PODCAST · business
Wealthion - Be Financially Resilient
by Wealthion
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.
Episodes
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Housing Market in Crisis: Nick Gerli Warns the Worst Is Yet to Come
🏠 Could the housing downturn put your investments at risk? Get a second opinion on your portfolio with Wealthion: https://bit.ly/4e9LsJV Is the U.S. housing market headed for a deeper crash? Real estate expert Nick Gerli, founder of Reventure, joins Maggie Lake to explain why America's housing...
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S&P 500 to 8,000? A Brutal Market Reversal Ahead | Gareth Soloway
💡 Is your portfolio prepared for the next market downturn? With AI stocks dominating market gains and Treasury yields climbing, now may be the time to reassess your risk. Request a complimentary portfolio review with a Wealthion financial advisory partner: https://bit.ly/4e9LsJVThe S&P 500 could...
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AI Is Propping Up the Economy. The Fed Could Break It.
💡 Is your portfolio prepared for a market where stocks and bonds could fall together? With AI masking economic weakness and the Fed risking overtightening, traditional diversification may not offer the protection investors expect. Request a complimentary portfolio review with a Wealthion…
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Uranium’s Supply Crunch Is Getting Worse — And Prices Could Go Much Higher
The uranium bull market may have much further to run.Justin Huhn, founder of Uranium Insider, joins Wealthion’s Maggie Lake to break down the growing imbalance between global uranium supply and nuclear power demand — and what it could mean for uranium prices, uranium stocks and investors.Huhn...
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Your Portfolio Is One Big AI Bet — The Diversification Illusion
Are investors really diversified — or has the AI boom turned major stock indexes into one enormous concentrated bet? Rupert Mitchell, author of The Blind Squirrel, joins Maggie Lake to explain why he believes traditional index investing may now offer a false sense of diversification. His concern:...
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Higher Rates Could Burst the AI Bubble — Here’s What to Own Instead
Could rising interest rates burst the AI bubble—and leave investors exposed in both stocks and bonds? Jesse Felder, founder of The Felder Report, joins Maggie Lake to discuss inflation, Treasury yields, gold and why he believes the commodity supercycle still has room to run. Felder explains why…
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Deflation Is Coming — And Gold, Bitcoin & Copper Could All Get Hit
Mike McGlone says gold, copper and even Bitcoin have become "stock puppets," so correlated with the S&P 500 that a 10% drop in stocks could crush them all together. Why the asset you thought was a hedge may not be diversifying you at all.Bloomberg commodity strategist Mike McGlone joins Maggie…
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Trump Accounts Explained: How $1,000 Could Grow Into Much More
Trump Accounts are creating a new way for families to invest for their children — including a $1,000 government contribution for eligible kids. Brandy Maben of WindRock Wealth Management joins Wealthion to explain how Trump Accounts work, who qualifies, how much families can contribute, and what...
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Everyone’s Bracing for a Crash. The Economy Says Otherwise.
Investors have spent years waiting for the U.S. economy to crack. Chris Galipeau of Franklin Templeton says they may be making a costly mistake. In this conversation with Wealthion’s Maggie Lake, Galipeau explains why the recession narrative has repeatedly failed, why the American consumer and...
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The CLARITY Act Failed. What Happens to Crypto Now?
The CLARITY Act failed to advance in the Senate — but the transformation of crypto and the financial system may be moving forward anyway. Maggie Lake sits down with Brett Rentmeester, founder and managing director of WindRock Wealth Management, to unpack what the setback means for Bitcoin,...
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We’re in a Debt Bubble — And the Pressure Is Building.
Inflation remains stubborn, interest rates are elevated, AI spending is exploding and global debt continues to climb. Jonathan Wellum says investors need to pay attention to what all of those forces could mean for markets — and for the purchasing power of their money.Jonathan Wellum, CEO and CIO…
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Mark Skousen: Why He's Still 100% Invested at All-Time Highs
Economist and longtime investor Mark Skousen joins Wealthion’s Maggie Lake with a surprisingly bullish message: despite persistent inflation, rising interest rates, massive U.S. deficits and stretched technology valuations, he remains 100% invested in the stock market. Skousen explains why he...
