Wealthion - Be Financially Resilient

🏠 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 deeper crash? Real estate expert Nick Gerli, founder of Reventure, joins Maggie Lake to explain why America's housing market is experiencing a multiyear recession — and why he believes more pain is coming. Austin home prices have fallen 27%, according to Nick's analysis, while sellers in Florida, Texas and other Sun Belt markets are taking significant losses. Yet parts of the Northeast remain surprisingly resilient. Nick breaks down why mortgage rates aren't the real problem, why renting is often cheaper than buying, and why falling home prices haven't brought buyers back. They also examine the growing distress in multifamily real estate, the coming wave of baby boomer home sales, and whether the next housing downturn could resemble the 2008 financial crisis. Are we approaching a housing market bottom — or is the worst still ahead? Let us know what you're seeing in your local market. Comment below the video! #HousingMarket #HousingCrash #NickGerli #RealEstate #MortgageRates Chapters: 00:00 Nick Gerli Warns: The Housing Bust Isn't Over 00:40 U.S. Housing Recession: Home Sales Collapse 01:43 Home Prices Falling in Florida, Texas and Arizona 03:06 Why New Jersey Home Prices Are Still Rising 05:13 Sun Belt Housing Market: The Migration Reversal 07:14 Is the Sun Belt Real Estate Boom Over? 09:17 Baby Boomers and the Coming Housing Supply Wave 11:36 Why Millennials and Gen Z Can't Afford Homes 12:46 Renting vs. Buying: The Housing Affordability Crisis 15:13 Will Lower Mortgage Rates Save the Housing Market? 17:30 Why Home Prices Matter More Than Mortgage Rates 18:55 Austin Housing Bust: Home Prices Down 27% 20:33 How Nick Gerli Bought a Home at a Steep Discount 22:41 Florida Condo Crash and Sun Belt Real Estate Deals 23:37 The K-Shaped Housing Market: Winners and Losers 25:32 Why 3% vs. 7% Mortgages Change Seller Behavior 27:05 Multifamily Real Estate: Debt and Refinancing Risks 30:33 Is Another 2008 Housing Market Crash Coming? 31:48 Apartment Loan Delinquencies Flash Warning Signs 33:17 Lennar Price Cuts and the Housing Market Outlook Connect with us online: Website: https://www.wealthion.com Spotify Podcast: https://open.spotify.com/show/4wCAfhgUdspxeMqyi6KZkb Apple Podcast: https://podcasts.apple.com/us/podcast/wealthion-be-financially-resilient/id1566889716 X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ Facebook: https://www.facebook.com/Wealthion/ ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

💡 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 diversification may not offer the protection investors expect. Request a complimentary portfolio review with a Wealthion financial advisory partner to discuss your allocation, interest-rate exposure, and opportunities in real assets: https://bit.ly/4e9LsJV Is artificial intelligence propping up an economy that's weaker than it looks? And could the Federal Reserve's fight against inflation trigger the next recession? Andrew Sarna, Portfolio Manager at Forthlane Partners, joins Maggie Lake on Wealthion to explain why rising Treasury yields, persistent inflation, and an economy increasingly dependent on AI spending could create dangerous conditions for investors. Sarna warns that the old rules of investing may no longer apply. With government debt mounting, bond markets under pressure, and traditional asset correlations breaking down, investors may need to rethink how they protect and grow their wealth. In this interview: 📉 The Fed's Biggest Risk: Why further interest-rate hikes could push a vulnerable economy into recession. 🤖 The AI Economy: How massive AI capital spending may be masking weakness in housing, manufacturing, and other sectors. 💥 The Next Financial Shock: Why rising Treasury yields and hidden leverage could trigger an unexpected market crisis. 🥇 Gold and Copper: Why fiscal deficits, electrification, and supply shortages could support real assets over the long term. 📊 The New Diversification: Why traditional stock-and-bond portfolios may struggle in a regime of fiscal dominance. ₿ Bitcoin's Future: Can Bitcoin become a true store of value, or does it remain a speculative risk asset? ⚡ Where the Opportunities Are: Why power infrastructure and senior housing could offer overlooked opportunities beyond the AI boom. #FederalReserve #StockMarket #AIEconomy #TreasuryYields #Gold #Copper #RealAssets #Investing #Wealthion Chapters: 00:00 AI Economy Warning: Why the Old Investing Rules Are Breaking 00:27 Fed Rate Hikes, Inflation & Recession Risk 03:14 Could Rising Treasury Yields Trigger a Bond Crisis? 05:17 Hidden Leverage: What Could Break the Financial Markets? 07:21 Bonds vs. Gold: How Should Investors Diversify? 08:58 AI Stocks, Data Centers & Overinvestment Risk 11:42 Gold and Copper: Long-Term Real Asset Opportunities 14:17 AI Demand vs. Copper Supply: Will Prices Keep Rising? 