Jim Bianco: Private Credit Scare or the Next Subprime?

💡FREE access to the full Lobo Tiggre interview with Maggie + more EXCLUSIVE real-assets content by joining Wealthion’s Real Assets Community: https://wealthion.com/getready   With the Strait of Hormuz closed and the S&P still near all-time highs, Lobo Tigre sees a dangerous disconnect. He joins Maggie Lake to explain why this war is inflationary at its core and why the real mania in gold and silver has not even started yet. Lobo breaks down his 50-year "Giant X" framework for gold versus the dollar, and explains why copper and uranium could present spectacular buying opportunities if a broader market correction hits. He also shares how he took profits from the rally to pay off his mortgage and exit the "rat race" for good. Plus, why mining stock margin expansion will not save you when the margin clerk calls. 💡Not sure your portfolio is positioned for war, inflation, and the volatility ahead? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4rtk3qo 💡Lobo calls gold and silver "real money" and insurance you hold forever. Get yours: GBI Direct, the Best Way to Invest in Gold and Silver: https://gbidirect.com/?aff=WTH 💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion Chapters: 1:13 - War, Inflation, and the Investment Outlook Nobody's Pricing In 4:48 - The Cognitive Dissonance Between Headlines and Markets 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 #Gold #Silver #Copper #Uranium #HardAssets #Inflation #Mining #GoldPrice #PreciousMetals #StraitOfHormuz #WarAndMarkets #MiningStocks #GoldInvesting #SilverInvesting #CopperDemand #UraniumStocks #MarketComplacency #RealAssets #Commodities #GoldBull #ResourceInvesting ________________________________________________________________________ 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

💡As war and geopolitical risk shake markets, join Wealthion’s Real Assets Community for more on gold, farmland, and other portfolio diversifiers: https://wealthion.com/getready You Asked, Jeremy Schwartz Answers… As geopolitical tensions test the limits of traditional portfolios, WisdomTree's Global CIO Jeremy Schwartz tells Maggie Lake why hard assets deserve a much bigger allocation. With only 2% of US ETF assets in gold while central banks load up, Jeremy explains how to add gold without selling core holdings and why WisdomTree bet $2 billion on farmland as the next great real asset. 💡Rethinking diversification in a chaotic geopolitcal and macro environment? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4bhokXL 💡Jeremy says many investors are still underallocated to gold. Buy phsyical gold and silver through GBI Direct: https://gbidirect.com/?aff=WTH 💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion Chapters: 0:05 - Is Diversification Breaking Down in a War-Shaken Market   1:57 - Does the Classic 60/40 Portfolio Need a Real-Assets Upgrade?   4:00 - Why Investor Appetite for Gold and Precious Metals Is Growing Again   5:46 - Is Commodity Exposure Becoming a Structural Shift, Not a Trade?   7:23 - Beyond Gold: Why Farmland May Be the Next Diversifier   10:06 - Where Farmland Fits in a Modern Diversified Portfolio  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 #Gold #HardAssets #RealAssets #Commodities #Farmland #Diversification #GoldETF #WisdomTree #GeopoliticalRisk #InflationHedge #CentralBanks #AlternativeInvestments ________________________________________________________________________ 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

💡Get a free portfolio review with Brett Rentmeester and the team at Windrock to see if you're diversified enough for this environment: https://bit.ly/4loH5gv War in the Middle East, oil volatility, inflation fears, and nonstop market noise are leaving many investors unsure what to do next. In this interview, Brett Rentmeester joins Maggie Lake to explain why investors should avoid panic, avoid chasing obvious winners, and reassess risk through a probability-based framework. He breaks down why an oil spike may hurt consumers without necessarily creating long-term inflation, and why the bond market, the 10-year Treasury, and credit spreads may matter more than the headlines. Brett also explains why diversification beyond stocks and bonds matters in a world shaped by debt, money printing, AI, and resource scarcity. 💡Get To Know Brett Rentmeester: https://youtu.be/feoem3afC7w 💡Brett explains why hard assets matter more than ever in a world of money printing and currency devaluation. Join Wealthion's Real Assets Community: https://wealthion.com/getready 💡Brett says investors need to think beyond stocks and bonds; gold and silver are part of that equation. GBI Direct, The Best Way to Invest in Gold and Silver: https://gbidirect.com/?aff=WTH 💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion Chapters: 0:56 - War in the Middle East: How Should Investors Respond? 2:23 - The Internet's Tug-of-War Between Doom and "Buy the Dip" 5:16 - Will an Oil Shock Reignite the Inflation Beast? 8:04 - What Investors Should Do in the Short Term 11:09 - Should You Take Profits When Winners Are Running Hot? 12:57 - What Tells You That Things Are Breaking 16:23 - War Is Expensive: Debt, Money Printing, and the Day of Reckoning 18:27 - ⭐️Wealthion’s Golden Nugget: The AI War, the Resource War, and a World Splitting in Two 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 #OilPrices #Inflation #BondMarket #CreditSpreads #FourthTurning #HardAssets #MarketVolatility #GeopoliticalRisk #DebtCrisis #GoldInvesting #Diversification #WarAndMarkets #ResourceScarcity #AIEconomy ________________________________________________________________________ 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

