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Wealthion - Be Financially Resilient

Wealthion - Be Financially Resilient

Wealthion 1247 episodes Latest May 29, 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

Michael Howell: AI Will Fuel Inflation, And Markets Aren’t Ready Jun 3, 2026 2689 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 Jun 2, 2026 864 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 Jun 1, 2026 1518 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 May 29, 2026 1695 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 May 28, 2026 2679 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” May 27, 2026 3043 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” May 26, 2026 1098 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 May 22, 2026 907 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 May 22, 2026 2822 💡Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/4wIQqFk 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 May 21, 2026 2526 💡Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/3PBaXei 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
Is America’s Edge Fading? Steve Hanke on Dollar Dominance May 19, 2026 573 💡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
Gold Is Flashing a Warning May 19, 2026 1943 💡Join Wealthion’s Real Assets Community for exclusive real-assets research and interviews: https: https://bit.ly/3RiShjY 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

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