
Jun 10, 2022•1 hr 1 min
Macro analyst Lyn Alden sees the world heading into economic deceleration. One likely to mire us in stagflationary malaise. Where the costs of living remain stubbornly high and economic activity slows -- perhaps even contracts. In such a world, financial asset prices will continue to fall. Home prices will correct. Companies will lay workers off. Prospects for nearly everyone will diminish. See the YouTube Video for the charts and graphics: https://youtu.be/NvVUJehj3E4 Learn more about your ad c...
Jun 09, 2022•53 min
Housing analyst Nick Gerli returns to the program to warn how swiftly the prospects for home prices are eroding. Confidence in the housing market was supreme just a month or two ago. But suddenly that confidence is vaporizing as an increasing number of experts now caution of a "full blown" correction ahead. Rising mortgage rates are a huge part of the equation, but we're already starting to see sales slowing and even price cuts in a number of markets - especially the ones that have been the hott...
Jun 08, 2022•45 min
Today we'll talk with Ian Formigle, Chief Investment Officer of Crowdstreet, which offers a new way for investors to more easily tap into this market on the commercial real estate side. First, I’ll talk with Ian about the dynamics of the commercial real estate market – which covers everything from apartment buildings to office spaces to retail storefronts to factories and hospitals. There are a lot of cross-currents right now presenting both challenges and opportunities for investors. See the Yo...
Jun 07, 2022•1 hr 8 min
In this week's Market Recap, financial advisor Lance Roberts returns to explain that while he doesn't think the bear market is over, it will likely need to sucker in the bulls before taking its next major leg down. Which is why he continues to recommend using any further rally from here as an opportunity to lighten up on long positions. Lance and I also address the multiplying challenges of Federal Reserve tightening, the fast-deteriorating outlook for the jobs market, recession warning signs, t...
Jun 04, 2022•1 hr 24 min
Macro analyst Stephanie Pomboy interviews economist, hedge funder and professor Peter Atwater return for Part 2 of this interview where they share their outlook for what lies ahead for the financial markets and the economy. If, as they predict, the asset price bubbles created by the Federal Reserve in stocks, bonds, real estate/home prices, cryptos and the jobs market burst, a tremendous amount of consumer "wealth" will disappear. See the YouTube Video for the charts and graphics: https://youtu....
Jun 03, 2022•59 min
