Wealthion - Be Financially Resilient

Here, Sven walks through the latest charts and key patterns he sees with the VIX (the volatility index) and the major stock market indices: the SP500, the Dow, the NASDAQ and the Russell 2000. He is very concerned that they have reached record heights of (over)valuation in large part due to the tens of $trillions in monetary and fiscal stimulus issued around the world lately, which now appears will be substantially reduced (by the US Federal Reserve, at least) in 2022. In addition to that, he sees just a few massive stocks (Apple, Amazon, Google, Facebook, Microsoft, etc) as responsible for driving the overall market now. Many other stocks are faring poorly, showing that underneath the overall index prices, the internals of the markets are poor and worsening. See the YouTube Video for the charts and graphics: https://youtu.be/0leifzMYtfE Learn more about your ad choices. Visit megaphone.fm/adchoices

In attempt to determine what the markets will do from here, we usually analyze the big macro trends on this program. The macro view helps us estimate what "should" happen next. But to improve our overall understanding, we also need to take into account what "is" happening right now. And what history tells us has happened in the past, when similar set-ups occurred. And for that perspective, we turn to Technical Analysis -- the charts, patterns and statistical data that help us visualize and comparatively assess price action. Today we're extremely fortunate to be joined by one of the best technical analysts in the business today, Sven Henrich. Sven runs NorthmanTrader.com, where he publishes a prodigious amount of highly respected daily analysis and commentary on market prices. See the YouTube Video for the charts and graphics: https://youtu.be/iKzGtI6Rljc Learn more about your ad choices. Visit megaphone.fm/adchoices

Inflation is becoming a real problem. The latest data shows the CPI, consumer price inflation rate, at 6.2%. That's higher than anything we've seen in decades and it is looking less and less "transitory" like our leaders initially promised us it would be. So we now have inflation spiking at the same time that financial asset prices and the stock market are at all-time-highs. What will happen next? In this video, we hear from Kevin Smith and Tavi Costa, the Chief Investment Officer and the Portfolio Manager of Crescat Capital, a global macro asset management firm highly respected for the market analysis and excellent data chart it publishes regularly. See the YouTube Video for the charts and graphics: https://youtu.be/tlhjg1bJ01Y Learn more about your ad choices. Visit megaphone.fm/adchoices

Here in Part 2, Kevin Smith and Tavi Costa of Crescat Capital make the very compelling case that gold, silver and the precious metals mining companies are poises for tremendous upside ahead, as part of the Great Rotation they see coming. If you've not yet watched Part 1 of our interview with Kevin and Tavi, in which they explain why rising inflation will lead to higher interest rates that will in turn drive capital out of today's high-flying stocks and into hard assets and commodities, you can watch it at https://youtu.be/tlhjg1bJ01Y See the YouTube Video for the charts and graphics: https://youtu.be/qHOtLWn6Mb8 Learn more about your ad choices. Visit megaphone.fm/adchoices

Many of the recent experts featured on this program have been very skeptical of today’s richly-valued markets and have been urging investors to take caution. To avoid the echo chamber effect, many of you have contacted me wisely asking for an interview focused on the other side of the story. What do the bulls think? How do those who are actively long this market rationalize their optimism? What are the bears misunderstanding? To find out, we sat down with Nadine Terman. Nadine is CEO of Solstein Capital and a regular commentator on CNBC’s popular trading show Fast Money. See the YouTube Video for the charts and graphics: https://youtu.be/G0aNZORqdbY Learn more about your ad choices. Visit megaphone.fm/adchoices

Continuation from Part 1 on recognizing asset bubbles and how to prudently invest in them for when they burst. See the YouTube Video for the charts and graphics: https://youtu.be/JMkAGueH0BQ Learn more about your ad choices. Visit megaphone.fm/adchoices

Week after week on this program, we discuss the lofty prices of today's financial assets. By most metrics, they have never been more richly-valued. Bears fear this is another asset bubble that will destructively implode. But bulls just smile and count their money, as they continue to enjoy amazing returns in this market, in nearly every asset class one can think of. So who's right? To address this, I'm thrilled to welcome my friend John Hussman to the program. John is one of the most analytically-rigorous fund managers out there. He is widely respected on Wall Street -- not just for correctly calling the busts of both the 2001 Dot-com and 2008 housing bubbles AND positioning his clients advantageously in advance -- but also for his brilliant commentary and charts that he publishes regularly. When it comes to recognizing asset bubbles, John is THE expert. See the YouTube Video for the charts and graphics: https://youtu.be/7r6wbCL1c7w Learn more about your ad choices. Visit megaphone.fm/adchoices

Here in Part 2, housing expert Ivy Zelman shares her outlook on the housing market looking out at the next few years. She predicts today's "seller's market" will cool off, and that buyers who can afford to wait will likely enjoy lower home prices in coming years, especially in today's most-active markets like Phoenix, Austin, Houston, Dallas, Idaho and the Carolinas. See the YouTube Video for the charts and graphics: https://youtu.be/sVSOeZBuHdQ Learn more about your ad choices. Visit megaphone.fm/adchoices

The percentage of homes in the US purchased by investors is rising sharply. It’s now nearly 1 in 4. The average homebuyer is having a harder and harder time competing, especially as this influx of institutional capital continues to drive up prices. Is America in danger of becoming a nation of renters, leasing their homes from hedge fund landlords? I recently tweeted out a chart from CoreLogic, showing how a rising percentage of single family homes are being purchased by investors. The chart really hit a nerve and my tweet went viral, performing 100x more than usual. I think it sparked so much attention because it caused folks to ask: is the individual homeowner becoming squeezed out of the housing market? Housing prices have risen to all-time highs this year while affordability has declined dramatically. Are we on our way to becoming a nation of renters, leasing from the wealthy investor class who will eventually own ALL of the houses? To address this, I'm excited to welcome Ivy Zelman to the program. Ivy is CEO of Zelman and Associates, the leading housing research firm in the US. See the YouTube Video for the charts and graphics: https://youtu.be/_D_kHqjzVa4 Learn more about your ad choices. Visit megaphone.fm/adchoices

Right now we're living in a world of all-time high asset prices -- just look at stocks, housing and cryptocurrencies to name just a few. They've all rocketed higher in 2021. Wages are suddenly rising faster than they have in many years, too. Are these the new Roaring 20's? Will we enjoy a prolonged period of prosperity from here? Or is the current party not sustainable? Skeptics worry that spiking inflation, fast-slowing economic growth, accelerating wealth inequality, snarled supply chains, energy shortages, too much leverage and too much financialization are putting the system at danger of another reckoning like the Great Recession. Who's likely to be proven right? The optimists or the skeptics? To delve deep with us into this is Stephanie Pomboy, founder of MacroMavens, a pre-eminent economic research firm, and one of my most favorite people to interview. See the YouTube Video for the charts and graphics: https://youtu.be/wbjDccuIGyA Learn more about your ad choices. Visit megaphone.fm/adchoices