💡Move Beyond the 60/40 Portfolio. Join Wealthion’s Real Assets Community for exclusive real assets research and exclusive content: https://wealthion.com/getready   WisdomTree CIO Jeremy Schwartz says most investors are massively underweight hard assets, with commodity ETFs at less than 2% of the $14 trillion US ETF market and gold portfolios roughly 10% below an optimal allocation. He explains why commodities, gold, and strategic metals like copper are critical in a world of defense spending, supply chain risk, and geopolitical conflict. Jeremy also argues that current inflation fears are overblown, that stocks remain the single best inflation hedge based on 200 years of data, and that AI-driven productivity could mean shorter work weeks and higher real wages. He breaks down why Japan and Korea's AI-linked companies are trading at single-digit PEs, why the private credit sell-off may be overdone, and why China-Taiwan is the tail risk most investors still aren't pricing in. 💡With gold 10% underweight and commodity allocations at historic lows, is your portfolio positioned for what's coming? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/3NiUWs9 💡Jeremy says many investors still do not have enough gold in their portfolios. Protect your wealth with real gold and silver through GBI Direct: https://gbidirect.com/?aff=WTH 💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion Chapters: 0:42 - Inflation Shock or Temporary Spike?   3:24 - Will Just-in-Case Supply Chains Rekindle Inflation? 5:01 - How Do You Invest When the Future Is Unknowable? 7:47 - Is the 60/40 Portfolio No Longer Enough? 10:13 - Global Diversification After Asia’s Selloff 14:04 - Does a Defense Boom Also Mean a Critical Minerals Boom? 15:04 - AI, Jobs, and the Fed’s Next Dilemma 18:39 - Is Private Credit the Market’s Hidden Time Bomb? 21:57 - Strong Dollar: Temporary Bounce or Bigger Shift? 24:10 - ⭐️Wealthion Golden Nugget: Most Portfolios Don't Have Enough Gold 25:52 - The Most Underappreciated Risk in Markets 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 #Gold #GoldInvesting #Commodities #Copper #HardAssets #RealAssets #JeremySchwartz ________________________________________________________________________ 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

💡If money printing is coming, is your portfolio ready? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/40nSLGR You Asked, Arthur Hayes Answers… In less than 7 minutes, Arthur Hayes explains why Bitcoin's recent pullback isn't a failure of the digital gold thesis. It's a timing problem. He traces an AI deflation chain: junior knowledge workers lose their jobs permanently, the consumer credit they carry blows a hole in regional bank balance sheets, and the Fed is forced to print. That's when Bitcoin, the most sensitive asset to credit flows, wins. He points to China's 30% youth unemployment as a preview of what's coming to the U.S. 💡Arthur's making the case for hard assets. Are you? Join Wealthion's Real Assets Community: https://wealthion.com/getready 💡If they're going to print the money, you want gold and silver. GBI Direct, the best way to invest in physical gold and silver: https://gbidirect.com/?aff=WTH 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/ Arthur Hayes: X - https://x.com/cryptohayes Web - https://www.cryptohayes.com Substack - https://cryptohayes.substack.com/ LinkedIn - https://www.linkedin.com/in/arthur-hayes-b493b42/ Instagram - https://www.instagram.com/cryptohayes/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement  #Bitcoin #ArthurHayes #Crypto #Macro #Macroeconomics #DigitalGold #AI #BankingCrisis #RegionalBanks #MoneyPrinting ________________________________________________________________________ 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

