Wealthion - Be Financially Resilient

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  The Bond Market Is in Revolt — Is Money Printing Next? 14.09.2026 22min

  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
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  Inflation Is Still a Problem. Is the Fed Fighting the Wrong War? 14.09.2026 5min

  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
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  Tom Lee: Inflation Fears Are Overblown — Crypto Could Rip Higher 11.09.2026 39min

  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
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  What Bessent Is Really Doing in the Bond Market | Mike Green 10.09.2026 59min

  Scott Bessent is making a major move in the U.S. Treasury market as long-term bond yields remain under pressure. Mike Green joins Maggie Lake to explain what Bessent is really trying to accomplish with expanded Treasury bond buybacks — and why he believes the deeper problem in the bond market is being widely misunderstood. Green breaks down the changing structure of the U.S. bond market, the growing influence of passive investing, and why traditional bond buyers are behaving differently than they have in the past. He explains why Treasury may have little choice but to act, why the debate over yield curve control may be missing the point, and how Federal Reserve interest-rate policy could actually be contributing to some of the inflation pressures policymakers are trying to fight. Plus, Green discusses the risks building beneath passive investing, what could trigger a broader market crisis, why many American households are moving closer to a financial breaking point, and how gold fits into an environment defined by declining trust in institutions. Topics: Scott Bessent, Treasury bonds, bond yields, Treasury buybacks, U.S. debt, yield curve control, Federal Reserve, interest rates, inflation, passive investing, stock market risk, gold, Mike Green, investing and portfolio strategy 💡 Mike Green explains why stress in the bond market may be about much more than U.S. debt — from changing Treasury buyers and passive flows to Federal Reserve policy and rising interest rates. 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 📬 Want more from Mike Green? Follow his Substack, where he digs deeper into market structure, passive investing, Treasury policy, the Fed and the forces reshaping markets: https://substack.com/@michaelwgreen Chapters: 0:00 Mike Green: “This Is a Very Dangerous Wound” 0:22 Mike Green on the Bond Market and Scott Bessent 1:35 Why Long-Term Treasury Bonds Are Selling Off 4:23 Why Treasury Buybacks May Be Necessary 6:55 Mike Green Defends Bessent’s Bond-Market Strategy 9:22 Is the U.S. Heading Toward Yield Curve Control? 10:14 Could High Interest Rates Actually Fuel Inflation? 11:53 America’s Growing Loss of Trust 14:44 Why American Households Are Near a Breaking Point 22:09 Is the U.S. Treasury Market Really in Trouble? 23:40 How Passive Investing Is Distorting the Bond Market 27:05 U.S. Debt, Deficits and the Real Treasury Risk 29:46 Could a Market Crisis Force the Fed to Act? 31:29 Mike Green on the Hidden Risk of Passive Investing 39:44 Why Mike Green Says Passive Investing Could “End Very Badly” 43:00 The Overlooked Opportunity in 30-Year TIPS 49:07 Gold, Commodities and the “Negative Trust” Trade 52:59 Why Gold Could Break Out as Trust in the Fed Falls 56:05 Mike Green: Why He’s Both Bearish and Optimistic 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/ #ScottBessent #BondMarket #TreasuryBonds #MikeGreen #FederalReserve #InterestRates #Inflation #YieldCurveControl #PassiveInvesting #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
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  Oil Near $100: China’s Demand Story Doesn’t Add Up | Art Berman 08.09.2026 8min

  Oil is back near $100 — but Art Berman says one of the biggest stories in the global oil market may be getting misread.In this conversation, the veteran energy analyst challenges the idea that China has simply managed the oil shock by drawing on massive strategic reserves. Instead, Berman points to sharply lower refinery runs and argues that the more important signal may be weakening Chinese demand for gasoline, diesel and jet fuel.Is China rationing energy? Is its economy slowing more than markets realize? Or is it both?Berman explains why the answer could have major implications for oil prices, global demand and the broader energy outlook.💡 Art Berman warns that falling Chinese refinery activity could be signaling much weaker oil demand than headline numbers suggest — with major implications for crude prices, energy markets and the global economy. 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/4xFx2JrChapters:0:00 China’s Oil Demand Warning0:30 Why China’s Oil Story Doesn’t Add Up1:30 The 4 Million Barrel Oil Comparison2:17 Why Refinery Demand Matters More Than Crude Imports2:57 What Chinese Refineries Are Really Signaling4:34 Can China’s Strategic Oil Reserves Explain It?5:05 Art Berman Breaks Down China’s Oil Demand5:44 Is China’s Economy Weaker Than Markets Think?6:14 The “Party Line” on China May Be Wrong 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/ #ArtBerman #OilPrices #ChinaEconomy #ChinaOil #EnergyMarkets #CrudeOil #OilMarket #Commodities #EnergyCrisis #GlobalEconomy #Investing #Macro #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
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  Silver to $500? The Precious Metals Trade That Could Explode Next 04.09.2026 14min

