Wealthion - Be Financially Resilient - Podcasts

52:32

Your Portfolio Is One Big AI Bet — The...

Wealthion - Be Financially Resilient ·

2026/10/05

Are investors really diversified — or has the AI boom turned major stock indexes into one enormous concentrated bet?Rupert Mitchell, author of The Blind Squirrel, joins Maggie Lake to explain why he believes traditional index investing may now offer a false sense of diversification. His concern: U.S. stocks remain expensive, AI and semiconductor exposure dominates more portfolios than investors realize, and even global indexes may be far more concentrated than they appear. Mitchell explains why he

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46:33

Higher Rates Could Burst the AI Bubble — Here’s What...

Wealthion - Be Financially Resilient ·

2026/10/05

Could rising interest rates burst the AI bubble—and leave investors exposed in both stocks and bonds? Jesse Felder, founder of The Felder Report, joins Maggie Lake to discuss inflation, Treasury yields, gold and why he believes the commodity supercycle still has room to run. Felder explains why he sees the potential for another 150–200 basis points of Federal Reserve rate hikes, how tighter credit could threaten the AI investment boom, and why he favors value stocks and real assets in this

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50:09

Deflation Is Coming — And Gold, Bitcoin & Copper...

Wealthion - Be Financially Resilient ·

2026/09/30

Mike McGlone says gold, copper and even Bitcoin have become "stock puppets," so correlated with the S&P 500 that a 10% drop in stocks could crush them all together. Why the asset you thought was a hedge may not be diversifying you at all.Bloomberg commodity strategist Mike McGlone joins Maggie Lake to explain why nearly every major asset, from metals to crypto to oil, is now trading on the back of one thing: the US stock market. He walks through why gold's push above $5,000 and its pullback are a

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15:19

Trump Accounts Explained: How $1,000 Could Grow Into...

Wealthion - Be Financially Resilient ·

2026/09/29

Trump Accounts are creating a new way for families to invest for their children — including a $1,000 government contribution for eligible kids.Brandy Maben of WindRock Wealth Management joins Wealthion to explain how Trump Accounts work, who qualifies, how much families can contribute, and what decades of compounding could mean for a child’s future wealth. She also breaks down where Trump Accounts fit alongside 529 plans, Roth accounts and other long-term savings strategies — and what parents

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34:01

Everyone’s Bracing for a Crash. The Economy Says...

Wealthion - Be Financially Resilient ·

2026/09/24

Investors have spent years waiting for the U.S. economy to crack. Chris Galipeau of Franklin Templeton says they may be making a costly mistake.In this conversation with Wealthion’s Maggie Lake, Galipeau explains why the recession narrative has repeatedly failed, why the American consumer and corporate earnings remain more resilient than many investors realize, and why fears surrounding AI, jobs, geopolitics, and the broader economy may be obscuring what actually matters for markets. Galipeau

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31:57

The CLARITY Act Failed. What Happens to Crypto Now?

Wealthion - Be Financially Resilient ·

2026/09/24

The CLARITY Act failed to advance in the Senate — but the transformation of crypto and the financial system may be moving forward anyway. Maggie Lake sits down with Brett Rentmeester, founder and managing director of WindRock Wealth Management, to unpack what the setback means for Bitcoin, Ethereum, stablecoins and crypto regulation — and why the battle over stablecoin yields could have major implications for traditional banks. Rentmeester explains how the SEC and CFTC could shape the next phase

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31:24

We’re in a Debt Bubble — And the Pressure Is Building.

Wealthion - Be Financially Resilient ·

2026/09/21

Inflation remains stubborn, interest rates are elevated, AI spending is exploding and global debt continues to climb. Jonathan Wellum says investors need to pay attention to what all of those forces could mean for markets — and for the purchasing power of their money.Jonathan Wellum, CEO and CIO of RockLinc Investment Partners, joins Maggie Lake to explain why he believes we are in a “debt bubble,” why higher inflation and interest rates could put pressure on stock valuations, and why massive

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46:57

Mark Skousen: Why He's Still 100% Invested at...

Wealthion - Be Financially Resilient ·

2026/09/21

Economist and longtime investor Mark Skousen joins Wealthion’s Maggie Lake with a surprisingly bullish message: despite persistent inflation, rising interest rates, massive U.S. deficits and stretched technology valuations, he remains 100% invested in the stock market.Skousen explains why he believes the bull market can continue, even as he warns that some tech stocks “could fall in half and still be overvalued.” He breaks down the risks of an eventual market bubble, the impact of Federal Reserve

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48:19

Henrik Zeberg: Why Bonds May Be Too Cheap

Wealthion - Be Financially Resilient ·

2026/09/16

Henrik Zeberg, macro strategist at Swissblock and founder of The Zeberg Letter, believes the stock market’s final melt-up may still have much further to run — but warns that the setup beneath the surface is becoming increasingly unstable.In this wide-ranging conversation with Maggie Lake, Zeberg explains why he thinks the Nasdaq could surge toward 37,000–39,000 before the cycle turns, why today’s market increasingly resembles the final phase of the dot-com bubble, and why investors may be

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22:49

The Bond Market Is in Revolt — Is Money Printing Next?

