Wealthion - Be Financially Resilient

By WealthionBusiness Investing

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Wealthion - Be Financially Resilient episodes

August 04 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 expose deeper problems in the global economy.
Felder argues that investors are underestimating the risks building in the bond market, warns a slow-motion debt crisis is already underway, and explains why soaring government debt, persistent inflation, and higher interest rates could reshape markets for years to come.
He also shares why Warren Buffett's massive Treasury position makes sense today, why momentum investing may be breaking down, where he sees value emerging, and why energy, oil, and commodities could outperform in the years ahead.
In this interview:
* Why Treasury yields matter more than ever
* The biggest risk facing the AI boom
* Why Jesse believes a debt crisis has already begun
* The Federal Reserve's inflation challenge
* What rising bond yields mean for stocks
* Warren Buffett's defensive strategy
* Gold, oil, and commodity investing
* Value investing vs. momentum investing
* What every investor should be watching next
💡 If you're looking for deeper market intelligence, not just more market noise, join the Wealthion community at Wealthion.com. You'll get exclusive insights from Jesse Felder and many of our leading experts, along with deeper analysis and conversations available only to our members.
Chapters:
00:00 Jesse Felder's Biggest Market Warning
00:18 Join the Wealthion Community
00:45 Why Treasury Yields Matter More Than Stocks
02:38 The 10-Year Treasury & a Slow-Motion Debt Crisis
05:34 Is the Fed Losing Control of Inflation?
10:07 Japan, Government Debt & Bond Vigilantes
13:45 Why Treasury Yields Keep Rising
16:42 Could Higher Bond Yields Crash Stocks?
19:10 Gold's Next Move & Future Fed Rate Hikes
22:23 Where Should Investors Hide? (Warren Buffett's Strategy)
24:58 Is the AI Bubble Finally Bursting?
30:49 "The Beginning of the End" for AI Stocks?
34:56 Why Oil & Energy Could Be the Best Investment
38:49 Biggest Risks for Markets This Fall
39:17 AI Earnings, OpenAI & the Circular Financing Problem
42:40 Final Warning: Watch Treasury Yields
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
________________________________________________________________________
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
46 min
August 03 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 other 459 stocks are increasingly moving independently. He explains why investors should think of AI and non-AI stocks as two separate markets—and why he believes the AI boom hasn't yet reached bubble territory.
Bianco also explains:
* Why AI is the biggest technological revolution he's ever seen
* Why today's AI rally is different from the dot-com era
* What ultimately causes every technology bubble to burst
* The biggest risk that could derail AI investing
* Why the next phase of the AI trade could be even more volatile
Whether you're bullish or bearish on artificial intelligence, this interview offers a framework for understanding where we may be in the AI investment cycle.
💡 Stay ahead of the biggest macro and market trends with interviews featuring the world's top investors, economists, and strategists covering AI, equities, macroeconomics, precious metals, energy, and real assets. Subscribe at: https://www.wealthion.com/
💡 Not sure how much AI exposure belongs in your portfolio? Get a free portfolio review with one of Wealthion's trusted financial advisors and build an investment strategy tailored to your goals: https://wealthion.com/advisors
Chapters:
00:00 AI Is the Biggest Technology Revolution Ever
00:27 There Are Now Two Stock Markets
02:15 AI Stocks vs. Everything Else
03:09 Every Technology Ends in a Bubble
04:14 Why AI Hasn't Peaked Yet
05:35 What Could End the AI Boom?
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 #JimBianco #AIStocks #AIBubble #ArtificialIntelligence #StockMarket #SP500 #Investing #MacroEconomics #Finance
________________________________________________________________________
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
9 min
August 03 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, Sarna explains why bonds are no longer a core portfolio holding, why the AI trade may be losing momentum, and why he believes real assets—especially energy and gold—remain among the best long-term investments as debt, deficits, and geopolitical tensions reshape global markets.
Topics discussed:
- Why recession calls have been wrong
- The bond market's warning
- Is the AI trade starting to crack?
