Episode Details

💡Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/42BHhAC Jonathan Wellum joins Maggie Lake to break down why today’s market looks dangerously stretched — from AI-driven speculation to passive investing distortions — and why he believes investors should be paying much closer attention to real assets, active management, and the emerging commodity supercycle. With recent inflation data showing price pressures remain stubborn and unrelenting, Wellum argues the market may be underestimating the staying power of inflation — and the risks hiding beneath the surface of the stock market rally. 💡Join Wealthion’s Real Assets Community for exclusive real-assets research and interviews: https://wealthion.com/realassets CHAPTERS: 0:00 Inflation Is More Persistent Than We Think 1:29 Wellum’s Inflation Outlook for 2026 4:00 The Global Debt Crisis Is “Intractable” 6:01 How to Think About Bonds and Duration 7:02 Gold, Commodities, and Protecting Purchasing Power 9:06 Copper, Silver, and the AI Buildout 11:26 The AI Arms Race and Big Tech Spending 12:46 Be Careful Chasing AI Stocks 17:23 Are We in a Commodity Supercycle? 24:21 Buffett, Berkshire, and Dry Powder 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/ #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.

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