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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

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#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.
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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

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#Silver #Gold #PreciousMetals #SilverPrice #GoldPrice #SilverMiners #GoldMiners #MiningStocks #MichaelOliver #GovernmentDebt #BondMarket #Inflation #Investing #Markets #Wealthion
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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.
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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

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#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement
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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.
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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

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#DavidRosenberg #StockMarket #AIBubble #TreasuryYields #FederalReserve #Recession #LaborMarket #Investing #MarketCrash #Bonds #Inflation #Wealthion
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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

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

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#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