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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.
Episodes
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Aug 8, 2022 • 1h 16min
How Far Will This Rally Go? Is The Bear Market Over? Q&A w/ Wealthion Financial Advisors
Every month we have our recommended financial advisors take your questions live.
This month's live Q&A session was recorded a few hours ago.
If you missed it, not to worry -- the full replay video is right here.
Lots of great questions this month. We concluded on the big one:
Is the bear market over, or will stocks & bonds reverse and start falling again?
For that plus a boatload of other timely answers to your timely questions, watch the replay video of our latest Live Money Q&A.
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Aug 6, 2022 • 1h 34min
Hot Inflation, Market Rally & Blowout Jobs Report Sinking Pivot Odds? | Lance Roberts & Adam Taggart
In this week's recap, Lance Roberts and Adam discuss everything that mattered to markets this week.
https://youtu.be/BEBJNzh-r88
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Aug 5, 2022 • 55min
Own These Assets While The Dollar Is Strong | Brent Johnson
Brent Johnson, portfolio manager at Santiago Capital, returns for Part 2 of our interview with him to lay out the 4 assets he favors most given the strong US dollar.
Cash, gold, productive land & blue-chip US equities are the assets he would "go to war with" -- though in the near term, he recommends waiting for the current bear market to bottom out before loading up on equities.
https://youtu.be/Lv9nGQpiJbE
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Aug 4, 2022 • 52min
The Dollar To Get Even Stronger? Brent Johnson's Latest Update On The Dollar Milkshake Theory
2022 has seen the worst inflation in 4 decades, stubbornly persistent supply chain shortages, a contracting economy that may already be in recession & one of the worst first halves of the year for financial markets.
And yet the US dollar is the strongest it has been in 20 years.
That seems counterintuitive, unless you look through the lens of the Dollar Milkshake Theory. When you do, you understand an awful lot of what has been driving the action this year.
To understand where the dollar is likely headed next, and what further implications that will have on the investing landscape, we welcome Brent Johnson CEO & Portfolio Manager at Santiago Capital, and developer of the Dollar Milkshake Theory, back to the program.
https://youtu.be/NnsqBbymayQ
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Aug 3, 2022 • 33min
A Sideways Market For Several Years? | Hedge Fund Expert Thomas Thornton
Hedge fund expert Thomas Thornton returns in Part 2 of our interview with him to explain why the markets could well move sideways in a limited trading range for the next few years.
https://youtu.be/ZIIjPrUKWTM
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Aug 2, 2022 • 45min
Hedge Fund Expert: This Is A 'Very Hard Market' With "Few Places To Hide'
It remains a whipsaw year for investors, as both stocks and bonds are now up materially from their late June lows.
Is this the 'all clear'? Will prices rise further over the remainder of the year?
Or is this a classic bear market rally? One that lulls the bulls back in before returning to maul everyone?
In uncertain times like these, it's wise to tap the counsel of those with decades of long-term success in the markets. So today we'll ask these questions of Thomas Thorton, former portfolio manager, senior trader, technical analyst, and now founder of Hedgefund Telemetry.
https://youtu.be/rCduxxo5rwE
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Jul 30, 2022 • 1h 18min
Weekly Market Recap: The Market Is Calling The Fed’s Bluff - Who Will Win? | Lance Roberts & Adam Taggart
In this week's recap, Lance and Adam discuss everything that mattered to markets this week.
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Jul 29, 2022 • 58min
De-Dollarization Is Accelerating, Propelled By China & Russia | Louis Gave
Researcher and money manager Louis Gave returns in Part 2 of our interview with him to discuss the acceleration away from the US dollar as a trade currency by many non-West countries.
America's weaponization of semiconductors against China and of the West's financial system against Russia have forced those two countries to speed up their efforts to conduct trade in currencies other than the dollar.
What will a world less dependent on the dollar look like? Does this trend open up any intersesting investment opportunities?
Louis shares his thoughts on both of these questions. https://youtu.be/IqoUP1YEeM0
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Jul 28, 2022 • 48min
Inflation Here To Stay As Globalization Dies? | Louis-Vincent Gave
Many of the most important developments shaping events here in 2022 are happening outside of the US
Obviously, Russia's invasion of Ukraine has upended the geo-political chessboard, as well as world trade and the energy & financial markets.
China, too, is making waves that all nations feel.
What decisions these two world powers make, especially in terms of what kind of relationship they choose to have with the West going forward, will have large & long lasting implications.
To better understand the situation from a non-US perspective, we're fortunately to speak with Louis Gave, Founding Partner and CEO at Gavekal. https://youtu.be/YiM1fYZq0T8
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5 snips
Jul 26, 2022 • 1h 33min
Abolish the Federal Reserve? | Austrian vs. Keynesian Economics
The podcast explores the debate on abolishing the Federal Reserve and discusses the contrasting views of Austrian and Keynesian economics. Topics include central banking's role in government borrowing, power dynamics, entrepreneurship vs. political oppression, the Federal Reserve's effectiveness, unified currency systems, economic fluctuations, restructuring the financial system, and concluding insights on seeking financial advice.


