Central Banks, Bonds, and Lost Control

💡Overexposed to U.S. stocks? Marc Faber explains why U.S. markets look expensive relative to the rest of the world. Find out if you’re too concentrated with a free portfolio review from Wealthion’s endorsed financial advisors:  

Marc Faber joins Maggie Lake to explain why he believes 2026 is likely to be a difficult year for U.S. markets after decades of asset inflation driven by falling interest rates and policy intervention. He discusses why real-world inflation feels much higher than official yields, why long-term bond markets matter more than central bank promises, and how U.S. equities compare to past market bubbles. Faber explains why he measures stocks against gold, why precious metals still matter, and where diversification fits in a fragile system. The conversation also covers bonds, dividend-paying stocks, emerging markets, and why investors should focus on capital preservation this year, not upside.

💡Faber says "Smart Money" owns gold, but most people own "nothing." Start building your physical position today with Hard Assets Alliance: https://www.hardassetsalliance.com/?aff=WTH

Chapters:

1:16 - Gloom, Boom, or Doom: What Kind of Year Is 2026?

8:39 - Why “Dr Doom”: What’s the Bear Case Rooted In?

12:52 - US Stocks at Record Highs: Do Fundamentals Justify the Valuations?

20:21 - Is the US in Decline: Has the Cycle Turned?

23:58 - Stock Correction: What’s the Trigger and Why Now?

27:42 - Precious Metals Surge: Can Gold and Silver Keep Running?

29:20 - Portfolio Rule of Thumb: How Much Gold/Metals Should People Own?

31:09 - Is Tech the Bubble: Does 2026 Favor a Rotation Into Dividend Stocks?

37:09 - Latin America After Venezuela: Opportunity, Risk, or Both?

39:54 - ⭐️Wealthion Golden Nugget: Are Government Bonds The Contrarian Bet Today?

44:14 - Crypto in a Portfolio: Do You Own It, and How Do You Think About It?

47:52 - Any Reasons for Optimism in 2026?

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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.

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