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• AI's $920 Billion Gamble: Bubble or the Biggest Opportunity Yet? 20.07.2026 22min

  AI spending is on pace to exceed $920 billion—but is Wall Street witnessing the start of a generational technology revolution or the early signs of another investment bubble?Windrock Wealth CIO Brett Rentmeester joins Maggie Lake to break down the unprecedented surge in AI infrastructure spending, why hyperscalers like Microsoft, Amazon, and Google continue pouring hundreds of billions into data centers, and whether investors should be worried that AI investment is getting ahead of demand.Brett also explains why he believes AI is still in its early innings, discusses the biggest risks facing today's market leaders, and shares his approach to portfolio management, including when to take profits, how to avoid concentration risk, and why disciplined investing matters more than chasing the hottest trend. 💡 Brett Rentmeester says disciplined investing matters more than chasing the hottest AI stocks. Find out if your portfolio is positioned for the long term with a free review from Wealthion's trusted financial advisors at https://bit.ly/3Trcaq0 💡 As AI accelerates demand for energy, metals, and infrastructure, stay ahead with exclusive research and interviews in Wealthion's Real Assets Community: https://bit.ly/4whwNng📄 Is AI building the future—or the next bubble? Dive deeper into Brett Rentmeester's investment thesis with WindRock Wealth's latest white paper, "The AI Capex Debate." It breaks down the bull and bear cases for AI infrastructure spending, evaluates whether the current capex boom is sustainable, and highlights the key risks and opportunities investors should be watching. Read it here: https://windrockwealth.com/the-ai-capex-debate/ Chapters:00:00 AI's $920 Billion Question: Bubble or Boom?02:16 Is AI Becoming the Next Dot-Com Bubble?03:58 Understanding the AI Ecosystem: Hyperscalers, OpenAI & Meg 707:35 How Should Investors Position for the AI Revolution?10:23 Public vs. Private AI Investing Opportunities12:31 Why Rebalancing Matters in an AI Bull Market14:53 How Professional Advisors Take Profits17:34 Don't Let Winning Stocks Become Portfolio Risks18:31 Is 80% in Tech Too Much?19:33 The Biggest Mistake Investors Make in Bull Markets 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 #AI #ArtificialIntelligence #AIInvesting #TechStocks #StockMarket #DataCenters #OpenAI #Magnificent7 #AIBubble ________________________________________________________________________ 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
• Jonathan Wellum: The Biggest Mistake Investors Make With Winning Stocks 17.07.2026 13min

  When should you sell a stock that's been one of your biggest winners? According to veteran portfolio manager Jonathan Wellum of ROCKLINC Investment Partners, the default answer is almost never...unless the investment thesis has fundamentally changed. In this conversation with Maggie Lake, Wellum explains why long-term investors often hurt returns by selling too early, chasing market trends, or reacting emotionally to volatility. He outlines the three legitimate reasons to sell a stock, discusses why taxes shouldn't dictate investment decisions, explains how Warren Buffett approached trimming Apple, and shares why patience remains one of the greatest competitive advantages investors have. He also offers practical guidance on managing concentration risk, evaluating intrinsic value, and avoiding costly behavioral mistakes. If you're wondering whether it's time to take profits—or simply stay the course—this interview provides a disciplined framework for making better investment decisions. 💡 Jonathan Wellum says the hardest investing decision isn't what to buy—it's knowing when to sell. Get a free portfolio review from Jonathan and the team at ROCKLINC to determine whether your biggest winners still deserve a place in your portfolio: https://bit.ly/4fktjJb Chapters: 00:00 Why Selling Is So Difficult 01:05 The First Reason to Sell 02:02 When a Stock Gets Too Expensive 03:00 Finding Better Opportunities 03:50 Why Trimming Beats Selling Everything 04:35 The Tax Trap Investors Face 06:20 Don't Confuse Stocks With the Market 07:31 Risk Starts With What You Don't Know 09:57 Rules for Selling Winners 11:15 Patience Is Your Greatest Edge 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 #ValueInvesting #JonathanWellum #WarrenBuffett #LongTermInvesting #WealthBuilding #InvestSmart #Compounding #DividendInvesting #BehavioralFinance #FinancialEducation #PersonalFinance #Stocks #InvestingStrategy ________________________________________________________________________ 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
• Mark Thornton: The Most Overvalued Stock Market Since 1927? Why Gold Could Win Next 16.07.2026 14min

