Wealthion

Jim Bianco explains how Anthropic’s soaring valuation is flowing through to major public companies like Microsoft and Amazon — and why one private AI company may have added 10% to S&P 500 earnings.

Jim Bianco says investors may not be able to underweight stocks, even with major macro risks building. Why? Because the AI trade still has momentum — and he argues the boom is not entirely irrational.

Jim Bianco says the stock market may look strong on the surface, but the rally is being held up by a narrow group of AI and chip stocks. Even with oil, war, and recession fears dominating headlines, Bianco argues AI is now the most important force in financial markets. Tune into Wealthion at 4 PM ET for Maggie Lake’s full interview with Jim Bianco: hubs.ly/Q04hH1TX0

Daniel Lacalle, Chief Economist at Tressis, says investors should not ignore real assets in a world of persistent inflation, fiscal stress, and currency debasement. Lacalle explains why gold, silver, copper, coal, and nuclear all deserve attention — and why pullbacks in gold may be opportunities if the monetary and fiscal backdrop has not really changed.

Jim Bianco, President of Bianco Research, says the bond market may be sending the Fed a clear message: take inflation seriously — or investors may start selling bonds aggressively. In this clip, Bianco explains why cutting rates with inflation still running hot could backfire, why bond investors may demand a tougher Fed, and why talk of rate hikes could actually be what brings long-term yields back down. #Wealthion #JimBianco #Bonds #BondMarket #TreasuryYields #FederalReserve #Fed #Inflation #RateHikes #InterestRates #Markets #Investing #Finance #Macro #PortfolioStrategy

Jim Bianco, President of Bianco Research, warns that the world may only have a few weeks left before oil inventories can no longer mask the impact of the Strait of Hormuz disruption. Bianco explains why the market is stuck in a dangerous “no war, no peace, no oil” setup — and why real supply constraints could soon hit the oil market if the strait remains closed.

With gold moving, oil still above $100, and inflation worries keeping pressure on markets, this past warning from Lobo Tiggre is worth revisiting. In this Wealthion clip, Tiggre explains why investors should pay attention to hard assets, commodities, and the risks building beneath the surface — a message that feels even more relevant as today’s market headlines point back to inflation, energy, gold, and uncertainty around rates.

Gold may be sending investors a warning — not a green light. Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence, says gold volatility is now at levels not seen since just before the Great Recession, while stock market valuations are sitting near their highest levels in almost 100 years. With risk assets this expensive, McGlone warns that even a small reversal could expose how fragile this market has become. Full interview releases at 4pm on Wealthion! hubs.ly/Q04hbvfH0

Premiering today at 4 PM ET on Wealthion: Open Position host Steven Feldman sits down with David Rosenberg, founder and president of Rosenberg Research and a veteran Wall Street economist and market strategist, for a blunt conversation about markets, risk, and why investors may be dangerously conditioned to “buy the dip.” Feldman warns that years of Fed and Treasury support may have allowed risk to build beneath the surface — like plaque in the financial system — until the eventual pain becomes much bigger.

3.8% inflation. Just dropped yesterday. The highest reading since 2023. Energy up 17.9% annually. Gasoline up 28.4%. And this is before the debt spiral really kicks in. Jonathan Wellum has been warning about this for months: 350% debt-to-GDP globally, every major economy — US, UK, Germany, Japan, China — maxed out with nowhere to go. This could break at any time. Is your purchasing power protected? TODAY at 4PM — Maggie Lake talks with Jonathan Wellum on Wealthion's channel. Don't miss it. Hit the notification bell. 💡Get a free review with Wealthion’s trusted financial advisors at hubs.ly/Q04gr0pc0

Copper is pushing toward record highs — even as Middle East uncertainty, market volatility, and global growth fears dominate headlines. In this conversation, Trey Reik speaks with Rudi Fronk, President & CEO of Hycroft Mining, about why copper’s strength may be sending a major signal for investors. Fronk breaks down the growing demand for critical metals, the supply pressures facing the mining industry, and why hard assets could become increasingly important in the years ahead. Is copper warning us about what’s coming next? New interview premiering now hubs.ly/Q04gjRt-0

Steve Hanke warns the U.S. and China are already in an undeclared economic war - and says rare earths are tghe pressure point Washington can't ignore. If China cuts off supply, Hanke says the U.S. economy could face a major shutdown within months. Full interview here hubs.ly/Q04gbV3s0

Very successful investors know the edge is often getting in early and cheap. This Saturday at 10am ET, Wealthion hosts An Insider’s Guide Into Investing in Real Asset Private Placements — a virtual conference on gold, silver, miners, junior miners, hard assets, and how private placements actually work. Featuring Tavi Costa, Joe Mazumdar, Steven Feldman, Rudi Fronk, Dave Wargo, and Justin Chan. Get access to Saturday’s conference + more by signing up to be an accredited investor at hubs.ly/Q04fS8PP0.

Jesse Felder, founder of The Felder Report, joins Maggie Lake to warn that investors may be dramatically underestimating the risks building beneath today’s market rally. Felder argues the world has entered a new structural inflationary era driven by deglobalization, soaring debt, commodity shortages, and geopolitical instability — with potentially massive implications for bonds, stocks, and the broader economy. Watch full interview here hubs.ly/Q04fQ2mZ0

Stefan Rust says the “transitory inflation” call from Janet Yellen and Jerome Powell exposed a much bigger problem: the way official inflation is calculated is outdated, antiquated, and unfit for an AI-driven economy. He explains why his team built a new model to track “true inflation” — and why investors should pay attention. Watch full interview with Stefan and Chris Perkins at 4pm today on hubs.ly/Q04fRb5B0

Vermeulen: 8% Rates Could Break the Market

"Iran is going to stay caged, and every neighbor is content with that." Maj Gen Spider Marks (@RangerSpider at @AcadSecurities): Israel is the regional hegemon. 5,000 years of history say it isn't going anywhere. The Abraham Accords are holding. #Israel #Iran #AbrahamAccords Watch the full interview here: hubs.ly/Q04dPylr0 💡Get a free portfolio review with Wealthion's trusted financial advisors at hubs.ly/Q04dPqJx0

"At the sound of the guns, buy". Maj Gen Spider Marks (@RangerSpider @AcadSecurities) on the Pentagon's $200B Overseas Contingency Operations budget, and the 1800s investing rule that still applies today. #Defense #Metals #Pentagon #Investing Watch the full interview here: hubs.ly/Q04dF1-N0 💡Join Wealthion's Real Assets Community for EXCLUSIVE real-assets content and more: hubs.ly/Q04dDZdC0

We’re seeing a major disconnect in the economy—sentiment is collapsing, but consumer spending and jobs are still holding up. @EdDAgostino of @MauldinEcon explains why this “vibe vs reality” gap is defining today’s macro picture—and why even well-informed investors are more divided than ever. He calls it the Great Restructuring. #MacroEconomics #Markets #Recession #Inflation #Investing Watch the full interview here hubs.ly/Q04drHwX0 :bulb:Get a free portfolio review with Wealthion’s endorsed financial advisors at hubs.ly/Q04drCFR0

AI is often sold as a productivity revolution—but is it actually changing how much we work? @EdDAgostino of @MauldinEcon breaks down why past tech waves didn’t reduce work hours, why today’s AI optimism may be overstated, and what really worries him about systems that are starting to behave in unexpected ways. #MacroEconomics #AI #Markets #Jobs Watch the full interview here hubs.ly/Q04dqzf60 💡Get a free portfolio review with Wealthion's endorsed financial advisors at hubs.ly/Q04dqy7W0