Wealthion - Be Financially Resilient
Wealthion is a podcast that teaches listeners about money and the markets. It features interviews with leading investors from around the world who share insights on building a resilient, long-term investment portfolio. New episodes are released weekly.
Episodes
S&P 500 to 8,000? A Brutal Market Reversal Ahead | Gareth Soloway
💡 Is your portfolio prepared for the next market downturn? With AI stocks dominating market gains and Treasury yields climbing, now may be the time to reassess your risk. Request a complimentary portfolio review with a Wealthion financial advisory partner: https://bit.ly/4e9LsJVThe S&P 500 could hit 8,000 before year-end—but is a major market correction looming?Gareth Soloway, Chief Market Strateg
AI Is Propping Up the Economy. The Fed Could Break It.
💡 Is your portfolio prepared for a market where stocks and bonds could fall together? With AI masking economic weakness and the Fed risking overtightening, traditional diversification may not offer the protection investors expect. Request a complimentary portfolio review with a Wealthion financial advisory partner to discuss your allocation, interest-rate exposure, and opportunities in real assets
Uranium’s Supply Crunch Is Getting Worse — And Prices Could Go Much Higher
The uranium bull market may have much further to run.Justin Huhn, founder of Uranium Insider, joins Wealthion’s Maggie Lake to break down the growing imbalance between global uranium supply and nuclear power demand — and what it could mean for uranium prices, uranium stocks and investors.Huhn explains why increasing mine production hasn’t solved the market’s structural supply problem, why the long
Your Portfolio Is One Big AI Bet — The Diversification Illusion
Are investors really diversified — or has the AI boom turned major stock indexes into one enormous concentrated bet?
Rupert Mitchell, author of The Blind Squirrel, joins Maggie Lake to explain why he believes traditional index investing may now offer a false sense of diversification. His concern: U.S. stocks remain expensive, AI and semiconductor exposure dominates more portfolios than investors
Higher Rates Could Burst the AI Bubble — Here’s What to Own Instead
Could rising interest rates burst the AI bubble—and leave investors exposed in both stocks and bonds? Jesse Felder, founder of The Felder Report, joins Maggie Lake to discuss inflation, Treasury yields, gold and why he believes the commodity supercycle still has room to run.
Felder explains why he sees the potential for another 150–200 basis points of Federal Reserve rate hikes, how tighter credit
Deflation Is Coming — And Gold, Bitcoin & Copper Could All Get Hit
Mike McGlone says gold, copper and even Bitcoin have become "stock puppets," so correlated with the S&P 500 that a 10% drop in stocks could crush them all together. Why the asset you thought was a hedge may not be diversifying you at all.Bloomberg commodity strategist Mike McGlone joins Maggie Lake to explain why nearly every major asset, from metals to crypto to oil, is now trading on the back of
Trump Accounts Explained: How $1,000 Could Grow Into Much More
Trump Accounts are creating a new way for families to invest for their children — including a $1,000 government contribution for eligible kids.
Brandy Maben of WindRock Wealth Management joins Wealthion to explain how Trump Accounts work, who qualifies, how much families can contribute, and what decades of compounding could mean for a child’s future wealth.
She also breaks down where Trump Accou
Everyone’s Bracing for a Crash. The Economy Says Otherwise.
Investors have spent years waiting for the U.S. economy to crack. Chris Galipeau of Franklin Templeton says they may be making a costly mistake.
In this conversation with Wealthion’s Maggie Lake, Galipeau explains why the recession narrative has repeatedly failed, why the American consumer and corporate earnings remain more resilient than many investors realize, and why fears surrounding AI, jobs
The CLARITY Act Failed. What Happens to Crypto Now?
The CLARITY Act failed to advance in the Senate — but the transformation of crypto and the financial system may be moving forward anyway.
Maggie Lake sits down with Brett Rentmeester, founder and managing director of WindRock Wealth Management, to unpack what the setback means for Bitcoin, Ethereum, stablecoins and crypto regulation — and why the battle over stablecoin yields could have major imp
We’re in a Debt Bubble — And the Pressure Is Building.
Inflation remains stubborn, interest rates are elevated, AI spending is exploding and global debt continues to climb. Jonathan Wellum says investors need to pay attention to what all of those forces could mean for markets — and for the purchasing power of their money.Jonathan Wellum, CEO and CIO of RockLinc Investment Partners, joins Maggie Lake to explain why he believes we are in a “debt bubble,
Mark Skousen: Why He's Still 100% Invested at All-Time Highs
Economist and longtime investor Mark Skousen joins Wealthion’s Maggie Lake with a surprisingly bullish message: despite persistent inflation, rising interest rates, massive U.S. deficits and stretched technology valuations, he remains 100% invested in the stock market.