18:06 Commodity Supply Shortages & the Risk of Market Timing 21:07 Oil Supply Chains, Diesel Prices & Geopolitical Risk 23:56 Why the Old Rules of Investing No Longer Apply 28:57 A New Portfolio Strategy: Stocks, Hard Assets & Short Bonds 31:38 Bitcoin vs. Gold: Store of Value or Speculative Asset? 36:30 AI Valuations: Are Investors Overpaying for Growth? 38:09 America's Power Shortage & Grid Investment Opportunities 39:40 Senior Housing and the Silver Tsunami Investment Opportunity Connect with us online: Website: https://www.wealthion.com Spotify Podcast: https://open.spotify.com/show/4wCAfhgUdspxeMqyi6KZkb Apple Podcast: https://podcasts.apple.com/us/podcast/wealthion-be-financially-resilient/id1566889716 X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ Facebook: https://www.facebook.com/Wealthion/ ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Are 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 Lake to explain why he believes traditional index investing may now offer a false sense of diversification. His concern: U.S. stocks remain expensive, AI and semiconductor exposure dominates more portfolios than investors realize, and even global indexes may be far more concentrated than they appear. Mitchell explains why he currently favors the equal-weight S&P 500 over the Nasdaq-100, where he sees better value outside U.S. equities, and how he is constructing a portfolio designed to survive the next 20 years. They also discuss: • Why U.S. equities look historically expensive • The growing concentration of AI and semiconductor stocks • Equal-weight S&P 500 vs. Nasdaq-100 • Whether the economics of the AI boom will actually hold up • Gold’s role in a changing global monetary system • China’s growing influence over oil prices • Why energy stocks could benefit from a new oil-price regime • Copper, Glencore and long-term commodity exposure • How AI could disrupt banks and the financial system • Why global diversification may matter more than ever Are you actually diversified — or does your portfolio depend far more on AI than you realize? Let us know in the comments. 💡 Are you as diversified as you think? If your portfolio is heavily exposed to the same AI-driven names and market themes Rupert describes, your diversification may be more concentrated than it appears. Request a complimentary portfolio review with a Wealthion financial advisory partner to discuss your allocation, concentration and exposure across stocks, real assets and global markets: https://bit.ly/4xFx2Jr 🐿️ Want more of Rupert Mitchell’s market thinking? Read and subscribe to The Blind Squirrel on Substack for his latest views on markets, macro, commodities and portfolio strategy: https://substack.com/@blindsquirrelmacro Chapters: 00:00 — Why Your Portfolio May Be One Big AI Bet 01:32 — Bond Market Warning: Why Rupert Is Buying 2-Year Treasuries 04:09 — Will the Government Force Bond Yields Lower? 05:24 — AI CapEx and the Hidden Risk to U.S. GDP Growth 07:56 — Why U.S. Stocks Look Historically Expensive 09:07 — Equal-Weight S&P 500 vs. Nasdaq: The Rotation Trade 11:09 — Gold Outlook: Why the Selloff May Be Temporary 12:59 — Gold, Treasuries and the Changing Petrodollar System 15:41 — How China Is Reshaping Global Oil Prices 16:47 — The “China Collar” and the Bull Case for Energy Stocks 20:06 — How to Build a Portfolio for the Next 20 Years 22:06 — AI, Deglobalization and Inflation: #SP500 #AIStocks #StockMarket #Investing #Portfolio #Diversification #ArtificialIntelligence #Nasdaq #Gold #Commodities #wealthion Connect with us online: Website: https://www.wealthion.com Spotify Podcast: https://open.spotify.com/show/4wCAfhgUdspxeMqyi6KZkb Apple Podcast: https://podcasts.apple.com/us/podcast/wealthion-be-financially-resilient/id1566889716 X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ Facebook: https://www.facebook.com/Wealthion/ ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mike 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 you thought was a hedge may not be diversifying you at all.Bloomberg commodity strategist Mike McGlone joins Maggie Lake to explain why nearly every major asset, from metals to crypto to oil, is now trading on the back of one thing: the US stock market. He walks through why gold's push above $5,000 and its pullback are a warning rather than a new bull trend, why copper and Bitcoin are lagging stocks at much higher volatility, why he expects crude and diesel to revert to their cost of production, and why he sees a disinflationary reset coming once equities stall.What McGlone covers:Why gold, copper and Bitcoin have become correlated "stock puppets" of the S&P 500The bond market, the 10-year yield above 5%, and what is really driving itWhy he expects energy prices, especially diesel, to