Wealthion - Be Financially Resilient

In Part 1 of our interview with Grant, he explained why the strategies that have worked so well for investors over the past decade are no longer going to work - due to rising inflation, record asset prices, increasing volatility and the Federal Reserve taper reducing liquidity. Here in Part 2, Grant details out the need for investors to prioritize risk control, income, diversification and returnin...

We’ve lived in a low inflation world for the past 40 years. But with inflation now raging, how will that change the investing climate going forward? Here in December investors are starting to look ahead to next year, wondering what's most likely to happen in 2022. Raging inflation, the sudden rise of volatility in the financial markets and the current media headlines screaming about the newest COV...

Last week, we sent you both Part 1 and Part 2 of our interview with technical analyst Sven Henrich. Sven began by first making the macro case that markets are at their most over-valued levels in all of history. He then dialed through a bevy of charts explaining how technical analysis is showing that market internals are swiftly eroding. Now here in Part 3, Sven directs his full firepower at the Fe...

Here, Sven walks through the latest charts and key patterns he sees with the VIX (the volatility index) and the major stock market indices: the SP500, the Dow, the NASDAQ and the Russell 2000. He is very concerned that they have reached record heights of (over)valuation in large part due to the tens of $trillions in monetary and fiscal stimulus issued around the world lately, which now appears wil...

In attempt to determine what the markets will do from here, we usually analyze the big macro trends on this program. The macro view helps us estimate what "should" happen next. But to improve our overall understanding, we also need to take into account what "is" happening right now. And what history tells us has happened in the past, when similar set-ups occurred. And for that perspective, we turn...

Inflation is becoming a real problem. The latest data shows the CPI, consumer price inflation rate, at 6.2%. That's higher than anything we've seen in decades and it is looking less and less "transitory" like our leaders initially promised us it would be. So we now have inflation spiking at the same time that financial asset prices and the stock market are at all-time-highs. What will happen next?...

Here in Part 2, Kevin Smith and Tavi Costa of Crescat Capital make the very compelling case that gold, silver and the precious metals mining companies are poises for tremendous upside ahead, as part of the Great Rotation they see coming. If you've not yet watched Part 1 of our interview with Kevin and Tavi, in which they explain why rising inflation will lead to higher interest rates that will in...

Many of the recent experts featured on this program have been very skeptical of today’s richly-valued markets and have been urging investors to take caution. To avoid the echo chamber effect, many of you have contacted me wisely asking for an interview focused on the other side of the story. What do the bulls think? How do those who are actively long this market rationalize their optimism? What ar...

Continuation from Part 1 on recognizing asset bubbles and how to prudently invest in them for when they burst. See the YouTube Video for the charts and graphics: https://youtu.be/JMkAGueH0BQ Learn more about your ad choices. Visit megaphone.fm/adchoices

Week after week on this program, we discuss the lofty prices of today's financial assets. By most metrics, they have never been more richly-valued. Bears fear this is another asset bubble that will destructively implode. But bulls just smile and count their money, as they continue to enjoy amazing returns in this market, in nearly every asset class one can think of. So who's right? To address this...

The percentage of homes in the US purchased by investors is rising sharply. It’s now nearly 1 in 4. The average homebuyer is having a harder and harder time competing, especially as this influx of institutional capital continues to drive up prices. Is America in danger of becoming a nation of renters, leasing their homes from hedge fund landlords? I recently tweeted out a chart from CoreLogic, sho...

Here in Part 2, housing expert Ivy Zelman shares her outlook on the housing market looking out at the next few years. She predicts today's "seller's market" will cool off, and that buyers who can afford to wait will likely enjoy lower home prices in coming years, especially in today's most-active markets like Phoenix, Austin, Houston, Dallas, Idaho and the Carolinas. See the YouTube Video for the...

Here in Part 2 of this interview with economic macro researcher Stephanie Pomboy, Stephanie shares how she is positioning her own portfolio today for the volatile times she expects ahead. She owns no US equities except precious metals mining companies. Her largest position is physical gold, held along with Emerging Markets equities from countries with natural resource-based economies, energy stock...

