Wealthion - Be Financially Resilient

Adam Taggart, Wealthion host, discusses the potential decade-long headwinds that could drag down economic growth and stocks & bonds, despite a brief market bounce. They explore the impact of increasing debt, valuation levels, stock market overvaluation, and predictions for future stock market performance. They also emphasize the importance of working with a professional financial advisor.

Macro and monetary analyst John Rubino discusses countercurrents in the economy, impact of pandemic on savings, potential triggers like the banking sector and pension funds, generational wealth transfer, concept of 'money heaven', rise of populist politics, importance of money in politics, and upcoming Wealthion Fall Online Conference.

In this podcast, expert Bill Fleckenstein discusses the potential long bear market in bonds and the recent surge in long bond yields. They also analyze the impact of passive flows, inflation on the bond market, risks and rewards of short-term vs long-term debt, fiat currency and central banks, and various risks that cause concern. They explore the bull case and timing opportunities, emphasizing the need for professional expertise and working with a financial advisor.

Lyn Alden, an expert in finance and investing with an engineering approach, discusses the vicious cycle of high debt balances, high interest costs, and fiscal deficits. They explore better financial models, the role of central banks, and the potential for alternative forms of money. They also discuss the impact of Middle East events, the disconnect between equities and bonds, and the potential of digital money. They share their market outlook for 2024 and express curiosity about the crypto space and its future.

Portfolio manager Lance Roberts believes that now is one of the best times to buy long-duration bonds. He discusses the impact of the September CPI, weak Treasury auction results, and weakening consumer trends. Lance shares his latest trades and why he believes it's a favorable time to invest in bonds. The podcast also touches on topics such as conflicts' impact on the market, employment, rationality in market fluctuations, FTX crypto exchange, financial reporting challenges, and investing in quality.

Financial expert Jonathan Wellum discusses investing for crisis, fear-driven concerns, and the challenges of timing the market. They advise caution in the banking sector and suggest exploring the mining sector for investment opportunities. The likelihood of a global recession is analyzed, emphasizing the importance of investing intelligently and seeking guidance from a professional advisor.

Victor Haghani, Survivor of Long Term Capital Management, shares hard-won investing lessons and the downfall of LTCM. Topics include risk management, global economy analysis, equity return comparison, convergence in pricing, position sizing, and developing financial skills.

Financial expert and commentator Adam Kobeissi discusses the potential impact of rising debt levels in the US and the ongoing debate about 'lag effects' in the economy. He also explores the resilience of equity markets, the consequences of rising mortgage rates and inflation for everyday Americans, and the importance of having a hedged portfolio. The podcast emphasizes the need for financial advisors in navigating uncertainty and offers a free consultation with a Wealthion-endorsed advisor.

Ed Yardeni, investment strategist & creator of 'bond vigilantes,' discusses their resurgence due to concerns over deficit spending & increased supply of US Treasurys. Topics include bond yields, stock market direction, and economic implications of rising rates & housing market. Also explores government stimulus, potential decline in bonds, and data-driven market analysis for an optimistic outlook.

Portfolio manager Lance Roberts and Wealthion host Adam Taggart discuss the potential for a recession and bear market in 2024, along with topics like payrolls jobs data, bond yields, and the vulnerability of the banking system. #recession2024 #bondyields #inflation