Wealthion - Be Financially Resilient

By WealthionBusiness Investing

Favorites
150
Followers
Typical duration
29 min
per episode

Based on Podcast App listening data

Wealthion - Be Financially Resilient episodes

July 01 Claudia Sahm: "There Are Problems Under the Hood"
She’s the woman behind the famous Sahm Rule — an economic indicator that flags when a recession is ahead — and on a day we saw a slowdown in hiring and just one day prior to the new jobs report, Claudia Sahm, who spent 12 years as an economist at the Fed, sits down with Maggie Lake and gives her expert insights into jobs and “job hugging”, a potential recession, AI and an insider’s view into Kevin Warsh and the new Fed. If you want to know what’s ahead, it’s a must see interview.
💡 Claudia Sahm explains why a recession isn't her base case—but that doesn't mean investors should be complacent. Get a free portfolio review with Wealthion's endorsed financial advisors to prepare for multiple economic scenarios: https://bit.ly/4bmDXOq
💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion
Chapters:
00:00 Claudia Sahm: Why She's Not Predicting a Recession
03:57 Is the Stock Market Propping Up the Economy?
07:34 The Truth About Today's Labor Market
08:25 Will AI Actually Destroy Jobs?
10:44 Why Hiring Has Stalled Despite a Strong Economy
13:40 Should the Fed Overhaul Economic Data?
18:36 Is the Federal Reserve About to Stop Communicating?
23:29 Why Less Fed Transparency Could Backfire
27:20 Is the Fed Turning More Hawkish on Inflation?
31:38 Does the Fed Change Policy Because of Elections?
34:12 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 #Economy #Recession #FederalReserve #Fed #Inflation #InterestRates #LaborMarket #Jobs #AI #StockMarket #USEconomy #EconomicOutlook #Macro #Markets #EconomicData #MonetaryPolicy #Employment
________________________________________________________________________
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
37 min
June 30 Francis Hunt: The Slow Collapse of Dollar Dominance Has Already Begun
China isn't trying to replace the U.S. dollar overnight—but according to Francis Hunt of The Market Sniper, it doesn't have to.
In this interview with Maggie Lake, Hunt explains why China's steady accumulation of gold, changing global trade dynamics, and the world's growing debt burden are creating a slow but powerful shift in the global monetary system. Rather than expecting a sudden collapse, he argues investors should focus on the long-term erosion of dollar dominance that's already underway.
Hunt also explains why he believes precious metals remain in a secular bull market, why pullbacks shouldn't shake long-term investors, and how China's actions could continue supporting gold prices for years to come.
Topics discussed:
* Why China continues buying gold
* The gradual decline of dollar dominance
* Gold's long-term outlook
* Debt, fiat currencies, and monetary risk
* Why emerging markets could benefit from the shift
* What investors should watch next
💡 Francis Hunt believes China's steady accumulation of gold is part of a long-term shift away from dollar dominance. If you're considering adding physical precious metals to your retirement portfolio, learn how to hold gold and silver in an IRA: https://bit.ly/3StnjGy
💡 Wondering whether now is the right time to add gold, silver, or mining stocks? Speak with Wealthion's endorsed financial advisors to build a strategy that fits your goals: https://bit.ly/4wp0OBj
💡 Francis Hunt argues the long-term trend toward hard assets is accelerating as global monetary dynamics shift. Continue the conversation with Rick Rule and leading resource investors at this year's Boca Raton Symposium: https://cvent.me/XOqdLa?via=Wealthion
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 #Gold #GoldInvesting #FrancisHunt #China #Dollar #DeDollarization #PreciousMetals #Macro #Inflation #CentralBanks #BRICS #Economy #Markets
________________________________________________________________________
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
June 29 Marc Faber: Why China Is Quietly Pulling Ahead of the West
China may no longer be the engine of global economic growth, but Marc Faber says dismissing the country would be a mistake. He explains why China's property downturn and demographic challenges are real, yet argues its leadership in manufacturing, robotics, EVs, and innovation puts it well ahead of much of the West. Faber also discusses why Hong Kong remains an attractive way to gain exposure to China's long-term growth story and what investors continue to misunderstand about the country's economic future
