Wealthion - Be Financially Resilient

Wealthion - Be Financially Resilient

By WealthionBusinessInvesting
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Wealthion - Be Financially Resilient episodes

  • 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 Lake to explain why nearly every major asset, from metals to crypto to oil, is now trading on the back of one thing: the US stock market. He walks through why gold's push above $5,000 and its pullback are a warning rather than a new bull trend, why copper and Bitcoin are lagging stocks at much higher volatility, why he expects crude and diesel to revert to their cost of production, and why he sees a disinflationary reset coming once equities stall.What McGlone covers:Why gold, copper and Bitcoin have become correlated "stock puppets" of the S&P 500The bond market, the 10-year yield above 5%, and what is really driving itWhy he expects energy prices, especially diesel, to revert sharply lowerGold's exciting volatility as a warning sign, not a reason to chase itWhy he thinks Bitcoin's cycle still points toward a much lower lowGrains, soybeans and the one commodity group that is not a stock puppetWhy a 10% drop in the stock market is the real risk to watch this cycle💡 Gold, copper and Bitcoin may look like diversification, but Mike McGlone argues they could all be more tied to the stock market than investors realize. If your portfolio is counting on those assets to protect you when equities fall, it may be worth taking a closer look.Is your portfolio really diversified?Get a complimentary portfolio review → Go to https://bit.ly/4hQ1DOO to get started.Chapters: 00:00 Is a Deflationary Cycle Coming?01:06 Bond Yields, Inflation & the Fed’s Next Move02:39 Can Commodities and Bond Yields Keep Rising?05:22 Why Oil and Diesel Prices Could Crash08:27 Is Persistent Inflation the Wrong Narrative?12:14 Gold & Silver: Have Prices Already Peaked?17:00 Why Gold Is Acting Like a Risk Asset19:20 Iran, Oil Prices & the War Premium24:25 Are Markets Pricing Too Many Fed Rate Hikes?26:44 “We’re All Stock Puppets”29:21 What Happens If the Stock Market Falls 10%?32:19 Bitcoin to $10,000? McGlone’s Bearish Crypto Call36:52 Is Copper the Next Market to Break?39:37 Corn, Soybeans & the Commodity Supply Cycle44:04 Why McGlone Still Sees Deflation Ahead45:52 Soft Landing or a Major Market Break?

    Connect with us online:
    Website: https://www.wealthion.com
    Spotify Podcast: https://open.spotify.com/show/4wCAfhgUdspxeMqyi6KZkb
    Apple Podcast: https://podcasts.apple.com/us/podcast/wealthion-be-financially-resilient/id1566889716
    X: https://www.x.com/wealthion
    Instagram: https://www.instagram.com/wealthionofficial/
    LinkedIn: https://www.linkedin.com/company/wealthion/
    Facebook: https://www.facebook.com/Wealthion/
    #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement
    ________________________________________________________________________
    IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
     
    While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
     
    We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
     
    The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    51 min
  • 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 decades of compounding could mean for a child’s future wealth.
    She also breaks down where Trump Accounts fit alongside 529 plans, Roth accounts and other long-term savings strategies — and what parents should consider before deciding where to put their money.
    Watch the full conversation for a practical breakdown of Trump Accounts, contribution rules, tax considerations and how families can think about building wealth for the next generation.
    💡 If this conversation has you thinking about how these new Trump Accounts fit into your broader financial plan, that’s exactly where Wealthion can help. Whether you’re weighing a Trump Account against a 529, thinking about long-term investing for your children, or simply trying to make sure your portfolio is positioned for the years ahead, you can get a free portfolio review with an advisor in our network.
    Go to https://bit.ly/4hQ1DOO to get started.
    Chapters:
    00:00 Trump Accounts: Who Gets the $1,000?
    00:36 What Is a Trump Account?
    01:56 Who Qualifies for the $1,000 Government Contribution?
    02:26 Employer and Other Trump Account Contributions
    03:14 How Compounding Can Grow the Money
    04:00 Biggest Advantages of Trump Accounts
    05:08 Can You Combine Trump Accounts With a Roth IRA or 529?
    06:02 Who Should Prioritize a Trump Account?
    06:54 Who Can Contribute and What Is the $5,000 Limit?
    08:27 Should You Fund It All at Once or Monthly?
    10:41 Trump Account vs. 529: Which Is Better?
    11:52 When Can Kids Withdraw the Money?
    12:24 Other Ways to Save for Education
    13:16 Final Takeaways on Trump Accounts
    Connect with us online:
    Website: https://www.wealthion.com
    Spotify Podcast: https://open.spotify.com/show/4wCAfhgUdspxeMqyi6KZkb
    Apple Podcast: https://podcasts.apple.com/us/podcast/wealthion-be-financially-resilient/id1566889716
    X: https://www.x.com/wealthion
    Instagram: https://www.instagram.com/wealthionofficial/
    LinkedIn: https://www.linkedin.com/company/wealthion/
    Facebook: https://www.facebook.com/Wealthion/
    #TrumpAccounts #InvestingForKids #529Plan #RothIRA #PersonalFinance #Investing #FamilyFinance #RetirementPlanning #WealthBuilding #CompoundInterest #FinancialPlanning #Wealthion
    ________________________________________________________________________
    IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
     
