Inflation Is Still a Problem. Is the Fed Fighting the Wrong War?

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

Scott Bessent is making a major move in the U.S. Treasury market as long-term bond yields remain under pressure. Mike Green joins Maggie Lake to explain what Bessent is really trying to accomplish with expanded Treasury bond buybacks — and why he believes the deeper problem in the bond market is being widely misunderstood. Green breaks down the changing structure of the U.S. bond market, the growing influence of passive investing, and why traditional bond buyers are behaving differently than they have in the past. He explains why Treasury may have little choice but to act, why the debate over yield curve control may be missing the point, and how Federal Reserve interest-rate policy could actually be contributing to some of the inflation pressures policymakers are trying to fight. Plus, Green discusses the risks building beneath passive investing, what could trigger a broader market crisis, why many American households are moving closer to a financial breaking point, and how gold fits into an environment defined by declining trust in institutions. Topics: Scott Bessent, Treasury bonds, bond yields, Treasury buybacks, U.S. debt, yield curve control, Federal Reserve, interest rates, inflation, passive investing, stock market risk, gold, Mike Green, investing and portfolio strategy 💡 Mike Green explains why stress in the bond market may be about much more than U.S. debt — from changing Treasury buyers and passive flows to Federal Reserve policy and rising interest rates. 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 📬 Want more from Mike Green? Follow his Substack, where he digs deeper into market structure, passive investing, Treasury policy, the Fed and the forces reshaping markets: https://substack.com/@michaelwgreen Chapters: 0:00 Mike Green: “This Is a Very Dangerous Wound” 0:22 Mike Green on the Bond Market and Scott Bessent 1:35 Why Long-Term Treasury Bonds Are Selling Off 4:23 Why Treasury Buybacks May Be Necessary 6:55 Mike Green Defends Bessent’s Bond-Market Strategy 9:22 Is the U.S. Heading Toward Yield Curve Control? 10:14 Could High Interest Rates Actually Fuel Inflation? 11:53 America’s Growing Loss of Trust 14:44 Why American Households Are Near a Breaking Point 22:09 Is the U.S. Treasury Market Really in Trouble? 23:40 How Passive Investing Is Distorting the Bond Market 27:05 U.S. Debt, Deficits and the Real Treasury Risk 29:46 Could a Market Crisis Force the Fed to Act? 31:29 Mike Green on the Hidden Risk of Passive Investing 39:44 Why Mike Green Says Passive Investing Could “End Very Badly” 43:00 The Overlooked Opportunity in 30-Year TIPS 49:07 Gold, Commodities and the “Negative Trust” Trade 52:59 Why Gold Could Break Out as Trust in the Fed Falls 56:05 Mike Green: Why He’s Both Bearish and Optimistic 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/ #ScottBessent #BondMarket #TreasuryBonds #MikeGreen #FederalReserve #InterestRates #Inflation #YieldCurveControl #PassiveInvesting #Investing ________________________________________________________________________ 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

Oil is back near $100 — but Art Berman says one of the biggest stories in the global oil market may be getting misread.In this conversation, the veteran energy analyst challenges the idea that China has simply managed the oil shock by drawing on massive strategic reserves. Instead, Berman points to sharply lower refinery runs and argues that the more important signal may be weakening Chinese demand for gasoline, diesel and jet fuel.Is China rationing energy? Is its economy slowing more than markets realize? Or is it both?Berman explains why the answer could have major implications for oil prices, global demand and the broader energy outlook.💡 Art Berman warns that falling Chinese refinery activity could be signaling much weaker oil demand than headline numbers suggest — with major implications for crude prices, energy markets and the global economy. 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/4xFx2JrChapters:0:00 China’s Oil Demand Warning0:30 Why China’s Oil Story Doesn’t Add Up1:30 The 4 Million Barrel Oil Comparison2:17 Why Refinery Demand Matters More Than Crude Imports2:57 What Chinese Refineries Are Really Signaling4:34 Can China’s Strategic Oil Reserves Explain It?5:05 Art Berman Breaks Down China’s Oil Demand5:44 Is China’s Economy Weaker Than Markets Think?6:14 The “Party Line” on China May Be Wrong 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/ #ArtBerman #OilPrices #ChinaEconomy #ChinaOil #EnergyMarkets #CrudeOil #OilMarket #Commodities #EnergyCrisis #GlobalEconomy #Investing #Macro #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