💡 Global markets are changing fast. If you're rethinking your portfolio amid shifting economic leadership, Wealthion's endorsed financial advisors can help you build a strategy designed for today's macro environment: https://bit.ly/3Rd8NSR
💡 Want more insights on global markets, China, and long-term macro trends? Join Wealthion's Real Assets Community for exclusive interviews, market analysis, and actionable investment research to help you stay ahead of the biggest shifts in the global economy: https://bit.ly/4wgG8Lp
💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion
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 #China #Investing #GlobalMarkets #Macro #Economy #Stocks #HongKong #Manufacturing #ArtificialIntelligence #MarcFaber
________________________________________________________________________
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
8 min
June 25 Rick Rule: Buy Gold Now Before The Crowd Comes Back
Gold has dipped below — and is now hovering around — the key $4,000 level, leaving investors asking the big question: is this just a pause in the bull market, or a warning sign?Rick Rule joins Wealthion to explain why he believes the long-term case for gold, silver, and real assets remains intact, even as precious metals face short-term pressure from rates, the dollar, and shifting investor sentiment.Rule argues that rising debt, currency debasement risk, and long-term supply constraints continue to create a powerful setup for hard assets. He also weighs in on the AI boom, why speculative capital keeps chasing the next big story, and what that means for investors trying to separate durable value from hype.For gold-focused investors wondering whether this pullback is danger or opportunity, Rule lays out what he’s watching now, where he sees risk and reward, and why the real assets story may be far from over.
💡 Rick Rule says gold’s pullback may be exactly the kind of moment disciplined resource investors wait for. Hear Rick and other top natural resource investors in Boca Raton this July: https://cvent.me/XOqdLa?via=Wealthion
💡 Rick Rule says gold’s pullback may be a reminder that precious metals still have a role as long-term portfolio insurance. Learn how to add physical precious metals to an IRA at https://bit.ly/4w8Af2S
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 #RickRule #Gold #Silver #PreciousMetals #RealAssets #NaturalResources #Commodities #MiningStocks #JuniorMiners #GoldInvesting #ResourceInvesting #HardAssets #Inflation #AI #ArtificialIntelligence #Uranium #Copper #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
56 min
June 24 Marc Faber: We're Approaching a Major Market Top & It Ends in Disaster
Marc Faber, editor of the Gloom, Boom & Doom Report, joins Maggie Lake to discuss why he believes markets are approaching a major top, why the AI investment boom may create far fewer winners than investors expect, and why the United States is heading toward a fiscal crisis.
Faber explains why he sees financial assets as dangerously overvalued, why inflation may remain stubbornly elevated, and why policymakers are increasingly trapped by rising debt and deficits. He also shares his outlook for stocks, bonds, gold, housing, China, and the global economy.
In this interview:
-Why Marc Faber believes a major market top is forming
-The biggest risks facing investors today
-Why the AI boom could follow the path of past investment manias
-The growing U.S. debt and fiscal challenge
-Inflation, interest rates, and the Fed's dilemma
-Gold, bonds, housing, and where he's investing now
-China's technological rise and what investors are missing
💡 Marc Faber continues to favor owning gold as protection against fiscal and monetary instability. Learn how to add physical precious metals to an IRA at https://wealthion.com/goldira
💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion
Chapters:
00:00 — Marc Faber's Stark Warning: "We're Approaching a Major Top"
01:20 — Why This AI Boom Could End Badly: "Most Participants Will Fail"
08:18 — "I Think It Will Be a Complete Disaster"
10:58 — The U.S. Is Heading Toward a Fiscal Crisis
13:07 — Inflation Is Much Worse Than You Think
17:00 — The Real Inflation Driver Nobody Is Talking About
20:28 — America Is Trapped: Why the Fed Can't Fight Inflation
24:56 — 15 Years of Asset Inflation: Stocks, Crypto & the Everything Bubble
29:58 — Are AI Stocks Dangerously Overvalued?
