Wealthion - Be Financially Resilient

Wealthion
  • 0.0 (0)
  • INVERSIONES
  • DOS VECES A LA SEMANA

Official Wealthion Podcast Feed. Learn about money and the markets from leading investors from around the world, and discover how to build a more resilient, long-term plan for your investment portfolio. Look for new episodes each week.

  1. HACE 52 MIN

    Jim Bianco: AI Is Holding Up A Broken Market

    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 like in this new regime. 💡Jim Bianco says AI is now the most important force in financial markets — even bigger than oil, war, or recession fears. Concerned about what this means for your portfolio? Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/4nRoSK0 💡Jim Bianco says AI is holding up the market — but beneath the surface, the rally is narrow and investors may need to rethink diversification. For those looking beyond tech and paper assets, join Wealthion’s Real Assets Community for exclusive research and interviews: https://bit.ly/3PDn9Lp 💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion Chapters: 00:00 — Are Stocks Immune From Global Macro? 00:35 — The Rally Is Narrower Than It Looks 01:05 — AI Is Holding Up The Market 01:28 — Seven Stocks Are Carrying The Index 01:57 — Can Investors Underweight Stocks? 02:05 — Why The AI Boom Isn’t Totally Irrational 02:57 — The AI Cross-Ownership Effect 03:24 — Anthropic’s Huge Impact On S&P Earnings 04:20 — Why Valuations Haven’t Gone Crazy 04:47 — Can AI Spending Be Justified? 05:10 — The Software Stack AI Could Replace 06:24 — Replacing Software With One Prompt 06:50 — AI’s iPhone Moment 07:33 — The Promise And Risk Of AI 08:07 — Why Google Can’t Afford To Lose AI 09:17 — AI Only Works If It Replaces Existing Costs 09:40 — Big Winners, Big Losers 10:30 — Resetting Return Expectations 11:32 — Taking More Risk For Higher Returns 11:53 — Bonds And TIPS Become Attractive Again 13:03 — Take 5% And Sleep At Night Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #AI #ArtificialIntelligence #StockMarket #Markets #JimBianco #MarketOutlook #Bonds #Inflation #RiskManagement #WealthionInvesting ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

    15 min

  2. HACE 5 H

    Savers Are Getting Crushed | Daniel Lacalle

    💡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 purchasing power of salaries, cash, and deposit savings. He explains why long-term bonds may no longer act as the safe haven investors expect, why real assets are rising as currencies lose value, and why stocks could continue to melt up even as the real economy feels weaker. From sovereign debt risk and higher yields to gold, silver, copper, coal, China, Europe, and the future of American exceptionalism, Lacalle lays out why investors may need to rethink how they protect wealth in a world of fiscal excess and currency debasement. 💡Join Wealthion’s Real Assets Community for exclusive real-assets research and interviews: https://bit.ly/4wIBO8Q Chapters: 00:00 Why Investors Are Mispricing Risk 00:58 Bonds May No Longer Protect Portfolios 02:56 The “Monetary Tsunami” Ahead 05:49 Are We Facing a Sovereign Bond Crisis? 08:04 Why Voters Keep Demanding More Spending 11:20 Savers, Inflation & Lost Purchasing Power 13:11 Why Rate Cuts May Not Fix Higher Yields 15:42 Can Stocks Melt Up Anyway? 18:13 Why Value Investors Face a Tough Market 20:46 Stranded Assets & Government Tax Risk 24:02 Why the U.S. Still Leads Global Markets 27:39 China, Central Planning & American Exceptionalism 31:50 Gold, Silver & the Role of Real Assets 35:09 The New Global Economic Order 41:03 Geopolitical Risk, Ukraine & Iran 44:35 Final Thoughts Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #DanielLacalle #MaggieLake #Inflation #Savers #PurchasingPower #RealAssets #Gold #Silver #Commodities #CurrencyDebasement #MoneySupply #Investing #Finance #Markets #Macro #Economy #Wealth #PortfolioStrategy #WealthManagement ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

    47 min

  3. HACE 1 DÍA

    Jim Bianco: The Fed’s Worst Nightmare Is Here

    💡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 risk, why the path from expected rate cuts to possible rate hikes has happened so quickly, and why higher Treasury yields could eventually start to weigh on stocks. He also breaks down the narrow AI-led rally, with Nvidia earnings putting the market’s dependence on chip stocks and data-center spending back in focus. With bonds, oil, inflation, the Fed, and AI all colliding, Bianco lays out what investors should watch next — and why the market may be more fragile than the indexes suggest. 💡Join Wealthion’s Real Assets Community for exclusive real-assets research and interviews: https://bit.ly/4wLeck8 Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Finance #Investing #JimBianco #BiancoResearch #MaggieLake #Bonds #BondMarket #TreasuryYields #InterestRates #FederalReserve #RateHikes #Inflation #OilPrices #Markets #StockMarket #Macro #PortfolioStrategy #WealthManagement ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

    42 min

  4. HACE 3 DÍAS

    Gold Is Flashing a Warning

    💡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 light; why copper remains dangerously tied to the stock market; and why bonds — especially long-term U.S. Treasuries — may be one of the few true hedges left if risk assets finally roll over. 💡Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/49WgaUK Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

