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Wealthion - Be Financially Resilient

Wealthionwww.wealthion.com
Official Wealthion Podcast Feed. Learn about money and the markets from leading investors from around the world, and discover how to build a more resilient, long-term plan for your investment portfolio. Look for new episodes each week.
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Episodes

The Mooch Unleashed: Introducing 'Speak Up' with Anthony Scaramucci

Exciting News from Wealthion! Starting December 1st, get ready to join legendary fund manager Anthony Scaramucci every Friday for his new interactive series, 'Speak Up with Anthony Scaramucci.' During this interactive show, YOU have the power to steer the conversation and dive deep into the world of investments during a live Q&A with 'The Mooch' himself! Viewers will be able to submit their pressing questions to help deepen their investment knowledge, and even have the chance to dial in to p...

Nov 28, 202349 min

Are We in a Commodities Super Cycle?

There are a number of conflicts going on around the globe right now. They’re impacting natural resources, the economy and your wallet. Jay Martin, CEO of Cambridge House International, joins Eric Chemi to discuss the geopolitical tensions facing the world right now, raw materials and why he’s bullish on America in the long term. WORRIED ABOUT THE MARKETS? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Wealthion's endorsed financial advisors at https://www.wealthion.com #supercycle #geopolitics #commod...

Nov 24, 202356 min

Viewing Lumber as an Economic Indicator | Kyle Little

Lumber is a key economic indicator that typically doesn’t get as much attention as it should. Housing and lumber demand are leading factors that can help determine what is going on in the broader economic picture. Kyle Little, Chief Operating Officer of Sherwood Lumber, is an expert on this topic. His whole career has been based on the intersection of finance, lumber economics and more. He joins Eric Chemi to discuss the basics of lumber and where he sees the price going in a year from now. WORR...

Nov 22, 202353 min

November to Remember? | Jay Woods

We’re more than halfway through November. Historically, it is the second best performing month of the year, right behind the month of April. So, will this be a November to remember? Jay Woods, Chief Global Strategist for Freedom Capital Markets joins Eric Chemical to discuss what trends he’s seeing in the markets, what data points he’s been looking out for and whether or not he thinks this will be a November to remember. WORRIED ABOUT THE MARKETS? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Wealthi...

Nov 22, 202354 min

How The Fed Really Works | Joseph Wang

The FOMC is dominating the macro conversation right now. Many are wondering what the Fed is doing, when the hike cycle is going to be over, when we may see rate cuts and what could happen as we head into 2024. Joseph Wang, the CIO at Monetary Macro fund, also known as “The Fed Guy,” joins Eric Chemi. He previously worked at the Fed. Joseph will break down how the Fed really works, why he thinks the bond bear market isn’t over and what he expects the Fed to do next. WORRIED ABOUT THE MARKETS? SCH...

Nov 17, 202352 min

The Great Energy Transition | John Ciampaglia

The Inflation Reduction Act is a bill that is designed to accelerate the transition to cleaner energy and technologies. This piece of legislation is aiming to help the world transition from legacy fossil fuels to greener technologies. Think solar power, hydrogen, EVs, and carbon capture among others. The goal is to incentivize companies to invest in these sectors. What opportunities might that present for your portfolio? John Ciampaglia, the CEO of Sprott Asset Management, joins Jimmy Connor to ...

Nov 16, 202347 min

Housing, Investing and Philanthropy with Bill Pulte

The housing market has continued to vex us in recent years. Prices have been surging. Renters are staying put with fewer options to relocate as rents climb. And on top of that, mortgage rates remain high. What should you consider if you’re trying to invest in real estate? Bill Pulte, from the famed PulteGroup, the third largest builder in the country, joins Eric Chemi to give his advice on what to look out for when investing in housing, his personal & family investments and his relationship ...

Nov 15, 202356 min

Why Are Stocks Up If The Economy Is Slowing Down? | Nick Colas

The stock market is not the economy. It’s always looking 6-12 months out, trying to predict what is going to happen next. Meaning, the markets predictions could be right at times, but it can also get things wrong. Nick Colas, the Co-Founder of DataTrek Research joins Eric Chemi to explain how the markets are reacting to the current economic weakness, why stock prices may be going up, and how to invest in this economy. WORRIED ABOUT THE MARKETS? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Wealthion'...

Nov 15, 202347 min

H.O.P.E. is Running out | Fall Conference Highlight

Eric Chemi wraps his first week of guest hosting with Wealthion, gives our viewers with an update about Weekly Market Recaps. During the Wealthion Fall conference, Adam spoke with Mike Kantrowitz about the H.O.P.E. frame work, and what it is telling us about the odds of a recession. Want to hear this full conversation? Replay Videos are now available from our Oct 21, 2023 Virtual Conference. Purchase a Ticket to get access to all the presentations, Q&A sessions and bonus materials. To Purcha...

