Wealthion - Be Financially Resilient

On this channel, we spend most of our time focusing on the macroeconomic picture. But the economy doesn't exist in a vacuum. It's influenced and impacted by innumerable forces, with perhaps the strongest being geopolitics -- how nations set monetary, financial and trade policy & how they apply and revise these policies when cooperating and competing with one another. Lately the geopolitical landsc...

Portfolio manager Lance Roberts and Wealthion host Adam Taggart discuss the recent sell signals Lance's models are showing, the recent massive plunge in the 1-Mo Treasury yields, the latest ISM/Philly Fed/NY Empire manufacturing data, the key data from Adam's recent interview with Michael Kantrowitz, Lance's recent trades -- and everything else that mattered to markets this week. *****************...

Brent Johnson returns for Part 2 of our interview with him. Here he shares how his portfolio is currently positioned. At some point, he predicts that ALL central banks will have to print -- and he recommends owning several key assets. ************************************************* At Wealthion, we show you how to protect and build your wealth by learning from the world’s top experts on finance...

Dire headlines predicting the end of the US dollar as the world's reserve currency have dominated the news in recent weeks. BRICs countries are announcing more and more trade deals that will settle currencies other than the dollar. How serious a threat is this REALLY to the dollar? And on what kind of timeline? For answers, we head to the dollar expert himself, Brent Johnson CEO & Portfolio Manage...

When today's guest was last on this program in early February, he warned that markets were "in La La Land" -- meaning they were too optimistic at a time the macro data was warning of an approaching recession. Well, here we are, a quarter later and -- after swooning for a month and a half -- the S&P has powered back to exactly where it was when he gave his warning. It's in rally mode despite the ma...

I've said several times recently on this program, perhaps the most important and yet least appreciated trend that will drive our economic destiny in 2023 will be the lag effect. This refers to the delayed shockwaves the economy experiences when central banks make changes to monetary policy. We experienced one of the sharpest-ever reversals in policy a year ago, but most of the impacts from that ha...

Portfolio manager Lance Roberts and Wealthion host Adam Taggart discuss whether stocks have more room to run after the recent rally, the new CPI inflation & retail sales data, the importance of tightening lending standards, the multiplying recession warning signs, and everything else that mattered to markets this week. ************************************************* At Wealthion, we show you how...

What will happen to your investments if you have them in a major brokerage -- like Schwab, Fidelity or Vanguard -- that goes bankrupt? Personal finance expert Rob Berger explains in today's video. He also addresses the question: How can tell I tell how safe my bank is? In his answer, Rob mention this ratings agency as a resource: https://weissratings.com/en/banking Here's what SIPC covers: "SIPC f...

Rabobank analyst Michael Every returns for Part 2 of our interview with him, in which he explains the various outcomes that may lie ahead for the global economy. One more probable scenario is that a deflation overshoot causes bank lending to dry up, leading to massive layoffs. Michael postulated what that would look like ("ugly") and shares his thoughts on how stocks, bonds & gold are likely to pe...

It increasingly appears we are entering a multipolar world, different from the recent era of globalization era directed by the USA. The majority of folks who watch this Wealthion channel are from Western countries, so to bring us up to speed on the key developments that the BRICs countries are up to that should have our attention, I'm pleased to welcome Michael Every back onto the program. Michael...

When he was on this channel back in August of 2021, when inflation was 5%, today's guest made the bold prediction that the CPI would eventually hit 9% -- which it indeed did the following June. Where does he see inflation headed from here? To find out, as well as hear his latest outlook on Fed policy, the US dollar, recession risk and the markets, we welcome back Steve Hanke professor, of applied...

Portfolio manager Lance Roberts and Wealthion host Adam Taggart discuss the ongoing surge in the Reverse Repo Market, the latest poor jobs data (job openings/JOLTS, ADP, initial & continuing claims), the recent OPEC oil production cut, recession risk, layoffs, and everything else that mattered to markets this week. ************************************************* At Wealthion, we show you how to...