Michael Oliver believes the next major phase of the precious metals bull market could be far more explosive than investors expect — and gold and silver miners may be the trade to watch. Oliver explains why mining stocks remain historically cheap relative to gold and silver, the technical breakout he believes could trigger a dramatic revaluation across the sector, and why silver could ultimately reach $300–$500. He also warns that mounting stress in the U.S. government debt and bond markets could accelerate demand for monetary metals, potentially sending gold, silver and precious-metals mining stocks sharply higher. Why does Oliver favor silver miners over gold miners? What signal would tell him the breakout has officially begun? And could silver really reach $500? Michael Oliver breaks down the setup — and why he believes the biggest move in precious metals may still be ahead. 💡 Michael Oliver says silver could ultimately reach $300–$500 — and believes gold and silver miners may be approaching a major breakout as government debt stress builds. Sign up for a free portfolio review with one of Wealthion’s trusted advisors to see whether your portfolio is positioned for the next phase of the precious-metals move: https://bit.ly/4yc9iMG Chapters: 0:00 — Silver to $500? Michael Oliver’s Bull Case 0:21 — Silver vs. Gold: Why Silver Could Have Much Further to Run 1:22 — Gold & Silver Miners Are Historically Undervalued 3:26 — How High Could Precious Metals Mining Stocks Go? 5:31 — The Massive Breakout Signal for Gold & Silver Miners 6:47 — Government Debt Crisis Could Fuel Precious Metals 7:19 — When Could the Gold & Silver Breakout Accelerate? 8:35 — Michael Oliver’s $300–$500 Silver Price Target 10:08 — Why Silver Could Outperform Gold 11:22 — The Technical Signal That Could Send Miners Higher 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/ #Silver #Gold #PreciousMetals #SilverPrice #GoldPrice #SilverMiners #GoldMiners #MiningStocks #MichaelOliver #GovernmentDebt #BondMarket #Inflation #Investing #Markets #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

Gold is swinging hard again — rebounding sharply today after an early selloff pushed prices to a near one-month low. But i-80 Gold CEO Richard Young says investors focused on the day-to-day volatility may be missing a much bigger shift in gold and commodities. In this conversation with Trey Reik, Young explains why he believes gold and commodities could be in a 5, 10, even 20-year run, why mining companies may increasingly benefit from expanding margins as technology becomes more capital intensive, and why hard assets with long lives and strong “moats” could become increasingly valuable. Young also breaks down what investors should look for when evaluating gold miners, why Nevada remains such an attractive mining jurisdiction, and how i-80 Gold navigated a massive recapitalization when hundreds of millions of dollars were coming due. Is the recent volatility just another shakeout inside a much bigger gold bull market? 💡 Richard Young says gold and commodities could be in a 5-, 10-, even 20-year bull run — and argues that hard assets, strong mining margins, and long-life assets may become increasingly valuable as the investment landscape shifts. Sign up for a free portfolio review with one of Wealthion’s trusted advisors to see whether your portfolio is positioned for the opportunities and risks ahead: https://bit.ly/4gAjRDG Chapters: 0:00 Gold & Commodities: A 20-Year Bull Market? 0:24 Central Bank Buying Is Reshaping the Gold Market 1:55 Why Gold Miners Could Outperform Big Tech 2:51 The Warren Buffett “Moat” in Gold Mining 4:10 Wealthion Membership 4:45 Inside i-80 Gold’s Nevada Mining Portfolio 5:47 7 Factors for Evaluating Gold Mining Stocks 6:09 Why Nevada Is a Premier Gold Mining Jurisdiction 7:48 Gold Mine Scale, Geology & Resource Conversion 9:16 Why Management & Governance Matter in Mining 11:14 The $200 Million Balance Sheet Crisis 12:54 How i-80 Gold Engineered Its Recapitalization 15:40 Inside the Convertible Debt Deal 17:44 $1.1 Billion of Institutional Demand 19:14 The Cost—and Potential Upside—of the Recapitalization 20:29 i-80 Gold’s Next Major Development Catalysts 23:17 Lone Tree & i-80’s Nevada Processing Strategy 24:09 The $85 Million Gold Exploration Program 26:15 What Long-Term i-80 Gold Investors Are Betting On 28:02 The Path Toward 600,000 Ounces of Annual Gold Production 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

David Rosenberg believes investors are overlooking a growing disconnect between market optimism and the underlying economy. In this conversation with Maggie Lake, Rosenberg explains how he is positioning for a more fragile economic backdrop — including exposure to equities, bonds and hard assets — and why he currently sees opportunity at the front end of the Treasury curve. He also takes direct aim at the AI boom, arguing that the biggest risk may not be the technology itself, but investor behavior surrounding it. Rosenberg points to surging margin debt, historically low cash levels, extreme equity exposure and elevated valuations as signs that the market is displaying familiar bubble characteristics. He also breaks down why the recent rise in Treasury yields may be more about uncertainty and real rates than inflation expectations alone, and why he still believes the next major shift could come from the labor market. Looking toward the fourth quarter, Rosenberg says repeated negative payroll prints and a rising unemployment rate could force investors — and the Fed — to shift their focus away from inflation and back toward recession risk. Could the market narrative flip faster than investors expect? 💡 David Rosenberg warns that “every bubble pops” — and says surging leverage, extreme market positioning and a weakening labor backdrop could leave investors exposed. Sign up for a free portfolio review with one of Wealthion’s trusted advisors to see whether your portfolio is prepared for what comes next: https://bit.ly/4yc9iMG Chapters: 00:00 David Rosenberg: “Every Bubble Pops” 00:17 How Rosenberg Is Positioning for a Fragile Economy 04:05 Risk Management, Diversification & Hard Assets 05:50 Why Rosenberg Likes 2-Year Treasury Notes 07:55 Is the AI Boom Becoming a Bubble? 09:32 “Every Bubble Pops” — Rosenberg on AI Excess 12:25 The Real Bubble Is Investor Behavior 13:14 Margin Debt, Extreme Sentiment & Record Equity Exposure 14:59 What’s Really Driving Treasury Yields Higher? 17:37 Fed Uncertainty, Inflation & the Bond Market 19:55 Is the U.S. Stock Market Too Big to Fail? 22:30 The Labor Market Could Be the Next Big Surprise 24:33 Could Negative Payrolls Signal Recession? 27:01 Why the Market Narrative Could Flip Back to Jobs 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/ #DavidRosenberg #StockMarket #AIBubble #TreasuryYields #FederalReserve #Recession #LaborMarket #Investing #MarketCrash #Bonds #Inflation #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

