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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
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Aug 25, 2022 • 49min
War Between The US & China Within 2 Years Or Sooner? | Kyle Bass
2022 has been a difficult one so far for investors to successfully navigate.
The US economy looks to be entering recession. Europe is in even worse shape. China is struggling, too, while tensions with Taiwan mount dangerously.
This year has also had one of the worst 1st halves of the year for both stocks & bonds in history.
And with economic growth contracting, inflation remaining at 40 year highs, and the Fed continuing to increase the cost of capital through rate hikes -- financial asset prices may still have lower to go.
What will the key macro drivers be through the end of the year? Are the markets through the worst of the challenges, or are things just warming up? Are there attractive opportunities for investors right now -- or is this a time to hunker down?
Today we have the good fortune to put those questions to Kyle Bass, Founder & CIO of Hayman Capital Management.
https://youtu.be/fomuXEaEAJA
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Aug 25, 2022 • 46min
The Housing Crash Is Here (50% Drop in Sales) | Analyst Nick Gerli
The housing market is tipping into correction before our eyes. Home sales are dropping nearly 50% in certain markets. Listings inventory is ballooning. Price reductions are spiking.
Perhaps this is all as should be expected when mortgage rates double in the span of a single year. But this is only just the beginning warns housing analyst Nick Gerli. He expects the price corrections to get much deeper as we head into 2023.
https://youtu.be/UdgmR6qgmow
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Aug 23, 2022 • 1h 18min
A Collapse In Fiat Currencies Within The Next 2 Years? | Alasdair Macleod
Is it really possible that the world's major fiat currencies could be replaced soon, perhaps by a hard-asset backed solution?
Today's guest expert, Alasdair Macleod believes so, having the made the case on this channel a few months ago.
We check in with Alasdair here to see how developments since his last appearance are affecting his outlook, as well as to hear his latest predictions for the price action for gold & silver.
https://youtu.be/qP108NVGTmI
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Aug 20, 2022 • 1h 35min
Weekly Market Recap: Bullish Technicals But Bearish Fundamentals: Which Matters More?
The technical chart data looks really bullish here, observes financial advisor Lance Roberts.
But none of the fundamentals do, he also warns.
Bullish technicals. Bearish fundamentals.
Which matters more?
Lance and I tackle that key question, plus go on an epic rant about how excessive speculation is destroying Millennial and Gen Z investors.
For everything that mattered in the markets this week, watch this week's Market Recap featuring Lance Roberts.
https://youtu.be/nyPKHOGtqCs
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Aug 19, 2022 • 1h 6min
Markets To Get Much More "Volatile & Hostile" From Here | Diego Parrilla
European fund manager Diego Parrilla returns for Part 2 of our interview with him in which he explains why inflation, rising interest rates, arriving recession, energy crises and other macro headwinds are going to make the investing climate much more volatile and hostile from here.
https://youtu.be/L565v8MZ_vg
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Aug 18, 2022 • 51min
European & Global Economies Are Dangerously Fragile | Diego Parrilla
Inflation and slowing economic growth is affecting all corners of the globe these days, but perhaps nowhere as much as Europe -- which is also dealing with a massive energy crisis.
We spend a lot of time focusing on the US economy on this program, 1) because the majority of this channel's viewers reside in the US and 2) it has the world's largest economy and, for better or worse, what happens in America drives much of the action the rest of the world reacts to.
But today we're going to get a European perspective, both on the action in the US as well as the major challenges Europe is grappling with.
For that, we welcome Diego Parrilla, Managing Director of Quadriga Asset Manager back to the program.
https://youtu.be/rZVfE8cqmf4
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Aug 18, 2022 • 27min
Struggling Economy + Hot CPI + Fed Hikes & QT = Stagflation | Stephanie Pomboy
Stephanie Pomboy reacts to today's latest data on retail sales, Fed rate hike outlook, jobs, credit conditions & inflation.
In her words, it's difficult to see anything other than stagflation reigning for the rest of the year.
Let us know in the Comments section below if you like this kind of real-time reaction from Stephanie to the news of the day. If you do, we'll do these shorter sessions with her more often.
And don't forget to register for Wealthion's upcoming online conference on Sep 24 at https://wealthion.com/conference
https://youtu.be/K8595VukeNk
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Aug 17, 2022 • 9min
Where Do The Top Experts Think The Market Is Headed From Here?
Next month, join Lacy Hunt, Lyn Alden, Matt Taibbi, Grant Williams, Stephanie Pomboy, Brent Johnson, Nick Gerli, Doomberg, Rick Rule, Mike Maloney, Jeff Clark, Lance Roberts and the team from New Harbor Financial at Wealthion's online Fall Conference.
https://youtu.be/dsVGZvNvfRw
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Aug 13, 2022 • 1h 26min
Weekly Market Recap: Are The Bulls Gaining The Upper Hand?
The markets have now punched above an important resistance level & the bulls are suddenly talking about stocks zooming back to record highs.
Is that even possible?
There's a battle royal being waged right now between the bulls & bears.
Fundamentals are grim and getting worse. But technicals look rosy.
Which will win out?
Financial advisor Lance Roberts and I tackle that tough topic, as well as many others, in this week's Market Recap
For everything that mattered to markets this week, watch our new Weekly Market Recap featuring Lance Roberts.
https://youtu.be/M-BqfTxIp4k
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Aug 13, 2022 • 1h 11min
Michael Pento: These Are The Assets You Want To Own For A Market Crash
Money manager Michael Pento returns for Part 2 of this interview to share how he is currently positioning his firm's portfolio for the 40% market correction he sees coming ahead.
Cash, US dollar, long-dated US Treasury bonds & shorts are what Michael calls "The 4 Horsemen" -- the key assets you want to hold during a market crash. He's also has positions in gold and utilities at this moment, too.
https://youtu.be/M2IRqmHcMBg
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