    While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
     
    We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
     
    The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    16 min
  • 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 corporate earnings remain more resilient than many investors realize, and why fears surrounding AI, jobs, geopolitics, and the broader economy may be obscuring what actually matters for markets.
    Galipeau also breaks down why today’s AI boom looks different from the dot-com bubble, where he sees real investment opportunities emerging, and why investors focused relentlessly on the next crisis risk missing the strength already hiding in plain sight.
    In this interview:
    • Why recession calls have repeatedly missed the mark
    • What consumer strength is telling us about the U.S. economy
    • Why AI may not destroy jobs the way many fear
    • AI boom vs. the dot-com bubble
    • Why corporate earnings matter more than the doom narrative
    • Where investors may be overlooking opportunity
    • What could change Galipeau’s bullish outlook
    💡 Chris Galipeau says volatility can create opportunity — but only if your portfolio is prepared for it. Get a free review with Wealthion’s trusted financial advisors: https://bit.ly/4xFx2Jr
    Chapters:
    00:00 Why Investors May Be Too Bearish
    00:23 Chris Galipeau on the Market Outlook
    01:01 Why Earnings Still Matter Most
    02:17 Is the Stock Market Too Negative?
    03:08 Fed Rate Hikes and Recession Risk
    04:35 Oil Prices, Inflation and the Consumer
    06:05 What’s Driving Global Earnings Growth
    07:29 AI, Semiconductors and Market Speculation
    08:30 The Real ROI From Artificial Intelligence
    10:24 Wealthion Membership
    11:34 Why This AI Boom Is Not the Dot-Com Bubble
    14:48 How the Market Punishes Speculation
    15:48 How Professional Investors Manage Volatility
    17:57 Why Volatility Creates Opportunity
    19:21 How Franklin Templeton Thinks About Portfolio Risk
    20:25 Energy, Utilities and the AI Power Trade
    22:29 Small Caps, Interest Rates and Economic Growth
    23:53 Will AI Destroy Jobs — or Boost Productivity?
    27:02 The Two Biggest Risks for Stocks
    28:55 Why the Fed Is Still Fighting Inflation
    29:29 Could AI Regulation Trigger a Market Repricing?
    31:11 Finding the Winners and Losers in AI
    Connect with us online:
    Website: https://www.wealthion.com
    X: https://www.x.com/wealthion
    Instagram: https://www.instagram.com/wealthionofficial/
    LinkedIn: https://www.linkedin.com/company/wealthion/
    #Economy #StockMarket #Investing #Recession #AI #ArtificialIntelligence #Markets #USStocks #FederalReserve #WallStreet #FranklinTempleton #Wealthion
    ________________________________________________________________________
    IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
     