Skousen explains why he believes the bull market can continue, even as he warns that some tech stocks “could fall in half and sti
Henrik Zeberg: Why Bonds May Be Too Cheap
Henrik Zeberg, macro strategist at Swissblock and founder of The Zeberg Letter, believes the stock market’s final melt-up may still have much further to run — but warns that the setup beneath the surface is becoming increasingly unstable.
In this wide-ranging conversation with Maggie Lake, Zeberg explains why he thinks the Nasdaq could surge toward 37,000–39,000 before the cycle turns, why today’
The Bond Market Is in Revolt — Is Money Printing Next?
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” — essential
Inflation Is Still a Problem. Is the Fed Fighting the Wrong War?
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
Tom Lee: Inflation Fears Are Overblown — Crypto Could Rip Higher
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 ex
What Bessent Is Really Doing in the Bond Market | Mike Green
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 grow
Oil Near $100: China’s Demand Story Doesn’t Add Up | Art Berman
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 deman
Silver to $500? The Precious Metals Trade That Could Explode Next
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 r
Gold Just Snapped Back. i-80 Gold CEO Sees a 20-Year Bull Run
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
David Rosenberg: “Every Bubble Pops” — Markets Aren’t Ready
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
Iran Erupts Again: Is a Major Oil & Market Shock Coming?
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 pressu
Recession Fears Are Wrong? Why the U.S. Economy Is Stronger Than It Looks
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 geopolitica
Before You Sell: The Capital Gains Move to Know
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
NVIDIA Earnings Put the AI Boom to the Test — Woo Warns of “Catastrophe”
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 e
Blind Investing Is Over: The Portfolio Shift to Make Before the Next Crisis
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 go
The Leveraged ETF Trap That Could Wreck Tech Stocks
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 ri
The Commodity Boom Is Here — But Investors Could Get Burned
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 j
Gold Is Warning Us: The Financial System Is Changing
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 meta
David Rosenberg: The Economy Is More Fragile Than You Think
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 contra
Oil to $120? Iran Could Trigger the Next Stock Market Shock | David Woo
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 opport
The Recession Never Came. Is This Bull Market Just Getting Started?
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, bo
The Financial System Is Cracking - Why Gold & Commodities Could Surge
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 p
Art Berman: The Global Energy Order Is Breaking
Roughly six vessels moved through the Strait of Hormuz in a day, down from 130 to 140 before the war, and Art Berman says Persian Gulf oil production is down about 10 million barrels a day. His case: this is a bigger supply shock than COVID, and markets are barely pricing it.
Geologist and energy consultant Art Berman returns to Wealthion with Maggie Lake to explain why the oil market looks calm o
Soft Jobs. Hard Talent: Mining’s Hidden Bottleneck | Steven Enders
The U.S. jobs market is cooling — but mining has a very different labor problem: finding the right talent.
Veteran geologist and mining expert Steven Enders joins Maggie Lake to explain why the quality of people and management teams can make or break a mining project — even as the industry faces enormous demand for critical minerals.
Enders breaks down the looming copper supply gap, why new mine
The Fed’s Credibility Is on the Line, Ed Yardeni Warns
The U.S. economy has survived higher rates, tariffs, inflation, geopolitical shocks and repeated recession warnings. Ed Yardeni says there’s a reason: the American consumer remains remarkably resilient.
In this conversation, Yardeni explains to Maggie Lake why he believes the economy could stay strong through the end of the decade — but warns that the Federal Reserve now faces a serious credibili
Taxed for Leaving? Chris Casey Warns Wealth Taxes Are Spreading
Could your state make it more expensive to leave—or tax wealth you haven’t even sold? Chris Casey, founder of WindRock Wealth Management, breaks down the growing push for wealth taxes, exit taxes, taxes on unrealized gains, and new pressures facing real estate owners. He explains why cash-strapped states may increasingly target wealthy residents for revenue, why those policies could drive taxpayer
The Bond Market Is Flashing a Major Warning | Steve Hanke
Are investors missing the biggest risks facing the global economy?
In this exclusive interview, renowned economist Steve Hanke joins Maggie Lake to explain why he believes markets have become dangerously complacent about rising bond yields, inflation, geopolitical conflict, and America's growing fiscal challenges.