Wealthion - Be Financially Resilient ·

2026/09/14

The 10-year Treasury yield has pushed above 5% — and GBI Chief Economist Trey Reik says the “bond market is in complete revolt.” He joins Maggie Lake to explain why the Federal Reserve and Treasury appear to be pulling in opposite directions, what Scott Bessent’s increasingly aggressive interventions may be signaling, and why markets could be drifting toward “yield curve control light” — essentially money printing.Trey also breaks down what this means for gold and precious metals, including the

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5:48

Inflation Is Still a Problem. Is the Fed Fighting the...

Wealthion - Be Financially Resilient ·

2026/09/14

Inflation remains one of the biggest questions hanging over the Federal Reserve — but some of Wall Street’s top strategists sharply disagree over what today’s CPI data really means. With headline inflation at 3.4% and core inflation at 2.4%, is price pressure still strong enough to force the Fed to keep rates higher — or is disinflation already underway? Ed Yardeni warns that persistent monthly inflation could create a real problem for the Fed. Barry Knapp sees key inflation pressures continuing

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39:10

Tom Lee: Inflation Fears Are Overblown — Crypto Could...

Wealthion - Be Financially Resilient ·

2026/09/11

Veteran Wall Street strategist Tom Lee joins Wealthion’s Maggie Lake to explain why he believes investors may be too pessimistic about inflation, the U.S. economy, artificial intelligence and crypto.Lee argues that inflation may be closer to the Federal Reserve’s target than headline data suggests, while credit markets continue to signal that the U.S. economy remains on solid footing. He also explains why AI could become a powerful new driver of economic growth — creating opportunities across

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59:43

What Bessent Is Really Doing in the Bond Market |...

Wealthion - Be Financially Resilient ·

2026/09/10

Scott Bessent is making a major move in the U.S. Treasury market as long-term bond yields remain under pressure. Mike Green joins Maggie Lake to explain what Bessent is really trying to accomplish with expanded Treasury bond buybacks — and why he believes the deeper problem in the bond market is being widely misunderstood.Green breaks down the changing structure of the U.S. bond market, the growing influence of passive investing, and why traditional bond buyers are behaving differently than they

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8:56

Oil Near $100: China’s Demand Story Doesn’t Add Up |...

Wealthion - Be Financially Resilient ·

2026/09/08

Oil is back near $100 — but Art Berman says one of the biggest stories in the global oil market may be getting misread.In this conversation, the veteran energy analyst challenges the idea that China has simply managed the oil shock by drawing on massive strategic reserves. Instead, Berman points to sharply lower refinery runs and argues that the more important signal may be weakening Chinese demand for gasoline, diesel and jet fuel.Is China rationing energy? Is its economy slowing more than markets

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14:11

Silver to $500? The Precious Metals Trade That Could...

Wealthion - Be Financially Resilient ·

2026/09/04

Michael Oliver believes the next major phase of the precious metals bull market could be far more explosive than investors expect — and gold and silver miners may be the trade to watch.Oliver explains why mining stocks remain historically cheap relative to gold and silver, the technical breakout he believes could trigger a dramatic revaluation across the sector, and why silver could ultimately reach $300–$500. He also warns that mounting stress in the U.S. government debt and bond markets could

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30:31

Gold Just Snapped Back. i-80 Gold CEO Sees a 20-Year...

Wealthion - Be Financially Resilient ·

2026/09/02

Gold is swinging hard again — rebounding sharply today after an early selloff pushed prices to a near one-month low. But i-80 Gold CEO Richard Young says investors focused on the day-to-day volatility may be missing a much bigger shift in gold and commodities.In this conversation with Trey Reik, Young explains why he believes gold and commodities could be in a 5, 10, even 20-year run, why mining companies may increasingly benefit from expanding margins as technology becomes more capital intensive,

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28:56

David Rosenberg: “Every Bubble Pops” — Markets Aren’t...

Wealthion - Be Financially Resilient ·

2026/09/01

David Rosenberg believes investors are overlooking a growing disconnect between market optimism and the underlying economy.In this conversation with Maggie Lake, Rosenberg explains how he is positioning for a more fragile economic backdrop — including exposure to equities, bonds and hard assets — and why he currently sees opportunity at the front end of the Treasury curve. He also takes direct aim at the AI boom, arguing that the biggest risk may not be the technology itself, but investor

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8:25

Iran Erupts Again: Is a Major Oil & Market Shock Coming?

Wealthion - Be Financially Resilient ·

2026/08/31

Renewed fighting between the U.S. and Iran has once again put the Strait of Hormuz — one of the world’s most critical oil chokepoints — at the center of global markets. With Brent crude jumping back above $90 a barrel following fresh U.S. and Iranian strikes, investors are again confronting a critical question: What happens if the conflict escalates and oil supplies come under even greater pressure? In this timely Wealthion compilation, Art Berman, Steve Hanke, David Woo and Marc Faber break down

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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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