revert sharply lowerGold's exciting volatility as a warning sign, not a reason to chase itWhy he thinks Bitcoin's cycle still points toward a much lower lowGrains, soybeans and the one commodity group that is not a stock puppetWhy a 10% drop in the stock market is the real risk to watch this cycle💡 Gold, copper and Bitcoin may look like diversification, but Mike McGlone argues they could all be more tied to the stock market than investors realize. If your portfolio is counting on those assets to protect you when equities fall, it may be worth taking a closer look.Is your portfolio really diversified?Get a complimentary portfolio review → Go to https://bit.ly/4hQ1DOO to get started.Chapters: 00:00 Is a Deflationary Cycle Coming?01:06 Bond Yields, Inflation & the Fed’s Next Move02:39 Can Commodities and Bond Yields Keep Rising?05:22 Why Oil and Diesel Prices Could Crash08:27 Is Persistent Inflation the Wrong Narrative?12:14 Gold & Silver: Have Prices Already Peaked?17:00 Why Gold Is Acting Like a Risk Asset19:20 Iran, Oil Prices & the War Premium24:25 Are Markets Pricing Too Many Fed Rate Hikes?26:44 “We’re All Stock Puppets”29:21 What Happens If the Stock Market Falls 10%?32:19 Bitcoin to $10,000? McGlone’s Bearish Crypto Call36:52 Is Copper the Next Market to Break?39:37 Corn, Soybeans & the Commodity Supply Cycle44:04 Why McGlone Still Sees Deflation Ahead45:52 Soft Landing or a Major Market Break? Connect with us online: Website: https://www.wealthion.com Spotify Podcast: https://open.spotify.com/show/4wCAfhgUdspxeMqyi6KZkb Apple Podcast: https://podcasts.apple.com/us/podcast/wealthion-be-financially-resilient/id1566889716 X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ Facebook: https://www.facebook.com/Wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Investors 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 Wealthion’s Maggie Lake, Galipeau explains why the recession narrative has repeatedly failed, why the American consumer and corporate earnings remain more resilient than many investors realize, and why fears surrounding AI, jobs, geopolitics, and the broader economy may be obscuring what actually matters for markets. Galipeau also breaks down why today’s AI boom looks different from the dot-com bubble, where he sees real investment opportunities emerging, and why investors focused relentlessly on the next crisis risk missing the strength already hiding in plain sight. In this interview: • Why recession calls have repeatedly missed the mark • What consumer strength is telling us about the U.S. economy • Why AI may not destroy jobs the way many fear • AI boom vs. the dot-com bubble • Why corporate earnings matter more than the doom narrative • Where investors may be overlooking opportunity • What could change Galipeau’s bullish outlook 💡 Chris Galipeau says volatility can create opportunity — but only if your portfolio is prepared for it. Get a free review with Wealthion’s trusted financial advisors: https://bit.ly/4xFx2Jr Chapters: 00:00 Why Investors May Be Too Bearish 00:23 Chris Galipeau on the Market Outlook 01:01 Why Earnings Still Matter Most 02:17 Is the Stock Market Too Negative? 03:08 Fed Rate Hikes and Recession Risk 04:35 Oil Prices, Inflation and the Consumer 06:05 What’s Driving Global Earnings Growth 07:29 AI, Semiconductors and Market Speculation 08:30 The Real ROI From Artificial Intelligence 10:24 Wealthion Membership 11:34 Why This AI Boom Is Not the Dot-Com Bubble 14:48 How the Market Punishes Speculation 15:48 How Professional Investors Manage Volatility 17:57 Why Volatility Creates Opportunity 19:21 How Franklin Templeton Thinks About Portfolio Risk 20:25 Energy, Utilities and the AI Power Trade 22:29 Small Caps, Interest Rates and Economic Growth 23:53 Will AI Destroy Jobs — or Boost Productivity? 27:02 The Two Biggest Risks for Stocks 28:55 Why the Fed Is Still Fighting Inflation 29:29 Could AI Regulation Trigger a Market Repricing? 31:11 Finding the Winners and Losers in AI Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Economy #StockMarket #Investing #Recession #AI #ArtificialIntelligence #Markets #USStocks #FederalReserve #WallStreet #FranklinTempleton #Wealthion ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Inflation 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 all of those forces could mean for markets — and for the purchasing power of their money.Jonathan Wellum, CEO and CIO of RockLinc Investment Partners, joins Maggie Lake to explain why he believes we are in a “debt bubble,” why higher inflation and interest rates could put pressure on stock valuations, and why massive investment in artificial intelligence could eventually lead to overinvestment, write-offs and financial damage.Wellum also explains why investors should focus on companies with pricing power and strong balance sheets, why he continues