Hanke discusses why the "bond vigilantes" are back, what rising Treasury yields co
Gold's Bull Market Isn't Over, But Don't Buy Yet
Is now the right time to buy gold and gold stocks—or should investors wait?
In this Wealthion interview, veteran resource investor Lobo Tiggre tells Maggie Lake why he sold every one of his gold and silver stock positions, why he refuses to chase the current rally, and the warning signs he believes investors should watch before putting new money to work.
While many investors remain bullish on go
Treasury Yields Could Break the AI Boom
Could rising Treasury yields trigger the next major market downturn?
In this exclusive interview, Jesse Felder, founder of The Felder Report, explains why he believes the 10-Year Treasury yield is the most important chart in the world—and why it could derail the AI boom, pressure stocks, and expose deeper problems in the global economy.
Felder argues that investors are underestimating the risks
Jim Bianco: There Are Now Two Stock Markets
Have U.S. markets quietly split into two completely different markets?
In this conversation with Maggie Lake, Jim Bianco, President of Bianco Research, argues that's exactly what's happening.
According to Bianco, just 41 AI-related companies now account for nearly half of the S&P 500, while the other 459 stocks are increasingly moving independently. He explains why investors should think of AI a
Why a Recession May Never Come... and Why Gold Still Wins
For years, investors have been waiting for a recession that never seems to arrive. According to Fourth Lane Partners Portfolio Manager Andrew Sarna, there's a simple reason why: massive government deficits continue to overwhelm traditional recession signals.
In this interview with Maggie Lake, Sarna explains why bonds are no longer a core portfolio holding, why the AI trade may be losing momentum
Everything You Believe About the Housing Market Is Wrong
Is the U.S. really facing a housing shortage? Ivy Zelman says the data tells a very different story.In this conversation with Maggie Lake, renowned housing analyst Ivy Zelman explains why the housing market has become a tale of two Americas, why affordability is the worst it's been in decades, and why the biggest problem isn't simply a lack of homes. She breaks down where home prices are still ris
Barry Knapp: I Cut Tech. Here's Why.
AI has been the market's biggest winner—but Barry Knapp believes the trade is entering a new phase.
In this conversation with Maggie Lake, Barry Knapp, Founder and Managing Partner of Ironsides Macroeconomics, explains why he's reduced his exposure to technology stocks, why the pace of AI capital spending is likely to slow, and where he's positioning instead.
The discussion also explores why the
Jim Bianco: The Fed Has Changed Forever
The Fed announces its latest interest rate decision Wednesday—but is Wall Street missing the real story? Jim Bianco, President of Bianco Research, joins Maggie Lake to explain why this could be one of the most consequential Fed meetings in years, why he believes rates should be higher, and why a fundamentally different Federal Reserve is changing how investors should think about markets. Plus, Bia
You're Underestimating AI's Next Trillion-Dollar Opportunity
Everyone is focused on today's AI boom—but according to Brett Rentmeester, the biggest investment opportunities may still be ahead.
In this conversation with Maggie Lake, Brett explains why investors are underestimating AI's next phase, from agentic AI and autonomous software to physical AI, including robots, autonomous vehicles, and intelligent machines. He also explores what these developments
Steven Feldman: The Investment Risk Nobody Wants to Talk About
For decades, investors have benefited from the belief that U.S. markets would continue to outperform the rest of the world. But as AI fuels an increasingly concentrated stock market, are investors taking on far more risk than they realize?
In this conversation, Wealthion CEO Steven Feldman explains why today's S&P 500 may not be as diversified as many believe, how AI has transformed the market in
Kevin Muir: Why the Smart Money Is Selling AI Stocks
Kevin Muir, author of The MacroTourist newsletter, believes investors may be missing one of the biggest shifts happening beneath the surface of today's market.As SpaceX prepares for a historic insider share unlock, Kevin explains why a wave of new equity supply, insider selling, and elevated AI expectations could create risks that many investors aren't pricing in. He also shares why being bullish
Everyone's Too Bearish: Why the U.S. Economy Keeps Defying Expectations
Wall Street has spent years warning about a recession, weak consumer spending, and an inevitable stock market correction. But what if the data tells a completely different story?
In this interview, Chris Galipeau, Head Market Strategist at Franklin Templeton, joins Maggie Lake to explain why the U.S. economy remains far more resilient than many investors believe. He shares why corporate earnings
Mark Mills: AI's Dirty Secret Is Oil And Most Investors Have It Wrong
Artificial intelligence may be the biggest technological revolution in decades—but according to Mark Mills, it won't replace the world's need for energy. It will dramatically increase it.
