Wealthion - Be Financially Resilient

Gerald Celente, a recognized trend forecaster and publisher of the Trends Journal, shares insights on the looming instability in global markets. He argues that AI is inevitable and warns of a potential bubble fueled by debt. Celente highlights China’s emerging dominance in AI and critiques the U.S. dollar's decline amid increasing geopolitical tensions. He also connects rising gold and silver prices to economic stress, predicting risks of a commercial real estate bust and escalating conflicts that could lead to larger wars.

David Duong, the Global Head of Investment Research at Coinbase, delves into the evolving landscape of crypto. He discusses how stablecoins are becoming essential for tokenized assets and why regulation, though slow, is crucial. Duong highlights that liquidity is pushing investors further into risk, while Bitcoin increasingly serves as a store of value. He also addresses the impact of geopolitical events on crypto prices and how tokenization is unlocking access to private markets, signaling a significant shift in institutional adoption.

Brett Rentmeester, founder of Windrock Wealth Management, dives deep into the critical year of 2026 and its implications for investors. He discusses the AI arms race and its role in shaping geopolitical tensions. Rentmeester emphasizes the need to balance innovation with risk management amid rising debt levels and systemic instability. He advocates for asset-backed currencies and the strategic use of precious metals, stablecoins, and cryptocurrencies as safeguards. This insightful conversation blends market forecasts with actionable investment strategies.

Henrik Zeberg, a seasoned macroeconomist and author of The Monetary House of Cards, joins to dissect the current economic landscape. He argues that the ongoing bull market may be nearing its end, highlighting a disparity between market optimism and a weakening consumer base. Henrik warns of systemic risks arising from threats to Federal Reserve independence and discusses how geopolitical tensions could exacerbate economic fragility. He also shares insights on investing strategies and the shifting dynamics in physical asset ownership.

Jacob Shapiro, a macro analyst, unveils new global investment opportunities and emphasizes the end of passive investing. Jonathan Wellum, a value-oriented investor, reveals strategies to tap into AI trends without splurging on overhyped stocks, focusing on infrastructure plays. Steven Feldman, a macro commentator, discusses the looming risks of fiscal dominance and potential market reckonings, while Marc Faber, a contrarian investor, advocates for gold and warns about a shift from U.S. tech to emerging markets due to valuations.

Marc Faber, publisher of the Gloom, Boom & Doom Report, shares his contrarian insights about the U.S. markets in light of looming challenges in 2026. He argues that current U.S. stock valuations are risky compared to alternative global markets and warns of a potential downturn. Faber emphasizes the importance of gold as a stable asset amid inflation and advocates for diversification away from tech-heavy investments. He also critiques central bank policies and highlights opportunities in emerging markets for better returns.

Steven Feldman, CEO and co-founder of Wealthion, shares his 2026 outlook as a seasoned macro investor focused on real assets. He discusses the impending market reckoning driven by rising U.S. debt and geopolitical tensions. Feldman warns about the limitations of traditional portfolios and stresses the importance of real assets like gold. He identifies war and asymmetric conflicts as key risks and suggests a barbell investment strategy combining innovation with real assets. His message emphasizes preparation over panic in navigating the changing landscape.

Jonathan Wellum, CEO of Rocklinc Investment Partners and a seasoned market commentator, shares insights on navigating investments in an AI-driven market. He warns against overpaying for AI stocks and suggests capitalizing on infrastructure and commodity plays instead. Wellum envisions robust U.S. growth in 2026, driven by supportive monetary policy and business-friendly regulations. He also explains why gold and silver remain essential for capital protection and critiques Canadian policies that deter investment, revealing a wealth of strategies for discerning investors.

Marko Papic, a geopolitical strategist at BCA Research, and Jacob Shapiro, director of research at the Bespoke Group, offer sharp insights on the geopolitical implications of Nicolás Maduro's arrest. They explore how this event signals a broader shift to a multipolar world, analyzing the fracture of global inflation narratives and the importance of industrial metals over traditional oil concerns. With emphasis on new investment opportunities in Latin America, they argue that passive investing is dead, urging active management in today's complex market landscape.

Arthur Hayes, co-founder of BitMEX and a leading voice on cryptocurrency and macroeconomic policy, shares his insights on the future of Bitcoin and DeFi. He argues that ongoing money printing will drive Bitcoin's next major surge, making it a superior asset amidst global fiat debasement. Hayes discusses the potential of stablecoins to reshape finance and enable the U.S. to control dollar flows. He also highlights emerging DeFi projects and the competition between Ethereum and Solana. A must-listen for those keen on the crypto landscape!