Wealthion - Be Financially Resilient

In this week's Market Recap, Lance Roberts discusses the bounce this week in stocks and why investors would be wise to use it as a chance to sell and build cash. Lance estimates the bear market is still in play and that a firm bottom has likely not been reached yet. He and Adam Taggart go on to discuss the odds for and timing of a policy pivot by the Federal Reserve, recession risk, bone-headed pr...

Here in Part 2 of our interview with macro analyst Luke Gromen, he explains what will happen if the Federal Reserve pivots - as he believes it will - by the end of Q3. Resurging inflation, a weakening US dollar vs other fiat currencies and higher credit yields as the bond market loses its faith in the Fed. And that's just a start. Luke also shares which assets he thinks will fare best in such an e...

The last time today's guest was on the program, he made the case that the world's largest nations, burdened by over $200 trillion worth of dollars in debt, better "get busy inflating or get busy defaulting" Since then, many of these countries have tightened their monetary policies. See the YouTube Video for the charts and graphics: https://youtu.be/1_nckbLheLc Learn more about your ad choices. Vis...

Here in Part 2 of our interview with money manager Peter Boockvar, Peter explains how bear markets are actually favorable for the prudent investor because they can offer extremely attractive valuation entry points for high-quality assets. See the YouTube Video for the charts and graphics: https://youtu.be/uYNa1taCj7Q Learn more about your ad choices. Visit megaphone.fm/adchoices

Stocks have fallen for a number of reasons this year. But there's another shoe that's about to drop that should send equity prices even lower: margin compression. Despite companies' profits getting squeezed by higher input costs due to hot inflation AND rising costs of capital, Wall Street analysts are still projecting robust earnings growth for 2023. See the YouTube Video for the charts and graph...

In this week's recap, Lance Roberts and Adam discuss the continued lumps the markets took this week, including the sharp sell-off in oil stocks. They debate where markets are headed from here, and cautions investors that -- even though inflation is an understandable immediate concern -- there are so many multiplying examples of demand destruction that disinflation/deflation may be the bigger risk...

In this Part 2 of our interview with macro analyst Stephanie Pomboy, she directly states that we are witnessing the bursting of the largest asset price bubble of our lifetimes. Building on her prediction in Part 1 that deflation will soon displace inflation as the primary threat to wealth, Stephanie sees the prices of most stocks, bonds, houses and alternative assets as heading materially lower ov...

Inflation remains the center-stage villain in the economy right now, with the latest Consumer Price Index coming in at a 41 year high of 8.6% But is there a bigger bad lurking behind the scenes? Could deflation be the real threat here, just waiting to pounce after today's hot inflation has burned itself out? To explore this, I'm thrilled to welcome Stephany Pomboy back to the program. She's been c...

Rising oil prices have sent the average price of US gasoline above $5 for the first time in history. Are they going even higher from here? While anything is possible in the immediate term, oil expert Art Berman predicts prices will moderate downwards over the rest of 2022. See the YouTube Video for the charts and graphics: https://youtu.be/ERDdrdHTCzk Learn more about your ad choices. Visit megaph...

The situation for the consumer continues to deteriorate - hot inflation, too much debt and a rising cost of capital, a fast-cooling housing market, and a deteriorating jobs picture -- including several emerging headwinds that were hardly on the radar until recently. As always, the goal here is to keep you well-informed so that you’re able to take prudent action today to reduce your exposure to wha...

In this week's recap, Lance Roberts and Adam discuss the weakness in stocks and bonds the developed as the week progressed, exacerbated by Friday's 8.6% CPI inflation print. See the YouTube Video for the charts and graphics: https://youtu.be/84HsG2qRxyw Learn more about your ad choices. Visit megaphone.fm/adchoices

Here in Part 2, Lyn shines a spotlight on how chronic under-investment in the exploration and development for many key natural resources the economy needs -- like energy, agriculture, and mining -- has been going on for over a decade. And still remains the case to this day. As a result, input prices will likely remain elevated for years and shortages will likely become more commonplace. See the Yo...

