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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.
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What to Own if the Tech Boom Falters | Steven Feldman
Steven Feldman, CEO of GBI and Wealthion, explores how AI investment risks extend beyond tech stocks to data centers, surging electricity demand, and the physical commodities powering the technology boom. He breaks down why lasting demand d
Housing Weakness is spreading to luxury buyers | Ivy Zelman
Ivy Zelman explains why she sees more weakness in the U.S. housing market as mortgage rates squeeze affordability. Joining Maggie Lake, she challenges the housing shortage narrative and examines how demographics could reshape future demand.
Why the 60/40 Portfolio May Not Protect You
Brett Rentmeester explains why investors should reconsider the 60/40 portfolio as debt, inflation and interest-rate cycles reshape the investment backdrop. Joining Maggie Lake, he outlines an approach that combines hard assets with exposure
Where Joel Salatin Would Invest $1 Million in Agriculture
Joel Salatin explains why investing in farmland starts with understanding the farmer and the business behind the land. Joining Maggie Lake, the Polyface Farm owner explores why high food prices can coexist with struggling farms. Considering
The Treasury’s Gold Revaluation Play | Lyn Alden
The Fed may be fighting inflation with the wrong tools. Lyn Alden explains why America's debt problem is already hurting everyday Americans — and why she remains bullish on both stocks and gold. Is your portfolio prepared for persistent inf
Larry McDonald: S&P 500 Could Crash 30% Over the Next Year
Larry McDonald predicts a 30% S&P 500 decline over the next year. But the founder of The Bear Traps Report also sees opportunities in long-term bonds, beaten-down stocks and companies that own hard assets. Could your portfolio be more expos
Arthur Hayes: Stocks Peak in 2027 Before the AI Bubble Bursts
Arthur Hayes explains his AI bubble thesis and why he believes another bailout could benefit Bitcoin. Joining Maggie Lake, he examines data center debt, private credit and the financial risks behind the AI boom. How exposed is your portfoli
Gold Could Plunge to $3,600 If This Critical Level Breaks
📈 Want to speak directly with Trey Reik? Sign up for a complimentary portfolio review with GBI's Chief Economist to discuss your investments, ask questions, and get his perspective on positioning your portfolio for what lies ahead. Gold ha
Housing Market in Crisis: Nick Gerli Warns the Worst Is Yet to Come
🏠 Could the housing downturn put your investments at risk? Get a second opinion on your portfolio with Wealthion: https://bit.ly/4e9LsJV Is the U.S. housing market headed for a deeper crash? Real estate expert Nick Gerli, founder of Revent
S&P 500 to 8,000? A Brutal Market Reversal Ahead | Gareth Soloway
💡 Is your portfolio prepared for the next market downturn? With AI stocks dominating market gains and Treasury yields climbing, now may be the time to reassess your risk. Request a complimentary portfolio review with a Wealthion financial
AI Is Propping Up the Economy. The Fed Could Break It.
💡 Is your portfolio prepared for a market where stocks and bonds could fall together? With AI masking economic weakness and the Fed risking overtightening, traditional diversification may not offer the protection investors expect. Request
Uranium’s Supply Crunch Is Getting Worse — And Prices Could Go Much Higher
The uranium bull market may have much further to run.Justin Huhn, founder of Uranium Insider, joins Wealthion’s Maggie Lake to break down the growing imbalance between global uranium supply and nuclear power demand — and what it could mean
Your Portfolio Is One Big AI Bet — The Diversification Illusion
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
Higher Rates Could Burst the AI Bubble — Here’s What to Own Instead
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 commodit
Deflation Is Coming — And Gold, Bitcoin & Copper Could All Get Hit
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.Bl
Trump Accounts Explained: How $1,000 Could Grow Into Much More
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, w
Everyone’s Bracing for a Crash. The Economy Says Otherwise.
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 narrativ
The CLARITY Act Failed. What Happens to Crypto Now?
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 Managem
We’re in a Debt Bubble — And the Pressure Is Building.
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 purc
Mark Skousen: Why He's Still 100% Invested at All-Time Highs
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%
Henrik Zeberg: Why Bonds May Be Too Cheap
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. I
The Bond Market Is in Revolt — Is Money Printing Next?
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 direction
Inflation Is Still a Problem. Is the Fed Fighting the Wrong War?
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%
Tom Lee: Inflation Fears Are Overblown — Crypto Could Rip Higher
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
What Bessent Is Really Doing in the Bond Market | Mike Green
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
Oil Near $100: China’s Demand Story Doesn’t Add Up | Art Berman
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 drawi
Silver to $500? The Precious Metals Trade That Could Explode Next
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
Gold Just Snapped Back. i-80 Gold CEO Sees a 20-Year Bull Run
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 g
David Rosenberg: “Every Bubble Pops” — Markets Aren’t Ready
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
Iran Erupts Again: Is a Major Oil & Market Shock Coming?
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. a
