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Wealthion
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.
Episodes
Mentioned books

Mar 9, 2026 • 9min
Arthur Hayes: AI Will Trigger a Banking Crisis → Then the Fed Prints
Arthur Hayes, former BitMEX CEO and macro/crypto commentator, explains why AI-driven job losses for junior knowledge workers could strain regional banks and trigger Fed money printing. He links Bitcoin’s timing to credit flows and describes how bank stress, youth unemployment trends, and shifting portfolio positioning tie into hard assets and crypto.

6 snips
Mar 6, 2026 • 8min
Jim Bianco: Private Credit Scare or the Next Subprime?
Jim Bianco, macro strategist known for fixed-income and credit market analysis, explains why private credit stress looks alarming but is unlikely to become the next subprime. He links recent 10-year yield moves to geopolitical fear. He discusses fund gating, BDCs tracking yields, and why past gating episodes stayed contained.

9 snips
Mar 5, 2026 • 33min
Arthur Hayes: "They're Going to Print the Money" — Hyperliquid, War, Hard Assets & the Macro Endgame
Arthur Hayes, former BitMEX CEO and macro/crypto commentator, explains why war could force central banks to print money and how that shapes portfolios. He breaks down Hyperliquid’s 24/7 clearing edge over traditional exchanges. He makes the case for hard assets like gold, silver, and uranium, discusses liquidity vs regulation for Bitcoin, and urges strategic patience over frequent trading.

Mar 4, 2026 • 29min
Jim Bianco: The Rate Shock Investors Aren't Ready For - "We're in a 3% Inflation World"
Jim Bianco, president of Bianco Research and macro strategist on rates and inflation, explains why a 3% inflation world could push rates far higher. He discusses Treasury yields, portfolio positioning for higher neutral rates, commodities and precious metals driven by Asian demand, and Bitcoin’s path from permission to replacement.

9 snips
Mar 3, 2026 • 40min
Gold and Silver Wrecked on Hormuz Shutdown — Why Craig Hemke Isn't Selling | $6,000 Target
Craig Hemke, founder of TF Metals Report and a noted precious-metals analyst, explains why gold and silver plunged during the Hormuz shutdown yet his $6,000 gold thesis stays intact. He breaks down algorithmic liquidation, dollar strength, rising physical vs paper-market tensions, record-low COMEX open interest, and potential shifts in global market dynamics.

Mar 2, 2026 • 12min
David Morgan: Gold to $10K — Central Banks Led the Way, Now Wall Street Is Catching Up
David Morgan, veteran precious metals analyst and author, outlines a bold gold target and why central bank buying has reshaped markets. He explains Wall Street’s changing stance on gold. He discusses silver’s potential to outperform, a gold-silver ratio swap tactic, and scenarios that could drive astronomical call option moves by year-end.

8 snips
Feb 27, 2026 • 19min
Silver's Supply Crisis: COMEX Halted, CFTC Gutted & Physical Taking Over | David Morgan
David Morgan, founder of The Morgan Report and longtime precious-metals analyst, breaks down a turbulent silver market. He discusses COMEX trading halts, how physical demand is overtaking paper markets, January’s dramatic spike and reversal, Shanghai’s role in price-setting, blown-out dealer spreads, and why miners look undervalued. Short, sharp takes on market mechanics and shifting price discovery.

Feb 26, 2026 • 13min
Francis Hunt: Gold-Silver Ratio to Single Digits & Platinum Could Beat Both
Francis Hunt, a tactical precious-metals analyst known as The Market Sniper, outlines why the metals bull market is just starting. He discusses gold, silver and platinum as key holdings. He explains how the gold-silver ratio could compress toward single digits and why physical ownership beats paper in times of counterparty risk. He also names platinum as a potential wildcard to outperform.

Feb 25, 2026 • 1h 16min
Francis Hunt | The Hidden Debasement: Why Gold Is the Only Real Unit of Account
Francis Hunt, founder of The Market Sniper and macro/markets commentator focused on precious metals and monetary debasement. He argues gold is the only true unit of account. Short takes on hidden currency debasement. Stocks and bonds measured in gold tell a different story. Bitcoin and stablecoins fail sovereignty tests. Big-money options signal possible huge moves in gold.

Feb 24, 2026 • 19min
Chris Casey: SCOTUS Strikes Down Tariffs — What It Means for Markets Now
Chris Casey, founder and managing director of Windrock Wealth Management who specializes in trade policy and macro markets, explains the Supreme Court tariff decision and why markets barely blinked. He discusses limits on alternative tariff tools. Short takes cover effects on small businesses, potential political/legal fallout, and whether this ruling raises or eases policy-driven volatility.