  Is the U.S. stock market more overvalued than at any point in the last 150 years—except for 1927? Economist Mark Thornton, Senior Fellow at the Mises Institute, believes today's extreme valuations, rising leverage, and mounting fiscal pressures are creating the conditions for a major market reckoning. In this conversation with Maggie Lake, Thornton explains why he sees elevated risks for equities, why he believes gold and silver may have already found a bottom despite recent weakness, and how shifting interest rate expectations, a weakening dollar, and growing government deficits could trigger a powerful rotation into precious metals. He also shares his controversial view on the Federal Reserve's true priorities and what investors should watch as markets navigate an increasingly uncertain macro environment. 💡 To watch Maggie's full interview with Mark Thornton + more exclusive content, join Wealthion's Real Asset community at https://bit.ly/3ReXl9s 💡 If Mark Thornton is right that today's stock market is approaching historic valuation extremes while gold and silver are building a long-term bottom, now may be the time to consider adding precious metals to your portfolio. Learn how to hold physical gold or silver in an IRA here: https://bit.ly/4flcE8m 💡 Get Wealthion's Exclusive Hard Assets interviews from behind the scenes of the 2026 Rick Rule Symposium by signing up to be an accredited investor: https://bit.ly/4wqkmpn 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 #Gold #Silver #MarketCrash #FederalReserve #InterestRates #Inflation #PreciousMetals #Macro #Economy #ValueInvesting #GoldMining #SilverMining ________________________________________________________________________ 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
• Peter Boockvar: The AI Spending Bubble Is Cracking 15.07.2026 34min

  Is Wall Street chasing the wrong side of the AI boom?Peter Boockvar, Chief Investment Officer at OnePoint BFG Wealth Partners, joins Maggie Lake to explain why the real bubble isn't artificial intelligence itself—it's the massive capital spending fueling the AI race.In this wide-ranging conversation, Boockvar discusses why investors should be cautious about semiconductor stocks, how China's rapidly advancing AI and memory-chip companies could pressure profit margins, and why he believes the market is entering a new phase where stock selection matters more than simply owning the hottest sector.Peter also explains why rising real interest rates are sending an important message, why government debt and deficits are becoming a bigger concern for markets, and why he continues to view gold as an attractive long-term investment despite its recent pullback.Whether you're investing in AI, technology, precious metals, or the broader market, this conversation offers valuable insights into the risks—and opportunities—that could shape the next phase of the investment cycle.💡 As AI drives unprecedented demand for commodities and infrastructure, stay ahead with Wealthion's Real Assets Community for exclusive interviews, research, and investment insights: https://bit.ly/4yGqhrV 💡 Peter Boockvar believes gold's recent pullback is driven by higher real rates—not a broken long-term thesis. Learn how physical gold and silver can fit into a diversified portfolio by speaking with one of Wealthion's trusted advisors: https://bit.ly/4pk8jHa 💡 Want Peter Boockvar's daily macro analysis? Subscribe to The Boock Report on Substack for institutional-quality insights on markets, the economy, commodities and investing: https://peterboockvar.substack.com/ Chapters: 00:00 Peter Boockvar's Biggest Market Warnings00:29 Why Investing Is Getting Harder02:17 Is the AI Trade Becoming a Bubble?05:05 Why Micron & Memory Stocks Could Be at Risk06:30 China's Growing AI Threat10:53 Are Investors Ignoring China's Competition?12:33 Tariffs, Trust & Global Supply Chains14:27 Why Peter Won't Buy AI Memory Stocks17:00 Banks, Consumer Staples & Where He's Investing Now20:21 Inflation, Earnings & The Fed's Next Move23:35 Why Bond Yields Keep Rising25:06 Debt, Deficits & Why Gold Is Still a Buy27:08 Japan's Bond Market Could Shake the World32:15 Final Thoughts Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices
• Chris Casey: The Market Is Ignoring the Biggest Risks Ahead 13.07.2026 13min

