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Wealthion - Be Financially Resilient

Wealthion - Be Financially Resilient

Wealthion 1247 Episodes Jul 24, 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

Steven Feldman: The Investment Risk Nobody Wants to Talk About
Steven Feldman: The Investment Risk Nobody Wants to Talk About Jul 24, 2026 1584 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: Why the Smart Money Is Selling AI Stocks Jul 24, 2026 834 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
Everyone's Too Bearish: Why the U.S. Economy Keeps Defying Expectations Jul 23, 2026 1401 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
Mark Mills: AI's Dirty Secret Is Oil And Most Investors Have It Wrong Jul 22, 2026 844 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 Smart Investors Still Make Costly Mistakes Jul 22, 2026 1699 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's $920 Billion Gamble: Bubble or the Biggest Opportunity Yet? Jul 20, 2026 1327 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
Jonathan Wellum: The Biggest Mistake Investors Make With Winning Stocks Jul 17, 2026 834 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
Mark Thornton: The Most Overvalued Stock Market Since 1927? Why Gold Could Win Next Jul 16, 2026 863 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
Peter Boockvar: The AI Spending Bubble Is Cracking Jul 15, 2026 2060 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
Chris Casey: The Market Is Ignoring the Biggest Risks Ahead Jul 13, 2026 790 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
Supercycle = Gold & Silver to 7X. Jeff Currie with Steven Feldman on Open Position Jul 9, 2026 1790 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
The AI Boom Has a Fatal Flaw Jul 8, 2026 1537 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

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