  Michael Oliver believes the next major phase of the precious metals bull market could be far more explosive than investors expect — and gold and silver miners may be the trade to watch. Oliver explains why mining stocks remain historically cheap relative to gold and silver, the technical breakout he believes could trigger a dramatic revaluation across the sector, and why silver could ultimately reach $300–$500. He also warns that mounting stress in the U.S. government debt and bond markets could accelerate demand for monetary metals, potentially sending gold, silver and precious-metals mining stocks sharply higher. Why does Oliver favor silver miners over gold miners? What signal would tell him the breakout has officially begun? And could silver really reach $500? Michael Oliver breaks down the setup — and why he believes the biggest move in precious metals may still be ahead. 💡 Michael Oliver says silver could ultimately reach $300–$500 — and believes gold and silver miners may be approaching a major breakout as government debt stress builds. Sign up for a free portfolio review with one of Wealthion’s trusted advisors to see whether your portfolio is positioned for the next phase of the precious-metals move: https://bit.ly/4yc9iMG Chapters: 0:00 — Silver to $500? Michael Oliver’s Bull Case 0:21 — Silver vs. Gold: Why Silver Could Have Much Further to Run 1:22 — Gold & Silver Miners Are Historically Undervalued 3:26 — How High Could Precious Metals Mining Stocks Go? 5:31 — The Massive Breakout Signal for Gold & Silver Miners 6:47 — Government Debt Crisis Could Fuel Precious Metals 7:19 — When Could the Gold & Silver Breakout Accelerate? 8:35 — Michael Oliver’s $300–$500 Silver Price Target 10:08 — Why Silver Could Outperform Gold 11:22 — The Technical Signal That Could Send Miners Higher 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/ #Silver #Gold #PreciousMetals #SilverPrice #GoldPrice #SilverMiners #GoldMiners #MiningStocks #MichaelOliver #GovernmentDebt #BondMarket #Inflation #Investing #Markets #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
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  Gold Just Snapped Back. i-80 Gold CEO Sees a 20-Year Bull Run 02.09.2026 30min

  Gold is swinging hard again — rebounding sharply today after an early selloff pushed prices to a near one-month low. But i-80 Gold CEO Richard Young says investors focused on the day-to-day volatility may be missing a much bigger shift in gold and commodities. In this conversation with Trey Reik, Young explains why he believes gold and commodities could be in a 5, 10, even 20-year run, why mining companies may increasingly benefit from expanding margins as technology becomes more capital intensive, and why hard assets with long lives and strong “moats” could become increasingly valuable. Young also breaks down what investors should look for when evaluating gold miners, why Nevada remains such an attractive mining jurisdiction, and how i-80 Gold navigated a massive recapitalization when hundreds of millions of dollars were coming due. Is the recent volatility just another shakeout inside a much bigger gold bull market? 💡 Richard Young says gold and commodities could be in a 5-, 10-, even 20-year bull run — and argues that hard assets, strong mining margins, and long-life assets may become increasingly valuable as the investment landscape shifts. Sign up for a free portfolio review with one of Wealthion’s trusted advisors to see whether your portfolio is positioned for the opportunities and risks ahead: https://bit.ly/4gAjRDG Chapters: 0:00 Gold & Commodities: A 20-Year Bull Market? 0:24 Central Bank Buying Is Reshaping the Gold Market 1:55 Why Gold Miners Could Outperform Big Tech 2:51 The Warren Buffett “Moat” in Gold Mining 4:10 Wealthion Membership 4:45 Inside i-80 Gold’s Nevada Mining Portfolio 5:47 7 Factors for Evaluating Gold Mining Stocks 6:09 Why Nevada Is a Premier Gold Mining Jurisdiction 7:48 Gold Mine Scale, Geology & Resource Conversion 9:16 Why Management & Governance Matter in Mining 11:14 The $200 Million Balance Sheet Crisis 12:54 How i-80 Gold Engineered Its Recapitalization 15:40 Inside the Convertible Debt Deal 17:44 $1.1 Billion of Institutional Demand 19:14 The Cost—and Potential Upside—of the Recapitalization 20:29 i-80 Gold’s Next Major Development Catalysts 23:17 Lone Tree & i-80’s Nevada Processing Strategy 24:09 The $85 Million Gold Exploration Program 26:15 What Long-Term i-80 Gold Investors Are Betting On 28:02 The Path Toward 600,000 Ounces of Annual Gold Production 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
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  David Rosenberg: “Every Bubble Pops” — Markets Aren’t Ready 01.09.2026 28min