to favor hard assets such as gold, silver, copper and uranium, and why bonds could eventually become an attractive opportunity again if interest rates peak and the economy slows.Plus, Jonathan takes us inside his recent visit to the historic Prairie Creek mining project in Canada’s Northwest Territories — a remarkable silver and critical-minerals project originally developed by the Hunt brothers.In this conversation:• Why Jonathan Wellum says we’re in a debt bubble• What persistent inflation means for stock valuations• Why higher interest rates are putting pressure on the financial system• The risk of overinvestment in the AI boom• Why gold can help protect purchasing power• The structural case for silver, copper and uranium• Why investors shouldn’t completely give up on bonds• What Jonathan is looking for before extending bond duration• The extraordinary story of the Prairie Creek silver mine• How investors can build more resilient portfolios in volatile markets 💡 Jonathan Wellum warns that stubborn inflation, higher interest rates and a massive global debt burden could put increasing pressure on markets — making capital preservation and purchasing power more important than ever. Sign up for a free portfolio review with one of Wealthion’s trusted advisors to see whether your portfolio is positioned for a more volatile investing environment: https://bit.ly/4xFx2Jr Chapters:0:00 — We’re in a Debt Bubble0:19 — Jonathan Wellum on Inflation & Market Volatility1:01 — What Stubborn Inflation Means for Your Portfolio4:26 — Is “Buy the Dip” Becoming Dangerous?5:17 — AI Stocks, High Valuations & Coming Write-Offs7:17 — Why Wellum Says We’re in a Debt Bubble7:55 — Could Bonds Become a Great Trade Again?10:26 — Wealthion Membership11:01 — How Wellum Is Positioning in Bonds13:16 — Gold, Silver, Copper & the Commodity Opportunity15:30 — The $350 Trillion Global Debt Problem16:36 — Could Interest Costs Surpass Social Security?17:44 — Gold, Inflation & Financial Repression18:25 — The Demographic Crisis Investors Are Missing19:47 — Reshoring, Global Tensions & Protecting Purchasing Power22:05 — Where Wellum Sees Defensive Opportunities23:01 — Inside the Hunt Brothers’ Abandoned Silver Mine25:33 — Why Prairie Creek Could Come Back to Life27:31 — Is Wellum Investing in the Silver Mine?28:55 — How Investors Should Navigate What Comes Next Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #JonathanWellum #Inflation #Debt #Gold #AI #InterestRates #StockMarket #Investing #Silver #Commodities #FederalReserve #Wealthion________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Henrik 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 setup beneath the surface is becoming increasingly unstable. In this wide-ranging conversation with Maggie Lake, Zeberg explains why he thinks the Nasdaq could surge toward 37,000–39,000 before the cycle turns, why today’s market increasingly resembles the final phase of the dot-com bubble, and why investors may be underestimating how quickly a major reversal could unfold. Zeberg also breaks down the weakening U.S. consumer, a labor market he believes is far softer than headline data suggests, and why the Federal Reserve could risk tightening into an economy that is already losing momentum. He explains why he sees similarities to both 2000 and 2007, why a market top may not require an obvious catalyst, and why he compares the current setup to an avalanche: the underlying structure can become increasingly unstable before the break finally comes. Zeberg also shares his outlook for the U.S. dollar, gold, commodities, Bitcoin and Ethereum, including why he expects another burst of crypto enthusiasm before conditions potentially change dramatically. Could stocks surge one final time before the next major downturn — and what should investors be watching for when the cycle finally turns? Watch the full conversation for Henrik Zeberg’s latest outlook on the stock market, Nasdaq, Federal Reserve, inflation, recession, AI bubble, U.S. dollar, gold, commodities, Bitcoin, Ethereum and the global economy. 💡 Henrik Zeberg warns that the market’s final melt-up may still have further to run — but says the underlying setup is becoming increasingly unstable, with a weaker consumer, softer labor market and the risk of a sharp reversal once the cycle turns. Sign up for a free portfolio review with one of Wealthion’s trusted advisors to see whether your portfolio is positioned for both the upside — and what may come after: https://bit.ly/4xFx2Jr Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #HenrikZeberg #StockMarket #Nasdaq #FederalReserve #Inflation #Recession #StockMarketCrash #Investing #Markets #Economy #AI #Bitcoin #Ethereum #Crypto #USDollar #Gold #Commodities #Macro #MarketOutlook #Wealthion ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Inflation 