    32 min

  5. HACE 3 DÍAS

    Is America’s Edge Fading? Steve Hanke on Dollar Dominance

    💡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 dominance. Hanke argues the real strength of America isn’t just politics or military power — it’s the depth of U.S. capital markets and the global demand for dollar-based assets. But the risks are building at the margins. Chapters: 00:00 — Is America’s Edge Fading?00:35 — Why Hanke Says “Not Really”01:35 — Why the Dollar Still Rules02:55 — The Real Source of U.S. Power04:15 — De-Dollarization Fears05:45 — China, Gold & Treasuries07:35 — Why the Yuan Isn’t Ready09:15 — The Dollar’s Throne Remains Intact 💡Join Wealthion’s Real Assets Community for exclusive real-assets research and interviews: https://wealthion.com/realassets Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

    10 min

  6. 15 MAY

    A Recking is Coming

    💡Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/49R1cPT In part two of Open Position with Steven Feldman, Steven and the  Founder of Rosenberg Research, David Rosenberg delve into AI and extreme market imbalances. Steven worries that unlike past technological revolutions, AI is uniquely threatening because it directly replaces human cognitive labor, while David calls it "the most disruptive innovation" in history. They also discuss the economic metrics that show stock prices are irrationally priced compared to bonds. Steven suggests real assets are the only true safe haven right now and David lays out his portfolio balance while recommending  his contrarian, hard-asset heavy "Bond, Bullion, and Barbell" strategy to protect against an eventual economic and political reckoning. 💡Sign up for David’s newsletter or any of his valuable services by going to rosenbergresearch.com Chapters: 1:27 The Data that Shows AI will be “The Most Disruptive Innovation in History” and the Potential Negative Economic Fallout from it 7:24 The Data Behind David’s Push Back Common Inflation Views and How to Invest for it 10:45 David’s 3 Philosophies 11:45 The Data David Says Supports Bonds Over Equities 14:35 Steven’s Counter Argument and  Why Real Assets are the Only True Safe Haven 19:35 David’s Gold View and the Data Behind A $6k Valuation 25:41 David’s Portfolio Mix 28:30 Steven’s Gold View and Data Supporting Upside 30:25 What’s Keeping David Up at Night 35:45 "There’s Going to be a Reckoning" 38:14 What is David Solving for? Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

    46 min

  7. 14 MAY

    Is A Bear Market What Investors Need?

    💡Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/4uKXY8y In this deep conversation between two of the most experienced men in the real assets economy, GBI & Wealthion CEO Steven Feldman hosts Rosenberg Research and Associates economist David Rosenberg for a revealing foray into the current markets and the future. They discuss the fact that financial markets are in a state of "unprecedented imbalance" and highlight the significant disconnect between headline economic data and the reality for the average person. David Rosenberg has a major warning for baby boomers, including stagnation in nearly every sector while Steven asks the provocative question — is a bear market what investors need? CHAPTERS 2:00 David’s Financial Strategy Foundation 5:12 Have A Plan B 7:27 Why Investors Aren’t Changing Positions and the Problems That Come with that 12:17 Markets Are Due for a Heart Attack 14:33 “We’re Living Through One of the Top 3 Manic Markets in History” 23:30 Is A Bear Market What Investors Need? 26:45 There are K’s Everywhere 27:28 How AI Plays Into the Future 💡Join Wealthion’s Real Assets Community for exclusive real-assets research and interviews: https://wealthion.com/realassets Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

    32 min

  8. 14 MAY

    The AI Bubble Is Real — And Commodities Are the Escape Hatch

    💡Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/42BHhAC Jonathan Wellum joins Maggie Lake to break down why today’s market looks dangerously stretched — from AI-driven speculation to passive investing distortions — and why he believes investors should be paying much closer attention to real assets, active management, and the emerging commodity supercycle. With recent inflation data showing price pressures remain stubborn and unrelenting, Wellum argues the market may be underestimating the staying power of inflation — and the risks hiding beneath the surface of the stock market rally. 💡Join Wealthion’s Real Assets Community for exclusive real-assets research and interviews: https://wealthion.com/realassets CHAPTERS: 0:00 Inflation Is More Persistent Than We Think 1:29 Wellum’s Inflation Outlook for 2026 4:00 The Global Debt Crisis Is “Intractable” 6:01 How to Think About Bonds and Duration 7:02 Gold, Commodities, and Protecting Purchasing Power 9:06 Copper, Silver, and the AI Buildout 11:26 The AI Arms Race and Big Tech Spending 12:46 Be Careful Chasing AI Stocks 17:23 Are We in a Commodity Supercycle? 24:21 Buffett, Berkshire, and Dry Powder Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

    29 min
Ver todo (1.2 k)

Anfitriones e invitados

Acerca de

Official Wealthion Podcast Feed. Learn about money and the markets from leading investors from around the world, and discover how to build a more resilient, long-term plan for your investment portfolio. Look for new episodes each week.

Información

También te podría interesar