  Markets may appear calm, but are investors overlooking the risks building beneath the surface? In this conversation, Chris Casey joins Maggie Lake to discuss why today's economy may be more fragile than headline data suggests. They explore the long-term consequences of rising government debt, persistent fiscal deficits, inflation, and monetary policy—and why Casey believes investors should think beyond the next quarter when positioning their portfolios. 💡Concerned about rising interest rates, inflation, and mounting government debt? Get a free portfolio review from Wealthion's trusted financial advisors to see if your investments are positioned for today's macro risks: https://bit.ly/4wAtYgD Chapters: 00:00 Cold Open: A Solvency Crisis? 00:20 Meet Chris Casey 00:34 Is AI Really Deflationary? 01:38 Does the Fed Have an Inflation Problem? 03:37 Why Chris Expects Higher Interest Rates 05:05 Trump vs. the New Fed Chair 06:29 Will Kevin Warsh Really Stay Hawkish? 08:00 Can the Fed Actually Reform Itself? 09:03 Will Higher Rates Trigger Another Crisis? 09:50 Are Bonds Too Risky Right Now? 11:15 Final Thoughts Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices
• Supercycle = Gold & Silver to 7X. Jeff Currie with Steven Feldman on Open Position 09.07.2026 29min

  10K Gold, $300 Silver, Carlyle Senior Advisor and Co-Chair of Abaxx Markets’ Jeff Currie joins Wealthion CEO Steven Feldman on Open Position and gives the data that he says shows why the current Supercycle will have precious metals reaching 7X. Plus, the thing we’re all missing in the conversations around investing in AI and why tech innovation and China are keeping Jeff up at night. Plus he details his new oil and gas company and explains why commodities offer better value than most investments. Hint-Cash is King. Chapters: :30 10K Gold, $300 Silver and the 7X Supercycle 5:00 What We’re All Missing in the AI Investment Conversation 10:00 The Difference Between AI and Other Historical Tech Advances 13:20 Jeff’s New Company "1947 Oil & Gas" and Why Commodities Make Cash King 20:27 What’s Keeping Jeff Up At Night? Tech Innovation and China 25:30 What Is Jeff Solving For? 💡 Get Wealthion's Exclusive Hard Assets interviews from behind the scenes of the 2026 Rick Rule Symposium by signing up to be an accredited investor at https://bit.ly/3R7ouuT . Videos will be released the week of July 13th. 💡 If Jeff Currie's outlook on energy, precious metals and the share of commodities in your portfolio has you asking questions about your investment strategy, connect with Wealthion's endorsed financial advisors for a free portfolio review: https://bit.ly/4gRXFFo 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
• The AI Boom Has a Fatal Flaw 08.07.2026 25min

  From war in the Middle East to AI's insatiable demand for power, Carlyle Senior Advisor and Co-Chair of Abaxx Commodity Exchange, Jeff Currie says the Commodity Supercycle is far from over. Joining Wealthion CEO Steven Feldman on Open Position, Currie explains why investors shouldn't get distracted by oil's day to day volatility and why it's the "Revenge of the Old Economy", gives insights into the commodity sectors he's watching and reveals exactly how much exposure to commodities every portfolio should have. Part 1 of 2. 💡 Get Wealthion's Exclusive Hard Assets interviews from behind the scenes of the 2026 Rick Rule Symposium by signing up to be an accredited investor at https://bit.ly/3R7ouuT .Videos will be released the week of July 13th. 💡 If Jeff Currie's outlook on energy, precious metals and the share of commodities in your portfolio has you asking questions about your investment strategy, connect with Wealthion's endorsed financial advisors for a free portfolio review: https://bit.ly/4gRXFFoChapters::30 Why Commodities2:58 Why Commodities Don’t Get More Attention From Investors and Why They Should5:35 The 2020 Start of the Current Supercycle, What’s Accelerating it and Why it’s The Revenge of the Old Economy9:08 The Demand Side of the Supercycle12:55 Price Momentum, Overshooting and Proper Portfolio Positioning17;30 Commodity Sectors to Watch and Why the Roll is Crucial20:06 The New Generation of Investing Products Jeff is Creating23:15 Preview to Part 2: Why Jeff is Very Bullish on Gold Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices
• Francis Hunt: America Is Entering a Slow Decline—And Investors Need to Adapt 02.07.2026 8min

