Wealthion - Be Financially Resilient

Is the U.S. really facing a housing shortage? Ivy Zelman says the data tells a very different story.In this conversation with Maggie Lake, renowned housing analyst Ivy Zelman explains why the housing market has become a tale of two Americas, why affordability is the worst it's been in decades, and why the biggest problem isn't simply a lack of homes. She breaks down where home prices are still rising, where supply has surged, why younger Americans are struggling to buy, and why, despite popular belief, she believes the U.S. housing market is much closer to balance than many investors realize.Topics discussed:* Why Ivy Zelman says there isn't a nationwide housing shortage* The affordability crisis facing first-time buyers* Why it's better to rent than buy in many markets today* The Sun Belt vs. Midwest housing divide* Home prices, inventory, and where the market goes next* What investors should watch in housing and real estate
💡Want exclusive housing research, market insights, and interviews with top experts like Ivy Zelman? Join Wealthion's Real Assets Community:https://bit.ly/4x8UtKpChapters:00:00 The Housing Market Is NOT in Shortage00:21 Why Home Prices Are Splitting Across America03:13 The Entry-Level Housing Affordability Crisis05:17 Why Young Americans Can't Afford to Buy Homes07:45 What Mortgage Rate Would Fix Housing?10:20 Is Another Housing Crisis Coming?10:44 Why Ivy Zelman Says There's No Housing Shortage13:48 The Biggest Housing Market Myth Investors Believe15:22 Where Smart Real Estate Investors Are Looking16:47 Is It Better to Rent or Buy Right Now?18:37 Builders, Lumber Costs & What's Next for Home Prices20:39 Final Thoughts

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

AI has been the market's biggest winner—but Barry Knapp believes the trade is entering a new phase.

In this conversation with Maggie Lake, Barry Knapp, Founder and Managing Partner of Ironsides Macroeconomics, explains why he's reduced his exposure to technology stocks, why the pace of AI capital spending is likely to slow, and where he's positioning instead.

The discussion also explores why the Federal Reserve's 2% inflation target was a mistake, what a Kevin Warsh-led Fed could mean for markets, why inflation is likely to stabilize around 2.5%, and why fiscal policy—not monetary policy—may be the biggest long-term risk facing investors.

In this interview:
• Why Barry is underweight technology stocks
• Is the AI investment boom entering a new phase?
• The Fed's biggest policy mistake
• Kevin Warsh and the future of monetary policy
• Why inflation may stabilize around 2.5%
• Where Barry sees the biggest investment opportunities today
• Why he believes a 10% market pullback is possible
• The long-term risks of U.S. fiscal policy

💡 Barry Knapp is repositioning his portfolio for what's next. Want a second opinion on your own portfolio? Get a free review with one of Wealthion's trusted fiduciary financial advisors: https://wealthion.com/free

Chapters:
00:00 Cold Open
00:39 Introduction: Barry Knapp of Ironsides Macroeconomics
00:50 Why the U.S. Economy Is Still K-Shaped
04:20 Kevin Warsh's Plan for the Federal Reserve
09:02 Treasury Yields, Bonds & Fed Balance Sheet Risks
13:08 Can Kevin Warsh Restore Confidence in the Fed?
17:08 Why the Fed's 2% Inflation Target Was a Mistake
18:42 Why Inflation Will Likely Settle Around 2.5%
23:37 The Real U.S. Debt & Deficit Problem
28:19 Tech Stocks, AI & Why Barry Knapp Cut Exposure
31:12 Where Barry Knapp Is Investing Instead
33:02 Why a 10% Market Correction Is Possible
33:47 Biggest Blind Spots for Investors Today
35:59 Final Thoughts

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 #BarryKnapp #FederalReserve #TechStocks #AI #Inflation #StockMarket #InterestRates
________________________________________________________________________
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 Fed announces its latest interest rate decision Wednesday—but is Wall Street missing the real story? Jim Bianco, President of Bianco Research, joins Maggie Lake to explain why this could be one of the most consequential Fed meetings in years, why he believes rates should be higher, and why a fundamentally different Federal Reserve is changing how investors should think about markets. Plus, Bianco breaks down what tomorrow's decision could mean for inflation, bond yields, and your portfolio.

