Wealthion - Be Financially Resilient

Latest Episodes:

The Big Money Is Made In Bear Markets As Deep Values Arise | David Hay Jul 08, 2022

Show notes

Capital manager David Hay of Evergreen Gavekal returns for Part 2 of our interview with him to discuss the odds for stagflation, recession and to share which assets he most favors right now given his macro outlook. https://youtu.be/bwtXk30waB8

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We're Now In A 'Technical Recession'. What Will Happen Next? | David Hay Jul 07, 2022

Show notes

As we head into the heat of summer, the US economy finds itself in the doldrums.

GDP growth for the year has been negative both in Q1 and Q2 -- which means we're now officially in a "technical recession".

Inflation remains at a 41-year high. The financial markets continue to suffer one of their worst years so far in history. And now the housing and jobs markets are also cooling fast.

What can we expect from the second half of the year?

For perspective, we turn to David Hay, co-founder & co-Chief Investment Officer of Evergreen Gavekal, a financial advisory firm managing $3.5 billion of investor capital.

As its steward, he can't simply rely on an "opinion"; has to steer this capital safely through what's coming next. So his conviction needs to be as high as possible. https://youtu.be/UWOWB5Vgqww

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I-Bonds For Inflation Protection: Why Own Them, How They Work, How To Buy Them, Pros & Cons Jul 06, 2022

Show notes

Series I Savings Bonds, also known as I-bonds, are offered by the US Treasury as a way to protect the purchasing power of your money from being eroded by inflation.

This is protection many investors want badly right now, as inflation has roared back to life over the past year and a half. After decades most spent under 2%, as of the time of this recording, the official Consumer Price Index, or CPI, is currently at a 41-year high of 8.6% annualized:

The way that I-bonds defend against this is they earn a monthly interest rate that’s usually higher than the CPI. So their return beats or comes quite close to the officially-reported inflation rate.

In this video, we explain what I-bonds are, how they work, what their benefits are & how to buy them. https://youtu.be/efDIvlbgwDo

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Weekly Market Recap: Disappointing Earnings Forecasts To Tank Stocks From Here? Jul 02, 2022

Show notes

Higher inputs costs and demand destruction from inflation (and the Federal Reserve's interest rate hikes) are resulting in margin compression for companies, pinching their profits.

As a result, companies are revising downwards their future earnings expectations.

So as Q2 earnings calls start happening over the next two weeks, expect a tsunami of these revisions to force Wall Street analysts to downgrade their target prices for many stocks.

Will these be the next big shoe to drop that will force stock prices down even further? It sure looks so.

Financial advisor Lance Roberts and host Adam Taggart also tackle Fed policy, recession risk, and America's massive retirement problem in this wide-ranging Weekly Market Update.

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Will A Fed Pivot Send Inflation Raging Higher? | Steve Hanke Jul 01, 2022

Show notes

Economist Steve Hanke returns here in Part 2 of our interview with him to explain what impact a Fed pivot back to easing would have on inflation.

He also shares his thoughts on how he thinks stocks, bonds, gold and other assets should fare over the coming year given his macroeconomic outlook. See the YouTube Video for the charts and graphics: https://youtu.be/o2keL8Z8Y7M

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Hot 6-7% Inflation To Run Through The End Of 2023? | Economist Steve Hanke Jun 30, 2022

Show notes

Inflation remains at a 41-year high and continues to severely pinch households when paying for food, gas and nearly everything else.

How much longer will it plague us? And might it get even worse from here?

To find out, we welcome Steve Hanke back to the program. Steve is professor of applied economics at the Johns Hopkins University in Baltimore, Maryland -- and the last time he appeared on this program, he correctly predicted that America's Consumer Price Index, or CPI, would hit 9% -- which it just did this past month. See the YouTube Video for the charts and graphics: https://youtu.be/N2DftIzEOOc

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Is Retirement Dead? Most Americans Have No Retirement Savings | Adam Taggart Jun 29, 2022

Show notes

Six years ago, I wrote an article titled 'Grasshopper Nation', warning about how poorly prepared Americans are for retirement. Sadly, the data has only gotten worse since then. I’ll deliver the punchline here first, and then get into the underlying data: Right now, as the largest generational cohort in history has reached retirement age, tens of millions of Baby Boomers in America have insufficient savings to retire or otherwise fund their living costs during their twilight years. This is a massive economic and humanitarian crisis in the making, with no credible plans from the government currently on the table to address it. See the YouTube Video for the charts and graphics: https://youtu.be/DTWyqWHQSho

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Robert Kiyosaki: Worst Crash Of Our Lifetime Ahead, Here's What The Wealthy Are Doing Says Rich Dad Jun 28, 2022

Show notes

With inflation driving the costs of living higher, real wages falling behind and financial assets having one of their worst years ever so far, it's a tough time to build wealth right now. And it's likely to get even worse, says today's guest, Robert Kiysosaki, author of Rich Dad, Poor Dad, the #1 best selling personal finance book in history. See the YouTube Video for the charts and graphics: https://youtu.be/QjyocU5Ekns

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Weekly Market Recap: Sell Into This Week's Strength? Probably A Good Idea Jun 25, 2022

Show notes

In this week's Market Recap, Lance Roberts discusses the bounce this week in stocks and why investors would be wise to use it as a chance to sell and build cash. Lance estimates the bear market is still in play and that a firm bottom has likely not been reached yet. He and Adam Taggart go on to discuss the odds for and timing of a policy pivot by the Federal Reserve, recession risk, bone-headed proposals to contain gas price inflation -- and then end with a discussion of the most important asset to invest in : your health. See the YouTube Video for the charts and graphics: https://youtu.be/ol-9dUp-t4g

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Q3 A Critical Turning Point: Fed Reversal, Recession, More Inflation, Weaker Dollar Jun 24, 2022

Show notes

Here in Part 2 of our interview with macro analyst Luke Gromen, he explains what will happen if the Federal Reserve pivots - as he believes it will - by the end of Q3. Resurging inflation, a weakening US dollar vs other fiat currencies and higher credit yields as the bond market loses its faith in the Fed. And that's just a start. Luke also shares which assets he thinks will fare best in such an environment. See the YouTube Video for the charts and graphics: https://youtu.be/gTvDtYQeSfw

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