With inflation starting to head downwards, the markets are getting hopeful the Fed may pivot or at least pause sooner than expected. And while the Fed is clearly hoping to quell any rampant enthusiasm, investors are busy making up their own minds -- which is a big factor why we saw such a massive rally in both stocks and bonds last week after the October CPI number was released. To get an update on the latest of what the markets, especially the all-important bond market is telling us right now, ...
Nov 17, 2022•46 min
Macro researcher Jim Bianco returns for Part 2 of our interview with him to discuss his macro & market outlook. He sees inflation proving stubborn to tame & the economy falling into recession -- so he thinks investors are going to need to play by rules very different from the ones that worked well over the past decade. https://youtu.be/wtABQS0KtG0 Learn more about your ad choices. Visit megaphone.fm/adchoices...
Nov 16, 2022•1 hr
A seismic event just rocked the cryptocurrency universe with last week's implosion of FTX, the world's second largest crypto exchange. Tens of $billions in client assets and market value have vaporized. And it seems mismanagement, for certain, and possibly fraud and outright theft lie at the heart of this disaster. To help make sense of what exactly has just happened, and what repercussions the collapse of Sam Bankman-Fried's FTX will have on the crypto ecosystem and perhaps on the financial mar...
Nov 15, 2022•1 hr 13 min
What a week! Inflation fell more than expected. The elections were closer than projected. China took steps towards opening back up. And a Russian retreat in Ukraine sparked hope of a coming truce. All served to trigger one of the biggest 1-day rallies in the history of the stock market. While in parallel, FTX, the 2nd largest crypto exchange imploded , creating massive shock waves that are still playing out. Will this rally last? Is the bottom in? How bad will the contagion from FTX be? For all ...
Nov 13, 2022•1 hr 56 min
Money manager Michael Pento returns for Part 2 of our interview with him about investing in the current bear market. Michael thinks it could fall by an additional 30-60% over the coming year, depending on Fed policy response to inflation. He continues to recommend investors own his "Four Horsemen of the Apocalypse" assets: cash, long USD dollar plays, equity shorts & bonds. Bonds have had a terrible year. But he thinks the current environment is very favorable for US Treasurys. He's also bec...
Nov 11, 2022•1 hr 10 min
A year ago when today's expert appeared on this channel, he warned of an approaching bear market & economic deceleration. Specifically, he predicted these would be caused by the simultaneous shutoff of the $trilions of government stimulus issued in the year following the global pandemic -- the largest monetary & fiscal cliffs in history. Fast forward to today & well, his outlook was right on the money. So what does he see in store as we head into next year? To find out, we're fortuna...
Nov 10, 2022•42 min
"After mind-boggling ridiculous spikes, home prices in most markets are dropping. And in some markets, they’re plunging at the fastest pace on record And in some cases, they’re going down faster than they’d spiked on the way up. And it’s just the beginning." So says analyst Wolf Richter in his recent post "The Housing Bubble Has Popped, and the Fed Can Let it Rip" Just how bad may things get from here? We sit down with Wolf to find out. https://youtu.be/71HnRyxfLkY Learn more about your ad choic...
Nov 09, 2022•1 hr 19 min
We increasingly live in a bifurcated world: there's the rich, who are doing just fine and then there's everybody else, who are increasingly just trying to hang on. This is no accident, explains today's expert, Dr. Nomi Prins , Economist, Author of the new book Permanent Distortion: How The Financial Markets Abandoned The Real Economy Forever She lays out how central planning policies -- sometime intentional and sometime incompetent -- directly laid the path to the extreme degree of wealth & ...
Nov 08, 2022•1 hr 3 min
Financial advisor Lance Roberts and Wealthion host Adam Taggart discuss everything that mattered to markets this week. WORRIED ABOUT THE MARKETS? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Wealthion's endorsed financial advisors at https://www.wealthion.com https://youtu.be/CW7zociUMLM Learn more about your ad choices. Visit megaphone.fm/adchoices
Nov 05, 2022•1 hr 48 min
The global economy is stumbling. And not just for financial reasons like the increasing cost of debt. Macro expert James Rickards returns for Part 2 our interview to explain why he predicts disinflation/deflation will overwhelm today's inflation in 2023. He also shares the portfolio allocation that he thinks will fare best over the coming market turbulence -- offering his thoughts on stocks, bonds, real estate, gold, energy producers & private equity. https://youtu.be/NxmTCfJi59c Learn more ...