Nov 11, 20239 min

Are Metals Losing Their Luster? | David Iben

Meet Jimmy Connor! He’s one of the many faces joining the Wealthion team with one goal, to empower you to make the best financial decisions for you and your family. Jimmy’s passionate about educating investors on the benefits of resources, such as precious metals, base metals, battery metals and uranium. He’s also the host of Bloor Street Capital. David Iben, CIO of Kopernik Global Investors, joins Wealthion guest host Jimmy Connor to share his views on the economy, why his team is bullish on go...

Nov 10, 202349 min

How High Rates Will Impact Your Wealth | Peter Boockvar

As inflation and interest rates remain high, consumers and businesses are being more conservative with how they spend. The reason? More cash flow is paying for higher expenses. How is the global economy going to digest the current level of interest rates? Peter Boockvar, Chief Investment Officer of Bleakley Financial Group & Editor of The Boock Report, shares his perspective on how to respond to the current environment. ************************ At Wealthion, we show you how to protect and bu...

Nov 09, 202343 min

Is The Fed Still Hiking or Preparing for Cuts? | Kenny Polcari

Meet Eric Chemi! He’s one of the many new faces joining the Wealthion team with one goal, to empower you to make the best financial decisions for you and your family. Eric has been around economics his entire life, working as an investor on Wall Street and later as a reporter at Bloomberg and CNBC. Kenny Polcari, Chief Market Strategist at Slatestone Wealth, shares his insights on the latest jobs data, where inflation is headed and if the Fed will be hiking rates or preparing to cut. Kenny and E...

Nov 08, 202344 min

The Storm Brewing in the Housing Market

Adam resurfaces a recent interview he did with housing analyst Melody Wright. Melody did boots on the ground analysis by getting in her car and traveling to the hottest real estate markets. During her research, she discovered that those looking at the real estate market right now are likely dealing with imperfect information, which could eventually lead to much lower housing prices. ************************ At Wealthion, we show you how to protect and build your wealth by learning from the world...

Nov 07, 202336 min

The Battle Between Inflation and Deflation: Fall Conference Highlight

To Purchase All the Replay videos for Wealthion's online conference from the Oct 21, 2023 event, go to: https://wealthion.com/conference?utm_source=YT During the Wealthion Fall conference, Adam spoke with Stephanie Pomboy about inflation, deflation and how those two force could resolve themselves going into 2024. Want to hear this full conversation? Replay Videos are now available from our Oct 21, 2023 Virtual Conference. Purchase a Ticket to get access to all the presentations, Q&A sessions...

Nov 03, 20238 min

How to Invest in Farmland

Adam revisits his conversation with Craig Wichner, Managing Director of Farmland LP to help our viewers better understand how to invest directly in farmland. Investing in sustainable agriculture is great for the planet, our food systems, and more importantly provide superior investment returns. ************************ 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 acc...

Nov 02, 202331 min

A Message From Adam Taggart About the Exciting Future of Wealthion

Adam Taggart discusses some exciting news coming to the Wealthion channel as the team expands with new shows, new faces and more advice from leading experts to help our viewers become even more financially resilient. ************************ 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...

Oct 31, 20237 min

Fear Took Over The Market This Week | Lance Roberts & Adam Taggart

Portfolio manager Lance Roberts & Wealthion host Adam Taggart discuss how stocks are oversold in the short term but very overvalued in general, while bonds appear oversold but very undervalued. ************************ 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 persona...

Oct 22, 20231 hr 30 min

While A Brief Bounce Is Likely Next, Market To Face Decade-Long Headwinds | Adam Taggart

Debt overhangs & runaway fiscal deficits are likely to drag down economic growth and stocks & bonds over the coming decade, even though in the immediate terms, a brief bounce in the markets is likely. So warns the lead partners of New Harbor Financial, who join Wealthion host Adam Taggart in today's discussion. ************************ 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 ...

Oct 20, 202348 min

2024 Facing "A Recipe For Turmoil" | John Rubino

We're in a strange time when there are many countercurrents pulling the economic and market action in differing directions Central banks like the Federal Reserve are jamming on the economy's brakes, while on the fiscal side, Congress and the Administration are hitting the gas pedal using massive deficit spending. How will this all resolve? For perspective, we're fortunate to have macro and monetary analyst John Rubino return to the program. Follow John at https://rubino.substack.com/ #fedpivot #...

Oct 19, 20231 hr 18 min

Bill Fleckenstein: A "Generation-Long" Bear Market In Bonds Lies Ahead

When today's guest expert appeared last on this channel, he warned about a potential moment when the bond market would lose faith in the Fed's ability to tame inflation, at which point it would start pushing yields substantially higher. Well, long bond yields have indeed surged over the past few months, setting US Treasury bonds up for what looks like an unprecedented third consecutive year of losses -- something that has never happened before in US history. Are we indeed at the point where the ...

Oct 18, 202359 min

Lyn Alden: The Economy Is Trapped In A Vicious Cycle Of More Debt & Bigger Deficits

Today's guest expert, Lyn Alden details out why today's high debt balances & high interest costs are forcing high fiscal deficits... which will require more debt monetization. It's a vicious cycle similar to the 1940s. Buckminster Fuller, the famous architect and systems theorist, famously said: "You never change things by fighting the existing reality. To change something, build a new model that makes the existing model obsolete." Lyn brings an engineering approach to finance and investing ...