    While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
     
    We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
     
    The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    35 min
  • 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, Ethereum, stablecoins and crypto regulation — and why the battle over stablecoin yields could have major implications for traditional banks.
    Rentmeester explains how the SEC and CFTC could shape the next phase of digital assets even without new legislation, why Wall Street is accelerating its push into tokenization, and how blockchain could fundamentally change the way stocks and other financial assets trade and settle.
    They also explore Bitcoin’s four-year cycle, institutional adoption, the growing intersection between AI and crypto, and whether today’s volatility could ultimately give way to a much larger transformation of the financial system.
    Plus, hear Tom Lee explain why Wall Street’s embrace of blockchain, tokenized securities and stablecoins could mark a major turning point for crypto.
    💡 Brett Rentmeester says crypto is entering a new phase — with stablecoins, tokenization and institutional adoption beginning to reshape the financial system, even as volatility remains extreme. If you’re wondering whether your portfolio has the right mix of traditional assets, real assets and selective exposure to emerging opportunities, sign up for a free portfolio review with one of Wealthion’s trusted advisors to see how you’re positioned for what comes next: https://bit.ly/4xFx2Jr
    Chapters:
    00:00 — CLARITY Act, Stablecoins & the Banking Risk
    00:30 — Bitcoin and Ethereum Stage a Comeback
    01:09 — Bitcoin’s Four-Year Cycle and the Next Market Bottom
    03:20 — Why the CLARITY Act Matters for Crypto Regulation
    06:24 — Stablecoin Yields Could Threaten Traditional Banks
    08:23 — What Happens After the CLARITY Act Stalls?
    09:20 — SEC, CFTC and the Push to Tokenize Wall Street
    11:10 — Wealthion Membership
    12:10 — Tom Lee: Wall Street Is Moving Onto Blockchain Rails
    12:56 — How Tokenization Could Transform the Financial System
    14:24 — Could Stablecoins Strengthen the U.S. Dollar?
    15:02 — How Investors Should Think About Stablecoins
    18:34 — AI Agents, Crypto Wallets and the Future of Payments
    21:12 — Crypto Security, Cold Wallets and Bitcoin ETFs
    22:32 — Managing Bitcoin and Crypto Volatility
    24:17 — Is Institutional Crypto Adoption Finally Here?
    26:19 — Bitcoin, Ethereum and the Wider Crypto Market
    27:36 — Why Most Cryptocurrencies Could Go to Zero
    29:02 — How Investors Can Approach Crypto Risk
    Connect with us online:
    Website: https://www.wealthion.com
    X: https://www.x.com/wealthion
    Instagram: https://www.instagram.com/wealthionofficial/
    LinkedIn: https://www.linkedin.com/company/wealthion/
    #Crypto #CLARITYAct #Bitcoin #Ethereum #Stablecoins #Blockchain #CryptoRegulation #Tokenization #WallStreet #Investing #DigitalAssets #Wealthion
    ________________________________________________________________________
    IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
     
    While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
     
    We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
     
    The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    32 min
  • 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 of RockLinc Investment Partners, joins Maggie Lake to explain why he believes we are in a “debt bubble,” why higher inflation and interest rates could put pressure on stock valuations, and why massive investment in artificial intelligence could eventually lead to overinvestment, write-offs and financial damage.Wellum also explains why investors should focus on companies with pricing power and strong balance sheets, why he continues to favor hard assets such as gold, silver, copper and uranium, and why bonds could eventually become an attractive opportunity again if interest rates peak and the economy slows.Plus, Jonathan takes us inside his recent visit to the historic Prairie Creek mining project in Canada’s Northwest Territories — a remarkable silver and critical-minerals project originally developed by the Hunt brothers.In this conversation:• Why Jonathan Wellum says we’re in a debt bubble• What persistent inflation means for stock valuations• Why higher interest rates are putting pressure on the financial system• The risk of overinvestment in the AI boom• Why gold can help protect purchasing power• The structural case for silver, copper and uranium• Why investors shouldn’t completely give up on bonds• What Jonathan is looking for before extending bond duration• The extraordinary story of the Prairie Creek silver mine• How investors can build more resilient portfolios in volatile markets