  David Rosenberg believes investors are overlooking a growing disconnect between market optimism and the underlying economy. In this conversation with Maggie Lake, Rosenberg explains how he is positioning for a more fragile economic backdrop — including exposure to equities, bonds and hard assets — and why he currently sees opportunity at the front end of the Treasury curve. He also takes direct aim at the AI boom, arguing that the biggest risk may not be the technology itself, but investor behavior surrounding it. Rosenberg points to surging margin debt, historically low cash levels, extreme equity exposure and elevated valuations as signs that the market is displaying familiar bubble characteristics. He also breaks down why the recent rise in Treasury yields may be more about uncertainty and real rates than inflation expectations alone, and why he still believes the next major shift could come from the labor market. Looking toward the fourth quarter, Rosenberg says repeated negative payroll prints and a rising unemployment rate could force investors — and the Fed — to shift their focus away from inflation and back toward recession risk. Could the market narrative flip faster than investors expect? 💡 David Rosenberg warns that “every bubble pops” — and says surging leverage, extreme market positioning and a weakening labor backdrop could leave investors exposed. Sign up for a free portfolio review with one of Wealthion’s trusted advisors to see whether your portfolio is prepared for what comes next: https://bit.ly/4yc9iMG Chapters: 00:00 David Rosenberg: “Every Bubble Pops” 00:17 How Rosenberg Is Positioning for a Fragile Economy 04:05 Risk Management, Diversification & Hard Assets 05:50 Why Rosenberg Likes 2-Year Treasury Notes 07:55 Is the AI Boom Becoming a Bubble? 09:32 “Every Bubble Pops” — Rosenberg on AI Excess 12:25 The Real Bubble Is Investor Behavior 13:14 Margin Debt, Extreme Sentiment & Record Equity Exposure 14:59 What’s Really Driving Treasury Yields Higher? 17:37 Fed Uncertainty, Inflation & the Bond Market 19:55 Is the U.S. Stock Market Too Big to Fail? 22:30 The Labor Market Could Be the Next Big Surprise 24:33 Could Negative Payrolls Signal Recession? 27:01 Why the Market Narrative Could Flip Back to Jobs 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/ #DavidRosenberg #StockMarket #AIBubble #TreasuryYields #FederalReserve #Recession #LaborMarket #Investing #MarketCrash #Bonds #Inflation #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
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  Iran Erupts Again: Is a Major Oil & Market Shock Coming? 31.08.2026 8min

  Renewed fighting between the U.S. and Iran has once again put the Strait of Hormuz — one of the world’s most critical oil chokepoints — at the center of global markets. With Brent crude jumping back above $90 a barrel following fresh U.S. and Iranian strikes, investors are again confronting a critical question: What happens if the conflict escalates and oil supplies come under even greater pressure? In this timely Wealthion compilation, Art Berman, Steve Hanke, David Woo and Marc Faber break down the potential consequences for oil prices, inflation, interest rates, stocks and the broader economy. David Woo explains why Iran could benefit from driving Brent crude toward $100–$120 and putting pressure on U.S. equities. Steve Hanke warns that continued inventory drawdowns can eventually turn an oil-market deficit into an outright shortage — potentially setting the stage for another spike in crude prices. Energy expert Art Berman explains why markets can adapt to supply disruptions only so far before higher prices and demand destruction become necessary, while Marc Faber discusses how persistent energy pressures could feed inflation and make it harder for interest rates to fall. As tensions rise again around the Strait of Hormuz, these recent conversations offer important context for investors trying to understand what another escalation between the U.S. and Iran could mean for markets. Featuring: Art Berman, Steve Hanke, David Woo & Marc Faber 💡 With renewed U.S.-Iran tensions putting the Strait of Hormuz and global oil supplies back in focus, Art Berman, Steve Hanke, David Woo and Marc Faber explain why another escalation could mean higher oil prices, renewed inflation pressure and greater risk for stocks and the broader economy. Sign up for a free portfolio review with one of Wealthion’s trusted advisors to see whether your portfolio is positioned for a potential energy shock and the market volatility ahead: https://bit.ly/4qNmIfF Chapters: 00:00 Iran, $120 Oil & a 10% Stock Market Drop 00:12 Art Berman: Why Oil Markets Eventually Force Demand Destruction 02:10 Steve Hanke: Oil Inventories Are Masking the Real Shortage Risk 03:39 When an Oil Deficit Becomes an Outright Shortage 04:24 David Woo: Why Iran Wants Oil Prices Higher 05:13 Marc Faber: Oil, Inflation & Why Interest Rates May Stay High 05:34 Why Money Printing Could Make Inflation Worse 06:01 Wealthion Membership: Putting Macro Insights to Work 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/ #Iran #OilPrices #StraitOfHormuz #BrentCrude #CrudeOil #StockMarket #Inflation #Geopolitics #EnergyMarkets #OilShortage #InterestRates #Investing #MarketRisk #MiddleEast #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
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  Recession Fears Are Wrong? Why the U.S. Economy Is Stronger Than It Looks 28.08.2026 11min