Investor & analyst Bill Fleckenstein returns for Part 2 of our interview with him in which shares his thoughts on how asset prices will likely perform over the rest of 2023. He thinks that bond yields have likely peaked for the year, that stocks will likely drop as they re-price in realization that the Fed is unlikely to pivot anytime soon, and he expects gold and precious metals mining companies...

From a macro standpoint, the storm clouds of inflation, recession & layoffs appear to be multiplying in number and darkening in intensity. But the markets seem to see only sunny skies. The NASDAQ enjoyed its best quarterly gain since 2020. Which outlook is more correct? To help us find out, as investors have a lot riding on the answer, we have the good fortunate of speaking with investor and analy...

A system is only as good as the decisions made by the people running it. Today's guest expert is highly concerned that the leaders currently in charge of our financial system are out of their depth & putting us on a course to crisis. A crisis, that when it fully arrives, they will address with "solutions" that require even more centralized control by the people who caused the disaster in the first...

The market rally that began back in October was in danger of stalling out just a week ago. Then the S&P caught fire last week. Are the bulls back in control? Or could 2023 be another down year? To discuss, we welcome financial advisor Jonathan Wellum to the program. He's founder and CEO of Rocklinc Investment Partners, the financial advisory firm I'm pleased to announce has just been selected as W...

For the recent Wealthion conference, analyst Jeff Clark produced a detailed update of his forecast for the precious metals mining stock sector, inclusive of the stocks he favors most right now. It includes an update on his GDXJeff portfolio, which he has compiled to compete with the popular GDXJ junior mining ETF. Jeff’s video was offered as bonus content, and he’s kindly agreed to let us make it...

Portfolio manager Lance Roberts and Wealthion host Adam Taggart discuss the surge in stocks this week, the latest inflation data, the recent de-dollarization headlines, home prices, and everything else that mattered to markets this week. ************************************************* At Wealthion, we show you how to protect and build your wealth by learning from the world’s top experts on finan...

In recent weeks, a number of countries such as Russia, China, India & Brazil have announced major trade deals that will settle in currencies other than the US dollar. Central banks around the world are similarly reducing the percentage of US dollars they hold in reserve. Is the US on its way to losing its reserve currency status? If so, on what timeline? And what will the repercussions be? To find...

A car market insider sees better deals ahead for new cars, but likely not for used cars.... The country experienced a car market bubble after COVID hit -- propelled by inventory shortages from disrupted supply chains & the unprecedented stimulus sent to businesses & households. Now here in 2023, folks are beginning to wonder if we're in for a car market crash. Used car prices which nearly doubled...

Macro and market analyst Lyn Alden returns to the program today for Part 2 of our interview with her and shares her latest outlook on where stocks and bonds are headed. She's concerned of a choppy, grinding number of years ahead, where the markets go nowhere on a real basis (and possibly on a nominal basis, too). ************************************************* At Wealthion, we show you how to pr...

Investors hoping for a kinder year after 2022's bruisings have been disappointed so far with 2023. If anything, things are even more unstable so far this year. Are things likely to equilibrate and give the bulls room to run? Or will the challenges of stubborn inflation, high interest rates, accelerating debt, slowing economic growth & continued geopolitical stresses demand a reckoning. To discuss,...

Portfolio manager Lance Roberts and Wealthion host Adam Taggart discuss the recent Federal Reserve press conference as well as everything else that mattered to markets this week. ************************************************* At Wealthion, we show you how to protect and build your wealth by learning from the world’s top experts on finance and money. Each week we add new videos that provide you...

In his press conference this week, Federal Reserve Chair Jerome Powell signalled that the Fed is nearing the end of its regime of hiking interest rates, especially as a new tightening of lending standards resulting from the recent banking system woes is equivalent to additional rate hikes. A Fed pause is likely good for gold, as that will end/slow the rise in real interest rates. And should he Fed...

All eyes around the world are currently on the banking system and the shockwaves rippling through it? How bad is the risk of further contagion? What's likely to happen next? And how are bankers themselves looking at the situation? How worried are they? To find out, we're fortunate to talk with banking analyst John Maxfield today, he's spent the past several decades covering the banking system and...