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Henrik Zeberg: Why Bonds May Be Too Cheap
Henrik Zeberg, macro strategist at Swissblock and founder of The Zeberg Letter, believes the stock market’s final melt-up may still have much further to run — but warns that the setup beneath the surface is becoming increasingly unstable. In this wide-ranging conversation with Maggie Lake, Zeberg...
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The Bond Market Is in Revolt — Is Money Printing Next?
The 10-year Treasury yield has pushed above 5% — and GBI Chief Economist Trey Reik says the “bond market is in complete revolt.” He joins Maggie Lake to explain why the Federal Reserve and Treasury appear to be pulling in opposite directions, what Scott Bessent’s increasingly aggressive...
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Inflation Is Still a Problem. Is the Fed Fighting the Wrong War?
Inflation remains one of the biggest questions hanging over the Federal Reserve — but some of Wall Street’s top strategists sharply disagree over what today’s CPI data really means. With headline inflation at 3.4% and core inflation at 2.4%, is price pressure still strong enough to force the Fed…
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Tom Lee: Inflation Fears Are Overblown — Crypto Could Rip Higher
Veteran Wall Street strategist Tom Lee joins Wealthion’s Maggie Lake to explain why he believes investors may be too pessimistic about inflation, the U.S. economy, artificial intelligence and crypto. Lee argues that inflation may be closer to the Federal Reserve’s target than headline data...
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What Bessent Is Really Doing in the Bond Market | Mike Green
Scott Bessent is making a major move in the U.S. Treasury market as long-term bond yields remain under pressure. Mike Green joins Maggie Lake to explain what Bessent is really trying to accomplish with expanded Treasury bond buybacks — and why he believes the deeper problem in the bond market is...
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Oil Near $100: China’s Demand Story Doesn’t Add Up | Art Berman
Oil is back near $100 — but Art Berman says one of the biggest stories in the global oil market may be getting misread.In this conversation, the veteran energy analyst challenges the idea that China has simply managed the oil shock by drawing on massive strategic reserves. Instead, Berman points…
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Silver to $500? The Precious Metals Trade That Could Explode Next
Michael Oliver believes the next major phase of the precious metals bull market could be far more explosive than investors expect — and gold and silver miners may be the trade to watch. Oliver explains why mining stocks remain historically cheap relative to gold and silver, the technical breakout...
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Gold Just Snapped Back. i-80 Gold CEO Sees a 20-Year Bull Run
Gold is swinging hard again — rebounding sharply today after an early selloff pushed prices to a near one-month low. But i-80 Gold CEO Richard Young says investors focused on the day-to-day volatility may be missing a much bigger shift in gold and commodities. In this conversation with Trey Reik,...
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David Rosenberg: “Every Bubble Pops” — Markets Aren’t Ready
David Rosenberg believes investors are overlooking a growing disconnect between market optimism and the underlying economy. In this conversation with Maggie Lake, Rosenberg explains how he is positioning for a more fragile economic backdrop — including exposure to equities, bonds and hard assets…
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Iran Erupts Again: Is a Major Oil & Market Shock Coming?
Renewed fighting between the U.S. and Iran has once again put the Strait of Hormuz — one of the world’s most critical oil chokepoints — at the center of global markets. With Brent crude jumping back above $90 a barrel following fresh U.S. and Iranian strikes, investors are again confronting a...
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Recession Fears Are Wrong? Why the U.S. Economy Is Stronger Than It Looks
Is the U.S. economy really headed for recession? Franklin Templeton’s Chris Galipeau argues the bearish narrative is missing what matters most: a resilient consumer, improving credit trends, strong corporate earnings, and a labor market that remains supportive. He also pushes back on fears that…
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Before You Sell: The Capital Gains Move to Know
Investors sitting on large gains may have a new way to defer taxes and potentially earn tax-free appreciation through Opportunity Zones. Brett Rentmeester of WindRock Wealth Management joins Maggie Lake to explain how the updated 2027 rules work, who they may benefit, and why gains realized in…
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NVIDIA Earnings Put the AI Boom to the Test — Woo Warns of “Catastrophe”
NVIDIA earnings are putting the AI boom back under the microscope. David Woo joins Maggie Lake to explain why he believes the bigger risk isn’t one quarter of results, but the assumptions holding up the entire AI trade.Woo argues that AI valuations are increasingly driven by winner-take-all...