  Is the U.S. economy really headed for recession? Franklin Templeton’s Chris Galipeau argues the bearish narrative is missing what matters most: a resilient consumer, improving credit trends, strong corporate earnings, and a labor market that remains supportive. He also pushes back on fears that AI is about to destroy jobs, explains why investors may be too focused on Fed headlines and geopolitical noise, and makes the case that corporate profitability matters far more for markets over time. With investors focused on Kevin Warsh, interest rates, inflation, and the economic outlook, Galipeau offers a sharply different view of what the data is actually saying about the U.S. economy and stock market. 💡 Chris Galipeau argues that recession fears may be overstated, the U.S. consumer remains stronger than the headlines suggest, and corporate earnings matter more than much of the daily macro noise. Sign up for a free portfolio review with one of Wealthion’s trusted advisors to see whether your portfolio is positioned for the economy and markets ahead: https://www.wealthion.com/advisors/ Chapters: 00:00 Why the Recession Narrative Is Wrong 00:41 The U.S. Consumer Is Stronger Than You Think 02:12 What’s Really Supporting the Economy? 02:48 Why the “Doom” Narrative Keeps Missing 03:54 Will AI Really Take Everyone’s Jobs? 04:38 The Real Recession Risk Investors Should Watch 05:29 Kevin Warsh, the Fed & the Economic Outlook 06:54 Why Economic Data Can Mislead Investors 07:32 Why Earnings Matter More Than Geopolitics 08:12 Corporate Profits Are Beating Expectations 08:46 Wealthion Membership & Portfolio Resources 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 #Recession #StockMarket #Investing #FederalReserve #InterestRates #Inflation #AI #Markets #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
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  Before You Sell: The Capital Gains Move to Know 28.08.2026 26min

  Investors sitting on large gains may have a new way to defer taxes and potentially earn tax-free appreciation through Opportunity Zones. Brett Rentmeester of WindRock Wealth Management joins Maggie Lake to explain how the updated 2027 rules work, who they may benefit, and why gains realized in late 2026 could already qualify. They break down the 180-day rollover window, five-year tax deferral, 10% basis step-up, real estate depreciation benefits, and how certain Opportunity Zone investments can potentially grow tax-free if held for at least 10 years. Brett also explains the biggest risks, including illiquidity, bad real estate deals, and why the underlying investment still has to make sense before the tax benefits matter. If you have large capital gains from stocks, real estate, crypto, or the sale of a business, this is a strategy worth understanding before year-end. 💡 Brett Rentmeester explains how Opportunity Zones could help investors defer capital gains taxes, potentially unlock tax-free appreciation, and create new real estate opportunities — while also warning that the underlying investment still has to make sense. Sign up for a free portfolio review with one of Wealthion’s trusted advisors to see how your portfolio is positioned: https://bit.ly/4xyF7PI Chapters: 00:00 Opportunity Zones: Tax-Free Real Estate Gains? 00:22 Capital Gains Taxes & Investor Dilemma 02:23 What Are Opportunity Zones? 03:44 The New 2027 Opportunity Zone Rules 05:17 How Opportunity Zone Tax Benefits Work 07:33 The 180-Day Capital Gains Rule 09:13 Who Opportunity Zones Are Best For 11:44 Example: $1 Million Capital Gain 16:18 How $4 Million in Gains Could Become Tax-Free 17:52 The Biggest Risk: Bad Real Estate Deals 20:05 How to Evaluate Opportunity Zone Investments 23:35 Why 2026 Capital Gains Could Already Qualify 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/ #CapitalGainsTax #OpportunityZones #TaxStrategy #RealEstateInvesting #TaxPlanning #Investing #WealthManagement #RealEstate #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
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  NVIDIA Earnings Put the AI Boom to the Test — Woo Warns of “Catastrophe” 26.08.2026 8min

