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Wealthion
The episodes Chorus has covered, newest first: what was said, by whom, with verified quotes.
Housing Weakness is spreading to luxury buyers | Ivy Zelman
Ivy Zelman argues that US housing weakness, which began at the entry level after mortgage rates rose above 7%, has now spread to luxury and move-up buyers, with builders relying on costly rate…
Why the 60/40 Portfolio May Not Protect You
Brett Rentmeester argues that the traditional 60/40 portfolio may not protect investors because US debt, now around $40T in official terms with far larger off-balance-sheet obligations, is pushing…
Where Joel Salatin Would Invest $1 Million in Agriculture
Joel Salatin argues that American agriculture is in a deep downturn, citing farm bankruptcies doubling from 2024 to 2025, soybean farmers losing about $100 an acre and corn farmers facing projected…
The Treasury’s Gold Revaluation Play | Lyn Alden
Lyn Alden argues that structural US fiscal deficits, running near 7% of GDP, are the main engine of inflation and asset-price divergence, and that the Fed's rate and balance-sheet tools are poorly…
Larry McDonald: S&P 500 Could Crash 30% Over the Next Year
Larry McDonald argues the S&P 500 could fall about 30% over the next year, pointing to extreme concentration in a few mega-cap names such as Nvidia, Apple and Meta, and to a split market where…
Arthur Hayes: Stocks Peak in 2027 Before the AI Bubble Bursts
Arthur Hayes argues that AI is in a bubble, with data center capex at its largest share of GDP since the railroads, and that the bubble will crack around late 2027 when AI labs must pay for…
Gold Could Plunge to $3,600 If This Critical Level Breaks
Trey Reik argues that the gold bull market remains intact despite recent weakness, which he attributes to short-term reactions to rising oil prices and fears of Fed tightening.