Oct 17, 20231 hr 7 min

Is Now The 'Blood In The Streets' Moment For Bonds? | Lance Roberts & Adam Taggart

Portfolio manager Lance Roberts explains why he sees now as one of the best times -- if not THE best time -- in his career to buy long-duration bonds. He and Wealthion host Adam Taggart discuss this in today's Weekly Market Recap, as well as these other following topics: - impact of the - September CPI of 3.7% - weak recent US 30-year Treasury auction results - why now may be the best time to invest in long-duration bonds - more evidence the consumer is weakening - Lance's latest trades ********...

Oct 15, 20231 hr 21 min

Worried About A Market Crash? Here's How To Invest | Jonathan Wellum

With today's concerns about rising bond yields, recessionary indicators, consumer weakness & geopolitical instability, it's little surprise that many investors are feeling compelled to play it really safe. To prioritize preservation of capital over return on it. That's very understandable and for many, may indeed be the right choice. But it comes with tradeoffs. Ones that may well indeed be worth taking, but when taking them, it's important to have your eyes wide open about the situation. To...

Oct 13, 202358 min

Hard-Won Investing Lessons From A Survivor Of Long Term Capital Management | Victor Haghani

As regular viewers know, this channel's mission is focused on wealth building, how to help its viewers fund their life goals. Risk management is a big part of successfully building wealth. But many people -- even sometimes the "smartest guys on Wall Street" -- fail to adequately protect themselves from downside risk. Perhaps the best-known example of this is the surprise implosion of the hedge fund Long Term Capital Management, back in the late 1990s. The firm was helmed by some of Wall Street's...

Oct 12, 20231 hr 9 min

Stocks & Everyday Americans To Suffer When The 'Lag Effect' Forces A Correction | Adam Kobeissi

In a lot of ways, we're in uncharted territory right now. While we face a litany of daunting challenges on an increasing number of fronts -- including this weekend's tragic developments in the middle east -- we've never had so much debt weighing us down at the national and the household level. And the cost to service that debt has recently ballooned, to levels that may well be unsustainable. How will this resolve? CAN it resolve without some sort of financial crisis or painful defaults? To discu...

Oct 11, 20231 hr 8 min

The Bond Vigilantes Are Back! And They're NOT Happy About Deficit Spending | Ed Yardeni

Ed Yardeni, the investment strategist who coined the term "bond vigilantes" back in 1983 declares they are back & responsible for the painful recent rise in bond yields. Specifically, Ed thinks concerns about the high degree of deficit spending & increase in supply of US Treasurys is what has awakened them from their decades-long slumber. Where does Ed see bonds & stocks headed from here? We discuss in detail in this interview. Follow Ed at https://yardeniquicktakes.com/ #bondyields ...

Oct 10, 20231 hr

2024 To Be The Year Of The Economic Reckoning? | Lance Roberts & Adam Taggart

Portfolio manager Lance Roberts explains why, despite the potential for stocks to rally into year end, next year may indeed be the time when the lag effect catches up with the economy and we plunge into a recession + a bear market. He and Wealthion host Adam Taggart discuss this in today's Weekly Market Recap, as well as these other following topics: - new payrolls jobs data - expectations for next week's CPI inflation number - odds for hard landing in 2024 - outlook for bond yields - vulnerabil...

Oct 07, 20231 hr 25 min

As Yields Surge, How Much Pain Is Left Ahead For Bonds? For Stocks? | Adam Taggart

Bond yields continued to rise this week, causing more investors to worry that a major market repricing is in store ahead. How much pain is left in store for bonds? For stocks? Wealthion host Adam Taggart discusses this in depth with the financial advisors at New Harbor, who share their forecast as well as how they are currently positioning client capital for what they see ahead. LOCK IN THE EARLY BIRD DISCOUNT PRICE for Wealthion's online conference on Oct 21 at https://wealthion.com/conference?...

Oct 06, 20231 hr 11 min

Hear What The Money Experts See Coming Ahead | Lacy Hunt, James Grant, Stephanie Pomboy & more

LOCK IN THE EARLY BIRD DISCOUNT PRICE for Wealthion's online conference on Oct 21 at https://wealthion.com/conference?utm_source=SPFY 2022 was one of the most treacherous years on record for investors. But 2023 (so far) has surprised to the upside. W hat is 2024 most likely to have in store for us? Tickets for the Wealthion Fall conference are still on sale at the Early Bird price discount of nearly 30% off the standard price. Alumni of our previous conferences get an additional 15% discount on ...

Oct 05, 20239 min

Changes Ahead! How NOT To Become Collateral Damage | Brad Stulberg

Disruptive change is everywhere these days. The world is still recovering from the shockwaves unleashed by the COVID pandemic and the war in Ukraine. New technologies like AI threaten to upend our relationship to work. The financial markets have made wild swings over the past 2 years. And the risk of the economy falling into recession next year is concerningly high. How can we prevent ourselves from being victims of unpredictability in such an ever-changing world? To find out, we have the good f...

Oct 04, 202354 min
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