32:41 — Gold, Silver & Safe Havens: What Faber Owns Right Now
35:10 — Why Interest Rates Are Headed Higher
36:53 — The Consumer Is Breaking: Record Debt & Leverage
38:41 — Where Money Goes If America Falls
40:24 — Why the U.S. Has No Choice But to Print Money
41:42 — The Biggest Risk Investors Face Today
45:05 — The Wealth Illusion: Why Rising Markets Fool Investors
46:43 — The Big Disappointment Coming: Stocks & Housing Could Both Fall
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
50 min
June 24 Don Durrett: When Bonds Break, Gold Explodes
Don Durrett of GoldStockData.com joins Trey Reik for a blunt warning: if the U.S. bond market breaks, gold may be the last asset standing.
Don explains why he believes the Fed is no longer fighting inflation, why financial stability is the real game, and why gold and gold miners could be entering a historic setup.
In this interview:
Why Don says the Fed is trapped
The bond market risk nobody wants to discuss
Why gold could beat stocks
Why miners may be wildly undervalued
What happens if $250 trillion starts looking for safety
💡 Watch Trey's full interview with Don Durrett + more exclusive content, join Wealthion's Real Asset community at https://bit.ly/4ahg1f2
💡If Don Durrett is right that the bond market is the real risk — and that gold wins if confidence breaks, learn how to add gold or silver to your IRA at https://bit.ly/4ajpOBj
💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion
CHAPTERS:
00:00 "The Fed's Dual Mandate Is Baloney"
01:05 What the Fed Is Really Trying to Protect
03:09 The Truth Behind Wall Street's Fear
04:04 Why Most Gold Investors Get This Wrong
04:43 The $250 Trillion Risk Nobody Talks About
06:47 Why AI Is Delaying the Gold Trade
08:03 The Only Gold Chart That Matters
09:45 The Moment Gold Finally Wins
***Exclusive for members of Wealthion's Real Asset community. Join at wealthion.com/realassets***
10:23 Member Exclusive: Gold’s Technical Breakdown & Don’s Buy Zone
16:08 Member Exclusive: Why Gold Wins When the Whole Thing Burns Down
21:48 Member Exclusive: Why Oil Fears May Be Overstated for Gold Miners
23:17 Member Exclusive: Why Gold Miners Could Be a Generational Trade
30:54 Member Exclusive: What Consensus Is Missing About the Fed
37:17 Member Exclusive: Don’s Fed Call: “Zero” Chance of Rate Hikes
41:00 Member Exclusive: The 25 Economic Risks Wall Street Ignores
46:57 Why Don Expects a Financial Reset
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/
#Gold #GoldStocks #Silver #PreciousMetals #MiningStocks #FederalReserve #Fed #BondMarket #Inflation #USDebt #DebtCrisis #DollarCrisis #MarketCrash #Recession #Macro #HardAssets #RealAssets #GoldIRA #SilverIRA #RetirementPlanning #WealthProtection #DonDurrett #TreyReik
________________________________________________________________________
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
13 min
June 23 Wellum’s Warning: The Tech Boom Is Starting to Crack
Everyone wants exposure to AI, SpaceX, and the next generation of technology leaders. But Jonathan Wellum warns that even great businesses can become terrible investments when investors pay too much. As excitement around mega IPOs, AI infrastructure, and private-market giants reaches a fever pitch, Wellum explains the one question every investor should ask before chasing the next big thing: Are you buying a real business—or paying for a dream?
💡 Worried about what this tech-driven future means for your money? Get a free portfolio review with Wealthion’s trusted financial advisors: https://bit.ly/3SeIVGz
💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion
Chapters:
00:00 AI Hype, IPO Mania & Market FOMO
01:54 Are Investors Overpaying for the Future?
05:10 Why New Tech Is So Hard to Value
09:29 The Dot-Com Bubble Warning
11:19 Survivor Bias & The Companies That Don’t Make It
13:33 The Hidden Risk in Mega IPOs
15:54 Space, AI & Execution Risk
17:33 What Value Investing Really Means Today
20:33 Where Wellum Sees Value in Big Tech
24:18 Cheap Stocks vs. True Value
25:45 The Value Investing Book Every Serious Investor Should Know
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 #StockMarket #Markets #AI #TechStocks #IPOs #Bubble #MarketBubble #DotComBubble #FOMO #ValueInvesting #PortfolioStrategy #RetirementPlanning #JonathanWellum #MaggieLake
________________________________________________________________________
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
29 min
June 18 Henrik Zeberg: The Final Melt-Up Before Everything Breaks
Henrik Zeberg says the market’s most dangerous phase may still be ahead — a final, violent melt-up that could send risk assets sharply higher before the entire cycle turns.