- Why bonds are no longer "safe"
- Gold vs. equities
- Why energy remains undervalued
- Building a portfolio for the next decade
💡 Inspired by Andrew Sarna's outlook on deficits, gold, and real assets? Get a free portfolio review with one of Wealthion's trusted financial advisors: https://www.wealthion.com/advisors
Chapters:
00:00 Cold Open: Why a Recession May Never Come
00:43 Why Treasury Yields Have a Ceiling
01:51 Trump, Oil Prices & Inflation Risk
04:05 Fed Chair Warsh: Will Interest Rates Stay Higher?
05:39 Why Andrew Sarna Says a Recession Is Unlikely
07:45 Why Bonds Are No Longer a Core Holding
10:43 Is the AI Bubble Starting to Crack?
13:03 Should Investors Buy the AI Dip?
15:10 Why Energy Stocks Could Outperform
17:24 Is Gold Still a Buy?
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 #Gold #GoldBullMarket #Recession #BondMarket #TreasuryYields #AIBubble #RealAssets #MacroInvesting #PortfolioManagement #WealthManagement #FinancialPlanning #AndrewSarna #FourthLanePartners #Investing
________________________________________________________________________
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
22 min
July 30 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, and why the biggest problem isn't simply a lack of homes. She breaks down where home prices are still rising, where supply has surged, why younger Americans are struggling to buy, and why, despite popular belief, she believes the U.S. housing market is much closer to balance than many investors realize.Topics discussed:* Why Ivy Zelman says there isn't a nationwide housing shortage* The affordability crisis facing first-time buyers* Why it's better to rent than buy in many markets today* The Sun Belt vs. Midwest housing divide* Home prices, inventory, and where the market goes next* What investors should watch in housing and real estate
💡Want exclusive housing research, market insights, and interviews with top experts like Ivy Zelman? Join Wealthion's Real Assets Community:https://bit.ly/4x8UtKpChapters:00:00 The Housing Market Is NOT in Shortage00:21 Why Home Prices Are Splitting Across America03:13 The Entry-Level Housing Affordability Crisis05:17 Why Young Americans Can't Afford to Buy Homes07:45 What Mortgage Rate Would Fix Housing?10:20 Is Another Housing Crisis Coming?10:44 Why Ivy Zelman Says There's No Housing Shortage13:48 The Biggest Housing Market Myth Investors Believe15:22 Where Smart Real Estate Investors Are Looking16:47 Is It Better to Rent or Buy Right Now?18:37 Builders, Lumber Costs & What's Next for Home Prices20:39 Final Thoughts
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
________________________________________________________________________
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
July 30 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 spending is likely to slow, and where he's positioning instead.
The discussion also explores why the Federal Reserve's 2% inflation target was a mistake, what a Kevin Warsh-led Fed could mean for markets, why inflation is likely to stabilize around 2.5%, and why fiscal policy—not monetary policy—may be the biggest long-term risk facing investors.
In this interview:
• Why Barry is underweight technology stocks
• Is the AI investment boom entering a new phase?
• The Fed's biggest policy mistake
• Kevin Warsh and the future of monetary policy
• Why inflation may stabilize around 2.5%
• Where Barry sees the biggest investment opportunities today
• Why he believes a 10% market pullback is possible
• The long-term risks of U.S. fiscal policy
💡 Barry Knapp is repositioning his portfolio for what's next. Want a second opinion on your own portfolio? Get a free review with one of Wealthion's trusted fiduciary financial advisors: https://wealthion.com/free
Chapters:
00:00 Cold Open
00:39 Introduction: Barry Knapp of Ironsides Macroeconomics
00:50 Why the U.S. Economy Is Still K-Shaped
04:20 Kevin Warsh's Plan for the Federal Reserve
09:02 Treasury Yields, Bonds & Fed Balance Sheet Risks
13:08 Can Kevin Warsh Restore Confidence in the Fed?