In this conversation with Maggie Lake, Mark explains why the AI boom could fuel a new era of demand for oil, electricity, and critical commodities, why many investors misunderstand the relationship between AI an
Why Smart Investors Still Make Costly Mistakes
Why do smart investors continue to make costly mistakes—even after years of experience? Former Wall Street trader and performance coach Evan Marks says the answer has less to do with markets and more to do with the way our brains process uncertainty, emotion, and pressure.In this conversation with Maggie Lake, Evan explains why successful investing isn't just about having better information—it's a
AI's $920 Billion Gamble: Bubble or the Biggest Opportunity Yet?
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 c
Jonathan Wellum: The Biggest Mistake Investors Make With Winning Stocks
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 re
Mark Thornton: The Most Overvalued Stock Market Since 1927? Why Gold Could Win Next
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
Peter Boockvar: The AI Spending Bubble Is Cracking
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 rapidl
Chris Casey: The Market Is Ignoring the Biggest Risks Ahead
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
Supercycle = Gold & Silver to 7X. Jeff Currie with Steven Feldman on Open Position
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 deta
The AI Boom Has a Fatal Flaw
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 t
Francis Hunt: America Is Entering a Slow Decline—And Investors Need to Adapt
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 ass
Claudia Sahm: "There Are Problems Under the Hood"
She’s the woman behind the famous Sahm Rule — an economic indicator that flags when a recession is ahead — and on a day we saw a slowdown in hiring and just one day prior to the new jobs report, Claudia Sahm, who spent 12 years as an economist at the Fed, sits down with Maggie Lake and gives her expert insights into jobs and “job hugging”, a potential recession, AI and an insider’s view into Kevin
Francis Hunt: The Slow Collapse of Dollar Dominance Has Already Begun
China isn't trying to replace the U.S. dollar overnight—but according to Francis Hunt of The Market Sniper, it doesn't have to.
In this interview with Maggie Lake, Hunt explains why China's steady accumulation of gold, changing global trade dynamics, and the world's growing debt burden are creating a slow but powerful shift in the global monetary system. Rather than expecting a sudden collapse, h
Marc Faber: Why China Is Quietly Pulling Ahead of the West
China may no longer be the engine of global economic growth, but Marc Faber says dismissing the country would be a mistake. He explains why China's property downturn and demographic challenges are real, yet argues its leadership in manufacturing, robotics, EVs, and innovation puts it well ahead of much of the West. Faber also discusses why Hong Kong remains an attractive way to gain exposure to Ch
Rick Rule: Buy Gold Now Before The Crowd Comes Back
Gold has dipped below — and is now hovering around — the key $4,000 level, leaving investors asking the big question: is this just a pause in the bull market, or a warning sign?Rick Rule joins Wealthion to explain why he believes the long-term case for gold, silver, and real assets remains intact, even as precious metals face short-term pressure from rates, the dollar, and shifting investor sentim
Marc Faber: We're Approaching a Major Market Top & It Ends in Disaster
Marc Faber, editor of the Gloom, Boom & Doom Report, joins Maggie Lake to discuss why he believes markets are approaching a major top, why the AI investment boom may create far fewer winners than investors expect, and why the United States is heading toward a fiscal crisis.
Faber explains why he sees financial assets as dangerously overvalued, why inflation may remain stubbornly elevated, and why
Don Durrett: When Bonds Break, Gold Explodes
Don Durrett of GoldStockData.com joins Trey Reik for a blunt warning: if the U.S. bond market breaks, gold may be the last asset standing.
Don explains why he believes the Fed is no longer fighting inflation, why financial stability is the real game, and why gold and gold miners could be entering a historic setup.
In this interview:
Why Don says the Fed is trapped
The bond market risk nobody wan
Wellum’s Warning: The Tech Boom Is Starting to Crack
Everyone wants exposure to AI, SpaceX, and the next generation of technology leaders. But Jonathan Wellum warns that even great businesses can become terrible investments when investors pay too much. As excitement around mega IPOs, AI infrastructure, and private-market giants reaches a fever pitch, Wellum explains the one question every investor should ask before chasing the next big thing: Are yo
Henrik Zeberg: The Final Melt-Up Before Everything Breaks
Henrik Zeberg says the market’s most dangerous phase may still be ahead — a final, violent melt-up that could send risk assets sharply higher before the entire cycle turns.
In this interview, Zeberg lays out why he believes investors are being pulled into the last stage of the bull market, why the Nasdaq could still surge, and why the endgame may be brutal: recession, deflation, collapsing risk a
Michael Howell: AI Will Fuel Inflation, And Markets Aren’t Ready
Michael Howell, Managing Director at GL Indexes, warns that the global liquidity cycle is rolling over — just as AI spending, inflation pressure, Treasury stress, and China’s gold strategy are reshaping markets.
In this interview with Maggie Lake, Howell explains why AI may be inflationary before it becomes deflationary, why the U.S. economy is pulling liquidity out of financial markets, and why
The Dollar System Is Losing Trust — Gold’s Monetary Reset Has Begun
Ronnie Stoeferle, partner at Incrementum AG and co-author of the In Gold We Trust report, joins Wealthion’s Trey Reik to explain why gold’s rally may be about much more than a normal bull market.Stoeferle argues that gold is signaling a deeper loss of trust in the dollar-based monetary system, as de-dollarization, inflation volatility, central bank buying, and rising geopolitical risk reshape the
The $3.5 Trillion IPO Wave That Could Shake the Entire Market
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 b
Fertilizer Shock: Why Farmers Are Getting Crushed First
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
“Something’s Gonna Crack”: Bond Strategist Warns Stealth Tightening Is Hitting Markets
George Goncalves, Head of U.S. Macro Strategy at MUFG, joins Maggie Lake to explain why the market may be underestimating a dangerous form of “stealth tightening.” Goncalves says the Fed may not have officially hiked rates — but the bond market has effectively done it for them. With borrowing costs still high, energy prices rising, consumers stretched, and equity markets trading “on their own plan
Broken Market Signals Are Warning of the “End Game”
Is the bond market really warning of a U.S. debt crisis — or are investors misreading a distorted market signal? Michael Green, Chief Strategist and Portfolio Manager at Simplify Asset Management, joins Maggie Lake to explain why passive investing, regulation, and hidden leverage may be warping the way markets price risk. He argues that what many see as a collapse warning in long-term bonds may ac
Pierre Lassonde: “$17,000 Gold Is the Floor”
Legendary gold investor Pierre Lassonde joins Wealthion’s Trey Reik to explain why he believes gold’s bull market is far from over — and why his $17,000 gold target may be more floor than fantasy. Lassonde argues that today’s market has eerie similarities to the 1970s: energy shocks, sticky inflation, rising deficits, financial repression, and a political system with little will to tackle the debt
Jim Bianco: AI Is Holding Up A Broken Market
Jim Bianco warns that beneath the market’s record highs, the rally is dangerously narrow — with AI and chip stocks doing most of the heavy lifting while large parts of the market struggle. He explains why AI may be the most important force in financial markets right now, how one private AI company is distorting S&P 500 earnings, and why investors may need to rethink what realistic returns look lik
Savers Are Getting Crushed | Daniel Lacalle
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Daniel Lacalle, Chief Economist at Tressis and author of The New Global Economic Order, joins Maggie Lake to warn that the old portfolio playbook may no longer protect investors. Lacalle argues that persistent inflation, rising government debt, and what he calls a coming “monetary tsunami” are eroding the pur
Jim Bianco: The Fed’s Worst Nightmare Is Here
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Jim Bianco, President of Bianco Research, joins Maggie Lake at a critical moment for markets: oil prices remain elevated, global bond yields are under pressure, and investors are suddenly questioning whether the Fed can cut rates at all. Bianco explains why the bond market is reacting to renewed inflation ris
Gold Is Flashing a Warning
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Gold, oil, copper, stocks, bonds, and Treasuries are all sending a message — and it may not be the one investors want to hear. Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence, joins Maggie Lake to explain why gold’s surge may be a warning sign, not a green
Is America’s Edge Fading? Steve Hanke on Dollar Dominance
💡Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/4tHZurkIs America’s global edge really fading — or is the dollar still too dominant to dethrone? Steve Hanke joins Maggie Lake to explain why he doesn’t buy the idea that American exceptionalism is over, even as China chips away at U.S. influence, gold buying rises, and investors question the future of dollar dominanc
A Recking is Coming
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In part two of Open Position with Steven Feldman, Steven and the Founder of Rosenberg Research, David Rosenberg delve into AI and extreme market imbalances. Steven worries that unlike past technological revolutions, AI is uniquely threatening because it directly replaces human cognitive labor, while David ca
Is A Bear Market What Investors Need?
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In this deep conversation between two of the most experienced men in the real assets economy, GBI & Wealthion CEO Steven Feldman hosts Rosenberg Research and Associates economist David Rosenberg for a revealing foray into the current markets and the future. They discuss the fact that financial markets are in
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