Wealthion - Be Financially Resilient Market Recap: Insights From Gerald Celente, Robert Quartermain, Jacob Shapiro, & Chris Casey
Jan 23, 2026
Gerald Celente, trend researcher forecasting economic and political shifts; Jacob Shapiro, geopolitical analyst on international strategy; Chris Casey, macro investor focused on fiscal solvency. They discuss Chinaâs lead in AI and tech risks. Canadaâs shifting ties with the U.S. and broader liberal order changes. Fiscal solvency, bond market stress, and how investors are repositioning amid rising debt and uncertainty.
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China Poised To Dominate AI
- Gerald Celente argues China will lead AI because the U.S. is overinvested and misallocating capital toward war spending.
- He warns many AI firms are deep in debt and a dot-com style bust will drag down banks and equities.
Hold Gold As Dollar Weakens
- Gerald Celente advises holding gold as the dollar weakens and interest rates fall.
- He links lower interest rates and a weaker dollar to higher gold prices and suggests gold protects against currency decline.
Allocate To Physical Gold As A Hedge
- Robert Quartermain recommends allocating to physical gold and commodity exposures as a hedge against fiscal risks.
- He stresses gold's portability and zero-debt nature as key defensive attributes.