Wealthion - Be Financially Resilient

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 investors should be paying far closer attention to the bond market than the stock market.

The conversation also explores:
*The outlook for inflation and interest rates
*Treasury yields and the U.S. fiscal deficit
*The economic impact of the Middle East conflict
*China's growing geopolitical influence
*Whether U.S. stocks are in a bubble
*Gold, deficits, and long-term fiscal sustainability
*What investors should watch over the coming months

Whether you agree with Steve Hanke's conclusions or not, this conversation offers a provocative perspective on the macro forces shaping today's markets.

💡 Steve Hanke says today's biggest risks aren't fully priced into the markets. If you want more independent macro analysis like this, join the Wealthion community at https://bit.ly/4xqCPlD for exclusive interviews, expert research, and actionable investing insights.

Chapters:
00:00 Cold Open: Steve Hanke's Biggest Warnings
00:20 Why Markets Are Ignoring Major Risks
01:12 Bond Yields, Inflation & the Return of the Bond Vigilantes
05:16 Middle East Conflict, Oil Prices & Inflation Risks
09:55 Steve Hanke: "We've Already Lost the War"
13:37 What Critics Get Wrong About His Outlook
15:15 Could Treasury Bonds Become America's Biggest Weakness?
22:30 China, Tariffs & Why Beijing Holds the Leverage
30:43 Why the Bond Market Could Trigger a Stock Market Selloff
31:57 Can Revaluing Gold Solve America's Debt Problem?
38:16 Steve Hanke's Solution to America's Debt Crisis

Connect with us online:
Website: https://www.wealthion.com
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#Wealthion #SteveHanke #BondMarket #Inflation #InterestRates #Investing #Macro #StockMarket #China #Finance
________________________________________________________________________
IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.

The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
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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 always mean it's the right time to buy. He explains why market history, investor psychology, and disciplined risk management matter more than fear of missing out.

In this interview you'll learn:

* Why Lobo Tiggre sold all of his gold and silver stocks
* Whether the gold bull market is still intact
* The biggest mistakes gold investors make
* How to identify warning signs before buying
* Why patience can outperform chasing momentum
* Gold vs. silver vs. commodity investing
* The role of risk management in volatile markets
* Why "don't confuse the inevitable with the imminent" is one of the most important investing lessons

💡 Want more investing insights like Lobo's? Visit https://bit.ly/4q3wTg2 and become a member of our community for exclusive interviews, expert research, and independent market analysis.

💡 Like Lobo Tiggre, invest with conviction—not FOMO. Join Wealthion's Real Assets Community for exclusive research, expert interviews, and actionable insights: https://bit.ly/4fFcUAD

Chapters:
00:00 Why I Sold Every Gold & Silver Stock I Owned
00:18 Where Are We in the Gold Bull Market Cycle?
00:50 Is Gold Repeating the 1980 Market Top?
01:49 Gold Warning Signs Every Investor Should Watch
02:34 What the 2011 Gold Crash Taught Me
03:45 Rick Rule's Rule: Don't Confuse the Inevitable with the Imminent
05:24 Why Lobo Is Still Bullish on Gold—But Not Buying Yet
07:36 Gold vs. Copper: Will the Commodity Supercycle Continue?
09:16 Have Gold & Silver Bottomed? Lobo's Answer
09:50 Why Great Investors Ignore FOMO
11:21 The #1 Mistake Gold Investors Make

Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
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#Wealthion #Gold #Investing #GoldStocks #Silver #SilverStocks #PreciousMetals #Commodities #MiningStocks #PortfolioManagement #InvestmentStrategy #WealthManagement #Finance #MarketOutlook #RiskManagement
________________________________________________________________________
IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.

The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices

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 soaring government debt, persistent inflation, and higher interest rates could reshape markets for years to come.

He also shares why Warren Buffett's massive Treasury position makes sense today, why momentum investing may be breaking down, where he sees value emerging, and why energy, oil, and commodities could outperform in the years ahead.