17:08 Why the Fed's 2% Inflation Target Was a Mistake
18:42 Why Inflation Will Likely Settle Around 2.5%
23:37 The Real U.S. Debt & Deficit Problem
28:19 Tech Stocks, AI & Why Barry Knapp Cut Exposure
31:12 Where Barry Knapp Is Investing Instead
33:02 Why a 10% Market Correction Is Possible
33:47 Biggest Blind Spots for Investors Today
35:59 Final Thoughts
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 #BarryKnapp #FederalReserve #TechStocks #AI #Inflation #StockMarket #InterestRates
________________________________________________________________________
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
39 min
July 28 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 fundamentally different Federal Reserve is changing how investors should think about markets. Plus, Bianco breaks down what tomorrow's decision could mean for inflation, bond yields, and your portfolio.
💡If Jim Bianco is right that the Fed is entering a new era, your portfolio may need a new playbook. Get a free review with Wealthion's trusted financial advisors today: https://bit.ly/4xdOYud
Chapters:
00:00 Cold Open
00:21 Jim Bianco's Bold Fed Prediction
01:17 Why the Fed Has Changed Forever
03:10 The End of the "Maestro" Federal Reserve
04:42 Trump, Kevin Warsh & Fed Independence
06:13 Why Wall Street Keeps Getting the Fed Wrong
09:49 The Fed's Biggest Policy Mistake
10:45 Should the Fed Raise Rates Tomorrow?
11:51 Why Bond Yields Keep Rising
14:30 Why Inflation Isn't Going Away
16:00 What to Watch From the Fed Meeting
18:42 Closing Thoughts
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
________________________________________________________________________
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
21 min
July 27 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, including robots, autonomous vehicles, and intelligent machines. He also explores what these developments could mean for data centers, energy demand, semiconductor companies, and the long-term investment landscape.
If the first wave of AI was ChatGPT, Brett argues the next waves could be significantly larger—and many investors aren't positioned for them yet
💡 If AI is reshaping the global economy, make sure your portfolio is positioned for what's next. Get a free review with Wealthion's trusted financial advisors at https://bit.ly/4wJ1n9H
Chapters:
00:00 The Next Wave of AI Is Already Here
00:23 Why Businesses Are Just Beginning to Adopt AI
01:12 Agentic AI: The Next Big Breakthrough
02:08 Physical AI: Robots, Robotaxis & Drones
03:20 Can AI Spending Continue?
03:59 The AI CapEx Debate: Are Tech Giants Overspending?
05:29 Open Source AI, China & the Competitive Threat
07:03 The Data Center & Energy Bottleneck
08:22 Why Natural Gas Could Power the AI Boom
08:37 AI Investment Opportunities Beyond Big Tech
08:56 The AI Race Between the U.S. and China
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
________________________________________________________________________
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
12 min
July 24 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 explains why today's S&P 500 may not be as diversified as many believe, how AI has transformed the market into a highly correlated bet, and why scarce real assets—including gold, infrastructure, farmland, and other hard assets—can play an important role in building a resilient portfolio.
This interview was released alongside Steven Feldman's latest "The American Exception" series, where he takes a deeper look at the forces driving U.S. market dominance, the risks beneath the surface, and what investors should be watching next.
