Home Podcasts Wealthion - Be Financially Resilient
Wealthion - Be Financially Resilient

Wealthion - Be Financially Resilient

Wealthion 1247 Episodes Sep 16, 2026

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

Henrik Zeberg: Why Bonds May Be Too Cheap
Henrik Zeberg: Why Bonds May Be Too Cheap Sep 16, 2026 2899 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 Bond Market Is in Revolt — Is Money Printing Next? Sep 14, 2026 1369 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 Is Still a Problem. Is the Fed Fighting the Wrong War? Sep 14, 2026 348 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
Tom Lee: Inflation Fears Are Overblown — Crypto Could Rip Higher Sep 11, 2026 2350 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
What Bessent Is Really Doing in the Bond Market | Mike Green Sep 10, 2026 3583 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 Near $100: China’s Demand Story Doesn’t Add Up | Art Berman Sep 8, 2026 536 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
Silver to $500? The Precious Metals Trade That Could Explode Next Sep 4, 2026 851 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 Just Snapped Back. i-80 Gold CEO Sees a 20-Year Bull Run Sep 2, 2026 1831 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: “Every Bubble Pops” — Markets Aren’t Ready Sep 1, 2026 1736 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?
Iran Erupts Again: Is a Major Oil & Market Shock Coming? Aug 31, 2026 505 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
Recession Fears Are Wrong? Why the U.S. Economy Is Stronger Than It Looks Aug 28, 2026 670 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
Before You Sell: The Capital Gains Move to Know Aug 28, 2026 1567 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

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