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Wealthion - Be Financially Resilient

Wealthion - Be Financially Resilient

1,238 episodes — Page 7 of 25

Rise Up Special Report: Market Mayhem, Tariffs & Recession Talk

The markets are giving investors whiplash and in this weeks Rise Up we’re breaking format to do an in-depth dive on the market volatility, the opportunities that exist for investors to capitalize on it and how to protect yourself financially on everything from job loss to a recession. With decades of experience and having managed portfolios through several recessions and lots of volatility, the advice in this week’s episode from Host Terri Kallsen and Bleakley Financial Group Principal Scott Schwartz and portfolio manager David Mandelbaum is priceless. From healthcare to global stocks to how to know if your portfolio is balanced, the takeaways in this weeks episode are too many to count. Plus, what to expect next week! Topics in this week’s episode: Market Mayhem Tariff Trouble? Work Worries Investing Opportunities Stagflation & Recession Concerns What to Watch Next Week Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://wealthion.com/free/ Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://hardassetsalliance.com/?aff=WTH Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 8, 202539 min

Joe McCann: Solana Bull, Bitcoin's Million-Dollar Future & Ethereum's Fate

Crypto’s volatility would test even the biggest crypto bull’s fortitude says Asymmetric founder and Solana Bull Joe McCann, but that isn’t stopping him from being bullish on its future. In this in-depth Speak Up with Anthony Scaramucci, Joe covers everything from why he thinks the crypto cycle isn’t anywhere close to being over, to when bitcoin hits a million (way sooner than most think), the future of Ethereum (questionable) and Solana (bright) plus his advice for new crypto investors and the macro indicators he uses to help his investing. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 8, 202535 min

Gold to $8K: Hathaway's Prediction & the Mag 7 Meltdown

In an insightful and in-depth conversation, Trey talks to John Hathaway, Managing Partner of Sprott — one of the most prominent and successful precious metals and critical materials investing companies in the world — about how a Mag 7 bubble and crypto volatility will lead to gold growing to over $8K per ounce. John also talks about gold mining companies being undervalued and the upside of investing in them and says investors shouldn’t sleep on silver either. Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4hOFwGd Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: / wealthionofficial LinkedIn: / wealthion #Wealthion #Wealth #Finance #Investing #Bitcoin #Crypto #DigitalAssets #Money #Markets #Economy #FinancialFreedom #WallStreet #Gold #BitcoinVsGold #Macro #Inflation #Stocks #mining #silver #goldmining #mag7 Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 6, 202551 min

This Week’s Must-Know Market News | ft. Peter Boockvar & Andy Schwartz | Rise UP!

Welcome to the latest episode of Rise UP!—your go-to weekly market and economic recap, where the biggest financial stories meet expert analysis. Hosted by two of the industry’s most accomplished voices, Rise Growth Partners’ Terri Kallsen, CFP®, and Joe Duran, CFA, alongside special guests Peter Boockvar (CIO of Bleakley Financial Group) and Andy Schwartz (Co-Founder & Principal of Bleakley Financial Group). Join us as we dive into: 1️⃣ Market Volatility Spikes: The tariff-driven turmoil is reshaping market dynamics. How should investors navigate rising uncertainty? 2️⃣ End of the AI Tech Trade?: Could we be witnessing a fundamental shift away from the dominant "Magnificent Seven" stocks toward more value-driven investments? 3️⃣ Crypto’s Risk Reality Check: Bitcoin’s recent slide highlights key risks investors must know. Is crypto still worth the gamble? Plus much more! 🎯 Don't miss this expert breakdown—get clarity and insights to make smarter investment decisions in today's challenging market environment. 👉 Don’t forget to like, subscribe, and drop your questions in the comments! Chapters: 2:44 - S&P Shake-Up: Navigating Market Volatility 7:13 - Tariff Tensions: Navigating Market Uncertainty 9:54 - Wealth Divide: Unpacking the Spending Power 11:38 - Bitcoin Breakdown: Debunking Digital Gold 14:32 - Crypto Allocation: Balancing Risk and Reward 15:58 - Stable Coin Showdown: The Future of Digital Dollars 17:54 - Green Card Gamble: The $5 Million Question 22:36 - Opportunity Amid Uncertainty: Finding Investment Upside 24:54 - Men or Women: Who Leads Financial Decisions? 27:55 - Money & Marriage: To Merge or Not to Merge? 30:18 - Living It Up or Saving Up? Balancing Life and Retirement 34:37 - Harmonizing Finances: Navigating Couples’ Conflicts 37:42 - Merging or Maintaining: Deciding on Joint Finances 40:09 - PCE Predictions: Gauging Fed Impact on Markets 41:57 - Weathering the Storm: Strategies for Volatile Markets 43:42 - DEI Debates: Activism, Consumer Power, and Corporate Strategy Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3XqlNoe 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 #MarketVolatility #StockMarket #Inflation #Bitcoin #Crypto #EconomicOutlook #FinancialPlanning #BehavioralFinance #Tariffs #Fed #TechStocks #Stablecoins #PersonalFinance #InvestmentStrategy #Economy #MarketRecap ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Mar 1, 202549 min

Mark Yukso on Blockchain Disrupting Finance | Part II: Bitcoin’s Million Dollar Network?

💰 Bitcoin’s True Value: One Million Dollars!? In Part II of this powerful Speak Up conversation with Anthony Scaramucci, legendary investor Mark Yusko exposes the behind-the-scenes forces shaping Bitcoin’s price and the broader financial system. 🔥 How does Wall Street manipulate Bitcoin? What’s its real fair value? And how can investors navigate this evolving landscape? Yusko, CEO of Morgan Creek Capital, breaks down: ✅ The hidden role of ETFs and futures markets in Bitcoin’s price action ✅ How institutional investors accumulate Bitcoin while keeping prices down ✅ The four-year Bitcoin cycle—where we are now and what’s next ✅ How blockchain is transforming finance beyond Bitcoin ✅ What investors need to know to stay ahead in the digital asset revolution 🚀 Whether you’re a crypto enthusiast or just curious about the future of finance, this is a must-watch. 💡 Missed Part I? Watch it here: https://youtu.be/bTPjXv_rg7Y Chapters: 0:48 - What Traditional Bankers Like Jamie Dimon and Warren Buffett Are Missing 3:05 - Will Warren Buffett Ever Own Bitcoin? 19:00 - Asset Allocation Strategies for Retirement 21:45 - Investing in the Future: AI, Chips, and the Next Technological Revolution Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4hOFwGd 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 #Bitcoin #Crypto #Blockchain #BitcoinNews #CryptoNews #DigitalAssets #Money #Markets #Economy #FinancialFreedom #BitcoinPrice #BTC #CryptoInvesting #FutureOfMoney #Banking #WallStreet #Gold #BitcoinVsGold #Macro #Inflation #Stocks ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Feb 28, 202527 min

They Laughed at Bitcoin, Now They Fear It | Mark Yusko on Blockchain Disrupting Finance | Part I

💰 They laughed at Bitcoin… now they fear it. Why? Because Bitcoin is more disruptive than the internet—and Mark Yusko explains why in part I of this explosive Speak Up conversation. 🔥 Is Bitcoin truly the future of finance? Can it hit $1M? Yusko, legendary investor and CEO of Morgan Creek Capital, breaks down: ✅ His Financial Journey From Hedge Funds to Crypto ✅ The 3 Phases of Bitcoin Adoption: Ignore, Laugh, Fight ✅ Why Bitcoin threatens traditional finance ✅ Lessons from past tech disruptions (Google, Amazon, Microsoft) ✅ Why trust-based finance is dying—and how blockchain replaces trust with truth ✅ Bitcoin’s potential value—where could it go next? 🚀 This interview is a must-watch for Bitcoin believers, skeptics, and anyone trying to understand the future of money. 💡 Don’t miss Part II of this must-watch Speak Up conversation tomorrow! Chapters: 0:58 - Mark Yusko’s Journey: From Traditional Hedge Funds to Full-Time Digital Assets Investing 6:15 - The Evolution of Investing: Adapt or Get Left Behind 15:11 - The Bitcoin Thesis: Why It’s More Than Just Magic Internet Money 19:28 - Lessons from Tech Disruptions: What Microsoft and Google Taught Us 25:51 - Why Bitcoin Could Be Worth More Than a Million Dollars Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3QBjWZW 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 #Bitcoin #Crypto #Blockchain #BitcoinNews #CryptoNews #DigitalAssets #Money #Markets #Economy #FinancialFreedom #BitcoinPrice #BTC #CryptoInvesting #FutureOfMoney #Banking #WallStreet #Gold #BitcoinVsGold #Macro #Inflation #Stocks ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Feb 27, 202529 min