👉 Read Steven's Companion Newsletters "The American Exception," parts 1, 2, and 3 at wealthion.com/news
💼 Accredited Investors: Want to go deeper than what we can share on YouTube? As an accredited investor, you can gain access to exclusive interviews, private market insights, and behind-the-scenes conversations with some of the world's leading investors covering AI, American exceptionalism, gold, real assets, and other opportunities that can't be discussed publicly due to regulatory restrictions. Request your exclusive access here: 👉 https://bit.ly/3RbjvJN
💡 Concerned about market concentration, AI valuations, or whether your portfolio is truly diversified? Get a free portfolio review with Wealthion's trusted financial advisors and build a strategy designed for today's investment landscape. 👉https://bit.ly/4574E6x
💡 Want to learn why investors are increasingly turning to gold, infrastructure, farmland, and other scarce assets? Join Wealthion's Real Assets Community for exclusive research, expert interviews, and in-depth analysis designed to help you build a more resilient portfolio. 👉 https://bit.ly/4wn58kU
Chapters:
00:00 The AI Bet Hiding in Your Portfolio
01:44 Why AI Concentration Is a Growing Risk
02:27 The American Exception: Why the U.S. Still Wins
05:07 What "Real Assets" Actually Mean
07:08 Why the S&P 500 Isn't Truly Diversified Anymore
10:59 The Case Against Blind Index Investing
11:47 Loving AI Without Overpaying for It
14:10 Building a Portfolio That Can Survive Anything
18:18 Why Scarcity Matters More Than Hype
20:13 Gold, Debt & Why Investors Need Insurance
24:45 The Long-Term Case for Gold
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
________________________________________________________________________
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
27 min
July 24 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 expectations could create risks that many investors aren't pricing in. He also shares why being bullish on artificial intelligence doesn't necessarily mean buying the companies building it—and why history suggests transformational technologies often become poor investments at peak enthusiasm.In this conversation with Maggie Lake, Kevin breaks down:-Why the SpaceX share unlock matters-What insider selling may be signaling-Why AI valuations worry him-Lessons from the dot-com bubble-Where investors may find better opportunities
💡 Excited about AI but worried you're paying too much? Get a free portfolio review with Wealthion's trusted financial advisors and build a strategy designed for long-term investing: https://wealthion.com/free
📩 Want more of Kevin's no-nonsense macro analysis? Subscribe to The MacroTourist for his unique market insights, trading ideas, and decades of experience navigating bull and bear markets: https://themacrotourist.com/Chapters:00:00 The Smart Money Is Selling AI00:27 Kevin Muir Joins Maggie Lake00:40 SpaceX's Historic $116B Share Unlock03:29 Why Insider Selling Should Concern Investors05:02 Is the AI Bubble Getting Worse?05:53 Why Kevin Is Avoiding the Mag 708:33 Buy AI Users, Not AI Builders09:47 Hidden Risks Behind AI Spending10:17 Lessons From the Dot-Com Bubble11:05 Why Revolutionary Technologies Become Bad Investments
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
________________________________________________________________________
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
14 min
July 23 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 U.S. economy remains far more resilient than many investors believe. He shares why corporate earnings continue to surprise to the upside, why the U.S. consumer is still driving economic growth, and why today's bearish narrative doesn't align with what's happening beneath the surface.
Chris also breaks down why AI may become a productivity boom rather than a job killer, where he sees the biggest investment opportunities beyond the Magnificent Seven, why small-cap stocks could outperform, and the one Federal Reserve policy mistake that could threaten the current bull market.
Topics discussed:
-Why recession fears keep missing the mark
-The real outlook for the U.S. economy
-Stock market outlook for 2026
-AI investing and corporate productivity
-Why earnings matter more than politics or geopolitics
-Small-cap stocks vs. the Magnificent Seven
-Federal Reserve policy and inflation risks
=Where investors should be looking next
Whether you're investing for retirement, managing a portfolio, or trying to understand where markets go from here, this conversation offers a data-driven perspective on the economy, stocks, AI, and long-term investing.💡 Chris Galipeau says strong earnings, broadening market leadership, and disciplined investing—not headlines—drive long-term returns. Get a free portfolio review with Wealthion's endorsed financial advisors: https://bit.ly/4fxSUib
Chapters:
00:00 Bullish on Stocks Despite the Headlines
00:20 Introduction
00:32 Is AI Creating a Stock Market Bubble?
02:56 Has Investor Optimism Gone Too Far?
06:38 Why Sentiment Doesn't Match Reality
08:44 Where Are the Best Investment Opportunities?
11:08 The Smart Way to Invest in AI
13:39 Biggest Risks Facing the Stock Market
15:15 Is Software Losing the AI Race?
16:58 Are Global Investors Leaving the U.S.?
18:31 Should Investors Fear China's AI Push?
19:16 Small Caps vs. the Magnificent Seven
21:17 Final Thoughts
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/
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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.

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24 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…