In this interview:

* Why Treasury yields matter more than ever
* The biggest risk facing the AI boom
* Why Jesse believes a debt crisis has already begun
* The Federal Reserve's inflation challenge
* What rising bond yields mean for stocks
* Warren Buffett's defensive strategy
* Gold, oil, and commodity investing
* Value investing vs. momentum investing
* What every investor should be watching next

💡 If you're looking for deeper market intelligence, not just more market noise, join the Wealthion community at Wealthion.com. You'll get exclusive insights from Jesse Felder and many of our leading experts, along with deeper analysis and conversations available only to our members.

Chapters:
00:00 Jesse Felder's Biggest Market Warning
00:18 Join the Wealthion Community
00:45 Why Treasury Yields Matter More Than Stocks
02:38 The 10-Year Treasury & a Slow-Motion Debt Crisis
05:34 Is the Fed Losing Control of Inflation?
10:07 Japan, Government Debt & Bond Vigilantes
13:45 Why Treasury Yields Keep Rising
16:42 Could Higher Bond Yields Crash Stocks?
19:10 Gold's Next Move & Future Fed Rate Hikes
22:23 Where Should Investors Hide? (Warren Buffett's Strategy)
24:58 Is the AI Bubble Finally Bursting?
30:49 "The Beginning of the End" for AI Stocks?
34:56 Why Oil & Energy Could Be the Best Investment
38:49 Biggest Risks for Markets This Fall
39:17 AI Earnings, OpenAI & the Circular Financing Problem
42:40 Final Warning: Watch Treasury Yields

Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/

#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement
________________________________________________________________________
IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.

The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices

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 territory.

Bianco also explains:

* Why AI is the biggest technological revolution he's ever seen
* Why today's AI rally is different from the dot-com era
* What ultimately causes every technology bubble to burst
* The biggest risk that could derail AI investing
* Why the next phase of the AI trade could be even more volatile

Whether you're bullish or bearish on artificial intelligence, this interview offers a framework for understanding where we may be in the AI investment cycle.

💡 Stay ahead of the biggest macro and market trends with interviews featuring the world's top investors, economists, and strategists covering AI, equities, macroeconomics, precious metals, energy, and real assets. Subscribe at: https://www.wealthion.com/

💡 Not sure how much AI exposure belongs in your portfolio? Get a free portfolio review with one of Wealthion's trusted financial advisors and build an investment strategy tailored to your goals: https://wealthion.com/advisors

Chapters:
00:00 AI Is the Biggest Technology Revolution Ever
00:27 There Are Now Two Stock Markets
02:15 AI Stocks vs. Everything Else
03:09 Every Technology Ends in a Bubble
04:14 Why AI Hasn't Peaked Yet
05:35 What Could End the AI Boom?

Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/

#Wealthion #JimBianco #AIStocks #AIBubble #ArtificialIntelligence #StockMarket #SP500 #Investing #MacroEconomics #Finance
________________________________________________________________________
IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.

The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices

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 as debt, deficits, and geopolitical tensions reshape global markets.

Topics discussed:

- Why recession calls have been wrong
- The bond market's warning
- Is the AI trade starting to crack?
- Why bonds are no longer "safe"
- Gold vs. equities
- Why energy remains undervalued
- Building a portfolio for the next decade

💡 Inspired by Andrew Sarna's outlook on deficits, gold, and real assets? Get a free portfolio review with one of Wealthion's trusted financial advisors: https://www.wealthion.com/advisors

Chapters:
00:00 Cold Open: Why a Recession May Never Come
00:43 Why Treasury Yields Have a Ceiling
01:51 Trump, Oil Prices & Inflation Risk
04:05 Fed Chair Warsh: Will Interest Rates Stay Higher?
05:39 Why Andrew Sarna Says a Recession Is Unlikely
07:45 Why Bonds Are No Longer a Core Holding
10:43 Is the AI Bubble Starting to Crack?
13:03 Should Investors Buy the AI Dip?
15:10 Why Energy Stocks Could Outperform
17:24 Is Gold Still a Buy?

Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/

#Wealthion #Gold #GoldBullMarket #Recession #BondMarket #TreasuryYields #AIBubble #RealAssets #MacroInvesting #PortfolioManagement #WealthManagement #FinancialPlanning #AndrewSarna #FourthLanePartners #Investing
________________________________________________________________________
IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.

The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices