Wealthion - Be Financially Resilient

🏠 Could the housing downturn put your investments at risk? Get a second opinion on your portfolio with Wealthion: https://bit.ly/4e9LsJV

Is the U.S. housing market headed for a deeper crash?

Real estate expert Nick Gerli, founder of Reventure, joins Maggie Lake to explain why America's housing market is experiencing a multiyear recession — and why he believes more pain is coming.

Austin home prices have fallen 27%, according to Nick's analysis, while sellers in Florida, Texas and other Sun Belt markets are taking significant losses. Yet parts of the Northeast remain surprisingly resilient.

Nick breaks down why mortgage rates aren't the real problem, why renting is often cheaper than buying, and why falling home prices haven't brought buyers back.

They also examine the growing distress in multifamily real estate, the coming wave of baby boomer home sales, and whether the next housing downturn could resemble the 2008 financial crisis.

Are we approaching a housing market bottom — or is the worst still ahead?

Let us know what you're seeing in your local market. Comment below the video!

#HousingMarket #HousingCrash #NickGerli #RealEstate #MortgageRates

Chapters:
00:00 Nick Gerli Warns: The Housing Bust Isn't Over
00:40 U.S. Housing Recession: Home Sales Collapse
01:43 Home Prices Falling in Florida, Texas and Arizona
03:06 Why New Jersey Home Prices Are Still Rising
05:13 Sun Belt Housing Market: The Migration Reversal
07:14 Is the Sun Belt Real Estate Boom Over?
09:17 Baby Boomers and the Coming Housing Supply Wave
11:36 Why Millennials and Gen Z Can't Afford Homes
12:46 Renting vs. Buying: The Housing Affordability Crisis
15:13 Will Lower Mortgage Rates Save the Housing Market?
17:30 Why Home Prices Matter More Than Mortgage Rates
18:55 Austin Housing Bust: Home Prices Down 27%
20:33 How Nick Gerli Bought a Home at a Steep Discount
22:41 Florida Condo Crash and Sun Belt Real Estate Deals
23:37 The K-Shaped Housing Market: Winners and Losers
25:32 Why 3% vs. 7% Mortgages Change Seller Behavior
27:05 Multifamily Real Estate: Debt and Refinancing Risks
30:33 Is Another 2008 Housing Market Crash Coming?
31:48 Apartment Loan Delinquencies Flash Warning Signs
33:17 Lennar Price Cuts and the Housing Market Outlook

Connect with us online:
Website: https://www.wealthion.com
Spotify Podcast: https://open.spotify.com/show/4wCAfhgUdspxeMqyi6KZkb
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________________________________________________________________________
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 your portfolio prepared for the next market downturn? With AI stocks dominating market gains and Treasury yields climbing, now may be the time to reassess your risk. Request a complimentary portfolio review with a Wealthion financial advisory partner: https://bit.ly/4e9LsJVThe S&P 500 could hit 8,000 before year-end—but is a major market correction looming?Gareth Soloway, Chief Market Strategist at Verified Investing, joins Wealthion's Maggie Lake to explain why he remains bullish in the short term while warning that extreme AI concentration, rising bond yields, and investor complacency could set the stage for a painful reversal.Soloway reveals the critical S&P 500 levels he's watching, why he's avoiding crowded AI trades, and where he's finding opportunities in beaten-down stocks. He also shares his price targets for gold, silver, and Bitcoin—and explains how investors can protect their wealth without missing the rally.Can you ride the bull market without getting caught in the next crash?Chapters;00:00 Gareth Soloway Warns of a Major Stock Market Collapse00:24 Should Investors Chase Returns or Protect Wealth?00:57 S&P 500 to 8,000? Gareth Soloway's Market Forecast02:46 AI Bubble Warning: NVIDIA and Extreme Market Concentration05:21 Could AI Job Losses Threaten the U.S. Economy?06:20 Why Investor Complacency Signals Stock Market Danger07:17 Why He's Buying Clorox and Nike Instead of NVIDIA08:40 S&P 500 Technical Analysis: The Road to 8,00010:01 Critical S&P 500 Support Levels: 7,575, 7,450 and 7,00011:31 Nuclear Energy, Uranium and the AI Power Trade13:23 The Earnings Warning Sign That Could Signal Institutional Selling15:24 Treasury Yield Warning: Could 5.5% Trigger a Market Selloff?19:53 Portfolio Protection: When to Take Profits and Reduce Risk21:44 Gold Price Forecast: Could Gold Fall to $3,500?23:55 Silver Price Prediction: Why $50 Could Be a Buying Opportunity27:03 Market Bubbles, Meme Stocks and Retail Investor Speculation29:54 Bitcoin Price Prediction: Is $67,000 the Next Buying Opportunity?32:43 Altcoin Season: Why Crypto's Next Rally Could Be Different34:41 Bull Market vs. Crash Risk: How Gareth Soloway Trades Both38:12 Diversification and Risk Management: How to Protect Your Wealth
#GarethSoloway #StockMarket #SP500 #MarketCrash #Investing #GoldPrice #WealthionConnect with us online:
Website: https://www.wealthion.com
Spotify Podcast: https://open.spotify.com/show/4wCAfhgUdspxeMqyi6KZkb
Apple Podcast: https://podcasts.apple.com/us/podcast/wealthion-be-financially-resilient/id1566889716
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/
Facebook: https://www.facebook.com/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 your portfolio prepared for a market where stocks and bonds could fall together? With AI masking economic weakness and the Fed risking overtightening, traditional diversification may not offer the protection investors expect. Request a complimentary portfolio review with a Wealthion financial advisory partner to discuss your allocation, interest-rate exposure, and opportunities in real assets: https://bit.ly/4e9LsJV

Is artificial intelligence propping up an economy that's weaker than it looks? And could the Federal Reserve's fight against inflation trigger the next recession?

Andrew Sarna, Portfolio Manager at Forthlane Partners, joins Maggie Lake on Wealthion to explain why rising Treasury yields, persistent inflation, and an economy increasingly dependent on AI spending could create dangerous conditions for investors.

Sarna warns that the old rules of investing may no longer apply. With government debt mounting, bond markets under pressure, and traditional asset correlations breaking down, investors may need to rethink how they protect and grow their wealth.

In this interview:

📉 The Fed's Biggest Risk: Why further interest-rate hikes could push a vulnerable economy into recession.

🤖 The AI Economy: How massive AI capital spending may be masking weakness in housing, manufacturing, and other sectors.

💥 The Next Financial Shock: Why rising Treasury yields and hidden leverage could trigger an unexpected market crisis.

🥇 Gold and Copper: Why fiscal deficits, electrification, and supply shortages could support real assets over the long term.

📊 The New Diversification: Why traditional stock-and-bond portfolios may struggle in a regime of fiscal dominance.

₿ Bitcoin's Future: Can Bitcoin become a true store of value, or does it remain a speculative risk asset?

⚡ Where the Opportunities Are: Why power infrastructure and senior housing could offer overlooked opportunities beyond the AI boom.

#FederalReserve #StockMarket #AIEconomy #TreasuryYields #Gold #Copper #RealAssets #Investing #Wealthion

Chapters:
00:00 AI Economy Warning: Why the Old Investing Rules Are Breaking
00:27 Fed Rate Hikes, Inflation & Recession Risk
03:14 Could Rising Treasury Yields Trigger a Bond Crisis?
05:17 Hidden Leverage: What Could Break the Financial Markets?
07:21 Bonds vs. Gold: How Should Investors Diversify?
08:58 AI Stocks, Data Centers & Overinvestment Risk
11:42 Gold and Copper: Long-Term Real Asset Opportunities
14:17 AI Demand vs. Copper Supply: Will Prices Keep Rising?
18:06 Commodity Supply Shortages & the Risk of Market Timing
21:07 Oil Supply Chains, Diesel Prices & Geopolitical Risk
23:56 Why the Old Rules of Investing No Longer Apply
28:57 A New Portfolio Strategy: Stocks, Hard Assets & Short Bonds
31:38 Bitcoin vs. Gold: Store of Value or Speculative Asset?
36:30 AI Valuations: Are Investors Overpaying for Growth?
38:09 America's Power Shortage & Grid Investment Opportunities
39:40 Senior Housing and the Silver Tsunami Investment Opportunity

Connect with us online:
Website: https://www.wealthion.com
Spotify Podcast: https://open.spotify.com/show/4wCAfhgUdspxeMqyi6KZkb
Apple Podcast: https://podcasts.apple.com/us/podcast/wealthion-be-financially-resilient/id1566889716
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/
Facebook: https://www.facebook.com/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 uranium bull market may have much further to run.Justin Huhn, founder of Uranium Insider, joins Wealthion’s Maggie Lake to break down the growing imbalance between global uranium supply and nuclear power demand — and what it could mean for uranium prices, uranium stocks and investors.Huhn explains why increasing mine production hasn’t solved the market’s structural supply problem, why the long-term uranium contract market may be more important than the spot price, and how utilities are positioning as they secure fuel well into the 2030s.They also discuss the accelerating nuclear renaissance, AI and data-center power demand, the outlook for uranium miners, the role of major producers such as Cameco and Kazatomprom, and where Huhn sees the biggest opportunities — and risks — in the uranium trade.Topics include:Uranium prices • Uranium stocks • Nuclear energy • Uranium supply and demand • AI power demand • Nuclear fuel • Uranium mining • Commodities • Energy investing • Cameco • Kazatomprom • SMRsIf nuclear power demand continues to rise faster than new uranium supply can come online, what happens next?
#Uranium #NuclearEnergy #UraniumStocks #Investing #Commodities
💡 If uranium demand keeps rising while supply struggles to keep pace, what does that mean for your portfolio? Request a complimentary portfolio review with a Wealthion financial advisory partner to discuss your exposure to energy, commodities and the broader real-assets theme: https://bit.ly/4e9LsJV
☢️ For more of Justin Huhn’s research and analysis on uranium, nuclear energy and the fuel cycle, visit Uranium Insider: https://www.uraniuminsider.com/Chapters:00:00 Uranium Could Hit $150–$200 Per Pound00:25 Google, Constellation & the Nuclear Energy Boom03:52 Why AI Hyperscalers Are Turning to Nuclear Power06:17 Nuclear Stocks vs. SMRs: Where Is the Better Investment?09:12 How Justin Huhn Became a Uranium Bull11:13 The Nuclear Renaissance Is Accelerating14:11 Why Uranium Stocks Have Struggled20:23 Does the Uranium Bull Market Depend on AI?24:43 Nuclear Power, Energy Security & Geopolitics25:08 China, Russia & India’s Nuclear Buildout29:05 Is NIMBY Still a Problem for U.S. Nuclear Power?31:19 Uranium Commodity vs. Uranium Stocks32:05 Why Physical Uranium May Offer the Best Risk-Reward33:30 Why Uranium Could Reach $150–$20033:58 Spot Uranium vs. Long-Term Contract Prices38:09 The Uranium Market’s Most Important Leading Indicators40:03 Enrichment, Conversion & the Nuclear Fuel Cycle41:46 Why Uranium Is the Coming Supply Bottleneck43:02 Which SMR Companies Could Win?46:21 How to Build a Nuclear & Uranium Portfolio48:07 Nuclear Reactors on the Moon?
Connect with us online:
Website: https://www.wealthion.com
Spotify Podcast: https://open.spotify.com/show/4wCAfhgUdspxeMqyi6KZkb
Apple Podcast: https://podcasts.apple.com/us/podcast/wealthion-be-financially-resilient/id1566889716
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/
Facebook: https://www.facebook.com/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

Are investors really diversified — or has the AI boom turned major stock indexes into one enormous concentrated bet?

Rupert Mitchell, author of The Blind Squirrel, joins Maggie Lake to explain why he believes traditional index investing may now offer a false sense of diversification. His concern: U.S. stocks remain expensive, AI and semiconductor exposure dominates more portfolios than investors realize, and even global indexes may be far more concentrated than they appear.
Mitchell explains why he currently favors the equal-weight S&P 500 over the Nasdaq-100, where he sees better value outside U.S. equities, and how he is constructing a portfolio designed to survive the next 20 years.

They also discuss:

• Why U.S. equities look historically expensive
• The growing concentration of AI and semiconductor stocks
• Equal-weight S&P 500 vs. Nasdaq-100
• Whether the economics of the AI boom will actually hold up
• Gold’s role in a changing global monetary system
• China’s growing influence over oil prices
• Why energy stocks could benefit from a new oil-price regime
• Copper, Glencore and long-term commodity exposure
• How AI could disrupt banks and the financial system
• Why global diversification may matter more than ever
Are you actually diversified — or does your portfolio depend far more on AI than you realize?
Let us know in the comments.

💡 Are you as diversified as you think? If your portfolio is heavily exposed to the same AI-driven names and market themes Rupert describes, your diversification may be more concentrated than it appears. Request a complimentary portfolio review with a Wealthion financial advisory partner to discuss your allocation, concentration and exposure across stocks, real assets and global markets: https://bit.ly/4xFx2Jr

🐿️ Want more of Rupert Mitchell’s market thinking? Read and subscribe to The Blind Squirrel on Substack for his latest views on markets, macro, commodities and portfolio strategy: https://substack.com/@blindsquirrelmacro

Chapters:
00:00 — Why Your Portfolio May Be One Big AI Bet
01:32 — Bond Market Warning: Why Rupert Is Buying 2-Year Treasuries
04:09 — Will the Government Force Bond Yields Lower?
05:24 — AI CapEx and the Hidden Risk to U.S. GDP Growth
07:56 — Why U.S. Stocks Look Historically Expensive
09:07 — Equal-Weight S&P 500 vs. Nasdaq: The Rotation Trade
11:09 — Gold Outlook: Why the Selloff May Be Temporary
12:59 — Gold, Treasuries and the Changing Petrodollar System
15:41 — How China Is Reshaping Global Oil Prices
16:47 — The “China Collar” and the Bull Case for Energy Stocks
20:06 — How to Build a Portfolio for the Next 20 Years
22:06 — AI, Deglobalization and Inflation:

#SP500 #AIStocks #StockMarket #Investing #Portfolio #Diversification #ArtificialIntelligence #Nasdaq #Gold #Commodities #wealthion

Connect with us online:
Website: https://www.wealthion.com
Spotify Podcast: https://open.spotify.com/show/4wCAfhgUdspxeMqyi6KZkb
Apple Podcast: https://podcasts.apple.com/us/podcast/wealthion-be-financially-resilient/id1566889716
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/
Facebook: https://www.facebook.com/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