💡Worried about private credit, bond yields, or broader market risk? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4rjK1fY You asked, Jim Bianco answers. In this 6-minute interview with Maggie Lake, Bianco explains why private credit stress may look scary but is highly unlikely to be the next subprime. He points to past fund-gating episodes and argues this is more likely a ring-fenced problem for private credit investors than a systemic threat to the broader economy. He also explains why, if those fears fade, bond yields could move even higher, like they did after war broke out in the middle east this past weekend. 💡Join Wealthion’s Real Assets Community for exclusive real-assets research and interviews: https://wealthion.com/getready   💡Protect your wealth with real gold and silver through GBI Direct: https://gbidirect.com/?aff=WTH 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 #JimBianco #Bonds #TreasuryYields #PrivateCredit #BDCs #CreditMarkets #Macro #FixedIncome #MarketRisk #Subprime #BondMarket ________________________________________________________________________ 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

💡If money printing is coming, is your portfolio ready? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/47de29U Arthur Hayes argues that war will force central banks to print money and lays out exactly where he's positioned for it. In a wide-ranging conversation with CoinFund President Chris Perkins, Hayes explains why Hyperliquid's clearing architecture gives it an unbeatable edge over the CME and every traditional exchange racing to launch 24/7 markets. He dismisses the Kevin Warsh appointment and the Clarity Act as noise, arguing that liquidity, not regulation, drives Bitcoin's price. He also makes the case for gold, silver, and uranium as a 20-year secular underinvestment, and shares his specific conditions for Hyperliquid, Athena, and Zcash. His closing advice: do nothing, because the more you trade, the more you lose. 💡"Rocks in the ground." Arthur's making the case for hard assets. Are you? Join Wealthion's Real Assets Community: https://wealthion.com/getready 💡If they're going to print the money, you want gold and silver. GBI Direct, the best way to invest in physical gold and silver: https://gbidirect.com/?aff=WTH Chapters: 00:58 - War, Money Printing & What to Do With Your Portfolio (and Bitcoin) 2:15 - Hyper Liquid and the Case for 24/7 Price Discovery 5:11 - Can Traditional Exchanges Compete with Hyper Liquid? 11:08 - The SaaS Apocalypse, AI Job Losses, and the Case for Rocks in the Ground 13:40 - Kevin Warsh, the Fed, and Why the Chair Doesn't Matter 16:03 - Does the Clarity Act Even Move the Needle for Bitcoin? 20:01 - The One Risk That Would Change Everything: Austerity 23:13 - ⭐️Wealthion Golden Nugget: What's on the Tip of the Spear for Arthur Hayes Right Now? 25:19 - Ethena, Zcash, and the Privacy Thesis 27:44 - Will Alt Futures and Basis Trading Save Altcoins? 30:05 - Strategic Nothingness: The Art of Doing Nothing 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 #ArthurHayes #Bitcoin #Crypto #Hyperliquid #MoneyPrinting #FederalReserve #MacroEconomics #Gold #Silver #Uranium #HardAssets #Commodities #DeFi #CryptoTrading #Geopolitics #War #Inflation #FiscalPolicy #Zcash #Athena #CentralBanks #Liquidity ________________________________________________________________________ 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

💡Higher rates, sticky inflation, and mid-single-digit returns ahead? Is your portfolio positioned? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4u7lptg Jim Bianco of Bianco Research argues that the biggest risk in 2026 isn't a recession, it's a booming economy that keeps inflation stuck at 3% and forces interest rates much higher than anyone expects. In this interview with Maggie Lake, Jim explains why the Fed's preferred inflation gauge (PCE) is diverging from CPI for the first time in 40 years, why the S&P may only return 0-5% this year, and why most portfolios are built for cheap money that isn't coming back. He lays out his "4-5-6 market" framework: cash at 4%, bonds at 5%, stocks at ~6%, and explains why gold's rally is really about an Asian crisis, not U.S. decline. Jim also shares why Bitcoin's next bull run depends on "replacement, not permission." Note: Recorded Monday, March 2nd. 💡Higher inflation world? Get ahead of it. Join Wealthion's Real Assets Community: https://wealthion.com/getready 💡 In a higher inflation world, hard assets matter more than ever. Invest in  physical gold and silver through GBI Direct: https://gbidirect.com/?aff=WTH Chapters: 0:50 - Why Treasury Rates Are Headed Higher 3:28 - Investing in a 3% Inflation World 6:15 - Commodities and Hard Assets: Too Late to the Party? 8:26 - The Real Reason Gold and Silver Are Surging 11:32 - Is China's Manufacturing Edge Enough to Save It? 16:19 - Can the U.S. Economy Handle Higher Rates? 18:29 - ⭐️Wealthion Golden Nugget: Bitcoin's Identity Crisis: From Permission to Replacement 24:40 - What Does Tether Buying Gold Really Mean? 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 #InterestRates #Inflation #TreasuryYields #FederalReserve #StockMarket #Bonds #Gold #Silver #Commodities #Bitcoin #Crypto #Stablecoins #Tether #China #DeFi #Tariffs #Economy #JimBianco #PreciousMetals #AssetAllocation #Macroeconomics #CryptoAdoption ________________________________________________________________________ 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

💡Craig says the $6,000 gold thesis is intact and today's sell-off hasn't changed it. Stay positioned for what's ahead inside Wealthion's Real Assets Community (FREE to join): https://wealthion.com/getready Iran closed the Strait of Hormuz, energy prices surged, the dollar went vertical, and in a broad market sell-off that saw the Dow plunge over 1,200 points intraday, gold and silver got caught in the liquidation wave. We sat down with Craig Hemke of TF Metals Report just hours after the chaos to break down what's really driving these moves and whether any of this changes his long-term thesis for precious metals. 💡Craig's core message: own the actual metal, not just price exposure through ETFs. Start building your physical position through Hard Assets Alliance: https://www.hardassetsalliance.com/?aff=WTH 💡With markets this volatile, Craig's advice is clear: keep your eyes on the long-term trend. Get a free portfolio review with one of Wealthion's trusted financial advisors at https://bit.ly/3N0i6Du Chapters: 0:21 - Why Did Precious Metals Sell Off in a Crisis? 3:06 - Is the Dollar Still King of Safe Havens? 5:17 - Does This Pullback Have Real Momentum? 9:16 - Where's the Floor? Key Support Levels to Watch 11:20 - Record Low Open Interest on Comex: What's Going On? 14:42 - Has the Center of Gravity Shifted East? 17:12 - Bassett Blames China: Unruly Trading or Something Deeper? 19:43 - Are the Physical and Paper Markets Breaking Apart? 21:30 - What Happens When Paper Demand Overwhelms Physical Supply? 25:09 - Mind the Spread: Buying and Selling Physical Metal 27:25 - Has the Bull Case for Precious Metals Changed? 32:07 - Could a Gold Revaluation Actually Happen? 34:27 - Copper, Miners, and the Bigger Commodity Picture 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 #Gold #Silver #GoldPrice #SilverPrice #PreciousMetals #GoldInvesting #COMEX #Commodities #Copper #RealAssets #DollarDebasement #StraitOfHormuz #Iran #Geopolitics #InterestRates #YieldCurveControl #CraigHemke #TFMetalsReport #SafeHaven #Mining #GoldMiners ________________________________________________________________________ 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

💡Want to hear David Morgan's complete breakdown on gold, silver, and what's coming next? The full interview is available inside Wealthion's Real Assets Community — free to join: https://wealthion.com/getready You Asked. David Morgan Answers. In this 10 minute video, David Morgan shares his updated gold target of at least $10,000, explains why Wall Street figures who once dismissed precious metals are now recommending significant gold allocation, and breaks down what central bank buying at multi-decade highs means for the monetary system. He also makes the case for silver outperforming gold long-term, discusses the gold-silver ratio swap strategy for navigating volatility, and weighs in on massive institutional bets on $15,000–$16,000 December gold calls. 💡David Morgan recommends 10–20% precious metals allocation — where does your portfolio stand? Get a free review with Wealthion's endorsed financial advisors: https://bit.ly/40qdKsJ 💡David Morgan says you don't want to be without gold and silver — start with the best way to own them. Hard Assets Alliance: https://www.hardassetsalliance.com/?aff=WTH 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 #Gold #Silver #PreciousMetals #CentralBanks #GoldPrice #SilverPrice #Inflation #Recession #MarketVolatility #PortfolioAllocation #Diversification #SafeHaven #HardAssets #RealAssets #SoundMoney #Macro #MacroInvesting #Commodities #BullMarket #RiskManagement #PhysicalGold #PhysicalSilver #DavidMorgan  ________________________________________________________________________ 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