Wealthion - Be Financially Resilient - Podcasts

11:10

Recession Fears Are Wrong? Why the U.S. Economy Is...

Wealthion - Be Financially Resilient ·

2026/08/28

Is the U.S. economy really headed for recession? Franklin Templeton’s Chris Galipeau argues the bearish narrative is missing what matters most: a resilient consumer, improving credit trends, strong corporate earnings, and a labor market that remains supportive.He also pushes back on fears that AI is about to destroy jobs, explains why investors may be too focused on Fed headlines and geopolitical noise, and makes the case that corporate profitability matters far more for markets over time. With

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26:07

Before You Sell: The Capital Gains Move to Know

Wealthion - Be Financially Resilient ·

2026/08/28

Investors sitting on large gains may have a new way to defer taxes and potentially earn tax-free appreciation through Opportunity Zones. Brett Rentmeester of WindRock Wealth Management joins Maggie Lake to explain how the updated 2027 rules work, who they may benefit, and why gains realized in late 2026 could already qualify.They break down the 180-day rollover window, five-year tax deferral, 10% basis step-up, real estate depreciation benefits, and how certain Opportunity Zone investments can

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8:20

NVIDIA Earnings Put the AI Boom to the Test — Woo...

Wealthion - Be Financially Resilient ·

2026/08/26

NVIDIA earnings are putting the AI boom back under the microscope. David Woo joins Maggie Lake to explain why he believes the bigger risk isn’t one quarter of results, but the assumptions holding up the entire AI trade.Woo argues that AI valuations are increasingly driven by winner-take-all expectations, massive capital spending, aggressive earnings presentation, and fear of missing out. He also explains why a break in the AI narrative could have serious consequences for the broader U.S. stock

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7:23

Blind Investing Is Over: The Portfolio Shift to Make...

Wealthion - Be Financially Resilient ·

2026/08/26

The old “buy the S&P 500 and forget it” playbook may be getting riskier. Wealthion CEO Steven Feldman joins Maggie Lake to explain why rising deficits, persistent inflation, a weakening dollar, elevated stock valuations, and massive AI concentration are changing the investing landscape.Feldman lays out how investors should think about diversification in this new regime — including the role of gold, cash, real assets, energy, infrastructure, agriculture, and other scarce assets — and why protecting

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10:39

The Leveraged ETF Trap That Could Wreck Tech Stocks

Wealthion - Be Financially Resilient ·

2026/08/24

Leveraged ETFs promise amplified returns, but Kevin Muir warns they can amplify something else too: market chaos. He explains how 2x and 3x ETFs, daily resets, forced buying and selling, and “negative gamma” can turn ordinary volatility into violent market moves. With tech and semiconductor stocks in focus, Muir reveals the hidden market plumbing investors may be overlooking.💡 From the hidden risks in leveraged ETFs to the market forces that can amplify volatility, Kevin Muir shows why

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10:03

The Commodity Boom Is Here — But Investors Could Get...

Wealthion - Be Financially Resilient ·

2026/08/21

Where are the best opportunities in commodities — and where can investors get burned?Jonathan Wellum breaks down how he approaches gold, silver, copper, uranium, rare earths and mining stocks, while explaining why some parts of the commodity sector can be highly cyclical and speculative.Wellum discusses why investors should understand their “circle of competence,” the risks of picking individual junior miners, and why ETFs or professionally managed vehicles may make more sense for gaining exposure

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16:48

Gold Is Warning Us: The Financial System Is Changing

Wealthion - Be Financially Resilient ·

2026/08/21

Grant Williams says gold has just beaten its inflation-adjusted 1980 peak for the first time in 45 years, and that is the sound of the "howling wolf" returning to the financial system. Why he tells investors to forget the price and simply own it.Grant Williams joins Maggie Lake to revisit his gold-as-apex-predator thesis eight years on, using the reintroduction of wolves to Yellowstone as a metaphor for gold returning to a monetary system that has grazed itself bare since 1971. He explains why

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28:11

David Rosenberg: The Economy Is More Fragile Than You...

Wealthion - Be Financially Resilient ·

2026/08/21

Veteran economist and market strategist David Rosenberg joins Maggie Lake to explain why he believes the U.S. economy is weaker than headline data suggests. Rosenberg breaks down slowing growth, disinflation, labor-market weakness, the disconnect between strong corporate earnings and stagnant household income, and why AI spending may be masking broader economic softness. He also makes the contrarian case that the Federal Reserve’s next move could ultimately be a rate cut—not another hike—and

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27:53

Oil to $120? Iran Could Trigger the Next Stock Market...

Wealthion - Be Financially Resilient ·

2026/08/18

David Woo says markets may be dangerously underpricing the risk of escalation around Iran and the Strait of Hormuz. He explains why Iran has an incentive to push crude toward $100–$120, why tougher U.S. action could be bullish for oil and bearish for stocks, and how a confrontation involving China could raise the stakes even further. Woo also breaks down the shifting Russia-Ukraine war, the opportunity he sees in defense stocks, mounting pressure on Europe—and why he remains long oil as geopolitical

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20:01

The Recession Never Came. Is This Bull Market Just...

Wealthion - Be Financially Resilient ·

2026/08/18

The recession everyone feared still hasn’t arrived — and the stock market keeps defying the bears.Ed Yardeni explains why he believes the U.S. economy remains resilient, why consumer spending and corporate earnings could keep the bull market moving higher, and why pessimistic investors may be missing what’s happening right in front of them. He also breaks down how he’s thinking about stocks, bonds, gold and emerging markets — and why the biggest AI investment opportunity may be in the companies

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18:39

The Financial System Is Cracking - Why Gold &...