Right now we're living in a world of all-time high asset prices -- just look at stocks, housing and cryptocurrencies to name just a few. They've all rocketed higher in 2021. Wages are suddenly rising faster than they have in many years, too. Are these the new Roaring 20's? Will we enjoy a prolonged period of prosperity from here? Or is the current party not sustainable? Skeptics worry that spiking...

Interested in protecting the purchasing power of your wealth from inflation, learning how the US dollar and other world currencies are likely to perform from here, the roles of gold silver and cryptocurrencies, or whether the Federal Reserve and other central banks are going to soon issue digital currencies (CBDCs)? Then watch this video. Recently, I had the pleasure of hosting a panel on The Futu...

Michael Every, Global Strategist at Rabobank, returns to the program to discuss the trap the world's central banks are in. Spiking inflation resulting from their stimulus policies is colliding with slowing economic growth. Their choice at this point is to impoverish the public through rising costs (and eventually so kill the economy) by continuing to stimulate, or plunge the debt-burdened economy...

In this Part 2 of our interview with Rabobank Global Strategist Michael Every, Michael lays out what he thinks are the biggest structural changes that will be made to the global economy once the next crisis hits. He then warns that now, before the next crisis arrives, is a time for investors to prioritize capital preservation. He favors cash, safe havens like US Treasurys and commodities -- especi...

Perhaps no single institution has more impact on the global economy than the US Federal Reserve. And the $trillions in stimulus it and the other major world central banks have released since the COVID pandemic hit have made the system even more dependent upon its actions. Which is why our financial markets are understandably obsessed with a single question: What is the Fed likely to do next? To he...

Here in Part 2, Fed-watcher Danielle DiMartino Booth explains why the Fed is guaranteed to make a policy mistake no matter what decision it makes here. Taper or tightening interest rates will lead to an economic slowdown or recession that will pop the current bubble in financial assets. A continuation or resumption of monetary stimulus will worsen the growing inflation problem. Markets will be the...

The disruption the pandemic has inflicted on global supply chains is really starting to harm consumers. Prices for most items are up double digits in the past year. And product shortages are rampant these days. How much longer is this pain for our pocketbooks likely to last? The world has been watching prices rise dramatically this year across nearly all asset classes -- in large part caused by th...

Here in Part 2, famed researcher and demographer Neil Howe, co-author of the best-selling book The Fourth Turning, explains why the weight of history strongly suggests we are headed into a decade-plus period of economic and social disruption that will transform our political, economic, financial and social systems. Volatility will reign. Crushing inflation looks likely. We may see a stock market c...

They say history rhymes. That civilizations and societies tend to follow cycles -- boom/bust, feast/famine, war/peace, cultural experimentation/a retrenchment to the “old ways”. Neil Howe, the author of the best-selling book The Fourth Turning, lays out his prediction that today’s society has entered the "bust" part of our current cycle -- where the status quo falls apart -- often chaotically -- t...

Energy is suddenly headline news. Oil, which traded at negative prices for a brief moment last year due to the global economic slowdown caused by the pandemic, is now expected by a number of analysts to hit $100/barrel soon. Europe is worried about not having enough natural gas to heat its homes this winter. A petrol shortage in the UK is making it a challenge for folks to fill their cars. And pri...

Markets have become a lot more volatile recently, violently lurching up and down, and are off nearly 5% from their all-time highs as of a month ago. A growing number of analysts are concerned that this is the start of a larger correction. This year's spike in inflation is proving a lot less transitory that the Fed expected. Supply chains remain badly disrupted. Economic growth is slowing, particul...

Here in Part 2 of our interview with David Hunter, he shares his projections for what the investing environment will look like should the 80% market correction he expects occurs. He foresees a relatively brief period of recovery, defined by very high inflation (20%+!) and interest rates (15%+!). He expects commodities to lead that investing cycle, with many of today's high fliers (like Big Tech),...