Wealthion - Be Financially Resilient
by Wealthion
Latest episode
11 09 2026 Steve Hanke x Maggie
11 09 2026 Steve Hanke x Maggie
About this podcast
At Wealthion, we help investors understand the forces reshaping markets — and what they mean for their money.
Through in-depth conversations with leading investors, economists, fund managers, strategists and real-asset specialists, we cover the stock market, the economy, interest rates, inflation, housing, gold, energy, commodities, technology and the major trends driving global markets.
But understanding what's happening is only the first step.
Wealthion helps you connect the dots between the macro environment and your portfolio — identifying risks, opportunities and strategies for buildin
Episodes
The newest 50 of 1,327 episodes
- The Energy Supercycle Could Last Into the 2030s | Josef Schachter · 38 minIs a new energy supercycle already underway — and could oil climb above $150 a barrel before the end of the decade?Josef Schachter, President of Schachter Energy Research…
- What to Own if the Tech Boom Falters | Steven Feldman · 41 minSteven Feldman, CEO of GBI and Wealthion, explores how AI investment risks extend beyond tech stocks to data centers, surging electricity demand, and the physical commodities…
- Housing Weakness is spreading to luxury buyers | Ivy Zelman · 40 minIvy Zelman explains why she sees more weakness in the U.S. housing market as mortgage rates squeeze affordability. Joining Maggie Lake, she challenges the housing shortage…
- Why the 60/40 Portfolio May Not Protect You · 32 minBrett Rentmeester explains why investors should reconsider the 60/40 portfolio as debt, inflation and interest-rate cycles reshape the investment backdrop. Joining Maggie Lake…
- Where Joel Salatin Would Invest $1 Million in Agriculture · 51 minJoel Salatin explains why investing in farmland starts with understanding the farmer and the business behind the land. Joining Maggie Lake, the Polyface Farm owner explores why…
- The Treasury’s Gold Revaluation Play | Lyn Alden · 54 minThe Fed may be fighting inflation with the wrong tools. Lyn Alden explains why America's debt problem is already hurting everyday Americans — and why she remains bullish on both…
- Larry McDonald: S&P 500 Could Crash 30% Over the Next Year · 48 minLarry McDonald predicts a 30% S&P 500 decline over the next year. But the founder of The Bear Traps Report also sees opportunities in long-term bonds, beaten-down stocks and…
- Arthur Hayes: Stocks Peak in 2027 Before the AI Bubble Bursts · 38 minArthur Hayes explains his AI bubble thesis and why he believes another bailout could benefit Bitcoin. Joining Maggie Lake, he examines data center debt, private credit and the…
- Gold Could Plunge to $3,600 If This Critical Level Breaks · 21 min📈 Want to speak directly with Trey Reik? Sign up for a complimentary portfolio review with GBI's Chief Economist to discuss your investments, ask questions, and get his…
- Housing Market in Crisis: Nick Gerli Warns the Worst Is Yet to Come · 35 min🏠 Could the housing downturn put your investments at risk? Get a second opinion on your portfolio with Wealthion: https://bit.ly/4e9LsJV Is the U.S. housing market headed for a…
- S&P 500 to 8,000? A Brutal Market Reversal Ahead | Gareth Soloway · 40 min💡 Is your portfolio prepared for the next market downturn? With AI stocks dominating market gains and Treasury yields climbing, now may be the time to reassess your risk. Request…
- AI Is Propping Up the Economy. The Fed Could Break It. · 42 min💡 Is your portfolio prepared for a market where stocks and bonds could fall together? With AI masking economic weakness and the Fed risking overtightening, traditional…
- Uranium’s Supply Crunch Is Getting Worse — And Prices Could Go Much Higher · 51 minThe uranium bull market may have much further to run.Justin Huhn, founder of Uranium Insider, joins Wealthion’s Maggie Lake to break down the growing imbalance between global…
- Your Portfolio Is One Big AI Bet — The Diversification Illusion · 51 minAre investors really diversified — or has the AI boom turned major stock indexes into one enormous concentrated bet? Rupert Mitchell, author of The Blind Squirrel, joins Maggie…
- Higher Rates Could Burst the AI Bubble — Here’s What to Own Instead · 45 minCould rising interest rates burst the AI bubble—and leave investors exposed in both stocks and bonds? Jesse Felder, founder of The Felder Report, joins Maggie Lake to discuss…
- Deflation Is Coming — And Gold, Bitcoin & Copper Could All Get Hit · 48 minMike McGlone says gold, copper and even Bitcoin have become "stock puppets," so correlated with the S&P 500 that a 10% drop in stocks could crush them all together. Why the asset…
- Trump Accounts Explained: How $1,000 Could Grow Into Much More · 14 minTrump Accounts are creating a new way for families to invest for their children — including a $1,000 government contribution for eligible kids. Brandy Maben of WindRock Wealth…
- Everyone’s Bracing for a Crash. The Economy Says Otherwise. · 32 minInvestors have spent years waiting for the U.S. economy to crack. Chris Galipeau of Franklin Templeton says they may be making a costly mistake. In this conversation with…
- The CLARITY Act Failed. What Happens to Crypto Now? · 30 minThe CLARITY Act failed to advance in the Senate — but the transformation of crypto and the financial system may be moving forward anyway. Maggie Lake sits down with Brett…
- We’re in a Debt Bubble — And the Pressure Is Building. · 30 minInflation remains stubborn, interest rates are elevated, AI spending is exploding and global debt continues to climb. Jonathan Wellum says investors need to pay attention to what…
- Mark Skousen: Why He's Still 100% Invested at All-Time Highs · 45 minEconomist and longtime investor Mark Skousen joins Wealthion’s Maggie Lake with a surprisingly bullish message: despite persistent inflation, rising interest rates, massive U.S…
- Henrik Zeberg: Why Bonds May Be Too Cheap · 47 minHenrik Zeberg, macro strategist at Swissblock and founder of The Zeberg Letter, believes the stock market’s final melt-up may still have much further to run — but warns that the…
- The Bond Market Is in Revolt — Is Money Printing Next? · 21 minThe 10-year Treasury yield has pushed above 5% — and GBI Chief Economist Trey Reik says the “bond market is in complete revolt.” He joins Maggie Lake to explain why the Federal…
- Inflation Is Still a Problem. Is the Fed Fighting the Wrong War? · 4 minInflation remains one of the biggest questions hanging over the Federal Reserve — but some of Wall Street’s top strategists sharply disagree over what today’s CPI data really…
- Tom Lee: Inflation Fears Are Overblown — Crypto Could Rip Higher · 37 minVeteran Wall Street strategist Tom Lee joins Wealthion’s Maggie Lake to explain why he believes investors may be too pessimistic about inflation, the U.S. economy, artificial…
- What Bessent Is Really Doing in the Bond Market | Mike Green · 58 minScott Bessent is making a major move in the U.S. Treasury market as long-term bond yields remain under pressure. Mike Green joins Maggie Lake to explain what Bessent is really…
- Oil Near $100: China’s Demand Story Doesn’t Add Up | Art Berman · 7 minOil is back near $100 — but Art Berman says one of the biggest stories in the global oil market may be getting misread.In this conversation, the veteran energy analyst challenges…
- Silver to $500? The Precious Metals Trade That Could Explode Next · 12 minMichael Oliver believes the next major phase of the precious metals bull market could be far more explosive than investors expect — and gold and silver miners may be the trade to…
- Gold Just Snapped Back. i-80 Gold CEO Sees a 20-Year Bull Run · 29 minGold is swinging hard again — rebounding sharply today after an early selloff pushed prices to a near one-month low. But i-80 Gold CEO Richard Young says investors focused on the…
- David Rosenberg: “Every Bubble Pops” — Markets Aren’t Ready · 27 minDavid Rosenberg believes investors are overlooking a growing disconnect between market optimism and the underlying economy. In this conversation with Maggie Lake, Rosenberg…
- Iran Erupts Again: Is a Major Oil & Market Shock Coming? · 7 minRenewed fighting between the U.S. and Iran has once again put the Strait of Hormuz — one of the world’s most critical oil chokepoints — at the center of global markets. With…
- Recession Fears Are Wrong? Why the U.S. Economy Is Stronger Than It Looks · 9 minIs the U.S. economy really headed for recession? Franklin Templeton’s Chris Galipeau argues the bearish narrative is missing what matters most: a resilient consumer, improving…