  NVIDIA earnings are putting the AI boom back under the microscope. David Woo joins Maggie Lake to explain why he believes the bigger risk isn’t one quarter of results, but the assumptions holding up the entire AI trade.Woo argues that AI valuations are increasingly driven by winner-take-all expectations, massive capital spending, aggressive earnings presentation, and fear of missing out. He also explains why a break in the AI narrative could have serious consequences for the broader U.S. stock market.Topics include NVIDIA, AI stocks, Big Tech capex, Microsoft, OpenAI, Anthropic, S&P 500 exposure, earnings quality, and the risk of an AI bubble. 💡 From sky-high AI valuations and massive Big Tech spending to questions around earnings quality and what could happen if the AI trade breaks, David Woo explains why investors may be underestimating the risks beneath the boom — and why NVIDIA earnings could be an important test. Join the Wealthion community for more conversations on the forces shaping markets — and how to protect and grow your wealth: https://bit.ly/4gER4xy💡 Want more of David Woo’s independent macro, geopolitical, and market analysis? Follow his latest research and commentary at David Woo Unbound: https://www.davidwoounbound.com/Chapters:0:00 AI Bubble Warning: “It Would Be a Catastrophe”0:31 AI Valuations & the Winner-Take-All Bet1:00 Why Google Could Lose in the AI Race1:23 Does AI Actually Have a Competitive Moat?1:50 What an AI Bust Could Mean for the S&P 5003:03 Microsoft AI CapEx & Accounting Concerns3:55 AI Spending, FOMO & the Fear Trade4:20 NVIDIA, OpenAI & the AI Data Center Boom5:05 Are AI Earnings Being “Dressed Up”?5:55 How Wealthion Helps Investors Take Action 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/ #NVIDIA #NvidiaEarnings #AIStocks #AIBubble #ArtificialIntelligence #StockMarket #SP500 #BigTech #Investing #MarketOutlook #TechStocks #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
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  Blind Investing Is Over: The Portfolio Shift to Make Before the Next Crisis 26.08.2026 7min

  The old “buy the S&P 500 and forget it” playbook may be getting riskier. Wealthion CEO Steven Feldman joins Maggie Lake to explain why rising deficits, persistent inflation, a weakening dollar, elevated stock valuations, and massive AI concentration are changing the investing landscape. Feldman lays out how investors should think about diversification in this new regime — including the role of gold, cash, real assets, energy, infrastructure, agriculture, and other scarce assets — and why protecting what you’ve already built may matter more than chasing the next huge return. 💡 From rising deficits and persistent inflation to AI concentration, elevated stock valuations, and the risks of blind indexing, Steven Feldman explains why investors may need to rethink diversification for the market regime ahead. Join the Wealthion community for more insights on protecting what you’ve built — and positioning your portfolio for what comes next: https://bit.ly/4qycGPq 💡 Want more from Steven? In the latest installment of his Open Position series, Steven continues exploring the idea of American exceptionalism and what it means for markets, investing, and portfolio construction in today’s environment. Follow Steven on LinkedIn for his latest Open Position insights and analysis: https://www.linkedin.com/in/stevenmfeldman1/ Chapters: 0:00 Blind Indexing vs. Intentional Investing 0:48 How to Diversify for Today’s Market Risks 0:57 Debt, Deficits, Inflation & Dollar Depreciation 1:36 Preparing Your Portfolio for a New Market Regime 2:58 How to Invest in AI Without Taking Too Much Risk 3:42 Gold as an Inflation & Dollar Hedge 4:22 Why Cash Matters When Stock Valuations Are High 4:42 Real Assets: The Most Overlooked Investment Opportunity 5:04 Rare Earths, Pipelines, Agriculture & Water Scarcity Is your portfolio actually diversified — or are you taking more risk than you realize? 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 #Investing #StockMarket #PortfolioStrategy #Diversification #SP500 #Inflation #Gold #RealAssets #AIInvesting #MarketRisk #IndexInvesting ________________________________________________________________________ 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
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  The Leveraged ETF Trap That Could Wreck Tech Stocks 24.08.2026 10min

