Wealthion - Be Financially Resilient

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 that mattered to markets this week, watch this week's Market Recap featuring Michael Lebowitz.

https://youtu.be/YVJJOG2PIgA

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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

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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 history for stocks and bonds.

To find out where things are likely headed from here, we sit down with the world's top expert on interest rates,  James Grant, esteemed publisher of Grant's Interest Rate Observer. 

https://youtu.be/7aNsPpN1dt4

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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 or get some chores done while you listen.

Follow Adam on Twitter @menlobear & follow Amy @texasrunnerDFW

https://youtu.be/rpB3258i9OA

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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 with the interest you earned.

But time is running out to lock in this 9.62% rate. To do so, you need to buy your i-bonds before this coming Friday, October 28th.

If you don’t, the interest rate i-bonds offer resets on November 1 and you’ll only be able to get the new rate after that – which we know now is highly likely to be lower, currently estimated to be 6.48%.

Now that’s still not too bad, but it’s ⅓ less than 9.62%. 

So if you’ve watched my earlier videos on i-bonds like this one explaining how they work and how to buy them using the US Treasury’s TreasuryDirect.gov website – or this one explaining how to use the Treasury’s little known “gift box” to multiply the amount of money you can put into i-bonds at today’s 9.62% rate – if you’ve watched those but still haven’t yet bought any for the 2022 calendar year, consider dropping everything and go buy them RIGHT NOW.

And if you haven’t watched those, you should go do so right after this video ends.

As for the rest of this video, I’m just going to provide a few quick clarifications to questions that have come in over the past few weeks about i-bonds.

https://youtu.be/2johvdSAvO8

SCHEDULE YOUR FREE PORTFOLIO REVIEW with Wealthion's endorsed financial advisors at https://www.wealthion.com

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Financial advisor Lance Roberts and Wealthion host Adam Taggart discuss everything that mattered to markets this week.

https://youtu.be/-KL-MO36Wn4

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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

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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 protect and possibly prudently grow their wealth as the recession unfolds?

We'll get Tavi's answers to all of those questions.

https://youtu.be/0AfoFnBpPkg

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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 senior economist Lacy Hunt, former Fed advisor Danielle DiMartino Booth, and Fed policy journalist Pedro de Costa. Today we add to that list by sitting down with Joseph Wang, a former senior trader on the Fed's Open Markets desk. He understands the plumbing of how things work there intimately.

https://youtu.be/gJckslmxbFw

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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

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