In this interview, Zeberg lays out why he believes investors are being pulled into the last stage of the bull market, why the Nasdaq could still surge, and why the endgame may be brutal: recession, deflation, collapsing risk assets, and a rush into cash.
This is not a soft landing call. Zeberg argues the “everything rally” may be the trap — and that when it breaks, there may be nowhere to hide.
Watch before the melt-up turns into the crash.
💡If Henrik Zeberg is right, the next phase could be a final market melt-up before a brutal downturn — making now the time to pressure-test your portfolio. Get a free review with Wealthion’s trusted financial advisors athttps://bit.ly/4vm8JPC
💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion
Chapters:
0:00 The Calm Before The Crash
0:39 Henrik Zeberg Joins Maggie Lake
1:12 Weak Economy, Largest IPO, Largest Bubble
2:13 Dot-Com Bubble Appetizer, 2008 Main Course
3:04 Why Today’s Tech Bubble Looks Extreme
4:05 AI, Layoffs & The Jobs Risk
5:43 Is There Still Runway Before The Top?
6:15 Zeberg: Nasdaq Could Rise Another 15%
7:31 Why This Looks Like The Final Melt-Up
9:11 Zeberg’s Nasdaq Target: 33,000–34,000
10:09 The Last 20% Makes People Crazy
11:45 How The Final Melt-Up Spreads
13:38 The Black Swan Risk In Private Credit
14:41 The $1.7 Trillion IPO Warning Sign
15:55 Why Rotation Won’t Save Investors
16:55 The U.S. Consumer Is In Serious Trouble
17:40 The Jobs Market Mirage
20:38 Why Bonds Haven’t Reacted Yet
21:08 Zeberg: The Fed Is Way Too Late
22:14 Why This Is Not 1970s Inflation
23:39 Bond Yields As A Late-Cycle Warning
25:17 Crypto’s Final Risk-On Surge
28:50 Gold & Silver Had Their Time In The Sun
30:13 Zeberg’s Bitcoin Target
31:09 Why This Could Be Worse Than 2008
35:32 Private Credit, Deflation & The Crash Setup
37:29 Zeberg: Market Top Could Come In Q3
39:39 Where Can Investors Hide?
40:40 Why Gold And Silver Could Fall First
41:14 Zeberg’s Safe Haven: Dollar & U.S. Bonds
42:38 The Next Inflationary Regime
43:42 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 #HenrikZeberg #MarketCrash #MeltUp #StockMarket #Nasdaq #Macro #Recession #Deflation #Bitcoin #Crypto #Gold #Silver #Investing #Finance #PortfolioReview #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
47 min
June 03 Michael Howell: AI Will Fuel Inflation, And Markets Aren’t Ready
Michael Howell, Managing Director at GL Indexes, warns that the global liquidity cycle is rolling over — just as AI spending, inflation pressure, Treasury stress, and China’s gold strategy are reshaping markets.
In this interview with Maggie Lake, Howell explains why AI may be inflationary before it becomes deflationary, why the U.S. economy is pulling liquidity out of financial markets, and why investors may be moving from “speculation” into a more dangerous phase of the cycle. He also breaks down why he believes China is the real force driving gold, how crypto is flashing a liquidity warning, and why the Fed’s 2% inflation target may be fantasy.
This is a must-watch for investors trying to understand what comes next for stocks, bonds, gold, Bitcoin, oil, and real assets as liquidity tightens and inflation risk return
💡Michael Howell says the global liquidity cycle is rolling over, AI may add to inflation pressure, and investors may be moving from speculation into turbulence. Is your portfolio prepared for what comes next? Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/43ghr5z
💡Michael Howell says investors are moving into a world of inflation pressure, liquidity stress, and growing demand for scarce real assets — from gold and energy to commodities and productive resources. Want access to exclusive real-assets research and interviews? Join Wealthion’s Real Assets Community: https://bit.ly/4ufoJRY
💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion
Chapters:
00:00 — The Market Has Left Calm Behind
00:25 — Michael Howell: Liquidity Is Rolling Over
02:04 — Money Is Leaving Markets for the Real Economy
03:33 — China Hits the Brakes on Liquidity
05:59 — The Economy Is Buzzing — So Why Are Markets at Risk?