- Before You Sell: The Capital Gains Move to Know · 24 minInvestors sitting on large gains may have a new way to defer taxes and potentially earn tax-free appreciation through Opportunity Zones. Brett Rentmeester of WindRock Wealth…
- NVIDIA Earnings Put the AI Boom to the Test — Woo Warns of “Catastrophe” · 7 minNVIDIA earnings are putting the AI boom back under the microscope. David Woo joins Maggie Lake to explain why he believes the bigger risk isn’t one quarter of results, but the…
- Blind Investing Is Over: The Portfolio Shift to Make Before the Next Crisis · 6 minThe old “buy the S&P 500 and forget it” playbook may be getting riskier. Wealthion CEO Steven Feldman joins Maggie Lake to explain why rising deficits, persistent inflation, a…
- The Leveraged ETF Trap That Could Wreck Tech Stocks · 9 minLeveraged ETFs promise amplified returns, but Kevin Muir warns they can amplify something else too: market chaos. He explains how 2x and 3x ETFs, daily resets, forced buying and…
- The Commodity Boom Is Here — But Investors Could Get Burned · 8 minWhere are the best opportunities in commodities — and where can investors get burned?Jonathan Wellum breaks down how he approaches gold, silver, copper, uranium, rare earths and…
- Gold Is Warning Us: The Financial System Is Changing · 15 minGrant Williams says gold has just beaten its inflation-adjusted 1980 peak for the first time in 45 years, and that is the sound of the "howling wolf" returning to the financial…
- David Rosenberg: The Economy Is More Fragile Than You Think · 26 minVeteran economist and market strategist David Rosenberg joins Maggie Lake to explain why he believes the U.S. economy is weaker than headline data suggests. Rosenberg breaks…
- Oil to $120? Iran Could Trigger the Next Stock Market Shock | David Woo · 26 minDavid Woo says markets may be dangerously underpricing the risk of escalation around Iran and the Strait of Hormuz. He explains why Iran has an incentive to push crude toward…
- The Recession Never Came. Is This Bull Market Just Getting Started? · 18 minThe recession everyone feared still hasn’t arrived — and the stock market keeps defying the bears. Ed Yardeni explains why he believes the U.S. economy remains resilient, why…
- The Financial System Is Cracking - Why Gold & Commodities Could Surge · 17 minTop gold miners are earning margins above $3,000 an ounce, yet Jonathan Wellum says their stocks are still priced as if gold were far lower. Why he sees a rare gap between…
- Art Berman: The Global Energy Order Is Breaking · 50 minRoughly six vessels moved through the Strait of Hormuz in a day, down from 130 to 140 before the war, and Art Berman says Persian Gulf oil production is down about 10 million…
- Soft Jobs. Hard Talent: Mining’s Hidden Bottleneck | Steven Enders · 17 minThe U.S. jobs market is cooling — but mining has a very different labor problem: finding the right talent. Veteran geologist and mining expert Steven Enders joins Maggie Lake to…
- The Fed’s Credibility Is on the Line, Ed Yardeni Warns · 25 minThe U.S. economy has survived higher rates, tariffs, inflation, geopolitical shocks and repeated recession warnings. Ed Yardeni says there’s a reason: the American consumer…
- Taxed for Leaving? Chris Casey Warns Wealth Taxes Are Spreading · 8 minCould your state make it more expensive to leave—or tax wealth you haven’t even sold? Chris Casey, founder of WindRock Wealth Management, breaks down the growing push for wealth…
- The Bond Market Is Flashing a Major Warning | Steve Hanke · 44 minAre investors missing the biggest risks facing the global economy? In this exclusive interview, renowned economist Steve Hanke joins Maggie Lake to explain why he believes…
- Gold's Bull Market Isn't Over, But Don't Buy Yet · 13 minIs now the right time to buy gold and gold stocks—or should investors wait? In this Wealthion interview, veteran resource investor Lobo Tiggre tells Maggie Lake why he sold…
- Treasury Yields Could Break the AI Boom · 43 minCould rising Treasury yields trigger the next major market downturn? In this exclusive interview, Jesse Felder, founder of The Felder Report, explains why he believes the…