Europe Is Committing Economic Suicide | Andy Lees

Is Europe’s economy collapsing due to energy and capital mismanagement? In this must-watch interview, Andrew Lees (Founder of Macro Strategy Partners) joins Trey Reik to reveal why energy is the foundation of GDP, why renewables won’t sustain the modern global economy, and how bad policies are accelerating economic decline—especially in Europe. 💡Key takeaways from this interview: ✔️ Why energy is GDP, and what happens when it’s mismanaged ✔️ The renewable energy illusion: Why it may never sustain global demand ✔️ Europe’s economic collapse: The energy policies that are destroying growth ✔️ The U.S. vs. Europe: Why capital is fleeing Europe & where it’s going ✔️ How energy shortages are fueling inflation & economic stagnation worldwide ✔️ Why the Federal Reserve may be forced to cut rates sooner than expected ✔️ China’s weakening role in global finance—what it means for investors ✔️ Gold, central banks, and the safest assets in times of uncertainty 🙋🏼‍♂️ Meet our new Wealthion host, Trey Reik: With over 41 years of investment experience- 23 of them focused on gold markets and monetary policy—Trey is a leading expert in precious metals and global macro trends, bringing deep insights into the forces shaping today’s macro and markets. Chapters: 1:00 - Andy’s MacroStrategy Journey 3:32 - Energy is Economic Output! 6:59 - Renewables on Trial: Assessing Viability 15:56 - Renewable Reality: Mainstream Inertia 20:25 - Europe’s Decline: The Energy Policy Impact 22:33 - Market Divergence: Europe vs. America 28:29 - Peak Politics: The Constructivism Question 32:45 - The Savings Quandary: Negative National Savings Explored 41:55 - Fed Futures: A Liquidity-Driven Rate Outlook 43:05 - Investment Horizon: Navigating the Next 12 Months 45:45 - Dollar Dynamics: The Global Liquidity Dilemma 48:52 - Golden Opportunity: Is Gold the Ultimate Safe Haven Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/43boi1e Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH 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 #MacroEconomics #Macro #Energy #EnergyCrisis #RenewableEnergy #GlobalEconomy #MarketTrends #EconomicOutlook #FinancialInsights ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Feb 26, 202557 min

These Big Investing Fallacies Are Costing You Thousands! | Chris Casey

Many people blindly follow outdated advice when investing, believing things like: ❌ “Market timing NEVER works!” ❌ “Bonds are ALWAYS safe!” ❌ “Passive beats active investing EVERY time!” In this enlightening conversation, Chris Casey, Founder and Managing Director of WindRock Wealth Management, exposes the biggest fallacies in investing and reveals how to protect your wealth in today’s volatile market. 🔎 Key Takeaways from This Interview: ✔️ The hidden dangers in stocks AND bonds (it’s not what you think!) ✔️ Why market timing isn’t always bad—and how to do it right ✔️ The shocking truth about “safe” investments and risk management ✔️ How fear, greed, and FOMO sabotage your portfolio ✔️ What financial advisors DON’T tell you about investing ✔️ Tax traps, investing biases, and psychological mistakes that cost you money ⚠️ Investing myths could be destroying your portfolio. Most investors fall for at least one of them! Don’t let it be you… 🎯 Find out how to invest smarter and protect your wealth—watch now! Chapters: 1:00 - Stock Market Investing is Gambling? Rethinking Risk and Reward 2:50 - Dividend Dilemmas: Rethinking Income Strategies 4:46 - The Timing Trap: Debunking Market Timing Myths 7:05 - Peak Performance: Distinguishing Stock and Market Timing 9:05 - Tax Tactics: Structuring Portfolios for Savings 10:59 - Bond Market Realities: Not Always a Safe Haven 13:14 - Fee Fears: Are You Paying Double for Advice? 16:20 - Tech Transformation: The Impact of AI on Investing 18:52 - Beyond the Beige Book: Questioning Fed Insights 21:26 - Crypto Conundrum: Reassessing Digital Assets in Portfolios 22:27 - Aggressive or Cautious? Guiding Young Investors 24:21 - Bonds Revisited: Rethinking Conservative Investments 26:13 - Passive vs. Active: Unraveling Investment Strategies 30:17 - Confirmation Chaos: The Pitfalls of Bias in Investing 31:48 - FOMO Frenzy: Navigating the Fear of Missing Out Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3XiBzBv 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 #StockMarket #MarketCrash #FinancialFreedom #Money #InvestingTips #PassiveIncome #FinancialEducation #SmartInvesting #MoneyMatters #StockMarketNews #InvestmentStrategy #MarketTiming #FinancialPlanning #WealthBuilding #EconomicTrends #StockMarketInvesting #FOMO #RiskManagement #FinancialAdvice ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Feb 25, 202537 min

Volatility is Back! | Market Recap | ft. Peter Boockvar & Scott Schwartz | Rise UP!

Welcome to the latest episode of Rise UP! - your go-to weekly market and economic recap, where the week’s biggest financial stories meet expert analysis. Hosted by Joe Duran, Managing Partner & CIO of Rise Growth Partners, alongside special guests Peter Boockvar (CIO, Bleakley Financial Group) and Scott Schwartz (Co-Founder & Principal, Bleakley Financial Group). 💡 In this episode, we dive into: 1️⃣ The Hidden Danger in Overpriced Stocks – Why high-multiple stocks like Walmart, Costco, and Palantir selling off - and what does it mean for market risk and volatility? 2️⃣ The Government’s Next Big Move - From budget cuts to new tariffs and trade policies, how will Washington’s economic decisions impact markets and your money? 3️⃣ Gold vs. Bitcoin: The Ultimate Safe Haven Debate - With gold at record highs and Bitcoin surging, which asset is the true hedge against market uncertainty? 4️⃣ AI & Nvidia’s High-Stakes Earnings Report - Can Nvidia keep dominating AI spending, or are we seeing the beginning of an AI bubble? 🚨 Smart money is already making moves - don’t get left behind! 👉 Like, subscribe, and drop your biggest market question in the comments—your question could be featured in our next episode! Chapters: 1:53 - Market Kickoff: Volatility is Back! 3:51 - Economic Crossroads: Is a Slowdown Ahead? 5:40 - Government Efficiency: Cutting Costs or Stifling Growth? 11:26 - Navigating Risk: Building a Resilient Portfolio 15:03 - Profit Strategies: Capitalizing on Volatile Markets 16:09 - Stocks vs. Indexes: The Volatility Dilemma 18:05 - Safe Haven or Speculation? Decoding Gold’s Role 20:54 - Digital Dilemma: Bitcoin as the New Gold? 22:58 - Tech Trends: Nvidia’s Earnings in Focus 24:33 - Retail Revival: Home Depot’s Market Challenge 25:32 - Economic Signals: Income and Inflation Insights 25:57 - Closing Remarks: Wrapping Up & Looking Ahead Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/439CRT0 Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH 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 #StockMarket #Economy #MarketCrash #MarketNews #Gold #Bitcoin #InterestRates #AI #Trading #FinancialFreedom #EconomicTrends #Inflation #Money #Crypto #Recession #Stocks #Nvidia #Walmart #HomeDepot #SmartInvesting #PassiveIncome #PersonalFinance #Volatility #StockAnalysis #MarketUpdate ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Feb 22, 202529 min

Jonathan Wellum: How I’m Investing in an Overpriced Market

Markets are near all-time highs, volatily is back, debt levels are soaring, and economic uncertainty is growing—is now the right time to be fully invested? Anthony Scaramucci welcomes Rocklinc Investment Partners CEO Jonathan Wellum to unpack his value investing strategy, why he’s keeping 25% cash on hand, and how to protect and grow your wealth in an overheated market. 🔹 In This Speak Up Interview: ✅ Are stocks too expensive? What today’s prices signal for investors ✅ Why holding cash can be a smart move – Liquidity vs. fear-based selling ✅ The biggest risks in 2025 – Debt, inflation, and interest rates ✅ Buffett’s strategy for uncertain markets – Lessons from the best investors ✅ Where to find real value – Investing wisely when prices are stretched ✅ How to stay disciplined & avoid emotional investing mistakes 📢 Watch now to learn how a professional and seasoned investor is navigating today’s ‘toppy’ market! Chapters: 1:15 - Jonathan’s Market Outlook: Where Do We Stand? 02:20 - 25% Cash: Positioning for a Bear Market 04:20 - Bear vs. Bull: Market Perspectives 07:25 - Sticky Rates: The Fed’s Tightrope 09:02 - Mag Seven: Big Tech & Market Concentration 11:05 - Buffett’s Blueprint: Core Investing Principles 13:32 - Hunting Hidden Gems: Finding Undervalued Opportunities 14:35 - Global View: Emerging vs. Developed Markets 15:57 - Weathering the Storm: Long-Term Strategies for Volatility 17:29 - Indexing Insight: Buffett’s Case for Passive Investing 19:06 - Beyond Stocks: The Role of Alternative Assets 21:17 - Learning from the Best: Shaping Investing Success 22:34 - Book Talk: Influential Reads for Aspiring Investors 25:37 - Inside the Firm: Building a Successful Registerd Investment Advisor Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3D2Ytpp 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 #Economy #MarketTrends #InvestmentStrategy #ValueInvesting #StockMarket #RiskManagement #EconomicOutlook #FinancialAdvice #WealthBuilding ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Feb 21, 202531 min