Macro analyst Lyn Alden sees the world heading into economic deceleration. One likely to mire us in stagflationary malaise. Where the costs of living remain stubbornly high and economic activity slows -- perhaps even contracts. In such a world, financial asset prices will continue to fall. Home prices will correct. Companies will lay workers off. Prospects for nearly everyone will diminish. See th...

Housing analyst Nick Gerli returns to the program to warn how swiftly the prospects for home prices are eroding. Confidence in the housing market was supreme just a month or two ago. But suddenly that confidence is vaporizing as an increasing number of experts now caution of a "full blown" correction ahead. Rising mortgage rates are a huge part of the equation, but we're already starting to see sa...

Today we'll talk with Ian Formigle, Chief Investment Officer of Crowdstreet, which offers a new way for investors to more easily tap into this market on the commercial real estate side. First, I’ll talk with Ian about the dynamics of the commercial real estate market – which covers everything from apartment buildings to office spaces to retail storefronts to factories and hospitals. There are a lo...

In this week's Market Recap, financial advisor Lance Roberts returns to explain that while he doesn't think the bear market is over, it will likely need to sucker in the bulls before taking its next major leg down. Which is why he continues to recommend using any further rally from here as an opportunity to lighten up on long positions. Lance and I also address the multiplying challenges of Federa...

Macro analyst Stephanie Pomboy interviews economist, hedge funder and professor Peter Atwater return for Part 2 of this interview where they share their outlook for what lies ahead for the financial markets and the economy. If, as they predict, the asset price bubbles created by the Federal Reserve in stocks, bonds, real estate/home prices, cryptos and the jobs market burst, a tremendous amount of...

Confidence is starting to be lost in our key institutions like the Fed, Wall Street, Capitol Hill, and corporate America. As a result, a systemic re-pricing of risk is underway that is likely to result in further massive market value destruction from here. To see him explain why, watch Stephanie Pomboy's new interview with Peter Atwater: See the YouTube Video for the charts and graphics: https://y...

Inflation is still running hot and the Ukraine war continues. Why is gold not performing better? For an updated outlook for gold and the miners, we're fortunate to have Jeff Clark, Senior Precious Metals analyst for GoldSilver.com return to the program. See the YouTube Video for the charts and graphics: https://youtu.be/KI6N7T-nbvw Learn more about your ad choices. Visit megaphone.fm/adchoices

Macro analyst and bond market expert Alfonso Peccatiello returns here in Part 2 of our interview with him to reveal which assets he thinks will fare well through the tumult he sees ahead for the rest of 2022. Alf sees the forces of stagflation and disinflation continuing to weigh on economic growth and financial asset prices. He's currently short stocks (via the SP500), short corporate debt spread...

The long-anticipated market bounce in stocks and bonds is now underway. How long will it last and how high will it go? Is this a resumption of the bull market? Or should investors use this rally a gift from the market gods to sell, in preparation of lower prices ahead? Financial advisor Lance Roberts and Wealthion founder Adam Taggart discuss these key questions, as well as address several of the...

They say the smart money is in the bond market. But that hasn't kept it from having one of its worst starts to the year ever, as yields have risen substantially since January, bringing price down hard. When the bond market speaks loudly like this, the wise investor listens. As we look at the environment now, what is the bond market telling us is likely to happen next? To find out, we welcome back...

Here in Part 2 of our interview with former Federal Reserve insider Danielle DiMartino Booth, Danielle explains how the home prices and the jobs market are fast becoming collateral damage of the Fed's war on inflation. Conditions in both are eroding fast as the risk of recession grows daily. See the YouTube Video for the charts and graphics: https://youtu.be/MZlC3t_VZuM Learn more about your ad ch...

You can make the argument that Fed policy was the largest single driver sending financial asset prices every higher over the past 10 years. You can also make the case that the horrible performance of both stocks AND bonds this year are due, as well, to the Fed reversing its easing policy, and embarking on a tightening regime. All, mind you, to combat raging inflation, which can also be argued the...

Our 2nd "Ask Anything" live Q and A with Wealthion's recommended financial advisors. See the YouTube Video for the charts and graphics: https://youtu.be/Aqx3tg9dxtI Learn more about your ad choices. Visit megaphone.fm/adchoices