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💡Proven management matters in mining. So does portfolio construction. Get a free portfolio review with Wealthion’s endorsed financial advisors: https://bit.ly/4b3Q8k1
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💡 As global systems grow more fragile, blind spots get expensive. Get a free portfolio review with Wealthion’s endorsed advisors: https://bit.ly/3NkItUJ
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💡 Investors are continuing to be pushed further out the risk curve. Make sure your portfolio is built for the next phase—get a free review with Wealthion’s endorsed advisors: https://bit.ly/4pAJvsT
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💡 When systems are stressed, portfolios get tested. Get a free review from Brett Rentmeester and the Windrock team here: https://bit.ly/4aUmn5b
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💡 Don’t wait for a market avalanche. Understand your risk exposure now with a free portfolio review from Wealthion’s advisor network: https://bit.ly/49DuXDb
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💡 Do you have investment concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at: https://bit.ly/3L5stoU
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💡Overexposed to U.S. stocks? Marc Faber explains why U.S. markets look expensive relative to the rest of the world. Find out if you’re too concentrated with a free portfolio review from Wealthion’s endorsed financial advisors:
Marc Faber joins Maggie Lake to explain why he believes 2026 is likely to be a difficult year for U.S. markets after decades of asset inflation driven by falling interest rates and policy intervention. He discusses why real-world inflation feels much higher than official yields, why long-term bond markets matter more than central bank promises, and how U.S. equities compare to past market bubbles. Faber explains why he measures stocks against gold, why precious metals still matter, and where diversification fits in a fragile system. The conversation also covers bonds, dividend-paying stocks, emerging markets, and why investors should focus on capital preservation this year, not upside.
💡Faber says "Smart Money" owns gold, but most people own "nothing." Start building your physical position today with Hard Assets Alliance: https://www.hardassetsalliance.com/?aff=WTH
Chapters:
1:16 - Gloom, Boom, or Doom: What Kind of Year Is 2026?
8:39 - Why “Dr Doom”: What’s the Bear Case Rooted In?
12:52 - US Stocks at Record Highs: Do Fundamentals Justify the Valuations?
20:21 - Is the US in Decline: Has the Cycle Turned?
23:58 - Stock Correction: What’s the Trigger and Why Now?
27:42 - Precious Metals Surge: Can Gold and Silver Keep Running?
29:20 - Portfolio Rule of Thumb: How Much Gold/Metals Should People Own?
31:09 - Is Tech the Bubble: Does 2026 Favor a Rotation Into Dividend Stocks?
37:09 - Latin America After Venezuela: Opportunity, Risk, or Both?
39:54 - ⭐️Wealthion Golden Nugget: Are Government Bonds The Contrarian Bet Today?
44:14 - Crypto in a Portfolio: Do You Own It, and How Do You Think About It?
47:52 - Any Reasons for Optimism in 2026?
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/
#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #MarcFaber #DrDoom #Macro #MacroInvesting #MarketOutlook #Inflation #InterestRates #Gold #PreciousMetals #Bonds #USStocks #EmergingMarkets #GlobalMarkets #CapitalPreservation #Diversification
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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
📘Read Steven Feldman’s full 2026 Outlook for a deeper look at the risks and realities that will shape investing, macro, markets, and geopolitics this year: https://wealthion.com/hubfs/Reports/2026Outlook.pdf
Steven Feldman, CEO and Co-Founder of Wealthion, joins Maggie Lake to share his 2026 outlook and explain why markets may be entering a period of reckoning, as debt, geopolitics, and hard math collide. Feldman argues that years of comforting narratives, from risk-free Treasuries to endless Fed support, are giving way to fiscal dominance, rising geopolitical risk, and stretched market valuations. He discusses why the Treasury market sits at the center of risk, why war and asymmetric conflict are the biggest global threats, and why the traditional 60/40 portfolio no longer works as intended. The conversation also explores gold and real assets, AI beyond the hype, cash as a strategic position, and why 2026 could bring a wave of major mergers. Steven’s message is clear: this isn’t about panic, it’s about preparation.
Plus, Steven announces his new Wealthion show, Unhedged, focused on straight talk and authentic conversations, coming soon!
💡Thinking about how your portfolio fits a changing market environment?
Get a free portfolio review with Wealthion’s endorsed financial advisors: https://bit.ly/4qcwlDO
💡Real assets are still underrepresented in many portfolios. Protect your wealth with real gold and silver through Hard Assets Alliance: https://www.hardassetsalliance.com/?aff=WTH
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/
#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #Markets #AI #Macroeconomics #Economy #Gold #Silver #MarketCrash #DebtCrisis #Geopolitics #USDebt #StevenFeldman #2026Outlook #FiscalDominance #2026 #RealAssets #Unhedged
________________________________________________________________________
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
💡 Positioning for 2026 without chasing hype? See how your portfolio holds up with a free review from Jonathan Wellum and his team at Rocklinc: https://bit.ly/45GPy89
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💡 Navigating a multipolar world isn’t passive anymore. See if your portfolio is built for it by getting a free portfolio review with Wealthion's endorsed advisors: https://bit.ly/4q7J6iI
Learn more about your ad choices. Visit megaphone.fm/adchoices
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