Jim Grant's Golden Truth - Part II

If you haven’t done so, don’t forget to watch/listen to part I of Jim Grant’s interview here: https://youtu.be/LtoCp6Iepqw In Part II of this insightful conversation with Trey Reik, Jim Grant shares his perspectives on the Fed’s monetary policy, the state of U.S. public credit, and the evolving role of gold in today’s financial markets. 🔹 Key Discussion Points: ✔️ The impact of the Fed’s monetary policy and $200B+ operating losses ✔️ How public credit concerns may shape future market conditions ✔️ Gold’s changing market behavior and what it signals for investors ✔️ Why gold stocks haven’t kept pace with rising gold prices ✔️ A discussion on Bitcoin’s valuation and its place in financial markets Gain valuable insights into monetary policy, asset markets, and investment strategies from one of the most respected voices in finance. 🙋🏼‍♂️ Meet our new Wealthion host, Trey Reik: With over 41 years of investment experience- 23 of them focused on gold markets and monetary policy—Trey is a leading expert in precious metals and global macro trends, bringing deep insights into the forces shaping today’s macro and markets. Chapters: 0:37 - Rate Cut Ripple: What’s the Fed Signaling? 4:23 - High Finance & Fed Credibility: Trust on Trial 11:17 - Gold’s Next Leap: Pushing Past $3000? 19:19 - Gold Stocks on the Rise: Betting on a Bullish Six Months Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3XaEY50 Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH 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 #Gold #MarketAnalysis #EconomicTrends #FederalReserve #InterestRates #Bitcoin #FinancialHistory #StockMarket #JimGrant #Macroeconomics #MarketWisdom #Money #SafeHaven #Inflation #Recession #GoldInvesting ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Feb 20, 202524 min

Jim Grant's Golden Truth - Part I

Trey Reik welcomes legendary financial thinker James Grant to uncover the truth behind today’s markets. In Part I, Grant draws on decades of market wisdom to reveal how misdirected capital and misperceived risk are shaping today’s financial system—and why history holds the answers to navigating the future of markets and macro. 🔹 Key Takeaways: ✔️ How low interest rates have distorted markets & misallocated capital ✔️ The repeating cycles of investor behavior & market psychology ✔️ Why gold remains the ultimate monetary asset in times of uncertainty ✔️ The overlooked lessons from financial history 💡 Don’t miss Part II, coming out tomorrow, where Grant dives deeper into rate cuts, bubbles, and what’s next for gold! 🙋🏼‍♂️ Meet our new Wealthion host, Trey Reik: With over 41 years of investment experience- 23 of them focused on gold markets and monetary policy—Trey is a leading expert in precious metals and global macro trends, bringing deep insights into the forces shaping today’s macro and markets. Chapters: 0:31 - Big Apple Greetings: Cool City, Hot Gold 1:29 - 42 Years Unfiltered: Rediscovering Grant’s Mission 3:25 - From Rolodex to Digital: Navigating the New Market 11:23 - Speculative Signals: Unraveling the Everything Bubble 19:48 - The Waiting Game: Unmasking the Malinvestment Puzzle Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4gLgNRL Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH 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 #Gold #MarketAnalysis #EconomicTrends #FederalReserve #InterestRates #Bitcoin #FinancialHistory #StockMarket #JimGrant #Macroeconomics #MarketWisdom #Money #SafeHaven #Inflation #Recession #GoldInvesting ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Feb 19, 202529 min

The Market Is Walking Off a Cliff? | Kevin Muir

Is the stock market walking off a cliff and investors don’t see it coming? Macro investor Kevin Muir, author of the MacroTourist Newsletter, joins Maggie Lake to break down why we’ve entered a new economic era—one where tariffs, trade deficits, and fiscal tightening could reshape markets in ways most investors aren’t ready for. 🔹 Is the market dangerously overvalued? 🔹 How does the trade deficit secretly drive stock prices? 🔹 Why do retail investors actually have an edge over Wall Street? 🔹 What assets (stocks, bonds, gold) are best positioned for the shift? Chapters: 0:40 - Portfolio Allocation for Trump’s Second Term 2:22 - Retail Freedom: Outlasting the Institutional Frenzy 3:59 - Keeping Powder Dry: The Case for Cash in Volatile Times 6:42 - Overconfident, Overvalued: Unmasking Stock Market Risks 15:16 - Bonds in the Balance: V-Shaped Reset or Sideways Stagnation? 21:21 - Global Corporate Giants: Benefiting from Fiscal Spending 24:27 - Devaluation Drama: Unpacking the Lower Dollar’s Ripple Effects 27:19 - The Ultimate Trade-Off: Hidden Costs Behind Economic Ambition 33:02 - Investment Chess: Strategizing Your Portfolio Amid Uncertainty 38:52 - The Gold Standard: Betting on a Timeless Safe Haven 45:28 - Treasuries in Transition: Navigating Supply in a De-Dollarizing World 49:39 - The Hard Trade: Embracing Challenges for Long-Term Gains Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4gOQTwq Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH 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 #StockMarket #Trumponomics #Macroeconomics #MarketCrash #Economy #Tariffs #Trading #EconomicPolicy #Inflation #Recession #FederalReserve #Gold #Bonds #Markets #FinancialNews Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 18, 202555 min

This Week’s Must-Know Market News | ft. Peter Boockvar and Scott Schwartz | Rise UP!

Rise UP!—your go-to weekly market and economic recap, where the week’s biggest financial stories meet expert analysis. Hosted by two of the industry’s most accomplished voices, Rise Growth Partners Terri Kallsen, CFP®, and Joe Duran, CFA, along with special guests Peter Boockvar and Scott Schwartz. This week on Rise Up! the team discusses the biggest financial stories of the week, including the latest CPI data, the potential impact of new tariffs, and the future of DEI initiatives. We also dive deep into crucial tax planning strategies for 2025, covering contribution limits, estate planning, and upcoming changes you need to know. Plus, we look ahead at the three big stories to watch in the coming week. Meet the Hosts: - Terri Kallsen, CFP®, former head of Schwab Investor Services, Chair of the CFP Board, and Managing Partner at Rise Growth Partners. - Joe Duran, CFA, serial entrepreneur, Goldman Sachs alum, and founder of Rise Growth Partners, one of the largest RIAs in the U.S. 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 #Markets #Economy #StockMarket #FinancialPlanning #MarketRecap #InvestmentTips #PersonalFinance #EconomicInsights #MoneyManagement #FedPolicy #MarketTrends ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Feb 15, 202539 min

The Most Uncertain Macro Outlook in Years | Michael Kao

Markets are caught in one of the most uncertain macro environments in years. With Trump’s disrupting policies, conflicting economic signals, volatile energy markets, and Federal Reserve uncertainty, investors are struggling to determine the right playbook. Michael Kao joins Maggie Lake to unpack what’s driving today’s macro confusion and where we might be headed next. 🔹 How should investors think about inflation, interest rates, and the bond market’s fragility? 🔹 Will Trump 2.0 impact global energy markets—and what does it mean for oil prices? 🔹 Is the Fed at risk of losing control of financial conditions? 🔹 What role will AI-driven disruption play in reshaping industries and capital markets? Kao shares his insights on why macro is so difficult to read today, the shifting balance of power in global markets, and how investors can navigate a landscape where traditional models no longer seem to apply. 📊 Watch now for a nuanced discussion on markets, policy, and economic forces shaping the future. Chapters: 1:18 - Macro Confusion! Does Macro Data Even Matter Anymore? 12:55 - Trump 2.0: Inflation Fighter or Fiscal Wild Card? 17:17 - Oil: The Linchpin of Everything 22:43 - Treasury Yields vs. The Dollar: Who Moves First? 26:12 - The Big Lever: Controlling the U.S. Bond Market 29:17 - Higher for Longer or a Deflationary Shift? 33:59 - The Knock-On Effects: Equities, Commodities, and Gold 39:21 - The Disruptor’s Dilemma: Trump, Markets, and Volatility 46:04 - The AI Boom: Productivity Miracle or Job Killer? 50:02 - The Biggest Risk for Investors Right Now 52:48 - Unplugging from the Markets: A Digital Detox Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4hBEHjW 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 #Macroeconomics #Markets #FederalReserve #InterestRates #Inflation #StockMarket #Oil #AI #Bonds #MichaelKao #EconomicOutlook #Trump #EnergyMarkets #MarketRisk #FinancialNews #InvestmentStrategy ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Feb 13, 202557 min

Marc Faber On Bubbles, Markets & Inflation

In this thought-provoking conversation with Anthony Scaramucci, legendary investor Marc Faber, publisher of The Gloom, Boom & Doom Report, shares his insights on the state of the global economy, central bank policies, and the long-term effects of inflation on wealth and society. 🔹 Are we in the final stages of a historic asset bubble? 🔹 How inflation distorts the financial system—who wins and who loses? 🔹 The misunderstood realities of capitalism—why it works, but not how most people think. 🔹 Why governments intervene in markets and what that means for the future. 🔹 How global power shifts—China, emerging markets, and the future of U.S. dominance. 🔹 The role of gold, Bitcoin, and hard assets in uncertain times. Marc Faber argues that while capitalism remains the best economic system, it has been distorted by monetary policies, government intervention, and financial engineering. He challenges mainstream economic narratives and explains why many people misunderstand wealth creation, inflation, and financial cycles. If you want a contrarian perspective on where markets and the economy are heading, this conversation is a must-watch. Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3EydwYO Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Chapters: 1:21 - A Ski Racer’s Journey to Wall Street 2:30 - The Fed, Inflation, and the Cost of Living Crisis 7:30 - Socialism vs. Capitalism: A First-Hand Perspective 10:20 - Creative Destruction and Government Intervention 12:21 - The Asset Bubble: Boom, Gloom, or Doom? 14:11 - Gold, Bitcoin, and the Future of Money 16:02 - The US-China Relationship: Tension or Opportunity? 17:02 - The Biggest Global Shifts Marc Faber Has Witnessed 20:45 - Inflation vs. a Market Crash: What Will the Fed Choose? 23:20 - The Next Decade’s Biggest Winners and Losers 26:41 - The Best Career Advice Marc Faber Ever Received 30:56 - The Secret to Longevity: Beer, Cigarettes, and a Fulfilling Life 31:26 - Mao Memorabilia and the Lessons of Communism 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 #MarcFaber #StockMarket #Inflation #Bitcoin #Gold #EconomicTrends #MarketCrash #FederalReserve #InterestRates #MacroEconomics #USChina #Capitalism #Socialism #Bubbles #FinancialFreedom #AnthonyScaramucci Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 13, 202537 min

