Wealthion - Be Financially Resilient

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Markets To Get Much More "Volatile & Hostile" From Here | Diego Parrilla Aug 19, 2022

Show notes

European fund manager Diego Parrilla returns for Part 2 of our interview with him in which he explains why inflation, rising interest rates, arriving recession, energy crises and other macro headwinds are going to make the investing climate much more volatile and hostile from here.

https://youtu.be/L565v8MZ_vg

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European & Global Economies Are Dangerously Fragile | Diego Parrilla Aug 18, 2022

Show notes

Inflation and slowing economic growth is affecting all corners of the globe these days, but perhaps nowhere as much as Europe -- which is also dealing with a massive energy crisis.

We spend a lot of time focusing on the US economy on this program, 1) because the majority of this channel's viewers reside in the US and 2) it has the world's largest economy and, for better or worse, what happens in America drives much of the action the rest of the world reacts to.

But today we're going to get a European perspective, both on the action in the US as well as the major challenges Europe is grappling with.

For that, we welcome Diego Parrilla, Managing Director of Quadriga Asset Manager back to the program.

https://youtu.be/rZVfE8cqmf4

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Struggling Economy + Hot CPI + Fed Hikes & QT = Stagflation | Stephanie Pomboy Aug 18, 2022

Show notes

Stephanie Pomboy reacts to today's latest data on retail sales, Fed rate hike outlook, jobs, credit conditions & inflation.

In her words, it's difficult to see anything other than stagflation reigning for the rest of the year.

Let us know in the Comments section below if you like this kind of real-time reaction from Stephanie to the news of the day. If you do, we'll do these shorter sessions with her more often.

And don't forget to register for Wealthion's upcoming online conference on Sep 24 at https://wealthion.com/conference

https://youtu.be/K8595VukeNk

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Where Do The Top Experts Think The Market Is Headed From Here? Aug 17, 2022

Show notes

Next month, join Lacy Hunt, Lyn Alden, Matt Taibbi, Grant Williams, Stephanie Pomboy, Brent Johnson, Nick Gerli, Doomberg, Rick Rule, Mike Maloney, Jeff Clark, Lance Roberts and the team from New Harbor Financial at Wealthion's online Fall Conference.

https://youtu.be/dsVGZvNvfRw

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Weekly Market Recap: Are The Bulls Gaining The Upper Hand? Aug 13, 2022

Show notes

The markets have now punched above an important resistance level & the bulls are suddenly talking about stocks zooming back to record highs.
Is that even possible?
There's a battle royal being waged right now between the bulls & bears.
Fundamentals are grim and getting worse. But technicals look rosy.
Which will win out?
Financial advisor Lance Roberts and I tackle that tough topic, as well as many others, in this week's Market Recap
For everything that mattered to markets this week, watch our new Weekly Market Recap featuring Lance Roberts.

https://youtu.be/M-BqfTxIp4k

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Michael Pento: These Are The Assets You Want To Own For A Market Crash Aug 13, 2022

Show notes

Money manager Michael Pento returns for Part 2 of this interview to share how he is currently positioning his firm's portfolio for the 40% market correction he sees coming ahead.

Cash, US dollar, long-dated US Treasury bonds & shorts are what Michael calls "The 4 Horsemen" -- the key assets you want to hold during a market crash. He's also has positions in gold and utilities at this moment, too.

https://youtu.be/M2IRqmHcMBg

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Michael Pento: Stocks To Fall 40% By Spring? Aug 11, 2022

Show notes

Money manager Michael Pento distrusts the current rally in stocks. He thinks it's a classic short-lived rally within a secular bear market. That, combined with the Fed interest rate hike campaign to tame inflation, which he expects to drive the economy into recession, is going to result in a 40% decline in stocks by Spring 2023.

https://youtu.be/tKFDT50UVic

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Stocks Overvalued By 50%, At Least? Why This Bear Market Has A Lot Farther To Go | Jesse Felder Aug 10, 2022

Show notes

Macro analyst Jesse Felder returns for Part 2 of our interview with him in which he explains the math behind why the markets would need to decline by at least 50% to be considered anywhere close to "fairly valued"

He then shares the assets he likes best for the challenging road he sees ahead over the coming year.

https://youtu.be/abqDpTjyc44

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A 'Massive Re-Pricing' In Assets Lies Ahead | Jesse Felder Aug 09, 2022

Show notes

The market is in danger, warns macro analyst Jesse Felder.

The rise of inflation and the reversal of globalization is a HUGE paradigm shift that the market doesn’t appropriately appreciate it yet. The Fed’s hands are tied while inflation remains a challenge, and it likely will be for a long time because the new principal trends in play (on-shoring, tightening labor force) are inflationary. Taming inflation is going to be a protracted, painful process – and likely won’t go back to the disinflationary trajectory we’ve been on since the 1980s. A massive repricing across asset classes is needed & a new rulebook for investing is required.

This is why the market is in such danger. The market hasn’t woken up to this paradigm shift AND valuations, despite the correction this year, are still very close to record highs. There’s a lot of room to fall here, especially as profit margins are at all-time highs. Jeremey Grantham claims they mean revert more than almost any other data set. So they are due for a whopper of a mean reversion from these elevated levels. Will the trigger be a market event? Or a social one? As history shows, too-high profits inevitably lead to wealth inequality that resolved via re-distribution (either effected by the State or an angry rebelling populace). It’s no surprise that Congress is discussing higher corp tax rates.

As for how far the market could drop, Jesse can pretty easily make an argument that financial assets could fall 50% before being considered ‘fairly valued’. The 1973-74 bear market looks like a good analogue to where we are in 2022 given similarities in inflation & Fed policy. The S&P was cut in half during this period.

https://youtu.be/chavLDpr6Uk

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How Far Will This Rally Go? Is The Bear Market Over? Q&A w/ Wealthion Financial Advisors Aug 08, 2022

Show notes

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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