    💡 Jonathan Wellum warns that stubborn inflation, higher interest rates and a massive global debt burden could put increasing pressure on markets — making capital preservation and purchasing power more important than ever. Sign up for a free portfolio review with one of Wealthion’s trusted advisors to see whether your portfolio is positioned for a more volatile investing environment: https://bit.ly/4xFx2Jr
    Chapters:0:00 — We’re in a Debt Bubble0:19 — Jonathan Wellum on Inflation & Market Volatility1:01 — What Stubborn Inflation Means for Your Portfolio4:26 — Is “Buy the Dip” Becoming Dangerous?5:17 — AI Stocks, High Valuations & Coming Write-Offs7:17 — Why Wellum Says We’re in a Debt Bubble7:55 — Could Bonds Become a Great Trade Again?10:26 — Wealthion Membership11:01 — How Wellum Is Positioning in Bonds13:16 — Gold, Silver, Copper & the Commodity Opportunity15:30 — The $350 Trillion Global Debt Problem16:36 — Could Interest Costs Surpass Social Security?17:44 — Gold, Inflation & Financial Repression18:25 — The Demographic Crisis Investors Are Missing19:47 — Reshoring, Global Tensions & Protecting Purchasing Power22:05 — Where Wellum Sees Defensive Opportunities23:01 — Inside the Hunt Brothers’ Abandoned Silver Mine25:33 — Why Prairie Creek Could Come Back to Life27:31 — Is Wellum Investing in the Silver Mine?28:55 — How Investors Should Navigate What Comes Next
    Connect with us online:
    Website: https://www.wealthion.com
    X: https://www.x.com/wealthion
    Instagram: https://www.instagram.com/wealthionofficial/
    LinkedIn: https://www.linkedin.com/company/wealthion/
    #JonathanWellum #Inflation #Debt #Gold #AI #InterestRates #StockMarket #Investing #Silver #Commodities #FederalReserve #Wealthion________________________________________________________________________
    IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
     
    While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
     
    We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
     
    The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    32 min
  • 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 believes the bull market can continue, even as he warns that some tech stocks “could fall in half and still be overvalued.” He breaks down the risks of an eventual market bubble, the impact of Federal Reserve policy and higher Treasury yields, and why he believes investors must prepare for what he calls a “permanent inflation” environment.
    Maggie and Mark also discuss AI stocks, the U.S. debt and Treasury market, gold, Bitcoin, copper, uranium, oil and energy stocks, plus why Skousen favors dividend-paying companies and diversification over trying to predict exactly when the next market crisis will hit.
    And despite the warning signs? Skousen says he’s staying with the trend until it breaks: “I’m fully invested. I’m 100% invested.”
    💡 Mark Skousen believes investors are facing a “permanent inflation” environment — even as technology valuations look stretched and new market risks continue to build. Yet he remains 100% invested, relying on diversification, dividend-paying stocks and exposure to real assets to navigate what comes next. Sign up for a free portfolio review with one of Wealthion’s trusted advisors to see whether your portfolio is positioned for both the opportunities — and the risks — ahead: https://bit.ly/4xFx2Jr
    Chapters:
    00:00 Cold Open: Bubble Risk, Inflation & Tech
    00:19 Mark Skousen’s U.S. Economy & Stock Market Outlook
    04:01 AI, Interest Rates & the Bull Market
    06:18 Why Skousen Says Inflation Is “Permanent”
    10:17 Black Swan Risk & the Next Market Crisis
    13:30 Could Tech Stocks Fall 50%?
    16:10 AI Spending, Tesla, SpaceX & Market Valuations
    18:11 Are We in a Stock Market Bubble?
    19:12 Why Skousen Is Still 100% Invested
    22:45 Copper, Bitcoin, Uranium & Portfolio Diversification
    26:18 Oil, Energy Stocks & Data Center Demand
    27:30 Gold, Silver & Mining Stocks
    29:31 U.S. Debt, Treasury Risk & Higher Interest Rates
    33:47 Why He’s Staying Fully Invested
    35:36 What Would Make Skousen Start Selling?
    37:15 Small-Cap Stocks, Drones & Speculative Investing
    40:22 OpenAI, Anthropic & the IPO Risk
    41:25 Skousen’s Favorite Dividend Stock
    Connect with us online:
    Website: https://www.wealthion.com
    X: https://www.x.com/wealthion
    Instagram: https://www.instagram.com/wealthionofficial/
    LinkedIn: https://www.linkedin.com/company/wealthion/
    #MarkSkousen #StockMarket #Inflation #Investing #MarketOutlook #FederalReserve #AIStocks #BullMarket #InterestRates #Gold #Bitcoin #Wealthion
    ________________________________________________________________________
    IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
     
    While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
     
    We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
     
    The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    47 min
  • 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 explains why he thinks the Nasdaq could surge toward 37,000–39,000 before the cycle turns, why today’s market increasingly resembles the final phase of the dot-com bubble, and why investors may be underestimating how quickly a major reversal could unfold.
    Zeberg also breaks down the weakening U.S. consumer, a labor market he believes is far softer than headline data suggests, and why the Federal Reserve could risk tightening into an economy that is already losing momentum.
    He explains why he sees similarities to both 2000 and 2007, why a market top may not require an obvious catalyst, and why he compares the current setup to an avalanche: the underlying structure can become increasingly unstable before the break finally comes.
    Zeberg also shares his outlook for the U.S. dollar, gold, commodities, Bitcoin and Ethereum, including why he expects another burst of crypto enthusiasm before conditions potentially change dramatically.
    Could stocks surge one final time before the next major downturn — and what should investors be watching for when the cycle finally turns?
    Watch the full conversation for Henrik Zeberg’s latest outlook on the stock market, Nasdaq, Federal Reserve, inflation, recession, AI bubble, U.S. dollar, gold, commodities, Bitcoin, Ethereum and the global economy.
    💡 Henrik Zeberg warns that the market’s final melt-up may still have further to run — but says the underlying setup is becoming increasingly unstable, with a weaker consumer, softer labor market and the risk of a sharp reversal once the cycle turns. Sign up for a free portfolio review with one of Wealthion’s trusted advisors to see whether your portfolio is positioned for both the upside — and what may come after: https://bit.ly/4xFx2Jr
    Connect with us online:
    Website: https://www.wealthion.com
    X: https://www.x.com/wealthion
    Instagram: https://www.instagram.com/wealthionofficial/
    LinkedIn: https://www.linkedin.com/company/wealthion/
    #HenrikZeberg #StockMarket #Nasdaq #FederalReserve #Inflation #Recession #StockMarketCrash #Investing #Markets #Economy #AI #Bitcoin #Ethereum #Crypto #USDollar #Gold #Commodities #Macro #MarketOutlook #Wealthion
    ________________________________________________________________________
    IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
     
    While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
     
    We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
     
    The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    49 min
  • 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 interventions may be signaling, and why markets could be drifting toward “yield curve control light” — essentially money printing.

    Trey also breaks down what this means for gold and precious metals, including the critical $4,270 level he’s watching in the short term — and why he believes any further weakness could ultimately create one of the best accumulation opportunities investors have seen in months
    Chapters:
    00:00 Bond Market Revolt: Is Money Printing Next?
    00:20 Fed, Treasury & Gold: What Investors Need to Know
    00:54 Fed Rate Hike: Why Warsh May Be Forced to Act
    02:58 Fed Policy, Oil Prices & Warsh’s Credibility
    04:44 Scott Bessent’s Push to Control Markets
    07:46 10-Year Treasury Hits 5%: Bond Market in Revolt
    09:45 Yield Curve Control: Why Markets Are Worried
    12:38 Unprecedented Treasury Moves & “Money Printing Light”
    14:44 Gold Price Outlook: Is This the Buying Opportunity?
    16:50 Gold Miners, Oil Prices & Rising Costs
    18:48 Gold at $4,270: The Critical Support Level
    20:37 Why Trey Says It’s Time to Accumulate Precious Metals
    Connect with us online:
    Website: https://www.wealthion.com
    X: https://www.x.com/wealthion
    Instagram: https://www.instagram.com/wealthionofficial/
    LinkedIn: https://www.linkedin.com/company/wealthion/
    #BondMarket #10YearTreasury #FederalReserve #ScottBessent #YieldCurveControl #TreasuryYields #Gold #PreciousMetals #MoneyPrinting #USDollar #Investing #Wealthion
    ________________________________________________________________________
    IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
     
    While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
     
    We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
     
    The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    23 min
  • 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 to keep rates higher — or is disinflation already underway?
    Ed Yardeni warns that persistent monthly inflation could create a real problem for the Fed. Barry Knapp sees key inflation pressures continuing to cool. David Rosenberg expects inflation to surprise to the downside, while Tom Lee argues policymakers may be fighting “last year’s wars.” Michael Green questions whether the inflation measures guiding Fed policy are themselves badly lagged.
    In this timely Wealthion compilation, Maggie Lake breaks down the inflation debate and what it could mean for interest rates, markets and investors.
    💡 Today’s CPI keeps the inflation debate wide open — with some of Wealthion’s top guests warning the Fed still has a problem, while others argue disinflation is already underway and policymakers risk fighting “last year’s wars.” Sign up for a free portfolio review with one of Wealthion’s trusted advisors to see whether your portfolio is positioned for what comes next: https://bit.ly/3Toifny
    Chapters:
    00:00 Inflation, CPI & the Fed Rate Debate
    00:20 Today’s CPI: Is Inflation Still Too Hot?
    00:47 Ed Yardeni: When Inflation Becomes a Fed Problem
    01:31 Barry Knapp: Why Inflation Could Keep Cooling
    02:09 David Rosenberg: Disinflation Is Coming
    02:37 Tom Lee: Is the Fed Fighting the Wrong Inflation Battle?
    02:55 Michael Green: Is the CPI Framework Broken?
    03:13 Tom Lee: Economists Are Fighting “Last Year’s Wars”
    03:24 How Investors Can Position for What Comes Next
    Connect with us online:
    Website: https://www.wealthion.com
    X: https://www.x.com/wealthion
    Instagram: https://www.instagram.com/wealthionofficial/
    LinkedIn: https://www.linkedin.com/company/wealthion/
    #Inflation #CPI #FederalReserve #Fed #InterestRates #Economy #Markets #Investing #StockMarket #Wealthion
    ________________________________________________________________________
    IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
     
