Podcast Episodes
Back to Search
AI Stocks Definitely In A Bubble Right Now | Jim Bianco
Macro/markets researcher Jim Bianco returns to the program to explain why he sees AI stocks in a classic bubble at this point.
Where will stocks and bonds head from here? Jim offers his best forecast…
Published on 2 years ago
Wait, Inflation Is Going To Start RISING Again This Summer? | Jim Bianco
No one can doubt the bulls are in control of the financial markets right now.
But will it stay that way long enough for investors to make good returns from here?
It's unclear. There are a lot of ways…
Published on 2 years ago
Forget Fundamentals Or Technicals. Asset Prices Are All About Liquidity | Sven Henrich
Technical analyst Sven Henrich for Part 2 of our interview with him in which explains why the single most important factor driving asset prices in today's markets is net liquidity flows. So far this …
Published on 2 years ago
The Lag Effect WILL Punch This Market In The Face. But When?? | Sven Henrich
When today's guest expert was last on this program in February, he explained how bulls & bears were locked in a "battle for control" -- with the battle zone roughly defined between 3800 and 4300 on t…
Published on 2 years ago
Weekly Market Recap: Is A Market Melt-Up In Process? Or Are Stocks Already 'Too Hot'?
Portfolio manager Lance Roberts & Wealthion founder Adam Taggart recap the major developments of the week, including:
Is the market now in a melt-up? Did we dodge a recession? Deconstructing the…Published on 2 years ago
Painful Reckoning Ahead Due To "Really Really Dumb" Monetary Policy | David Hay
GDP growth for the past two quarters has been positive -- but gross domestic income has been negative over the same period.
The multitude of macro data is screaming recession, yet earnings estimates …
Published on 2 years ago
Can A Bad Recession Be Avoided? | Ed Yardeni
Is true that many of the experts on this channel so far this year did not predict the markets would be up as strongly as they are right now.
Today's guest is one of the few who argued for more optimi…
Published on 2 years ago
America Offers The Best Risk/Return For Investing | Marin Katusa
Highly-successful commodities investor Marin Katusa shares the best practices in hard assets investing learned over the course of his career. Right now, he sees America and other Western countries wi…
Published on 2 years ago
Signs Of Trouble Everywhere Despite The Market's Exuberance | Mike "Mish" Shedlock
Macro analyst Mike Shedlock returns to discuss recession risk, the housing market, jobs & a likely new bottom in stocks ahead.
*************************************************
At Wealthion, we show …
Published on 2 years ago
Weekly Market Recap: S&P 4300: Bulls For The Win? Or Time To Take Profits?
Portfolio manager Lance Roberts & Wealthion founder Adam Taggart recap the major developments of the week, including:
How much does the market have left to run now that the S&P has crested 4300? D…Published on 2 years ago