Wealthion - Be Financially Resilient

The world is understandably panicked about inflation right now. Prices are increasing by double-digit percentages across much of the world. Which is why the Federal Reserve and many other of the major central banks are hiking interest rates aggressively.  In fact, just today Fed Chair Jerome Powell warned markets to expect hikes to continue & to give up hope of a policy “pivot”. But despite all this, could deflation actually be the bigger threat we should be worried about? Macro analyst Stephanie Pomboy thinks so. In fact, she expects our current inflation worries will be a distant memory by the end of 2023 because we’ll be then mired in a disinflationary/deflationary morass. To learn her reasons why, watch today’s interview with Stephanie Pomboy. https://youtu.be/gvDn_GcZI8U Learn more about your ad choices. Visit megaphone.fm/adchoices

New LIVE "money Q&A" with Wealthion's financial advisors. You'll be able to ask any question(s) you like for our experts to answer live. https://youtu.be/rVw8A2dhvyo Learn more about your ad choices. Visit megaphone.fm/adchoices

We're now in the final quarter of 2022, a year that will go down in the history books as one of the worst for stocks and bonds. And the outlook from here remains highly uncertain. So how are the big players -- those managing tens of billions of dollars in client capital -- allocating their portfolios right now? And what may the regular retail investor learn from their strategy? To find out, we're fortunate to welcome Chris Brightman to the program today. Chris is the CEO & CIO of Research Affiliates, and along with Rob Arnott, is co-portfolio manager on the PIMCO All Asset and All Asset All Authority funds and the PIMCO RAE™ funds To give you a sense of the impressive scope of Chris' work, as of June of this year, $143 billion in assets are managed worldwide using investment strategies developed by Research Affiliates. https://youtu.be/m4QfkEAyowg Learn more about your ad choices. Visit megaphone.fm/adchoices

Meta (formerly Facebook) dropped -23% on Thursday after a disappointing earnings call. It's now down -70%(!) year-to-date. Amazon fell -8% yesterday. It's down -37% YTD. Google & Microsoft both dropped -8% after their earnings calls this week. They're down -29% and -25% for the year, respectively. The FAAMG complex has propped up the major indices so far during this difficult year for stocks. But now that they're beginning to stumble, will they take the markets down with them?  For everything that mattered to markets this week, watch this week's Market Recap featuring Michael Lebowitz. https://youtu.be/YVJJOG2PIgA Learn more about your ad choices. Visit megaphone.fm/adchoices

Jim Grant is the world's foremost expert on interest rates. Their swift & violent rise around the world has injured stock prices & Jim doesn't think the carnage in equities is over yet.  But the bond market is looking more attractively priced to him than it has in a decade. WORRIED ABOUT THE MARKETS? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Wealthion's endorsed financial advisors at https://www.wealthion.com https://youtu.be/ERJR2PmQNgI Learn more about your ad choices. Visit megaphone.fm/adchoices

In the wake of the 2008 Global Financial Crisis, central banks drove interest rates down to unprecedented lows and kept them there for the better part of a decade. The world economy then became addicted, some would say dependent, upon a zero-cost capital world. But now inflation is forcing interest rates to rise sharply around the globe, at the fastest pace on record. This sea change in rates is depressing economic growth, shocking the financial system, and resulting in  one of the worst years in history for stocks and bonds. To find out where things are likely headed from here, we sit down with the world's top expert on interest rates,  James Grant, esteemed publisher of Grant's Interest Rate Observer.  https://youtu.be/7aNsPpN1dt4 Learn more about your ad choices. Visit megaphone.fm/adchoices

I conducted an interview on Twitter Spaces the other day about the unfolding catastrophe happening with AirBnb properties across the US.  I found the discussion both important & fascinating and really enjoyed the analyst I had it with, a new voice to the financial media space that I think you’ll value getting introduced to. So I’m releasing the interview in its entirety here for you.  A heads up, it’s audio-only - so you don’t need to be glued to your screen while it plays. Maybe get a walk in or get some chores done while you listen. Follow Adam on Twitter @menlobear & follow Amy @texasrunnerDFW https://youtu.be/rpB3258i9OA Learn more about your ad choices. Visit megaphone.fm/adchoices

Right now, I-bonds are offering an extremely attractive risk free return, especially given the current high rate of inflation – it’s possible we may never see one this generous again. How generous? If you buy an I-bond today, you’ll lock in a guaranteed annualized rate of return of 9.62% on your money for the next 6 months.  That’s more than 2x the return that standard T-bills are currently paying, and it comes with the same security guarantee that you’ll get 100% of your principal back, along with the interest you earned. But time is running out to lock in this 9.62% rate. To do so, you need to buy your i-bonds before this coming Friday, October 28th. If you don’t, the interest rate i-bonds offer resets on November 1 and you’ll only be able to get the new rate after that – which we know now is highly likely to be lower, currently estimated to be 6.48%. Now that’s still not too bad, but it’s ⅓ less than 9.62%.  So if you’ve watched my earlier videos on i-bonds like this one explaining how they work and how to buy them using the US Treasury’s TreasuryDirect.gov website – or this one explaining how to use the Treasury’s little known “gift box” to multiply the amount of money you can put into i-bonds at today’s 9.62% rate – if you’ve watched those but still haven’t yet bought any for the 2022 calendar year, consider dropping everything and go buy them RIGHT NOW. And if you haven’t watched those, you should go do so right after this video ends. As for the rest of this video, I’m just going to provide a few quick clarifications to questions that have come in over the past few weeks about i-bonds. https://youtu.be/2johvdSAvO8 SCHEDULE YOUR FREE PORTFOLIO REVIEW with Wealthion's endorsed financial advisors at https://www.wealthion.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Financial advisor Lance Roberts and Wealthion host Adam Taggart discuss everything that mattered to markets this week. https://youtu.be/-KL-MO36Wn4 Learn more about your ad choices. Visit megaphone.fm/adchoices

Here in Part 2 of our interview with hard assets investor Tavi Costa, he shares the sectors that look most attractive to him right now: metals, energy (including uranium), agriculture & soft commodities. He also likes Brazil as market, and is actively shorting US 'growth' stocks. https://youtu.be/SNc6M7PPQVs Learn more about your ad choices. Visit megaphone.fm/adchoices