  For years, investors have been rewarded by simply buying America—but Francis Hunt of The Market Sniper argues that era may be coming to an end. In this interview with Maggie Lake, Hunt explains why U.S. exceptionalism could gradually fade as rising debt, persistent currency debasement, and shifting global capital flows reshape the investment landscape. He warns that relying solely on American assets may leave investors exposed and makes the case for jurisdictional diversification, gold, and precious metals as protection against a weakening fiat system. 💡 If Francis Hunt's outlook on gold, global diversification, and shifting economic leadership has you rethinking your investment strategy, connect with Wealthion's endorsed financial advisors for a free portfolio review: https://bit.ly/4gRXFFo 💡 Interested in the investment case for gold, precious metals, and real assets? Join Rick Rule's Natural Resource Symposium to hear from some of the world's top mining executives, macro thinkers, and resource investors: 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 #Macro #Economy #FinancialMarkets #Dollar #Inflation #AI #China #PreciousMetals #MarketOutlook #GlobalMarkets #DollarDebasement #CentralBanks #Geopolitics #Recession #AssetAllocation #InvestSmart ________________________________________________________________________ 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
• Claudia Sahm: "There Are Problems Under the Hood" 01.07.2026 36min

  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
• Francis Hunt: The Slow Collapse of Dollar Dominance Has Already Begun 30.06.2026 46min

  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
• Marc Faber: Why China Is Quietly Pulling Ahead of the West 29.06.2026 7min

  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
• Rick Rule: Buy Gold Now Before The Crowd Comes Back 25.06.2026 55min

  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
• Don Durrett: When Bonds Break, Gold Explodes 24.06.2026 12min

  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
• Marc Faber: We're Approaching a Major Market Top & It Ends in Disaster 24.06.2026 49min

  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
• Wellum’s Warning: The Tech Boom Is Starting to Crack 23.06.2026 28min

  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
• Henrik Zeberg: The Final Melt-Up Before Everything Breaks 18.06.2026 46min

  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
• Michael Howell: AI Will Fuel Inflation, And Markets Aren’t Ready 03.06.2026 44min

  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
• The Dollar System Is Losing Trust — Gold’s Monetary Reset Has Begun 02.06.2026 14min

  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
• The $3.5 Trillion IPO Wave That Could Shake the Entire Market 01.06.2026 25min