Larry Lepard: The Big Monetary Print To $7 Million Bitcoin & $10k Gold

Could the U.S. be trapped in a Debt Doom Loop? Is reckless government spending and endless money printing pushing the economy toward an unavoidable reckoning? Legendary investor Lawrence Lepard, author of The Big Print, joins Trey Reik to share insights from his new book and explain what’s happening, what could come next, and how to protect your wealth. Key Takeaways from This Interview: 📉 The U.S. debt crisis is spiraling out of control – What happens next? 🔥 Gold & Bitcoin: The ONLY real safe havens in a collapsing financial system 💥 Gold’s future – Is $10,000 inevitable? 🚀 Bitcoin to $7 million?! Why institutional adoption is fueling a massive Upside 💰 Why BlackRock, Fidelity & major institutions are betting big on Bitcoin 📊 Gold mining stocks – The overlooked investment that could 3X in value ⏳ The Federal Reserve’s next move ⚠️ The future of fiat currencies – Is the U.S. dollar collapsing? Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/40XYdjs Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH 3:03 - Why Now? Larry’s Motivation for Writing His Book 5:09 - A Monetary Wake-Up Call: The Fiscal Crisis No One Talks About 7:11 - Gold vs. Bitcoin: The Battle of Sound Money 10:22 - How Should Investors Balance Bitcoin and Gold? 12:39 - Could Bitcoin Really Hit $7 Million? The Power of Network Effects 16:25 - The MySpace vs. Facebook Argument: Could a Better Bitcoin Emerge? 19:36 - The Institutionalization of Bitcoin: A Double-Edged Sword? 21:35 - Who is Satoshi Nakamoto? The Mystery of Bitcoin’s Creator 24:19 - The Fourth Turning: Why Larry Thinks the Monetary Reset is Near 28:36 - What Rising Bond Yields and Gold Prices Tell Us About the Economy 30:32 - Gold at $10,000? Why Larry Sees Big Gains Ahead 32:29 - Why Are Gold Stocks Lagging? The Disconnect Explained 34:03 - Bitcoin, Gold, and Gold Stocks: 2025 Market Predictions 36:08 - Is a Gold Reset Coming? What Investors Need to Know 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 #Gold #Bitcoin #Crypto #StockMarket #FederalReserve #MoneyPrinting #Inflation #DebtCrisis #SoundMoney #Macroeconomics #InterestRates #GoldMining #FinancialCrisis #USDollar #DebtDoomLoop #MonetaryPolicy #Economy #ETF #Hyperinflation #MarketCrash #HardAssets ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Feb 12, 202543 min

Michael Oliver: Why Momentum Says This Market Is in Trouble

James Connor welcomes Michael Oliver, founder of Momentum Structural Analysis, to explain why his momentum models are flashing major warning signals that most investors are ignoring. Unlike traditional price charts, momentum signals structural weakness before price reacts—and right now, the NASDAQ, S&P 500, and other key markets are showing the same patterns seen before past bear markets. 🚨 Are we on the verge of a 50% bear market? Will bubble markets collapse? Will bubble markets collapse? Is gold about to outperform stocks? In this must-watch interview, Michael breaks down: 🔹 📉 Why momentum cracks BEFORE price moves—and what it’s signaling now 🔹 🔥 NASDAQ, S&P 500, and hot global markets—what’s showing the first signs of breakdown? 🔹 ⚠ The Everything Bubble—are we at the tipping point? 🔹 💰 Why gold, silver, and commodities could be the next major breakout trades 🔹 🏦 What role the Federal Reserve will play—and why its next moves could backfire Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3CTemyA Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH 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 #StockMarket #MarketCrash #BearMarket #Gold #Silver #FederalReserve #EconomicCrisis #MarketMomentum #BubbleMarkets #NASDAQ #SP500 #Stocks #Commodities #Recession #FinancialNews #InvestingTips #MichaelOliver ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Feb 11, 202556 min

This Week’s Must-Know Market News | ft. Peter Boockvar & Andy Schwartz | Rise UP!

Welcome to the latest episode of Rise UP!—your go-to weekly market and economic recap, where the biggest financial stories meet expert analysis. Hosted by two of the industry’s most accomplished voices, Rise Growth Partners’ Terri Kallsen, CFP®, and Joe Duran, CFA, alongside special guests Peter Boockvar (CIO of Bleakley Financial Group) and Andy Schwartz (Co-Founder & Principal of Bleakley Financial Group). Join us as we dive into: 1️⃣ Markets Reflecting Political Unpredictabillity: Tariffs, Interest Rates, Strong U.S. Dollar! 2️⃣ Gold at Record Highs Still Undervalued? Is Bitcoin Really Digital Gold? 3️⃣ Smart Investing Strategies & The 1930s Tariff Trade War Redux? And much more! 🎯 What’s next for markets? Stay ahead of the latest trends, investment risks, and economic shifts with expert insights! 👉 Don’t forget to like, subscribe, and drop your questions in the comments! Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4hhHDCh Chapters: 03:07 - Interest Rates Are Falling—Why Aren’t Stocks Rising? 05:13 - Today’s Unpredictable Political Landscape 13:35 - Gold Overvalued? Bitcoin, NOT Digital Gold? 20:16 - Are We In a Trade War With China? 22:08 - Do Tariffs Change How People Should Invest? 24:27 - Could We Have a 1930s-Style Trade War Again? 27:04 - What to Watch Next Week: Where Do Tariffs Go 28:15 - What to Watch Next Week: Fed Chair Jay Powell Reports To Congress 29:17 - What to Watch Next Week: Keep Calm Despite Market Uncertainty 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 #StockMarket #AIStocks #TechInvesting #FederalReserve #MarketNews #EconomicOutlook #InterestRates #Inflation #Tariffs #AIRevolution #Trading #InvestmentStrategy #MoneyMatters #FinancialFreedom #MarketVolatility #RiseUp #PeterBoockvar #AndySchwartz ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Feb 8, 202534 min

2025: A Year of ‘Heightened & Elevated Uncertainty’ | David Rosenberg

Renowned economist David Rosenberg joins Anthony Scaramucci to reveal the biggest market and economic risks of 2025—from Trump’s tariffs and the AI stock bubble to the looming U.S. debt crisis and shifting investment strategies. 📉💰 🔹 Key Topics Covered: ✅ AI bubble—is this the next Dot-Com crash? ✅ Trump’s tariffs & trade war—will they trigger a recession? ✅ U.S. debt crisis & fiscal policy—when will markets react? ✅ Gold’s surge—could we see $3,000+ per ounce? 💰 ✅ The 60/40 portfolio is broken—what’s the best strategy now? ✅ Hedge funds & alternative assets—where are the smart investors moving their money? Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4hlxuEu Chapters: 0:32 - A Year of the Wooden Snake: Why 2024 Will Be Wild 3:15 - Tariffs on Canada and Mexico: A Self-Inflicted Wound? 9:50 - Trump vs. Trudeau: Politics, Economics, or Personal Grudge? 17:35 - AI and the Market: Did We Underestimate Its Power? 23:45 - The Debt Bomb: How Close Are We to a Crisis? 28:38 - Gold’s Surge: A Safe Haven in Volatile Times 32:12 - The 60/40 Portfolio: Still Relevant or Outdated? 36:28 - Must-Read Books for Market Thinkers 38:09 - Final Thoughts & A Friendly Invitation to Toronto 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 #StockMarket #MarketCrash #Recession #Economy #AIStocks #AIBubble #Gold #Crypto #FederalReserve #InterestRates #StockMarketNews #Macroeconomics #Trump #Tariffs #DebtCrisis #MarketVolatility #InvestmentStrategy #PortfolioManagement #MarketTrends #EconomicNews #DavidRosenberg #AnthonyScaramucci #WealthBuilding ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Feb 7, 202543 min

Bitcoin to $850K & Gold to $3.8K? Dr. Udo Amend Explains Why!

