Wealthion - Be Financially Resilient

Economist and longtime investor Mark Skousen joins Wealthion’s Maggie Lake with a surprisingly bullish message: despite persistent inflation, rising interest rates, massive U.S. deficits and stretched technology valuations, he remains 100% invested in the stock market. Skousen explains why he believes the bull market can continue, even as he warns that some tech stocks “could fall in half and still be overvalued.” He breaks down the risks of an eventual market bubble, the impact of Federal Reserve policy and higher Treasury yields, and why he believes investors must prepare for what he calls a “permanent inflation” environment. Maggie and Mark also discuss AI stocks, the U.S. debt and Treasury market, gold, Bitcoin, copper, uranium, oil and energy stocks, plus why Skousen favors dividend-paying companies and diversification over trying to predict exactly when the next market crisis will hit. And despite the warning signs? Skousen says he’s staying with the trend until it breaks: “I’m fully invested. I’m 100% invested.” 💡 Mark Skousen believes investors are facing a “permanent inflation” environment — even as technology valuations look stretched and new market risks continue to build. Yet he remains 100% invested, relying on diversification, dividend-paying stocks and exposure to real assets to navigate what comes next. Sign up for a free portfolio review with one of Wealthion’s trusted advisors to see whether your portfolio is positioned for both the opportunities — and the risks — ahead: https://bit.ly/4xFx2Jr Chapters: 00:00 Cold Open: Bubble Risk, Inflation & Tech 00:19 Mark Skousen’s U.S. Economy & Stock Market Outlook 04:01 AI, Interest Rates & the Bull Market 06:18 Why Skousen Says Inflation Is “Permanent” 10:17 Black Swan Risk & the Next Market Crisis 13:30 Could Tech Stocks Fall 50%? 16:10 AI Spending, Tesla, SpaceX & Market Valuations 18:11 Are We in a Stock Market Bubble? 19:12 Why Skousen Is Still 100% Invested 22:45 Copper, Bitcoin, Uranium & Portfolio Diversification 26:18 Oil, Energy Stocks & Data Center Demand 27:30 Gold, Silver & Mining Stocks 29:31 U.S. Debt, Treasury Risk & Higher Interest Rates 33:47 Why He’s Staying Fully Invested 35:36 What Would Make Skousen Start Selling? 37:15 Small-Cap Stocks, Drones & Speculative Investing 40:22 OpenAI, Anthropic & the IPO Risk 41:25 Skousen’s Favorite Dividend Stock 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/ #MarkSkousen #StockMarket #Inflation #Investing #MarketOutlook #FederalReserve #AIStocks #BullMarket #InterestRates #Gold #Bitcoin #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

The 10-year Treasury yield has pushed above 5% — and GBI Chief Economist Trey Reik says the “bond market is in complete revolt.” He joins Maggie Lake to explain why the Federal Reserve and Treasury appear to be pulling in opposite directions, what Scott Bessent’s increasingly aggressive interventions may be signaling, and why markets could be drifting toward “yield curve control light” — essentially money printing. Trey also breaks down what this means for gold and precious metals, including the critical $4,270 level he’s watching in the short term — and why he believes any further weakness could ultimately create one of the best accumulation opportunities investors have seen in months Chapters: 00:00 Bond Market Revolt: Is Money Printing Next? 00:20 Fed, Treasury & Gold: What Investors Need to Know 00:54 Fed Rate Hike: Why Warsh May Be Forced to Act 02:58 Fed Policy, Oil Prices & Warsh’s Credibility 04:44 Scott Bessent’s Push to Control Markets 07:46 10-Year Treasury Hits 5%: Bond Market in Revolt 09:45 Yield Curve Control: Why Markets Are Worried 12:38 Unprecedented Treasury Moves & “Money Printing Light” 14:44 Gold Price Outlook: Is This the Buying Opportunity? 16:50 Gold Miners, Oil Prices & Rising Costs 18:48 Gold at $4,270: The Critical Support Level 20:37 Why Trey Says It’s Time to Accumulate Precious Metals 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/ #BondMarket #10YearTreasury #FederalReserve #ScottBessent #YieldCurveControl #TreasuryYields #Gold #PreciousMetals #MoneyPrinting #USDollar #Investing #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

Veteran Wall Street strategist Tom Lee joins Wealthion’s Maggie Lake to explain why he believes investors may be too pessimistic about inflation, the U.S. economy, artificial intelligence and crypto. Lee argues that inflation may be closer to the Federal Reserve’s target than headline data suggests, while credit markets continue to signal that the U.S. economy remains on solid footing. He also explains why AI could become a powerful new driver of economic growth — creating opportunities across NVIDIA, semiconductors, software, financials, small caps, energy and other areas positioned to benefit from the AI buildout. Tom also makes the case for a major transformation in financial services as Wall Street increasingly embraces blockchain, tokenized securities and stablecoins. He explains why he remains bullish on Ethereum, Bitcoin and the broader crypto market, and why he believes crypto could be entering a “really bullish period” over the next 12 months. Plus, Lee explains why investors may be making a mistake by focusing only on the risks surrounding new technology — and asks a provocative question for anyone still sitting on the sidelines: Do you want to be right, or do you want to make money? Watch the full conversation for Tom Lee’s latest outlook on the stock market, inflation, Federal Reserve policy, AI stocks, Bitcoin, Ethereum, crypto, blockchain and the U.S. economy. 💡 Tom Lee explains why inflation fears may be overstated, why AI could drive the next wave of economic growth, and why Wall Street’s embrace of blockchain and crypto could create major new opportunities for investors. 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 Chapters: 00:00 Tom Lee: Inflation, AI & Crypto Outlook 00:34 Tom Lee’s 2026 Stock Market Outlook 02:35 Why a Market Correction Could Still Come 05:17 Inflation, CPI, PCE & the Federal Reserve 09:31 Is the U.S. Economy Headed for Recession? 10:33 AI, Investment & the Next U.S. Growth Cycle 13:56 Will Artificial Intelligence Destroy Jobs? 18:20 Why Most Investors Get Growth Investing Wrong 21:42 Where Tom Lee Sees the Biggest AI Opportunities 23:40 Why Wall Street Is Embracing Crypto & Ethereum 28:17 Tokenization & a Potential $20 Trillion Opportunity 32:59 Bitcoin, Crypto Winter & the Next Bull Market 35:07 Tom Lee: Should Investors Own Bitcoin & Crypto? 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/ #TomLee #StockMarket #Investing #MarketOutlook #Inflation #FederalReserve #InterestRates #ArtificialIntelligence #AIStocks #NVIDIA #Bitcoin #Ethereum #Crypto #Blockchain #WallStreet #USEconomy #FinancialMarkets #SmallCaps #Semiconductors #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