Renewed fighting between the U.S. and Iran has once again put the Strait of Hormuz — one of the world’s most critical oil chokepoints — at the center of global markets. With Brent crude jumping back above $90 a barrel following fresh U.S. and Iranian strikes, investors are again confronting a critical question: What happens if the conflict escalates and oil supplies come under even greater pressure? In this timely Wealthion compilation, Art Berman, Steve Hanke, David Woo and Marc Faber break down the potential consequences for oil prices, inflation, interest rates, stocks and the broader economy. David Woo explains why Iran could benefit from driving Brent crude toward $100–$120 and putting pressure on U.S. equities. Steve Hanke warns that continued inventory drawdowns can eventually turn an oil-market deficit into an outright shortage — potentially setting the stage for another spike in crude prices. Energy expert Art Berman explains why markets can adapt to supply disruptions only so far before higher prices and demand destruction become necessary, while Marc Faber discusses how persistent energy pressures could feed inflation and make it harder for interest rates to fall. As tensions rise again around the Strait of Hormuz, these recent conversations offer important context for investors trying to understand what another escalation between the U.S. and Iran could mean for markets. Featuring: Art Berman, Steve Hanke, David Woo & Marc Faber 💡 With renewed U.S.-Iran tensions putting the Strait of Hormuz and global oil supplies back in focus, Art Berman, Steve Hanke, David Woo and Marc Faber explain why another escalation could mean higher oil prices, renewed inflation pressure and greater risk for stocks and the broader economy. Sign up for a free portfolio review with one of Wealthion’s trusted advisors to see whether your portfolio is positioned for a potential energy shock and the market volatility ahead: https://bit.ly/4qNmIfF Chapters: 00:00 Iran, $120 Oil & a 10% Stock Market Drop 00:12 Art Berman: Why Oil Markets Eventually Force Demand Destruction 02:10 Steve Hanke: Oil Inventories Are Masking the Real Shortage Risk 03:39 When an Oil Deficit Becomes an Outright Shortage 04:24 David Woo: Why Iran Wants Oil Prices Higher 05:13 Marc Faber: Oil, Inflation & Why Interest Rates May Stay High 05:34 Why Money Printing Could Make Inflation Worse 06:01 Wealthion Membership: Putting Macro Insights to Work 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/ #Iran #OilPrices #StraitOfHormuz #BrentCrude #CrudeOil #StockMarket #Inflation #Geopolitics #EnergyMarkets #OilShortage #InterestRates #Investing #MarketRisk #MiddleEast #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

Is the U.S. economy really headed for recession? Franklin Templeton’s Chris Galipeau argues the bearish narrative is missing what matters most: a resilient consumer, improving credit trends, strong corporate earnings, and a labor market that remains supportive. He also pushes back on fears that AI is about to destroy jobs, explains why investors may be too focused on Fed headlines and geopolitical noise, and makes the case that corporate profitability matters far more for markets over time. With investors focused on Kevin Warsh, interest rates, inflation, and the economic outlook, Galipeau offers a sharply different view of what the data is actually saying about the U.S. economy and stock market. 💡 Chris Galipeau argues that recession fears may be overstated, the U.S. consumer remains stronger than the headlines suggest, and corporate earnings matter more than much of the daily macro noise. Sign up for a free portfolio review with one of Wealthion’s trusted advisors to see whether your portfolio is positioned for the economy and markets ahead: https://www.wealthion.com/advisors/ Chapters: 00:00 Why the Recession Narrative Is Wrong 00:41 The U.S. Consumer Is Stronger Than You Think 02:12 What’s Really Supporting the Economy? 02:48 Why the “Doom” Narrative Keeps Missing 03:54 Will AI Really Take Everyone’s Jobs? 04:38 The Real Recession Risk Investors Should Watch 05:29 Kevin Warsh, the Fed & the Economic Outlook 06:54 Why Economic Data Can Mislead Investors 07:32 Why Earnings Matter More Than Geopolitics 08:12 Corporate Profits Are Beating Expectations 08:46 Wealthion Membership & Portfolio Resources 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/ #Economy #Recession #StockMarket #Investing #FederalReserve #InterestRates #Inflation #AI #Markets #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