Nov 04, 2022•1 hr 3 min
The global economy is stumbling. And not just for financial reasons like the increasing cost of debt. Supply chains remain compromised. We are still having material challenges in both producing and distributing real physical goods across oceans and continents. This is such a serious threat to global prosperity that best-selling author James Rickards has made it the focus of his new book: SOLD OUT!: How Broken Supply Chains, Surging Inflation, and Political Instability Will Sink the Global Econom...
Nov 03, 2022•42 min
The world is understandably panicked about inflation right now. Prices are increasing by double-digit percentages across much of the world. Which is why the Federal Reserve and many other of the major central banks are hiking interest rates aggressively. In fact, just today Fed Chair Jerome Powell warned markets to expect hikes to continue & to give up hope of a policy “pivot”. But despite all this, could deflation actually be the bigger threat we should be worried about? Macro analyst Steph...
Nov 02, 2022•53 min
New LIVE "money Q&A" with Wealthion's financial advisors. You'll be able to ask any question(s) you like for our experts to answer live. https://youtu.be/rVw8A2dhvyo Learn more about your ad choices. Visit megaphone.fm/adchoices
Nov 01, 2022•1 hr 12 min
We're now in the final quarter of 2022, a year that will go down in the history books as one of the worst for stocks and bonds. And 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 Af...
Nov 01, 2022•1 hr 10 min
Meta (formerly Facebook) dropped -23% on Thursday after a disappointing earnings call. It's now down -70%(!) year-to-date. Amazon fell -8% yesterday. It's down -37% YTD. Google & Microsoft both dropped -8% after their earnings calls this week. They're down -29% and -25% for the year, respectively. The FAAMG complex has propped up the major indices so far during this difficult year for stocks. But now that they're beginning to stumble, will they take the markets down with them? For everything...
Oct 29, 2022•1 hr 35 min
Jim Grant is the world's foremost expert on interest rates. Their swift & violent rise around the world has injured stock prices & Jim doesn't think the carnage in equities is over yet. But the bond market is looking more attractively priced to him than it has in a decade. WORRIED ABOUT THE MARKETS? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Wealthion's endorsed financial advisors at https://www.wealthion.com https://youtu.be/ERJR2PmQNgI Learn more about your ad choices. Visit megaphone.fm...
Oct 28, 2022•59 min
In the wake of the 2008 Global Financial Crisis, central banks drove interest rates down to unprecedented lows and kept them there for the better part of a decade. The world economy then became addicted, some would say dependent, upon a zero-cost capital world. But now inflation is forcing interest rates to rise sharply around the globe, at the fastest pace on record. This sea change in rates is depressing economic growth, shocking the financial system, and resulting in one of the worst years in...
Oct 27, 2022•53 min
I conducted an interview on Twitter Spaces the other day about the unfolding catastrophe happening with AirBnb properties across the US. I found the discussion both important & fascinating and really enjoyed the analyst I had it with, a new voice to the financial media space that I think you’ll value getting introduced to. So I’m releasing the interview in its entirety here for you. A heads up, it’s audio-only - so you don’t need to be glued to your screen while it plays. Maybe get a walk in...
Oct 26, 2022•1 hr 17 min
Right now, I-bonds are offering an extremely attractive risk free return, especially given the current high rate of inflation – it’s possible we may never see one this generous again. How generous? If you buy an I-bond today, you’ll lock in a guaranteed annualized rate of return of 9.62% on your money for the next 6 months. That’s more than 2x the return that standard T-bills are currently paying, and it comes with the same security guarantee that you’ll get 100% of your principal back, along wi...