  Leveraged ETFs promise amplified returns, but Kevin Muir warns they can amplify something else too: market chaos. He explains how 2x and 3x ETFs, daily resets, forced buying and selling, and “negative gamma” can turn ordinary volatility into violent market moves. With tech and semiconductor stocks in focus, Muir reveals the hidden market plumbing investors may be overlooking. 💡 From the hidden risks in leveraged ETFs to the market forces that can amplify volatility, Kevin Muir shows why understanding what you own matters. Join the Wealthion community at https://bit.ly/4cAwn3q for more expert insights on navigating risk and protecting your portfolio. 📩 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: 0:00 Leveraged ETFs Could Amplify the Next Market Selloff 0:26 Why Kevin Muir Is Worried About Leveraged ETFs 0:38 How 2x and 3x Leveraged ETFs Actually Work 1:41 The Hidden Risk of Daily ETF Resets 3:15 How a Leveraged ETF Can Get Wiped Out 4:29 Why 3x ETFs Create Even Bigger Risks 5:00 Could Hedge Funds “Hunt” Leveraged ETFs? 5:25 When ETF Hedging Starts Moving the Market 6:02 Gamma, Options and the Market’s Hidden Plumbing 7:18 How Leveraged ETFs Can Amplify Tech and Semiconductor Moves 8:05 Why Kevin Says Leveraged ETFs Exaggerate Market Volatility 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 #LeveragedETFs #ETFs #StockMarket #MarketVolatility #TechStocks #Semiconductors #Investing #RiskManagement #PortfolioRisk #MarketCrash #FinancialMarkets ________________________________________________________________________ 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
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  The Commodity Boom Is Here — But Investors Could Get Burned 21.08.2026 10min

  Where are the best opportunities in commodities — and where can investors get burned?Jonathan Wellum breaks down how he approaches gold, silver, copper, uranium, rare earths and mining stocks, while explaining why some parts of the commodity sector can be highly cyclical and speculative.Wellum discusses why investors should understand their “circle of competence,” the risks of picking individual junior miners, and why ETFs or professionally managed vehicles may make more sense for gaining exposure to niche commodity themes.He also takes viewers inside the due-diligence process, explaining what professional investors look for before deciding whether a promising mining story is actually investable. 💡 Jonathan Wellum sees major opportunity across gold, silver, copper, uranium and other commodities — but warns that chasing speculative mining stories can quickly burn investors. He explains why discipline, quality and knowing your “circle of competence” matter more than ever in this commodity cycle. Join the Wealthion community for more on the forces shaping markets — and how to protect and grow your wealth: https://bit.ly/3SsSJgi 💡 Want to hear more from Jonathan Wellum? Watch our previous conversation with him for a deeper look at his investment philosophy, how he thinks about risk, and where he sees opportunity across today’s markets: https://www.youtube.com/watch?v=ezMiX0FtZ7g Chapters: 00:00 Commodity Investing: How to Avoid Getting Burned00:24 Gold, Silver & Critical Minerals: Where’s the Opportunity?00:59 Why Commodities Are So Cyclical01:18 Copper, Uranium, Silver & Gold02:23 Rare Earths: Opportunity or Speculative Trade?03:32 Know Your Investing “Circle of Competence”03:47 Commodity ETFs vs. Junior Mining Stocks05:24 How Professional Investors Evaluate Mining Stocks 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/ #Commodities #Gold #Silver #Uranium #MiningStocks #Investing #RareEarths #Copper________________________________________________________________________ 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
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  Gold Is Warning Us: The Financial System Is Changing 21.08.2026 16min

  Grant Williams says gold has just beaten its inflation-adjusted 1980 peak for the first time in 45 years, and that is the sound of the "howling wolf" returning to the financial system. Why he tells investors to forget the price and simply own it. Grant Williams joins Maggie Lake to revisit his gold-as-apex-predator thesis eight years on, using the reintroduction of wolves to Yellowstone as a metaphor for gold returning to a monetary system that has grazed itself bare since 1971. He explains why central bank behavior changed after 2022, why the old crisis reaction of buying dollars and treasuries is breaking down, and why he treats gold as protection for your purchasing power rather than a price to trade. What Williams covers: -The Yellowstone wolves, the trophic cascade, and gold as the financial system's apex predator -Why central banks doubled their gold buying and began repatriating it after 2022 -How the old crisis playbook of buying dollars and treasuries is breaking down -Why judging gold by a 20% move misses the point -Weimar, and the difference between price and purchasing power -Own versus buy, and where bullion ends and gold miners begin CHAPTERS  0:00 The Yellowstone wolves and the trophic cascade  1:13 Gold as the apex predator, removed since 1971  3:23 Gold as the howling wolf: a warning to change behavior  5:16 How central bank behavior changed after 2022  8:22 Did we miss the peak in gold?  8:53 Why the 20% bear-market rule misses the point  12:07 Debasement and the case for owning gold  13:55 Own versus buy, and bullion versus gold miners Grant Williams' core message is that protecting your purchasing power is a decision to own, not a trade to time. Making that decision inside a real portfolio, sizing gold and real assets against everything else you hold, is the practical next step, and it is what Wealthion membership is built for. It opens three doors: access to advisors who can help build real assets into your portfolio, and, for accredited investors, access to specialized funds. To see where you stand, start with a complimentary portfolio review: https://bit.ly/4ij9rJD 🚀 FOLLOW & JOIN WEALTHION:https://wealthion.com 🪙 MORE ON GOLD & THE DOLLAR: Grant Williams: Gold's Real Role and the Dollar's Future: https://www.youtube.com/watch?v=8QXFjrNQtF4 Pierre Lassonde: Gold Is Replacing the Dollar: https://www.youtube.com/watch?v=JpjLPYxlny8 The Central Bank Gold Rush: What It Means For You: https://wealthion.com/news/the-central-bank-gold-rush-what-it-means-for-you-chris-mancini #Gold #Investing #Dollar ________________________________________________________________________ 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
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  David Rosenberg: The Economy Is More Fragile Than You Think 21.08.2026 28min