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Blind Investing Is Over: The Portfolio Shift to Make Before the Next Crisis
The old “buy the S&P 500 and forget it” playbook may be getting riskier. Wealthion CEO Steven Feldman joins Maggie Lake to explain why rising deficits, persistent inflation, a weakening dollar, elevated stock valuations, and massive AI concentration are changing the investing landscape. Feldman...
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The Leveraged ETF Trap That Could Wreck Tech Stocks
Leveraged ETFs promise amplified returns, but Kevin Muir warns they can amplify something else too: market chaos. He explains how 2x and 3x ETFs, daily resets, forced buying and selling, and “negative gamma” can turn ordinary volatility into violent market moves. With tech and semiconductor…
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The Commodity Boom Is Here — But Investors Could Get Burned
Where are the best opportunities in commodities — and where can investors get burned?Jonathan Wellum breaks down how he approaches gold, silver, copper, uranium, rare earths and mining stocks, while explaining why some parts of the commodity sector can be highly cyclical and speculative.Wellum...
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Gold Is Warning Us: The Financial System Is Changing
Grant Williams says gold has just beaten its inflation-adjusted 1980 peak for the first time in 45 years, and that is the sound of the "howling wolf" returning to the financial system. Why he tells investors to forget the price and simply own it. Grant Williams joins Maggie Lake to revisit his...
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David Rosenberg: The Economy Is More Fragile Than You Think
Veteran economist and market strategist David Rosenberg joins Maggie Lake to explain why he believes the U.S. economy is weaker than headline data suggests. Rosenberg breaks down slowing growth, disinflation, labor-market weakness, the disconnect between strong corporate earnings and stagnant...
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Oil to $120? Iran Could Trigger the Next Stock Market Shock | David Woo
David Woo says markets may be dangerously underpricing the risk of escalation around Iran and the Strait of Hormuz. He explains why Iran has an incentive to push crude toward $100–$120, why tougher U.S. action could be bullish for oil and bearish for stocks, and how a confrontation involving…
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The Recession Never Came. Is This Bull Market Just Getting Started?
The recession everyone feared still hasn’t arrived — and the stock market keeps defying the bears. Ed Yardeni explains why he believes the U.S. economy remains resilient, why consumer spending and corporate earnings could keep the bull market moving higher, and why pessimistic investors may be...
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The Financial System Is Cracking - Why Gold & Commodities Could Surge
Top gold miners are earning margins above $3,000 an ounce, yet Jonathan Wellum says their stocks are still priced as if gold were far lower. Why he sees a rare gap between commodity cash flow and mining stock prices. Jonathan Wellum, CEO and CIO of RockLinc, joins Maggie Lake to explain why...
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Art Berman: The Global Energy Order Is Breaking
Roughly six vessels moved through the Strait of Hormuz in a day, down from 130 to 140 before the war, and Art Berman says Persian Gulf oil production is down about 10 million barrels a day. His case: this is a bigger supply shock than COVID, and markets are barely pricing it. Geologist and energy...
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Soft Jobs. Hard Talent: Mining’s Hidden Bottleneck | Steven Enders
The U.S. jobs market is cooling — but mining has a very different labor problem: finding the right talent. Veteran geologist and mining expert Steven Enders joins Maggie Lake to explain why the quality of people and management teams can make or break a mining project — even as the industry faces...
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The Fed’s Credibility Is on the Line, Ed Yardeni Warns
The U.S. economy has survived higher rates, tariffs, inflation, geopolitical shocks and repeated recession warnings. Ed Yardeni says there’s a reason: the American consumer remains remarkably resilient. In this conversation, Yardeni explains to Maggie Lake why he believes the economy could stay...