  SpaceX is preparing for one of the biggest IPOs in market history — and OpenAI and Anthropic may not be far behind.In this interview with Wealthion’s Maggie Lake, WindRock Wealth Management founder Brett Rentmeester explains why this is not a normal IPO cycle. These companies are already so large that they could become major components of the S&P 500, potentially affecting investors whether they buy the IPOs directly or simply own index funds.Brett breaks down the risks for retail investors, why most people may not get access to the actual IPO price, how lockups and insider selling can create pressure, and why trillion-dollar valuations leave little room for error.For investors chasing the next big tech trade, Brett’s warning is clear: this IPO wave may create huge opportunity — but it may also bring major market risk. 💡Brett Rentmeester says this IPO wave could affect investors whether they buy these companies directly or simply own index funds. To understand how your portfolio may be exposed, get a free review with Wealthion’s trusted financial advisors at https://bit.ly/4nXV9il 💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=WealthionChapters:00:00 Cold Open: The $3.5 Trillion IPO Wave00:28 SpaceX, OpenAI & Anthropic Set Up a Blockbuster IPO Year01:31 Why This IPO Cycle Is Different02:11 The IPO Market Has Changed Since the Dot-Com Era02:40 SpaceX Is Already 24 Years Old03:09 Could These Companies Join the Top 10 of the S&P 500?03:31 A Potential $3.5 Trillion Market Impact04:02 Why This Could Affect the Entire Stock Market05:23 How Bankers Price Mega-IPOs06:39 The Tesla IPO Comparison07:30 The Risk of Buying Late in the Growth Cycle08:04 Why Retail Investors May Not Get the IPO Price09:32 IPO Hype, Traders & Herding Mentality10:05 Why Some Investors Avoid the First Few Trading Days12:05 How Public-Market Scrutiny Changes the Game13:13 Why These Names Could Drive Index Funds14:50 Lockups, Insider Selling & Post-IPO Pressure16:14 Young Wealth, Innovation & the Next Market Leaders18:39 Fast-Track Index Inclusion and Passive Investor Exposure20:31 Active Management vs. Index Fund Risk21:12 Could Mega-IPOs Drain Capital From the Rest of the Market?21:58 Animal Spirits, Valuation Risk & the AI/Space Economy22:52 Don’t Get Married to the NarrativeConnect 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 #IPO #IPOs #IPOInvesting #StockMarket #Markets #TechStocks #PrivateMarkets #PublicMarkets #SpaceX #OpenAI #Anthropic #ArtificialIntelligence #AI #IndexFunds #SP500 #PassiveInvesting #ActiveManagement #RetailInvestors #MarketRisk #PortfolioStrategy #AssetAllocation #InnovationInvesting ________________________________________________________________________ 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
• Fertilizer Shock: Why Farmers Are Getting Crushed First 29.05.2026 28min

  Fertilizer may be one of the most overlooked pressure points in the global economy — and Josh Linville says the current crisis is already hitting farmers hard. Josh Linville, Vice President of Fertilizer at StoneX Financial, joins Maggie Lake to explain why the feared “global famine” headlines may be overstated, but the fertilizer supply shock is very real. He breaks down why farmers are bearing the brunt of higher costs, how China’s fertilizer export restrictions are reshaping the market, and why pricing and supply problems could stretch into 2027. Linville also explains why the Strait of Hormuz disruption, Russia/Ukraine fertilizer flows, urea shortages, and rising protectionism could create longer-term risks for food prices, supply chains, and investors watching real assets. 💡Josh Linville breaks down why fertilizer could be the next major real-assets risk hiding in plain sight. Join Wealthion’s Real Assets Community for exclusive research and interviews: https://bit.ly/49ZtdF2 💡Josh Linville says the fertilizer panic may be overblown — but farmers are already getting squeezed, and the impact could ripple through food prices and portfolios. Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/4vnNqNj 💡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 — Fertilizer Panic vs. Reality 00:38 — Why Fertilizer Suddenly Matters to Investors 00:59 — Are We Facing a Global Food Shortage? 01:13 — Why the Famine Headlines Are Overblown 02:28 — No Food Crisis, But Major Disruptions 03:02 — Fertilizer Prices Surge While Grain Prices Lag 03:58 — How Farmers Are Adjusting Fertilizer Use 05:12 — When Do Supply Chain Workarounds Break? 06:08 — Why This Shock Is So Hard to Forecast 06:36 — Urea Supply Risk and the Spring 2027 Warning 08:17 — Why Fertilizer Prices May Stay Higher 09:48 — China’s Underappreciated Fertilizer Risk 11:48 — Is Fertilizer Protectionism Spreading? 13:30 — Why the Choke Point Is Production and Shipping 14:27 — Could Government Intervention Become Structural? 15:43 — Why U.S. Urea Dependence Is a Problem 17:10 — Can America Ramp Up Fertilizer Production? 19:18 — Where Are the Fertilizer Entrepreneurs? 21:56 — Russia, Ukraine, and the Fertilizer Supply Chain 23:45 — Is There an Investment Play in Fertilizer? 24:47 — Could Fertilizer Costs Hit Food Prices? 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