  Veteran economist and market strategist David Rosenberg joins Maggie Lake to explain why he believes the U.S. economy is weaker than headline data suggests. Rosenberg breaks down slowing growth, disinflation, labor-market weakness, the disconnect between strong corporate earnings and stagnant household income, and why AI spending may be masking broader economic softness. He also makes the contrarian case that the Federal Reserve’s next move could ultimately be a rate cut—not another hike—and explains what investors should watch if the economy continues to lose momentum. 💡 David Rosenberg warns the U.S. economy may be far more fragile than it looks, with labor-market weakness and an AI boom masking broader softness. He also explains why the Fed’s next move could be a rate cut, not another hike. Join the Wealthion community for more on the forces shaping markets — and how to protect and grow your wealth: https://bit.ly/3UKCU5m 📘 David Rosenberg’s first book, Bear in the Bull Ring, is expected to be released in early October. Drawing on four decades in markets, Rosenberg shares the lessons, risks, and investing principles that have shaped his career as one of Wall Street’s best-known contrarian voices. Pre-order Bear in the Bull Ring here: https://bit.ly/4bZ3sWx Chapters: 00:00 David Rosenberg: Fed Rate Cuts & Economic Warning Signs 00:21 David Rosenberg on Bear in the Bull Ring 04:12 Will the Federal Reserve Cut Rates Next? 05:46 Weak GDP Growth & Falling Inflation 08:23 Why the U.S. Economy Is More Fragile Than It Looks 09:23 Labor Market Weakness Could Change the Fed’s Focus 10:08 Treasury Yields, Bond Markets & Inflation Uncertainty 13:53 Why Are S&P 500 Earnings Still So Strong? 16:51 AI Spending, Corporate Profits & Recession Risk 19:51 Is the AI Boom Masking a Weak Economy? 22:30 The Stock Market Wealth Effect & Consumer Spending 24:26 What Happens If Stocks Stop Rising? 25:34 Rising Real Rates Are a Threat to the Economy 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/ #DavidRosenberg #Economy #FederalReserve #StockMarket #Recession #Inflation #InterestRates #AI #Investing #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
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  Oil to $120? Iran Could Trigger the Next Stock Market Shock | David Woo 18.08.2026 27min

  David Woo says markets may be dangerously underpricing the risk of escalation around Iran and the Strait of Hormuz. He explains why Iran has an incentive to push crude toward $100–$120, why tougher U.S. action could be bullish for oil and bearish for stocks, and how a confrontation involving China could raise the stakes even further. Woo also breaks down the shifting Russia-Ukraine war, the opportunity he sees in defense stocks, mounting pressure on Europe—and why he remains long oil as geopolitical risks build. 💡 From the risk of $100–$120 oil and a renewed Iran showdown to rising pressure on stocks, China, Europe, and global defense markets, David Woo explains why investors may be underestimating how quickly geopolitical tensions could turn into a broader market shock. Join the Wealthion community for more conversations on the forces shaping markets — and how to protect and grow your wealth: https://bit.ly/4gER4xy 💡 Want more of David Woo’s independent macro, geopolitical, and market analysis? Follow his latest research and commentary at David Woo Unbound: https://www.davidwoounbound.com/ Chapters: 0:00 Oil to $120? David Woo’s Warning for Markets 0:21 Iran, the Strait of Hormuz & the Oil Shock 4:33 China Could Send Oil Higher and Stocks Lower 7:30 Wealthion Membership 8:48 Could the U.S.-Iran Conflict Escalate? 10:32 Are Markets Underpricing the Iran Risk? 14:17 Russia-Ukraine War: Is Russia Gaining Momentum? 18:33 Why David Woo Likes Defense Stocks 20:03 What a Stronger Russia Means for Europe 21:51 Europe’s Energy Crisis & China Trade War Risk 24:08 David Woo’s Portfolio: Oil, Bonds, AI & the Yen 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
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  The Recession Never Came. Is This Bull Market Just Getting Started? 18.08.2026 20min