Oct 25, 2022•14 min
Financial advisor Lance Roberts and Wealthion host Adam Taggart discuss everything that mattered to markets this week. https://youtu.be/-KL-MO36Wn4 Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 22, 2022•1 hr 48 min
Here in Part 2 of our interview with hard assets investor Tavi Costa, he shares the sectors that look most attractive to him right now: metals, energy (including uranium), agriculture & soft commodities. He also likes Brazil as market, and is actively shorting US 'growth' stocks. https://youtu.be/SNc6M7PPQVs Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 21, 2022•1 hr 13 min
The signs the global economy is heading into recession continue to mount. If you haven't seen them, you're about to. Tavi Costa of Crescat Capital has put together a chart series that visualizes the economic slowdown clearly. And on the day we recorded this interview, Bloomberg Economics revealed its models now predict a 100% probability that a recession will hit within the next 12 months. So how bad will it get? What will the impact be on markets? And are there opportunities for investors to pr...
Oct 20, 2022•52 min
As many recent experts on this channel have lamented, it's hard to be an investor in today's market when the price action of securities is driven far more by Fed policy decisions than underlying company fundamentals. As a result, the global investor community is reduced to speculating on what Jerome Powell and the 11 other voting members of the FOMC -- the Federal Open Market Committee -- decide to do next. To better understand the inner world of the Fed, I've recently interviewed former Fed sen...
Oct 19, 2022•1 hr 21 min
2022 has been one of the worst-years ever so far for stocks and bonds, and the outlook for both continues to look challenged. To find out how investors can navigate their capital to safety in such an uncertain environment, we welcome back Dylan Grice to the program. Dylan is co-Founder of Calderwood Capital and author of the highly-respected macro research publication Popular Delusions. https://youtu.be/pL9v2bvDLsA Learn more about your ad choices. Visit megaphone.fm/adchoices...
Oct 19, 2022•1 hr 11 min
Financial advisor Lance Roberts and Wealthion host Adam Taggart discuss everything that mattered to markets this week. https://youtu.be/GRBWomR2tNs Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 15, 2022•1 hr 42 min
Fan-favorite forecaster Marc Faber returns for Part 2 of our interview with him to focus on which assets he thinks investors should consider to protect their wealth through the turmoil he sees ahead. Diversification is key in Marc's eyes, though he does think that having large cash reserves right now is particularly prudent. He's a fan of short-term government bonds & gold -- but he expects most other assets to take a walloping in the coming months. https://youtu.be/B6JbqnPDuss Learn more ab...
Oct 15, 2022•1 hr 5 min
Dr Marc Faber returns to the program to provide his latest macro outlook. Marc is a PhD in economics, author and long-time Editor & Publisher of the Gloom Boom Doom Report. It's quite pessimistic, as Marc sees the combination of 'too much debt', asset bubbles, a moribund global economy, and smoldering social unrest resulting from historic levels of wealth inequality serve as a pressure cooker that will break badly somewhere in the system. Add in short-sighted (incompetent) political decision...
Oct 13, 2022•1 hr 5 min
We're now 10 months into 2022 and it's been a pretty dismal year so far for both stocks and bonds. Is relief in sight? Or will the bruises keep on coming? To find out, we've asked market specialist Ed Easterling of Crestmont Research to return to the program and share his latest outlook with us. https://youtu.be/nT34rI_7uro Learn more about your ad choices. Visit megaphone.fm/adchoices...
Oct 12, 2022•49 min
A concern that many recent experts on this channel have raised is that there is a dangerously high percentage of corporations that classify as "zombie companies". As the cost of debt increases as interest rates rise, the likelihood that these companies could start failing en mass increases. How big of a concern is this? What implications would a mass die off of these zombies have on the markets, and the economy in general. For answers, we turn to David Trainer, CEO of research firm New Construct...
Oct 11, 2022•1 hr 10 min
Financial advisor Lance Roberts and Wealthion host Adam Taggart discuss everything that mattered to markets this week. https://youtu.be/bQAC68MxahA Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 08, 2022•1 hr 53 min