📈 How high can Bitcoin really go? Financial expert Dr. Udo Amend (@udoamend) breaks down his logarithmic price model, revealing why Bitcoin could reach $850K and gold could surge to $3,800 in the coming years. 🌍 The global debt crisis is growing – inflation, central bank policies, and institutional investment are reshaping financial markets. Could Bitcoin and gold be the ultimate safe havens? 💡 In this must-watch interview, we cover: ✅ Bitcoin’s mathematical cycles & why price follows a predictable path ✅ Gold vs. Bitcoin – which is the ultimate hedge against inflation? ✅ How global debt ($320T) and fiat currency devaluation impact your investments ✅ Why major institutions like BlackRock are pushing Bitcoin mainstream ✅ The future of financial markets & tokenization – how everything is changing 🔍 If you’re serious about understanding Bitcoin, gold, and the future of money, this interview is packed with expert insights you won’t find elsewhere. Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3CDeuCl Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Chapters: 3:23 - A Lifetime in Finance: Udo Amend’s Journey 5:40 - From Equities to Crypto: The Evolution of an Investor 6:59 - Is the Stock Market Still Worth Watching? 8:40 - Bitcoin vs. Equities: What Makes It Different? 13:37 - Will Bitcoin Ever Stop Rising? 16:34 - Bitcoin as Gold 2.0: How High Can It Go? 20:44 - Can Bitcoin Become a Global Reserve Asset? 24:47 - Trading Bitcoin: Buy, Sell, or Just Hold? 26:30 - Why Are There So Many Cryptocurrencies? 30:26 - Bitcoin, Ethereum… and Everything Else? 35:23 - Bitcoin vs. Gold: A Surprising Inverse Relationship 38:40 - The Ultimate Strategy: Owning Bitcoin and Gold Together 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 #Bitcoin #Crypto #Gold #StockMarket #CryptoInvesting #BitcoinPrice #Ethereum #CryptoNews #MarketTrends #InvestmentStrategy #FinancialFreedom #Blockchain #BitcoinPrediction #BitcoinVsGold #Trading #WealthBuilding ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Feb 6, 202545 min

The Financial System Is Cracking—Smart Money Is Moving to Gold | Jonathan Wellum

The financial system is reaching a breaking point—global debt is skyrocketing, central banks are struggling, and gold is rising fast despite a strong dollar and high bond yields. What’s really happening? Rocklinc’s Jonathan Wellum joins our new host, Bristol Gold Group’s Trey Reik, to unpack: 🔸 Gold vs. Fiat: Why gold is overpowering fiat currencies and breaking historic correlations. 🔸 $36 Trillion U.S. Debt Crisis: How unsustainable debt is reshaping global markets. 🔸 Smart Money Is Moving: Why top investors are increasing their exposure to gold. 🔸 Market Volatility Ahead? Stock market risks, interest rates, and inflation’s next moves. 🔸 Central Bank Missteps: Why trust in the Fed is fading and what comes next. 🔸 Gold Miners vs. Bullion: Which offers the biggest upside for investors? 🔸 Trade Wars & Trump’s Tariffs: How geopolitical tensions are fueling uncertainty. 💡 What does this mean for your portfolio? Watch now to understand the risks, the opportunities, and how to position yourself. Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4108Zqx Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Chapters: 2:26 - Canada’s Trade War Dilemma and Market Volatility 4:59 - Will the Stock Market Keep Defying Expectations? 6:37 - High Valuations, Trump’s Policies, and 2025 Market Risks 9:18 - The Role of Precious Metals in Unstable Times 12:09 - Why Gold and Hard Assets Are More Important Than Ever 15:32 - Gold’s Break from Historic Correlations—What’s Really Happening? 17:45 - Gold Miners’ Underperformance: A Hidden Opportunity? 21:52 - How to Invest in Gold: Miners, Bullion, or ETFs? 25:26 - Silver’s Role in the Precious Metals Playbook 28:32 - Mining, AI, and the Surprising Future of Energy Demand 30:23 - The Fed Cut Rates, but Long-Term Yields Rose—Why? 33:58 - Is the Global Economic Order at Risk? 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 #Gold #GoldInvesting #SmartMoney #MarketCrash #DebtCrisis #FinancialSystem #Economy #StockMarket #Inflation #FederalReserve #InterestRates #Macroeconomics #Geopolitics #Recession #CentralBanks #PreciousMetals #HardAssets ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Feb 5, 202538 min

Tony Greer: AI Crashes, But The Bull Market Rages On!

The AI bubble has popped!? Nvidia and other AI giants dominated the market, but now they’re crashing after China's DeepSeek leapfrog, so what happens next? In this must-watch interview, Tony Greer reveals why this market isn’t done yet and how Trump’s economic policies, inflation, and shifting investment trends are creating massive new opportunities for investors. 📉 AI stocks are tanking—is this just the beginning? 📈 Trump’s market moves—what sectors are about to explode? 💰 Bitcoin, gold, and the death of fiat—why smart money is paying attention. ⚡ The Fed, inflation, and the future of the bull market. Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/40yRBYB 1:14 - Is the Economy Stronger Than We Think? 3:03 - The Fed’s Dilemma: Inflation, Interest Rates, and Trump’s Influence 5:04 - What’s Happening in the Bond Market? 7:13 - AI, Deep Seek, and the Future of Nvidia 10:39 - The Rise of Software: Is AI’s Next Boom in Code? 12:44 - Trump’s Economic Impact: Market Trends and Key Sectors 14:37 - America First: Cutting Foreign Aid and Its Business Consequences 18:04 - Can Trump Bring Prices Down? The Inflation Battle 20:16 - The Middle-Class Spending Squeeze: Will It Hurt GDP? 23:17 - Commodities Outlook: Energy, Uranium, and the Role of Natural Gas 25:33 - AI’s Energy Demand: Will Uranium or Natural Gas Power the Future? 27:34 - Crypto and the Death of Fiat: Is Bitcoin the Answer? 30:04 - The Best Investment Plays in a Trump Market 31:37 - Surviving Market Volatility: Tony’s Investing Advice 33:15 - Mastering the Market: How to Ride the Trends and Lock in Profits 35:30 - The Macro Dirt Podcast: Tony Greer’s Passion Project 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 #StockMarket #Macroeconomics #AI #Bitcoin #Crypto #InterestRates #Inflation #Bonds #Trading #Uranium #NaturalGas #DeepSeek #Nvidia #Markets #Economy #Trump #FederalReserve #Commodities #PortfolioManagement #MarketTrends ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Feb 4, 202541 min

This Week’s Must-Know Market News | ft. Peter Boockvar & Andy Schwartz | Rise UP!

Welcome to the latest episode of Rise UP!—your go-to weekly market and economic recap, where the week’s biggest financial stories meet expert analysis. Hosted by Terri Kallsen, CFP® of Rise Growth Partners, alongside special guests Peter Boockvar (CIO of Bleakley Financial Group) and Andy Schwartz (Co-Founder & Principal of Bleakley Financial Group). Join us as we dive into: 1️⃣ AI Stocks Under Pressure – Is the AI rally at risk? DeepSeek’s new AI breakthrough is shaking up the industry, sparking concerns for Nvidia, Broadcom, and other AI leaders. Is this the start of a tech bubble burst? 2️⃣ The Fed vs. Trump & Tariff Turmoil – The Federal Reserve held rates steady, but will rising tariffs on Mexico & Canada spark inflation? What does this mean for interest rates and your portfolio? 3️⃣ The Case for Diversification – With AI stocks dominating global portfolios, is it time to rebalance? The Swiss National Bank & Norway’s Sovereign Wealth Fund have gone all-in on big tech—should you? 🎯 What’s next for markets? Stay ahead of the latest trends, investment risks, and economic shifts with expert insights! 👉 Don’t forget to like, subscribe, and drop your questions in the comments! Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4hhHDCh 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 #StockMarket #AIStocks #TechInvesting #FederalReserve #MarketNews #EconomicOutlook #InterestRates #Inflation #Tariffs #AIRevolution #Trading #InvestmentStrategy #MoneyMatters #FinancialFreedom #MarketVolatility #RiseUp #PeterBoockvar #AndySchwartz ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Feb 1, 202531 min

A Global Economic Reset—Is It Already Happening? | Simon Hunt

🌎 Are we witnessing a once-in-a-century global economic reset? Macro Analyst and Geopolitical Expert Simon Hunt joins Anthony Scaramucci and reveals how BRICS nations are reshaping global power, why markets could face a major correction, and how inflation might surge beyond 13%—echoing the 1970s crisis. 💡 Key Topics Covered: ✔️ BRICS vs. the West: Will emerging markets end U.S. financial dominance? ✔️ The U.S.-China power struggle – Trade wars, sanctions & economic influence ✔️ Stock Market Warning: Could we see a 20-40% market crash? ✔️ The inflation storm ahead – Are we repeating the 1970s? ✔️ China’s Gold Strategy: Is a gold-backed currency coming? ✔️ The Energy Battle: Why oil remains the world’s most critical commodity ✔️ Geopolitical Conflicts & Economic Shocks – What risks should investors watch? 📈 How will this global shift impact your money, investments, and the future of finance? Watch now! Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/42w3hhu Chapters: 1:12 - China’s Technological Rise: Don’t Underestimate Them 7:11 - Trump’s Return: Boom or Bust for America? 8:10 - Trump and China: Conflict or Cooperation? 11:24 - Why the U.S. Can’t Break the BRICS Alliance 13:34 - America’s Peak Years: What Went Wrong? 16:15 - Weaponizing the Dollar: A Post-9/11 Reality 16:36 - How to Invest in a World of Uncertainty 20:25 - Gold: The Ultimate Safe Haven? 24:15 - The Geopolitical Crisis No One Is Watching 28:29 - Russia-Ukraine: The Endgame 30:57 - The Most Important Commodity of the Next Decade 32:15 - Oil, Saudi Arabia, and the Future of Energy 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 #GlobalEconomy #BRICS #StockMarket #Inflation #Investing #Geopolitics #Gold #Dollar #MarketCrash #EconomicTrends #Money #FinancialNews #China #USeconomy #MacroEconomics #InterestRates #Recession #Oil #EconomicShift #WealthBuilding ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Jan 31, 202537 min

How to Financially Survive A Catastrophe | Rise Up!

🚨 Are you financially prepared for a catastrophe? Most people aren’t. Whether it’s a wildfire, flood, personal crisis, or economic downturn, an unexpected event can wipe out your savings, take away your physical possessions, or even leave you bankrupt. In this episode, Rise Growth Partners’ Terri Kallsen, Joe Duran, and Bleakly Financial’s Scott Schwartz break down the step-by-step financial survival plan you need to protect your wealth, secure your future, and avoid financial ruin. 💡 What You’ll Learn: ✅ The A-List framework for financial preparedness ✅ How to protect your assets from unexpected disasters ✅ The #1 mistake that leaves people broke after a crisis ✅ Liquidity, insurance, and debt strategies you need to know 📌 THE A-LIST FRAMEWORK FOR FINANCIAL PREPAREDNESS: ✔️ A - Accountability: Who makes financial & emergency decisions in a crisis? ✔️ L - Liquidity: Why having 6-12 months of cash reserves is critical. ✔️ I - Indebtedness: How to avoid crippling debt traps before it’s too late. ✔️ S - Simplicity: Why overcomplicated finances make disaster recovery harder. ✔️ T - Transparency: The importance of clear financial records & emergency contacts. 💰 Most people fail to plan. This video gives you the tools to make sure you don’t. 📌 Watch now and bulletproof your finances before it’s too late! Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3CxR2X8 ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Jan 30, 202527 min

Massive Debt and Big Changes: A New Economy Is Emerging | Brett Rentmeester

🌍 A New Economy Is Emerging – Are You Ready? With $36 trillion in U.S. debt, failing institutions, and historic economic and technological shifts, we are heading into a period of massive disruption. Brett Rentmeester breaks down why the old financial system is unsustainable and what’s next for investors. 🔹 Key Topics: ✔️ The Fourth Turning and why generational cycles are driving economic turmoil ✔️ The coming economic reset—will it be a crisis or an opportunity? ✔️ How decentralization, blockchain, and AI will reshape money, work, and investing ✔️ Massive debt and inflation risks—what they mean for your wealth ✔️ The rise of alternative investments—Bitcoin, precious metals, and private markets Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/40BA5TD Chapters: 00:34 - Generational Crises and the Fourth Turning 03:52 - The Unsustainable Debt Dilemma 05:28 - Crisis in Confidence: Institutions Under Pressure 07:58 - Trump 2.0 and the Paths to Change 12:19 - Yield Curves and Economic Warnings 13:52 - A Dangerous Game: Debt Rollovers and Global Challenges 14:53 - Crypto as a Solution: Decentralization and Trustless Systems 17:18 - Blockchain’s Potential to Revolutionize Finance 19:46 - The Dollar vs. Decentralized Currency 22:57 - Taxes, Regulations, and the Crypto Future 24:14 - The AI Revolution: Disruption on the Horizon 27:42 - From Strangers to Bots: Trust in the Age of AI 28:42 - Investment Themes for a Disruptive Decade 33:07 - Private Lending: Opportunities in Illiquid Markets 34:29 - Straddling Conventional and Disruptive Investments 36:40 - Why You Need an Investment Advisor 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 #Economy #Cryptocurrency #AIRevolution #DebtCrisis #FourthTurning #Blockchain #InvestmentStrategies #FinancialPlanning #Macroeconomics #StockMarket #PreciousMetals #PrivateMarkets #YieldCurve #MarketTrends ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Jan 29, 202544 min

China Has ‘Leapfrogged’ the West | Louis-Vincent Gave

China is transforming the global economic order. Beyond the headlines on DeepSeek AI, the country is outpacing the West in key industries like EVs, solar panels, and nuclear power while securing a record-breaking and growing $1 trillion trade surplus. In this must-watch interview, Louis-Vincent Gave joins James Connor to explain how China’s strategic and long-term planning, emerging market dominance, and infrastructure investments are reshaping markets—and what this means for the West’s future. Plus, learn the risks of rising energy prices, inflation, and shifting geopolitics—and how they could impact your financial future. Don’t miss this essential analysis of today’s global economic and geopolitical landscape. Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3CgmjOh Chapters: 0:26 - From Real Estate to Industry: The Evolution of China’s Economy 4:34 - China’s Industrial Independence and Consumption Push 8:04 - A Tale of Two Policies: US vs. China’s Strategic Vision 11:11 - How Chinese Capitalism Competes Globally 14:32 - The Chinese Consumer: Health and Consumption Trends 18:22 - China’s Trillion-Dollar Trade Surplus Explained 25:44 - The Cold War’s Impact on China’s Global Trade 29:41 - Trump’s Return: Will US-China Relations Shift? 32:51 - TikTok as a Bargaining Chip in Geopolitics 35:07 - Is China Still the Most Undervalued Market? 39:07 - Inflation Risks in the US: What’s Ahead? 43:44 - Where’s the Value? Global Investment Opportunities 46:02 - What the Bond Market is Telling Us About the US Economy 49:45 - Canada in Focus: Leadership and Economic Challenges 56:17 - Wrapping Up: The Global Economy and Energy Risks 58:32 - Learn More About Louis-Vincent Gave and Gavekal 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 #Economy #Markets #ChinaEconomy #GlobalTrade #Geopolitics #Inflation #StockMarket #EnergyPrices #RealEstate #USChinaRelations #FinancialFreedom #EconomicInsights #InvestmentStrategy ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Jan 28, 20251h 3m

This Week’s Must-Know Market News | ft. Scott Schwartz | Rise UP!

Welcome to the latest episode of Rise UP!—your go-to weekly market and economic recap, where the week’s biggest financial stories meet expert analysis. Hosted by two of the industry’s most accomplished voices, Rise Growth Partners’ Terri Kallsen, CFP®, and Joe Duran, CFA, along with special guest Scott Schwartz, principal at Bleakley Financial Group. Join us as we dive into: 1️⃣ The impact of new U.S. policies under the president’s administration, including inflation-fighting measures, tariffs, and tax cuts. 2️⃣ Navigating market volatility amidst high valuations and speculation. 3️⃣ Key changes to inherited IRA rules and how to plan for them. 🎯 Plus, we tackle YOUR pressing questions on portfolio strategies, speculative bubbles, and whether AI and energy are the next big plays. Meet the Hosts: • Terri Kallsen, CFP®: Former head of Schwab Investor Services, Chair of the CFP Board, and Managing Partner at Rise Growth Partners. • Joe Duran, CFA: Serial entrepreneur, Goldman Sachs alum, and founder of Rise Growth Partners, one of the largest RIAs in the U.S. 💡 Don’t miss this insightful episode packed with actionable tips and expert predictions. 👉 Like, comment, and subscribe to Wealthion for fresh perspectives each week! Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/42vnbsW Chapters: 1:37 - New President’s Policies: What They Mean for Investors 2:54 - Is the Market Overvalued? Insights on Current Valuations 5:14 - February 1 Deadline: Tariffs, Trade, and Global Impacts 9:00 - Inherited IRA Changes: What You Need to Know 14:15 - Managing Your Portfolio Amid Market Volatility 17:44 - Stocks, Bonds, and Crypto: Where to Invest Now 24:19 - AI and Energy: The Surprising Connection 25:45 - What’s Coming Next Week: Fed Decisions and Big Tech Earnings 32:40 - Final Thoughts: Be Prudent, Stay Invested 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 #MarketVolatility #FinancialPlanning #EconomicTrends #StockMarket #AIInvesting #EnergyInvesting #PortfolioManagement #MarketUpdates #FinancialFreedom #RetirementPlanning #EconomicInsights ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Jan 25, 202536 min

Passive Investing Poses Systemic Economic & Market Risks | Michael Green

Financial markets are more concentrated than ever, with a handful of companies dominating the stock market like never before. In this insightful Speak Up interview, Anthony Scaramucci sits down with Simply Asset Management’s Michael Green to examine how this unprecedented market concentration creates systemic risks—not just for the stock market, but for the broader economy. Together, they delve into the brewing crisis in passive investing and its potential to destabilize America’s financial system. Plus, Michael unpacks Bitcoin’s biggest challenge and his thought-provoking vision for humanity’s future. Don’t miss these essential insights to navigate today’s most pressing financial risks and prepare for what’s ahead. Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/40M0LCg Chapters: 1:22 - A Divided Economy: Winners, Losers, and 2025 Projections 3:12 - Fixing the Economy: Misaligned Incentives and Hard Choices 6:04 - Modern Monetary Theory: The Truth About Taxation and Spending 9:07 - Inflation as a Tax: How the Poor Pay the Price 12:27 - The Political System: Duopoly, Gerrymandering, and Corporate Power 17:19 - Socialism or Capitalism? Bridging the Economic Divide 22:02 - Passive Investing: The Nifty 50 and Today’s Market Risks 28:50 - Target Date Funds: The Self-Destructing Retirement System 32:13 - Bitcoin Debate: Flexibility vs. Finite Supply 38:24 - Audience Questions: Risks of Concentration in U.S. Equities 40:43 - Audience Questions: The Biggest Market Disruptor of the Next Decade 42:02 - Policy Solutions: Progressive Taxation and Spending Reforms 45:11 - Looking Ahead: The Economy and Society in 10 Years 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 #PassiveInvesting #MarketConcentration #Bitcoin #EconomicRisks #StockMarket #FinancialMarkets #AnthonyScaramucci #MichaelGreen #MarketTrends #FinancialSystem #Crypto ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Jan 24, 202551 min

World Peace: The Biggest Macro Investment Theme for 2025? | David Woo

World peace as the biggest macro investment theme of 2025? David Woo joins James Connor to share his bold predictions on how Trump’s global strategy could reshape geopolitics, markets, and the global economy. From Israel’s ceasefire and its implications for Iran, to the evolving U.S.-China relations and the ongoing war in Ukraine, Woo unpacks how these developments create both risks and opportunities for investors and what they mean for the global economy in 2025. Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3E3Ng89 Chapters: 2:07 - Will Israel and the U.S. Attack Iran? 3:39 - Can Trump End the War in Ukraine? 12:57 - Why Diplomacy Won’t End the Ukraine War (Yet) 23:11 - Germany’s Future: The Next Italy, Sweden, or France? 33:09 - Greenland and the Panama Canal: Trump’s Bold Ambitions 37:38 - Canada vs. Mexico: A Tale of Two Economies 45:50 - What Canada’s Immigration Policies Mean for Its Economy 53:16 - Could Mark Carney Be Canada’s Next Prime Minister? 55:14 - Turning Around Economies: Lessons from Italy and Argentina 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 #Geopolitics #WorldPeace #Investing #GlobalMarkets #Trump #Ukraine #MiddleEast #Economy #DavidWoo #MacroEconomics #FinancialInsights #MarketTrends #InvestmentStrategy #GlobalEconomy #EconomicOutlook ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Jan 23, 20251h 0m

Michael Howell: We’re Close To Peak Global Liquidity in Markets

Liquidity is the lifeblood of financial markets, but what happens when it peaks? In this insightful interview, James Connor welcomes Michael Howell to explain why 2025 marks a critical turning point for global liquidity and expensive markets, how it could reshape investment opportunities, and the risks investors should know in the global macro landscape. Learn why gold, Bitcoin, and real assets are key to protecting your wealth, the growing dangers in U.S. and global debt markets, and how China’s economic slowdown could trigger global ripple effects. This is your essential guide to navigating what’s next in markets. Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3PMaVg6 Hard Assets Alliance - The Best Way to Invest in Gold and Silver - https://www.hardassetsalliance.com/?aff=WTH Chapters: 1:10 - Understanding Liquidity Flows: The Lifeblood of Markets 3:43 - Is Liquidity Just Money Printing? 5:53 - Navigating Global Economic Uncertainty: Regional Insights 12:22 - Janet Yellen’s Legacy: A Rating of Her Policies 15:55 - The Fed’s Tightrope: Rates, Inflation, and the Debt Trap 21:42 - Bond Vigilantes and the Risk of Financial Repression 27:29 - The US Dollar’s Strength: A Blessing or a Curse? 33:03 - Gold vs. Bitcoin: The Inflation Hedge Debate 39:22 - Preparing for the Next Liquidity Cycle: Investment Strategies 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 #Markets #Liquidity #GlobalEconomy #Bitcoin #Gold #Inflation #DebtCrisis #InvestmentStrategies #FederalReserve #ChinaEconomy #StockMarket ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Jan 22, 202551 min

Trump, The Fed, and 2025’s Coming Financial Rollercoaster | Jared Dillian

The Federal Reserve faces mounting uncertainty, Trump’s sweeping economic policies are set to reshape markets, and the bond market remains under immense pressure—making 2025 a year of financial turbulence. In this insightful interview, Andrew Brill sits down with Jared Dillian to unpack the Fed’s 2025 outlook, the potential return of yield curve control, transformative tax reforms, and how global rebuilding efforts in Ukraine and California could drive demand for commodities. Jared also analyzes the risks of public and tech sector layoffs, stock market volatility, and offers actionable strategies to protect and grow your wealth during these uncertain times. Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/42nfMMm Get Jared’s insights on the markets and personal finance sent to your inbox every week at https://www.jareddillianmoney.com/go/JD053AF021/WEA Chapters: 1:32 - The Economy Today: Perspectives on Inflation and Growth 3:40 - A House Divided: Contrasting Fed Opinions 5:27 - Will Jay Powell Bend to Trump’s Pressure? 7:18 - Market Reactions: CPI, PPI, and Bond Movements 9:42 - The Trump Steepening: What’s Next for the Yield Curve? 11:12 - Yield Curve Control: Inflationary Consequences and Historical Context 13:20 - The Housing Conundrum: Prices, Supply, and Policy 15:22 - Economic Strains: Forbearance, Foreclosures, and Unemployment 18:06 - Cutting the Deficit: Layoffs, Debt, and Tough Choices 20:41 - Scott Besson’s Task: Fixing the Treasury’s Maturity Problem 23:24 - Commodities on the Rise: Weak Dollar, Big Rebuilds 26:11 - Trump’s Policy Playbook: Taxes, Tariffs, and Manufacturing 30:48 - Tariffs: A Costly Tax on the Consumer? 33:47 - Are Manufacturing Jobs the Future? 34:09 - Stock Market Outlook: Is Optimism Already Priced In? 36:04 - Beyond Stocks: Agriculture and Commodities 37:12 - AI and the Future of Jobs 38:04 - We’ll We Be Better Off in 2025? 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 #Economy #FederalReserve #TrumpEconomy #Markets #Inflation #Commodities #HousingMarket #BondMarket #TaxReform #EconomicOutlook #FinancialPlanning #StockMarket #EconomicPolicy #RebuildingEfforts #2025Predictions ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Jan 21, 202544 min

This Week’s Must-Know Market News | ft. David Mandelbaum | Rise UP!

Welcome to your weekly dose of Rise UP!, where we break down the week's top market and economic events to help you stay ahead of the curve. In this episode, your hosts, Terri Kallsen, CFP®, and Joe Duran, CFA, along with special guest David Mandelbaum, Portfolio Manager at Bleakley Financial Group, will tackle the hottest financial topics. Here's what's on the agenda: Market Surges Amidst Economic Uncertainty: We analyze the S&P 500's surprising rally despite mixed economic signals, including rising inflation rates and strong earnings reports. Healthcare Sector's Unforeseen Dip: We examine the healthcare industry's unexpected underperformance and discuss if this presents a unique opportunity for savvy investors. Capital One's Consumer Controversy: We delve into the lawsuit against Capital One, exploring its implications for both consumers and investors. Plus, we'll address your burning questions on: Financial preparedness in the face of natural disasters Insurance dilemmas Economic forecasts for Canada and Japan Policy changes under the new administration Meet the Hosts: Terri Kallsen, CFP®, former head of Schwab Investor Services, Chair of the CFP Board, and Managing Partner at Rise Growth Partners. Joe Duran, CFA, serial entrepreneur, Goldman Sachs alum, and founder of Rise Growth Partners, one of the largest RIAs in the U.S. Don't miss out on this insightful episode filled with actionable advice and expert insights. Chapters: 00:00:00 - Introduction 00:02:17 - Market Performance and Economic Indicators 00:07:45 - Healthcare Industry Analysis 00:15:45 - Capital One Lawsuit 00:21:09 - Financial Preparedness for Disasters 00:29:29 - Insurance Concerns 00:30:32 - Economic Outlook: Canada and Japan 00:33:12 - Policy Implications and Portfolio Strategy 00:35:45 - Conclusion 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 #Markets #Economy #StockMarket #FinancialPlanning #MarketRecap #InvestmentTips #PersonalFinance #EconomicInsights #MoneyManagement #FedPolicy #MarketTrends ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as official investment advice or recommendations from Wealthion. 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

Jan 18, 202539 min

Markets In 2025 - Fragile, Liquidity-Driven, And Full Of Risks | Sven Henrich

What’s really driving the markets as we enter 2025? Sven Henrich, founder of NorthmanTrader, joins Anthony Scaramucci to deliver a no-holds-barred analysis of today’s fragile and liquidity-driven markets. In this in-depth conversation, Sven uncovers hidden risks, market distortions, and bold predictions that every investor needs to know. Discover the factors shaping the new year, including the Fed’s evolving role, geopolitical tensions, and the structural challenges posed by global inequality. Sven also shares his insights on Bitcoin’s trajectory, the growing impact of AI and automation, and strategies for managing risk in volatile markets. Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3Pz22GG Chapters: 0:23 - Welcome to Speak Up: Meet Sven Henrich 8:38 - Is an Economic Apocalypse on the Horizon? 18:57 - Geopolitical Risks: Trump, Tariffs, and Global Tensions 24:10 - Bold Predictions for 2025: What Lies Ahead 27:04 - Bitcoin’s Future: Bold Forecasts and Liquidity Ties 29:06 - Lessons Learned: What Changed My View on Markets 31:44 - Ten-Year Investment Strategies: Where to Focus 33:25 - Managing Risk: Tips for Volatile Assets Like Bitcoin 35:16 - AI and Automation: Reshaping the Workforce and Economy 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 #Markets #Economy #Bitcoin #Geopolitics #StockMarket #AI #Automation #RiskManagement #FinancialFreedom #2025Predictions #MacroTrends #Trading #EconomicOutlook ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Jan 17, 202541 min

Persistent Inflation: A Policy Problem & How To Prepare | Daniel Lacalle

Inflation isn’t a temporary challenge—it’s the result of systemic government overspending and central bank missteps, says Daniel Lacalle. In this insightful interview, Wealthion’s Andrew Brill sits down with the renowned economist to explain why inflation remains persistent, how excessive government spending is driving economic imbalances, and the Federal Reserve’s missteps in shaping a challenging 2025. Daniel also shares why energy independence and mining are critical to economic growth and shows actionable strategies to protect your wealth in an inflationary world. Don’t let inflation erode your financial future—watch now! Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4hhE9zi Chapters: 0:57 - The Hangover of 2024: Inflation and Missteps 3:07 - The CPI Puzzle: Jubilation or Overreaction? 5:09 - Did the Fed Panic? Missteps in Monetary Policy 8:08 - The Staples That Matter: Food, Energy, and Inflation 12:19 - Tackling Inflation: The Government Spending Conundrum 17:10 - Bonds and Debt: Are We Headed for a Crisis? 20:38 - The New Administration: Can They Break the Cycle? 28:38 - Energy Independence: The Path to Growth 36:47 - Strategies for 2025: Where to Invest 38:17 - Where to Find Daniel Lacalle: Insights and Resources 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 #Economy #Inflation #EconomicPolicy #FederalReserve #InvestmentStrategies #EnergyIndependence #Mining #PersistentInflation #DanielLacalle #PortfolioManagement #FinancialInsights ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Jan 16, 202542 min

Chris Vermeulen: Markets Are At ‘Peak Financial Risk’

Are markets at ‘peak financial risk’? Chris Vermeulen, Founder & CIO of The Technical Traders, certainly thinks we are. In this chart-packed interview, Chris sits down with James Connor to uncover the critical risks facing all asset classes, from surging interest rates and real estate oversupply to overbought markets. Chris explains why the market is currently in a ‘topping phase,’ how real estate could trigger another financial collapse, and why a financial reset may be unavoidable. He also shares actionable insights on gold, the stock market, and capital preservation strategies to help you navigate the potentially turbulent times ahead. Chapters: 00:43 - The Big Picture: Is the Economy Topping Out? 07:16 - Unemployment Trends and Market Volatility 08:00 - The S&P and Nasdaq: Mixed Signals Ahead 11:13 - Avoiding the Noise: Finding Clarity in Chaos 14:10 - Rising Interest Rates: What’s Next for the Economy? 16:45 - The Dollar’s Strength: What It Means for Investors 19:52 - Oil’s Wild Ride: A Bearish Outlook? 23:18 - Dividend Stocks and REITs: Danger Ahead? 28:37 - Commercial Real Estate: A Market in Trouble 30:04 - Gold and Bitcoin: Safe Havens or Risky Bets? 36:34 - Nvidia and Tesla: Tech Titans at a Crossroads 42:27 - What Lies Ahead: Chris’s Market Outlook Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/40fJT5t 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 #MarketCrash #FinancialReset #RealEstate #Gold #StockMarket #EconomicOutlook #InterestRates #MarketTrends #EconomicCollapse #CapitalPreservation #Unemployment #FinancialRisk ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Jan 15, 202549 min

The U.S. Debt Crisis: $36 Trillion and ‘No Way Out’? | Chris Casey

U.S. debt could spiral out of control into a full-blown solvency crisis. A rapidly growing $36 trillion U.S. Government debt threatens markets and the global economy. In this eye-opening interview, Andrew Brill welcomes WindRock Wealth’s Chris Casey to explain why we’re already in “crisis mode,” how you can hedge this, and whether there’s truly ‘No Way Out.’ Chris dives into: • The staggering scale of U.S. debt and its economic implications. • Rising interest rates and the danger of widening credit spreads. • Natural gas: The surprising opportunity amid the crisis. • Market overvaluation and the risk of a major correction. • China’s economic troubles and their global impact. • Actionable strategies to protect your wealth in a U.S. debt crisis. Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3WiDhlE Chapters: 0:36 - Predictions for 2025: Volatility and Opportunities 1:16 - Two Paths for America: Radical Reform or Status Quo 5:42 - Credit Spreads: The Hidden Warning Sign of a Recession 8:12 - A Ticking Debt Time Bomb 10:31 - Downgrades and Perception: How Risky Are U.S. Treasuries? 11:52 - The Bond Vigilantes and the Federal Reserve’s Role 12:34 - Hedging Against a Solvency Crisis 13:05 - Inflation Hedges: Precious Metals, Real Estate, and More 15:51 - Flight to Quality: Investing in Volatile Times 16:22 - Natural Gas: The Energy Star of the Future 19:10 - A Market Overdue for Correction 23:09 - China’s Economic Clouds: Is a Crisis Brewing? 25:10 - AI: Transforming the Economy, One Job at a Time 28:03 - Cryptocurrencies: Mainstream or Misunderstood? 30:34 - Strategies for 2025: Staying Defensive in Uncertain Times 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 #EconomicCrisis #DebtCrisis #FinancialFreedom #MarketTrends #AIRevolution #Bitcoin #Crypto #NaturalGas #EconomicForecast #StockMarket #PreciousMetals #RecessionPlanning #FinancialStrategies #SolvencyCrisis ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Jan 14, 202536 min

The Week’s Top Market Stories You Can’t Miss | ft. Peter Boockvar | Rise UP!

Welcome to the premiere episode of Rise UP!—your go-to weekly market and economic recap, where the week’s biggest financial stories meet expert analysis. Hosted by two of the industry’s most accomplished voices, Rise Growth Partners Terri Kallsen, CFP®, and Joe Duran, CFA, along with special guest Peter Boockvar, CIO of Bleakley Financial Group. Join us as we dive into: 1️⃣ The devastating financial and personal toll of the Los Angeles wildfires. 2️⃣ The Federal Reserve’s 2025 rate strategy—what it means for your investments. 3️⃣ The cocoa crisis: How Hershey is navigating record-high prices. 🎯 Plus, we tackle YOUR pressing questions on U.S.-Greenland-Denmark relations, tariffs, and portfolio strategies to handle volatility. Meet the Hosts: - Terri Kallsen, CFP®, former head of Schwab Investor Services, Chair of the CFP Board, and Managing Partner at Rise Growth Partners. - Joe Duran, CFA, serial entrepreneur, Goldman Sachs alum, and founder of Rise Growth Partners, one of the largest RIAs in the U.S. 💡 Don’t miss this insightful kickoff episode packed with actionable tips and expert predictions. 👉 Like, comment, and subscribe to Wealthion for fresh perspectives each week. Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3WdGdjM Chapters: 2:15 - California Wildfires: Financial and Human Impacts 6:49 - The Fed’s Rate Decisions: What Investors Need to Know 11:19 - Chocolate Prices Soar: Cocoa’s Impact on the Market 15:09 - The Greenland & Trump Debate: Resources and Strategy 19:12 - Tariffs and Your Portfolio: What to Expect 22:48 - Preparing for Volatility: Portfolio Strategies 23:47 - Next Week’s Big Topics: Economic Data, Bitcoin, and Earnings 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 #Markets #Economy #StockMarket #FinancialPlanning #MarketRecap #InvestmentTips #PersonalFinance #EconomicInsights #MoneyManagement #FedPolicy #MarketTrends #CocoaMarket #Hershey #PeterBoockvar ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Jan 11, 202528 min

Inflation vs. Bitcoin: The Fight for Your Financial Future | James Lavish

Join Anthony Scaramucci and James Lavish in this must-watch Speak Up episode as they uncover why inflation is inevitable and its profound impact on wealth, markets, and the economy. James, co-founder of the Bitcoin Opportunity Fund, reveals why Bitcoin is emerging as the most powerful store of value, challenging gold, and offering protection against the spiraling U.S. debt, threatening inflation, and widening wealth inequality. Packed with expert insights into government policies, economic trends, and Bitcoin’s long-term potential, this discussion explores the critical challenges shaping the future of money in 2025—and strategies to protect your financial future. Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4fUhSGD Chapters: 1:16 - Inflation: Why Every Path Leads Here 2:14 - The Trump Effect: Deregulation and Inflation 6:38 - Two Economies: Wealth Inequality in Focus 8:20 - Monopoly Power and the Broken System 11:16 - Can Jay Powell Engineer a Soft Landing? 19:50 - U.S. Debt Spiral: Is Inflation the Only Path? 27:18 - The Role of Bitcoin in Fighting Inflation 30:15 - How Blockchain Will Revolutionize Industries 32:30 - Bitcoin’s Future: From Digital Gold to Global Store of Value 35:10 - Why Bitcoin Is Still Misunderstood 36:32 - Bitcoin’s Network Strength: The Unstoppable Fortress 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 #Inflation #Bitcoin #Cryptocurrency #Investing #EconomicTrends #DebtCrisis #StoreOfValue #Blockchain #GlobalEconomy #WealthInequality #FinancialFreedom #FutureOfMoney #FinancialPlanning #GoldVsBitcoin Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 10, 202542 min

Top Market Risks for 2025: Inflation, Yields & Volatility | