Wealthion - Be Financially Resilient

In this podcast, Chance Finucane, Oxbow's Chief Investment Officer, discusses the potential for a recession in Q4 and 6% unemployment next year. The podcast covers topics such as the delay in the arrival of a recession, signs of struggling consumers, analysis of corporate debt's impact on small businesses and public markets, a cautionary outlook on small caps and stocks, investment opportunities in short-term treasury instruments, and a discussion on investment strategy and resources for learning.

Expert in real estate, Amy Nixon, discusses the challenges facing short-term rentals amidst the housing market slowdown, including higher input costs and mortgage rates. Calls for a correction, or 'AirBnBust', could flood the market. Institutional ownership of single-family homes is impacting retail buyers. Amy analyzes declining occupancy rates in saturated markets and the consequences of post-2020 home purchases. The host invites Amy back for future updates on the housing market.

Portfolio manager Lance Roberts & Wealthion's host Adam Taggart discuss the recent rally in stocks, concerns over the jobs market, negative outlook for US Treasury bonds, repercussions of student loan repayments, and their recent trades and investment strategies.

Macro analyst Stephanie Pomboy predicts a painful recession and a substantial haircut of financial assets (~50%) in the coming year. The discussion covers market valuations, the coexistence of inflation and deflation, the relationship between real rates and gold, growing concerns over social issues, signs of a possible recession, analysis of silver, gold, and mining stocks, investing in long-term treasuries, and advice on being cautious and patient in the market.

Analyst Stephanie Pomboy discusses the potential impact of rate hikes, concerns about high bond yields, and the vulnerability of the economy. The podcast explores the global economy, unsustainable market rally, Fed pivoting, and the effects of Fed policy. It also addresses increasing bankruptcies and ratings downgrades, the vulnerability of junk bonds, and inflation. The chapter concludes with a promotion for part two of the interview and an advertisement for Wealthion Fall Conference and portfolio review service.

Macro analyst Luke Gromen predicts an inevitable recession due to higher oil prices and collapsing commercial real estate market. He discusses the disparities between owning LNG in the ground and treasuries, the challenges of the current economic situation, and the potential impact of the baby boom generation on the economy. Luke shares his views on the volatile future and advises working with a professional financial advisor for prudent positioning.

Luke Gromen, financial expert, discusses the potential sovereign debt crisis resulting from America's high deficit and ballooning interest costs. They explore the impact of recent destabilizing events on global capital costs and the need for quantitative easing. The podcast also delves into the consequences of inflation and debt crisis on financial stability, the relationship between oil prices and Fed policy, and the geology of the oil industry and its impact on the economy.

Certified Financial Planner Richard Rosso discusses the importance of end-of-life planning and communication within families. He introduces the 'Five Wishes' document as a useful tool and discusses the benefits of the Hospice Foundation of America and digital vault services. The podcast also delves into digitizing memories, progression planning, understanding Medicare and Social Security, and effective money management.

Adam Taggart, expert in finance and money, discusses the rise of bond yields and the potential market impact. They explore the historical relationship between yield inversions and market trends, as well as predictions of a market collapse. The podcast also highlights the alarming lack of retirement savings and discusses strategies to help individuals in their 40s and 50s. They touch on the current state of insurance and announce Wealthion's online fall conference, covering topics such as investing in nuclear energy. Listeners are advised to take a break and move assets to the sidelines.

Danielle DiMartino Booth, CEO and former Fed advisor, discusses the surge in bond yields and its impact on economic growth. They explore the challenges of controlling inflation, potential recession, and the impact on various industries like real estate and auto manufacturers.