💡If Jim Bianco is right that the Fed is entering a new era, your portfolio may need a new playbook. Get a free review with Wealthion's trusted financial advisors today: https://bit.ly/4xdOYud

Chapters:
00:00 Cold Open
00:21 Jim Bianco's Bold Fed Prediction
01:17 Why the Fed Has Changed Forever
03:10 The End of the "Maestro" Federal Reserve
04:42 Trump, Kevin Warsh & Fed Independence
06:13 Why Wall Street Keeps Getting the Fed Wrong
09:49 The Fed's Biggest Policy Mistake
10:45 Should the Fed Raise Rates Tomorrow?
11:51 Why Bond Yields Keep Rising
14:30 Why Inflation Isn't Going Away
16:00 What to Watch From the Fed Meeting
18:42 Closing Thoughts

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

Everyone is focused on today's AI boom—but according to Brett Rentmeester, the biggest investment opportunities may still be ahead.

In this conversation with Maggie Lake, Brett explains why investors are underestimating AI's next phase, from agentic AI and autonomous software to physical AI, including robots, autonomous vehicles, and intelligent machines. He also explores what these developments could mean for data centers, energy demand, semiconductor companies, and the long-term investment landscape.

If the first wave of AI was ChatGPT, Brett argues the next waves could be significantly larger—and many investors aren't positioned for them yet

💡 If AI is reshaping the global economy, make sure your portfolio is positioned for what's next. Get a free review with Wealthion's trusted financial advisors at https://bit.ly/4wJ1n9H

Chapters:
00:00 The Next Wave of AI Is Already Here
00:23 Why Businesses Are Just Beginning to Adopt AI
01:12 Agentic AI: The Next Big Breakthrough
02:08 Physical AI: Robots, Robotaxis & Drones
03:20 Can AI Spending Continue?
03:59 The AI CapEx Debate: Are Tech Giants Overspending?
05:29 Open Source AI, China & the Competitive Threat
07:03 The Data Center & Energy Bottleneck
08:22 Why Natural Gas Could Power the AI Boom
08:37 AI Investment Opportunities Beyond Big Tech
08:56 The AI Race Between the U.S. and China

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

For decades, investors have benefited from the belief that U.S. markets would continue to outperform the rest of the world. But as AI fuels an increasingly concentrated stock market, are investors taking on far more risk than they realize?

In this conversation, Wealthion CEO Steven Feldman explains why today's S&P 500 may not be as diversified as many believe, how AI has transformed the market into a highly correlated bet, and why scarce real assets—including gold, infrastructure, farmland, and other hard assets—can play an important role in building a resilient portfolio.

This interview was released alongside Steven Feldman's latest "The American Exception" series, where he takes a deeper look at the forces driving U.S. market dominance, the risks beneath the surface, and what investors should be watching next.

👉 Read Steven's Companion Newsletters "The American Exception," parts 1, 2, and 3 at wealthion.com/news

💼 Accredited Investors: Want to go deeper than what we can share on YouTube? As an accredited investor, you can gain access to exclusive interviews, private market insights, and behind-the-scenes conversations with some of the world's leading investors covering AI, American exceptionalism, gold, real assets, and other opportunities that can't be discussed publicly due to regulatory restrictions. Request your exclusive access here: 👉 https://bit.ly/3RbjvJN

💡 Concerned about market concentration, AI valuations, or whether your portfolio is truly diversified? Get a free portfolio review with Wealthion's trusted financial advisors and build a strategy designed for today's investment landscape. 👉https://bit.ly/4574E6x

💡 Want to learn why investors are increasingly turning to gold, infrastructure, farmland, and other scarce assets? Join Wealthion's Real Assets Community for exclusive research, expert interviews, and in-depth analysis designed to help you build a more resilient portfolio. 👉 https://bit.ly/4wn58kU

Chapters:
00:00 The AI Bet Hiding in Your Portfolio
01:44 Why AI Concentration Is a Growing Risk
02:27 The American Exception: Why the U.S. Still Wins
05:07 What "Real Assets" Actually Mean
07:08 Why the S&P 500 Isn't Truly Diversified Anymore
10:59 The Case Against Blind Index Investing
11:47 Loving AI Without Overpaying for It
14:10 Building a Portfolio That Can Survive Anything
18:18 Why Scarcity Matters More Than Hype
20:13 Gold, Debt & Why Investors Need Insurance
24:45 The Long-Term Case for Gold

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