07:44 — The Bond Market Problem Investors Are Missing
12:27 — AI’s Inflation Shock
15:40 — Why the Market Is in the Speculation Phase
21:02 — Gold, Bonds & the New Safe-Haven Fight
23:35 — China Is Driving the Gold Market
31:09 — Could China Control Oil Next?
36:09 — Why Inflation Risk Is Mispriced
37:23 — Bitcoin Is Flashing a Liquidity Warning
39:48 — Why Stocks and Bonds Can Both Struggle
41:25 — A 1970s-Style Inflation Warning
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 #MichaelHowell #GLIndexes #GlobalLiquidity #LiquidityCycle #Liquidity #MacroEconomy #Markets #StockMarket #Bonds #TreasuryMarket #Inflation #Fed #FederalReserve #AI #ArtificialIntelligence #Gold #GoldMarket #China #Bitcoin #Crypto #Oil #Commodities #RealAssets #PortfolioStrategy #marketvolatility
________________________________________________________________________
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
45 min
June 02 The Dollar System Is Losing Trust — Gold’s Monetary Reset Has Begun
Ronnie Stoeferle, partner at Incrementum AG and co-author of the In Gold We Trust report, joins Wealthion’s Trey Reik to explain why gold’s rally may be about much more than a normal bull market.Stoeferle argues that gold is signaling a deeper loss of trust in the dollar-based monetary system, as de-dollarization, inflation volatility, central bank buying, and rising geopolitical risk reshape the global financial order. He also explains why gold may be entering the public participation phase of its bull market — with institutional investors only beginning to wake up to the role gold can play in portfolios.In this conversation, Ronnie and Trey discuss whether the Pax Americana is coming to a close, why fiat currencies look different when measured in gold, whether this is a monetary revaluation rather than a normal gold cycle, and what the In Gold We Trust report reveals about the future of money.
💡Ronnie Stoeferle says gold’s rally may be signaling something much bigger than a normal bull market — a shift in trust, inflation, and the global monetary order. For deeper real-assets research and more of this interview on gold, commodities, and hard-asset investing, join Wealthion’s Real Assets Community: https://bit.ly/4vmK3Gb
💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion💡 To receive the In Gold We Trust report, sign-up and subscribe to IGWT for free at https://bit.ly/49BWl5j
Chapters:00:00 Cold Open: Gold, Bitcoin & Monetary Revaluation00:49 Introducing Ronnie Stoeferle & In Gold We Trust03:24 Why Gold Is Really About “Everything Else”04:52 Back To The Monetary Future: Why History Matters06:48 De-Dollarization & The Erosion Of Trust09:04 Gold’s Surge & The Dollar’s Loss Of Purchasing Power11:33 Gold Vs. Fiat: The Charts Investors Need To See12:44 Dow Theory & Gold’s Public Participation Phase15:58 — EXCLUSIVE Why Gold Is Not In The Mania Phase Yet18:49 — EXCLUSIVE FOMO, YOLO, Gonzo & The HALO Trade22:28 — EXCLUSIVE Is The Commodity Supercycle Finally Here?27:21 — EXCLUSIVE The Five Pillars Supporting Gold’s Bull Market35:53 — EXCLUSIVE Kevin Warsh, The Fed & Gold’s Next Catalyst43:53 — EXCLUSIVE The Six Vectors Of Gold Remonetization51:32 — EXCLUSIVE Gold, Bitcoin, Miners & The Future Of Hard Assets
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 #InvestmentAdvice #FinancialPlanning #WealthManagement #Gold #GoldInvesting #PreciousMetals #Commodities #Inflation #Dollar #DeDollarization #HardAssets #RealAssets #Markets #Macro #MonetaryReset
________________________________________________________________________
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
15 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…