  The recession everyone feared still hasn’t arrived — and the stock market keeps defying the bears. Ed Yardeni explains why he believes the U.S. economy remains resilient, why consumer spending and corporate earnings could keep the bull market moving higher, and why pessimistic investors may be missing what’s happening right in front of them. He also breaks down how he’s thinking about stocks, bonds, gold and emerging markets — and why the biggest AI investment opportunity may be in the companies using artificial intelligence to drive productivity and profits. Topics: stock market outlook, U.S. economy, recession, bull market, AI stocks, corporate earnings, consumer spending, investing, gold, bonds, emerging markets. 💡 From a recession that never arrived to resilient consumers, strong corporate earnings, and the next wave of AI-driven productivity, Ed Yardeni explains why the bull market may have more room to run — and how investors should think about stocks, bonds, gold, emerging markets, and the companies benefiting most from AI. Join the Wealthion community for more conversations on the forces shaping markets — and how to protect and grow your wealth: https://bit.ly/45sNWi5 Chapters: 0:00 Why the Bears Keep Getting This Market Wrong 4:35 Baby Boomers Are Keeping Consumer Spending Strong 6:49 Could a Bear Market Finally Break the Consumer? 8:47 Is the Stock Market Too Big to Fail? 11:11 AI, Productivity and the Future of Wages 14:16 Why the Perma-Bears Keep Getting It Wrong 15:25 Strong Earnings vs. Recession Fears 16:49 How to Invest: Stocks, Bonds, Gold & Emerging Markets 18:46 Why This Bull Market Is Different 19:35 The Biggest AI Investment Opportunities 20:15 AI Stocks: Financials, Cybersecurity & Healthcare 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/ #StockMarket #Recession #BullMarket #USEconomy #Investing #MarketOutlook #AIStocks #CorporateEarnings #ConsumerSpending #Gold #Bonds #EdYardeni ________________________________________________________________________ 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
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  The Financial System Is Cracking - Why Gold & Commodities Could Surge 18.08.2026 18min

  Top gold miners are earning margins above $3,000 an ounce, yet Jonathan Wellum says their stocks are still priced as if gold were far lower. Why he sees a rare gap between commodity cash flow and mining stock prices. Jonathan Wellum, CEO and CIO of RockLinc, joins Maggie Lake to explain why commodities and mining may be one of the most overlooked opportunities in the market. He connects Trump's push to revive US mining, deglobalization, and Western dependence on China for critical minerals to a simple imbalance: the world is demanding more copper, silver, uranium and gold than it produces, while capital keeps flooding into AI. He also lays out why mining equities lag their own cash flow, how he separates precious metals from critical minerals, and where he is cautious on the AI build-out. What Wellum covers: - What Trump's mining roundtable and the reshoring push mean for critical minerals - Why mining stocks lag despite record free cash flow and expanding margins - The debasement trade, record central bank gold buying, and a debt-driven case for hard assets - Precious metals versus critical and industrial minerals, and how RockLinc chooses among copper, uranium, silver, gold and potash - Charlie Munger's circle of competence, and why an ETF can beat picking junior miners - Reshoring beyond the miners, and why he is cautious on the AI CapEx story 💡 From years of underinvestment in critical commodities to mounting debt and an AI spending boom with uncertain returns, Jonathan Wellum explains why gold, silver, copper, uranium, and other real assets could matter more in the years ahead. Join the Wealthion community for more conversations on the forces shaping markets — and how to protect and grow your wealth: https://bit.ly/4bOwJTI 💡 Jonathan Wellum explains why debt, commodity shortages, and uncertainty around the AI boom could create both risks and opportunities for investors. Sign up for a free portfolio review with one of Wealthion’s trusted advisors to see how your portfolio is positioned: https://bit.ly/4xyF7PI Chapters: 00:00 Gold, Commodities & AI: What Investors Need to Know 00:58 Trump’s Push to Revive U.S. Mining 03:14 Silver & Copper Shortages Are Growing 04:29 Are Mining Stocks Still Undervalued? 06:20 Gold & Silver as Protection Against Financial Risk 06:44 Why Investors Are Still Missing the Commodity Trade 07:43 Debt, AI Spending & Stress on the Financial System 08:55 Mining Investing: Why the Story Isn’t Enough 09:57 The Reshoring & Infrastructure Investment Opportunity 10:38 Finding AI Winners Beyond Nvidia 13:41 The Big Risk Behind the AI CapEx Boom 16:27 Why Some AI Companies Could Go Bankrupt 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 #Silver #Commodities #MiningStocks #Investing #AI #StockMarket #PreciousMetals #Copper #Uranium #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