Wealthion - Be Financially Resilient ·

2026/08/18

Top gold miners are earning margins above $3,000 an ounce, yet Jonathan Wellum says their stocks are still priced as if gold were far lower. Why he sees a rare gap between commodity cash flow and mining stock prices. Jonathan Wellum, CEO and CIO of RockLinc, joins Maggie Lake to explain why commodities and mining may be one of the most overlooked opportunities in the market. He connects Trump's push to revive US mining, deglobalization, and Western dependence on China for critical minerals to a

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51:33

Art Berman: The Global Energy Order Is Breaking

Wealthion - Be Financially Resilient ·

2026/08/14

Roughly six vessels moved through the Strait of Hormuz in a day, down from 130 to 140 before the war, and Art Berman says Persian Gulf oil production is down about 10 million barrels a day. His case: this is a bigger supply shock than COVID, and markets are barely pricing it.Geologist and energy consultant Art Berman returns to Wealthion with Maggie Lake to explain why the oil market looks calm on the surface while the plumbing underneath has changed dramatically. He argues the ceasefire optimism

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18:21

Soft Jobs. Hard Talent: Mining’s Hidden Bottleneck |...

Wealthion - Be Financially Resilient ·

2026/08/13

The U.S. jobs market is cooling — but mining has a very different labor problem: finding the right talent.Veteran geologist and mining expert Steven Enders joins Maggie Lake to explain why the quality of people and management teams can make or break a mining project — even as the industry faces enormous demand for critical minerals. Enders breaks down the looming copper supply gap, why new mines remain so difficult to build, where we may be in the commodity cycle, and why AI can help the mining

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26:48

The Fed’s Credibility Is on the Line, Ed Yardeni Warns

Wealthion - Be Financially Resilient ·

2026/08/11

The U.S. economy has survived higher rates, tariffs, inflation, geopolitical shocks and repeated recession warnings. Ed Yardeni says there’s a reason: the American consumer remains remarkably resilient.In this conversation, Yardeni explains to Maggie Lake why he believes the economy could stay strong through the end of the decade — but warns that the Federal Reserve now faces a serious credibility test as inflation remains above target. We discuss why Yardeni thinks the Fed should move in

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9:31

Taxed for Leaving? Chris Casey Warns Wealth Taxes Are...

Wealthion - Be Financially Resilient ·

2026/08/10

Could your state make it more expensive to leave—or tax wealth you haven’t even sold? Chris Casey, founder of WindRock Wealth Management, breaks down the growing push for wealth taxes, exit taxes, taxes on unrealized gains, and new pressures facing real estate owners. He explains why cash-strapped states may increasingly target wealthy residents for revenue, why those policies could drive taxpayers elsewhere, and why he believes the impact may eventually reach far beyond the ultra-wealthy. Casey

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46:03

The Bond Market Is Flashing a Major Warning | Steve...

Wealthion - Be Financially Resilient ·

2026/08/06

Are investors missing the biggest risks facing the global economy?In this exclusive interview, renowned economist Steve Hanke joins Maggie Lake to explain why he believes markets have become dangerously complacent about rising bond yields, inflation, geopolitical conflict, and America's growing fiscal challenges. Hanke discusses why the "bond vigilantes" are back, what rising Treasury yields could mean for stocks and housing, whether inflation is becoming entrenched again, and why he believes

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14:15

Gold's Bull Market Isn't Over, But Don't Buy Yet

Wealthion - Be Financially Resilient ·

2026/08/05

Is now the right time to buy gold and gold stocks—or should investors wait?In this Wealthion interview, veteran resource investor Lobo Tiggre tells Maggie Lake why he sold every one of his gold and silver stock positions, why he refuses to chase the current rally, and the warning signs he believes investors should watch before putting new money to work. While many investors remain bullish on gold, silver, mining stocks, and commodities, Lobo argues that having the right long-term thesis doesn't

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45:04

Treasury Yields Could Break the AI Boom

Wealthion - Be Financially Resilient ·

2026/08/04

Could rising Treasury yields trigger the next major market downturn?In this exclusive interview, Jesse Felder, founder of The Felder Report, explains why he believes the 10-Year Treasury yield is the most important chart in the world—and why it could derail the AI boom, pressure stocks, and expose deeper problems in the global economy. Felder argues that investors are underestimating the risks building in the bond market, warns a slow-motion debt crisis is already underway, and explains why

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8:06

Jim Bianco: There Are Now Two Stock Markets

Wealthion - Be Financially Resilient ·

2026/08/03

Have U.S. markets quietly split into two completely different markets? In this conversation with Maggie Lake, Jim Bianco, President of Bianco Research, argues that's exactly what's happening. According to Bianco, just 41 AI-related companies now account for nearly half of the S&P 500, while the other 459 stocks are increasingly moving independently. He explains why investors should think of AI and non-AI stocks as two separate markets—and why he believes the AI boom hasn't yet reached bubble

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21:29

Why a Recession May Never Come... and Why Gold Still...

Wealthion - Be Financially Resilient ·

2026/08/03

For years, investors have been waiting for a recession that never seems to arrive. According to Fourth Lane Partners Portfolio Manager Andrew Sarna, there's a simple reason why: massive government deficits continue to overwhelm traditional recession signals. In this interview with Maggie Lake, Sarna explains why bonds are no longer a core portfolio holding, why the AI trade may be losing momentum, and why he believes real assets—especially energy and gold—remain among the best long-term investments

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