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Taxed for Leaving? Chris Casey Warns Wealth Taxes Are Spreading
Could your state make it more expensive to leave—or tax wealth you haven’t even sold? Chris Casey, founder of WindRock Wealth Management, breaks down the growing push for wealth taxes, exit taxes, taxes on unrealized gains, and new pressures facing real estate owners. He explains why…
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The Bond Market Is Flashing a Major Warning | Steve Hanke
Are investors missing the biggest risks facing the global economy? In this exclusive interview, renowned economist Steve Hanke joins Maggie Lake to explain why he believes markets have become dangerously complacent about rising bond yields, inflation, geopolitical conflict, and America's growing...
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Gold's Bull Market Isn't Over, But Don't Buy Yet
Is now the right time to buy gold and gold stocks—or should investors wait? In this Wealthion interview, veteran resource investor Lobo Tiggre tells Maggie Lake why he sold every one of his gold and silver stock positions, why he refuses to chase the current rally, and the warning signs he…
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Treasury Yields Could Break the AI Boom
Could rising Treasury yields trigger the next major market downturn? In this exclusive interview, Jesse Felder, founder of The Felder Report, explains why he believes the 10-Year Treasury yield is the most important chart in the world—and why it could derail the AI boom, pressure stocks, and…
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Jim Bianco: There Are Now Two Stock Markets
Have U.S. markets quietly split into two completely different markets? In this conversation with Maggie Lake, Jim Bianco, President of Bianco Research, argues that's exactly what's happening. According to Bianco, just 41 AI-related companies now account for nearly half of the S&P 500, while the...
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Why a Recession May Never Come... and Why Gold Still Wins
For years, investors have been waiting for a recession that never seems to arrive. According to Fourth Lane Partners Portfolio Manager Andrew Sarna, there's a simple reason why: massive government deficits continue to overwhelm traditional recession signals. In this interview with Maggie Lake,...
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Everything You Believe About the Housing Market Is Wrong
Is the U.S. really facing a housing shortage? Ivy Zelman says the data tells a very different story.In this conversation with Maggie Lake, renowned housing analyst Ivy Zelman explains why the housing market has become a tale of two Americas, why affordability is the worst it's been in decades…
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Barry Knapp: I Cut Tech. Here's Why.
AI has been the market's biggest winner—but Barry Knapp believes the trade is entering a new phase. In this conversation with Maggie Lake, Barry Knapp, Founder and Managing Partner of Ironsides Macroeconomics, explains why he's reduced his exposure to technology stocks, why the pace of AI capital...
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Jim Bianco: The Fed Has Changed Forever
The Fed announces its latest interest rate decision Wednesday—but is Wall Street missing the real story? Jim Bianco, President of Bianco Research, joins Maggie Lake to explain why this could be one of the most consequential Fed meetings in years, why he believes rates should be higher, and why a...
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You're Underestimating AI's Next Trillion-Dollar Opportunity
Everyone is focused on today's AI boom—but according to Brett Rentmeester, the biggest investment opportunities may still be ahead. In this conversation with Maggie Lake, Brett explains why investors are underestimating AI's next phase, from agentic AI and autonomous software to physical AI,...
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Steven Feldman: The Investment Risk Nobody Wants to Talk About
For decades, investors have benefited from the belief that U.S. markets would continue to outperform the rest of the world. But as AI fuels an increasingly concentrated stock market, are investors taking on far more risk than they realize? In this conversation, Wealthion CEO Steven Feldman…
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Kevin Muir: Why the Smart Money Is Selling AI Stocks
Kevin Muir, author of The MacroTourist newsletter, believes investors may be missing one of the biggest shifts happening beneath the surface of today's market.As SpaceX prepares for a historic insider share unlock, Kevin explains why a wave of new equity supply, insider selling, and elevated AI...
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Everyone's Too Bearish: Why the U.S. Economy Keeps Defying Expectations
Wall Street has spent years warning about a recession, weak consumer spending, and an inevitable stock market correction. But what if the data tells a completely different story? In this interview, Chris Galipeau, Head Market Strategist at Franklin Templeton, joins Maggie Lake to explain why the...
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Mark Mills: AI's Dirty Secret Is Oil And Most Investors Have It Wrong
Artificial intelligence may be the biggest technological revolution in decades—but according to Mark Mills, it won't replace the world's need for energy. It will dramatically increase it. In this conversation with Maggie Lake, Mark explains why the AI boom could fuel a new era of demand for oil,...
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ABOUT THIS SHOW
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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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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