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Wealthion
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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Oct 12, 2021 • 58min
Here’s Why Energy Prices and Shortages Are Going Berserk Globally | Art Berman On Oil, Gas and Coal
Energy is suddenly headline news. Oil, which traded at negative prices for a brief moment last year due to the global economic slowdown caused by the pandemic, is now expected by a number of analysts to hit $100/barrel soon.
Europe is worried about not having enough natural gas to heat its homes this winter. A petrol shortage in the UK is making it a challenge for folks to fill their cars. And prices at the pump are back near record highs in the US. And China and India are so short on coal that major metropolitan power plants are resorting to rolling blackouts to conserve fuel.
Why are so many regions of the world suddenly experiencing these energy crises?
Petroleum geologist and energy analyst Art Berman has a lot of the answers we're looking for, and I'm so pleased he was able to join us today on such short notice. See the YouTube Video for the charts and graphics: https://youtu.be/HB1eGDpEeQY
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Oct 8, 2021 • 42min
A Future Of 20%+ Inflation? | David Hunter On What Comes After The Next Market Crash (PT2)
Here in Part 2 of our interview with David Hunter, he shares his projections for what the investing environment will look like should the 80% market correction he expects occurs.
He foresees a relatively brief period of recovery, defined by very high inflation (20%+!) and interest rates (15%+!). He expects commodities to lead that investing cycle, with many of today's high fliers (like Big Tech), becoming laggards.
In his opinion, active investing will be necessary for investors to build wealth in this new era. The era of easy returns via passive index investing will be over. See the YouTube Video for the charts and graphics: https://youtu.be/Dk6G0nPioLs
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Oct 8, 2021 • 42min
80% Market Crash Ahead, But Meltup Still Has 20% To Go Beforehand | David Hunter (PT1)
Markets have become a lot more volatile recently, violently lurching up and down, and are off nearly 5% from their all-time highs as of a month ago.
A growing number of analysts are concerned that this is the start of a larger correction. This year's spike in inflation is proving a lot less transitory that the Fed expected. Supply chains remain badly disrupted. Economic growth is slowing, particularly in Asia where the failures of massive firms like Evergrande threaten to destabilize things further. Energy shocks are suddenly happening all over the world.
It's understandable that more and more people are now asking: Is the bull market over? Is a market correction imminent?
No - says today's guest expert David Hunter. Or more accurately -- not yet.
David is Chief Macro Strategist at Contrarian Macro Advisors. He expects a further final melt-up in the markets from here....to be swiftly followed by a truly massive market crash of up to 80%.
We've been closely following David's aggressive market predictions this year, as they've so far mostly proven eerily accurate. So we're very fortunate to have him back on the program to give us the latest update on his current outlook. See the YouTube Video for the charts and graphics: https://youtu.be/Dk6G0nPioLs
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Oct 6, 2021 • 48min
Dirt Cheap: Gold and Silver Miners Are Amazing Values Right Now | Jeff Clark On Precious Metals
Gold and silver both had an excellent two year run in 2019 and 2020. But they've spent much of 2021 so far in a downward drift.
Which is puzzling given how many tens of $trillions have been injected into the global system by the world's central banks since the pandemic hit last year, and the massive spike in inflation all that monetary and fiscal stimulus has caused. The prices of nearly every other commodity have risen dramatically in response -- but why not the precious metals?
And even more interesting is that the precious metals mining industry remains one of the extremely few sectors not trading at all-time bubble-level highs, despite being more profitable than ever. In fact, on a relative basis, it's almost never been more undervalued.
To help us make sense of this, we welcomeJeff Clark is returning to the program. Jeff is the Senior Precious Metals Analyst at GoldSilver.com, an expert on precious metals mining stocks, and he's also just returned from The StockPulse Silver Symposium which took place last week -- and in this video he shares the insights he found there.
See the YouTube Video for the charts and graphics: https://youtu.be/XEr7fcsXDPU
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Oct 1, 2021 • 56min
Market Disruption and Economic Uncertainty Ahead: Luke Gromen On Stocks, Bonds, Gold and Bitcoin (PT2)
Here in Part 2, research analyst Luke Gromen provides a breakdown of the asset classes he favors for the current market environment.
He also explains why he remains optimistic for the future prospects of both gold and Bitcoin.
Luke believes the US will chart a course inflation to deal with its ever-rising debt burden and building resource shortages. The path may well resemble that of Argentina's currency woes in recent decades.
As a result, Luke thinks investors will be served by inverting the conventional asset allocation model. Instead of being heavy in bonds and stocks, Luke recommends being lightest in those securities, and instead investing more heavily in commodities and other hard assets See the YouTube Video for the charts and graphics: https://youtu.be/gTWw7Z5XL6Q
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Oct 1, 2021 • 52min
Death By Inflation Or Debt Defaults? Luke Gromen On The No-Win Situation We’re Trapped In (PT1)
In the US, the monetary and fiscal stimulus spigots are turning off as the Fed threatens to start tapering in November and Congress devolves into gridlock over both the next stimulus package as well as the debt ceiling.
The US currently spends 111% of its tax receipts on the true cost of servicing its debt and the Fed is now chained to printing up the difference. This is a no-win situation.
Outside the US, longstanding stable political regimes like Angela Merkel’s party in Germany are voted out of control. And Asia, particularly China, is experiencing a pronounced economic slowdown, exacerbated by failures like the Evergrande crisis. See the YouTube Video for the charts and graphics: https://youtu.be/csf4fdV-EOQ
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Sep 29, 2021 • 47min
Economy and Markets To Suffer From More Government Bungling | Ted Oakley On Debt Ceiling, Taper, Taxes
What’s the government’s solution to an economy drowning in too much debt?
More debt, of course!
Well, they say there's no bad situation that the government can't make even worse.That seems to be the case right now.
The government's extreme intervention has resulted in an economic and financial system now dependent upon ever more stimulus.
But suddenly, there are a number of government initiatives -- the Federal Reserve taper, the fiscal stimulus package, a new tax bill, the debt ceiling showdown, and China's economic and regulatory tightening that's leading to crises like Evergrande -- that look like they will reduce the flow of stimulus going forward and create a drag on global growth.
To predict what the impact will be on both the economy at large as well as the financial markets, we turn to Ted Oakley, founder and Managing Partner of investment advisory firm Oxbow Advisors. See the YouTube Video for the charts and graphics: https://youtu.be/UJEpp7-2mO4
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Sep 28, 2021 • 51min
How To Hedge Against A Market Correction Tutorial | Adam Taggart On How To Protect Your Portfolio
In this video tutorial, we walk through the fundamentals for how to hedge your portfolio against the risk of a coming correction in the markets -- including Cash, Stops, Inverse and leveraged ETFs, Shorts, Options and Futures
I recently polled the Wealthion audience on what topics you all would like to see us cover next on this channel, and learning how to hedge was #1.
Well, your wish is our command. So here's the tutorial.
But don’t worry about taking notes as you watch. Everything we talk about is nicely summarized in a free report you can download at: https://wealthion.com/hedge See the YouTube Video for the charts and graphics: https://youtu.be/9ICmK6Qcgxg
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Sep 24, 2021 • 36min
A ‘Stiff Correction’ For Markets In 2022? | Jim Bianco: Fed Culpability and SEC Crypto Crackdown (PT2)
Our interview with macro researcher Jim Bianco continues here in Part 2, where Jim offers his assessment on the likelihood of a coming correction, as well as which asset classes he favors for the current market environment.
He also has a lot more to say about the Federal Reserve as well the breaking developments regarding the SEC’s tighter stance on cryptocurrencies. Jim thinks SEC Chair Gary Gensler and US Treasury head Janet Yellen are starting a crackdown on Bitcoin and its counterparts in preparation of a CBDC (digital dollar or FedCoin). See the YouTube Video for the charts and graphics: https://youtu.be/ayKFxrWtggg
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Sep 24, 2021 • 35min
Contagion! Evergrande, Inflation, Shortages and Fed Taper To Worsen Slowing Economy | Jim Bianco (PT1)
The world has become a lot more volatile over the past few weeks.
Markets are lurching up and down as investors have become suddenly concerned about contagion -- and not just from the new COVID variants, but contagion from the failure of big players in China, like Evergrande, and contagion from rising input costs caused by both stimulus and snarled global supply chains.
A mind-boggling amount of money -- tens of trillions of dollars worth of monetary and fiscal stimulus -- has been issued around the world since the pandemic broke out last year. But the global economy is slowing fast, led by Asia -- and China in particular.
How can the boost to the economy from such a massive flood of money already be over?
How worried should we be? And what are the likely implications?
To tackle these important questions, I'm thrilled to welcome Jim Bianco back onto the program. See the YouTube Video for the charts and graphics: https://youtu.be/HHKKM8Bb4ME
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