    While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
     
    We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
     
    The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    6 min
  • 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 suggests, while credit markets continue to signal that the U.S. economy remains on solid footing. He also explains why AI could become a powerful new driver of economic growth — creating opportunities across NVIDIA, semiconductors, software, financials, small caps, energy and other areas positioned to benefit from the AI buildout.
    Tom also makes the case for a major transformation in financial services as Wall Street increasingly embraces blockchain, tokenized securities and stablecoins. He explains why he remains bullish on Ethereum, Bitcoin and the broader crypto market, and why he believes crypto could be entering a “really bullish period” over the next 12 months.
    Plus, Lee explains why investors may be making a mistake by focusing only on the risks surrounding new technology — and asks a provocative question for anyone still sitting on the sidelines: Do you want to be right, or do you want to make money?
    Watch the full conversation for Tom Lee’s latest outlook on the stock market, inflation, Federal Reserve policy, AI stocks, Bitcoin, Ethereum, crypto, blockchain and the U.S. economy.
    💡 Tom Lee explains why inflation fears may be overstated, why AI could drive the next wave of economic growth, and why Wall Street’s embrace of blockchain and crypto could create major new opportunities for investors. Sign up for a free portfolio review with one of Wealthion’s trusted advisors to see whether your portfolio is positioned for what comes next: https://bit.ly/4yklWt6
    Chapters:
    00:00 Tom Lee: Inflation, AI & Crypto Outlook
    00:34 Tom Lee’s 2026 Stock Market Outlook
    02:35 Why a Market Correction Could Still Come
    05:17 Inflation, CPI, PCE & the Federal Reserve
    09:31 Is the U.S. Economy Headed for Recession?
    10:33 AI, Investment & the Next U.S. Growth Cycle
    13:56 Will Artificial Intelligence Destroy Jobs?
    18:20 Why Most Investors Get Growth Investing Wrong
    21:42 Where Tom Lee Sees the Biggest AI Opportunities
    23:40 Why Wall Street Is Embracing Crypto & Ethereum
    28:17 Tokenization & a Potential $20 Trillion Opportunity
    32:59 Bitcoin, Crypto Winter & the Next Bull Market
    35:07 Tom Lee: Should Investors Own Bitcoin & Crypto?
    Connect with us online:
    Website: https://www.wealthion.com
    X: https://www.x.com/wealthion
    Instagram: https://www.instagram.com/wealthionofficial/
    LinkedIn: https://www.linkedin.com/company/wealthion/
    #TomLee #StockMarket #Investing #MarketOutlook #Inflation #FederalReserve #InterestRates #ArtificialIntelligence #AIStocks #NVIDIA #Bitcoin #Ethereum #Crypto #Blockchain #WallStreet #USEconomy #FinancialMarkets #SmallCaps #Semiconductors #Wealthion
    ________________________________________________________________________
    IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
     
    While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
     
    We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
     
    The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    40 min

About Wealthion - Be Financially Resilient

From the publisher's feed

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…

Best of Wealthion - Be Financially Resilient

Ranked by our users in the last 21 days

  1. Number 1: Tom Lee: Inflation Fears Are Overblown — Crypto Could Rip Higher
    40 min
  2. Number 2: Silver to $500? The Precious Metals Trade That Could Explode Next
    15 min
  3. Number 3: What Bessent Is Really Doing in the Bond Market | Mike Green
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