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 means. With headline inflation at 3.4% and core inflation at 2.4%, is price pressure still strong enough to force the Fed to keep rates higher — or is disinflation already underway? Ed Yardeni warns that persistent monthly inflation could create a real problem for the Fed. Barry Knapp sees key inflation pressures continuing to cool. David Rosenberg expects inflation to surprise to the downside, while Tom Lee argues policymakers may be fighting “last year’s wars.” Michael Green questions whether the inflation measures guiding Fed policy are themselves badly lagged. In this timely Wealthion compilation, Maggie Lake breaks down the inflation debate and what it could mean for interest rates, markets and investors. 💡 Today’s CPI keeps the inflation debate wide open — with some of Wealthion’s top guests warning the Fed still has a problem, while others argue disinflation is already underway and policymakers risk fighting “last year’s wars.” Sign up for a free portfolio review with one of Wealthion’s trusted advisors to see whether your portfolio is positioned for what comes next: https://bit.ly/3Toifny Chapters: 00:00 Inflation, CPI & the Fed Rate Debate 00:20 Today’s CPI: Is Inflation Still Too Hot? 00:47 Ed Yardeni: When Inflation Becomes a Fed Problem 01:31 Barry Knapp: Why Inflation Could Keep Cooling 02:09 David Rosenberg: Disinflation Is Coming 02:37 Tom Lee: Is the Fed Fighting the Wrong Inflation Battle? 02:55 Michael Green: Is the CPI Framework Broken? 03:13 Tom Lee: Economists Are Fighting “Last Year’s Wars” 03:24 How Investors Can Position for What Comes Next Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Inflation #CPI #FederalReserve #Fed #InterestRates #Economy #Markets #Investing #StockMarket #Wealthion ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Scott 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 trying to accomplish with expanded Treasury bond buybacks — and why he believes the deeper problem in the bond market is being widely misunderstood. Green breaks down the changing structure of the U.S. bond market, the growing influence of passive investing, and why traditional bond buyers are behaving differently than they have in the past. He explains why Treasury may have little choice but to act, why the debate over yield curve control may be missing the point, and how Federal Reserve interest-rate policy could actually be contributing to some of the inflation pressures policymakers are trying to fight. Plus, Green discusses the risks building beneath passive investing, what could trigger a broader market crisis, why many American households are moving closer to a financial breaking point, and how gold fits into an environment defined by declining trust in institutions. Topics: Scott Bessent, Treasury bonds, bond yields, Treasury buybacks, U.S. debt, yield curve control, Federal Reserve, interest rates, inflation, passive investing, stock market risk, gold, Mike Green, investing and portfolio strategy 💡 Mike Green explains why stress in the bond market may be about much more than U.S. debt — from changing Treasury buyers and passive flows to Federal Reserve policy and rising interest rates. Sign up for a free portfolio review with one of Wealthion’s trusted advisors to see whether your portfolio is positioned for what comes next: https://bit.ly/4yklWt6 📬 Want more from Mike Green? Follow his Substack, where he digs deeper into market structure, passive investing, Treasury policy, the Fed and the forces reshaping markets: https://substack.com/@michaelwgreen Chapters: 0:00 Mike Green: “This Is a Very Dangerous Wound” 0:22 Mike Green on the Bond Market and Scott Bessent 1:35 Why Long-Term Treasury Bonds Are Selling Off 4:23 Why Treasury Buybacks May Be Necessary 6:55 Mike Green Defends Bessent’s Bond-Market Strategy 9:22 Is the U.S. Heading Toward Yield Curve Control? 10:14 Could High Interest Rates Actually Fuel Inflation? 11:53 America’s Growing Loss of Trust 14:44 Why American Households Are Near a Breaking Point 22:09 Is the U.S. Treasury Market Really in Trouble? 23:40 How Passive Investing Is Distorting the Bond Market 27:05 U.S. Debt, Deficits and the Real Treasury Risk 29:46 Could a Market Crisis Force the Fed to Act? 31:29 Mike Green on the Hidden Risk of Passive Investing 39:44 Why Mike Green Says Passive Investing Could “End Very Badly” 43:00 The Overlooked Opportunity in 30-Year TIPS 49:07 Gold, Commodities and the “Negative Trust” Trade 52:59 Why Gold Could Break Out as Trust in the Fed Falls 56:05 Mike Green: Why He’s Both Bearish and Optimistic Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #ScottBessent #BondMarket #TreasuryBonds #MikeGreen #FederalReserve #InterestRates #Inflation #YieldCurveControl #PassiveInvesting #Investing ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices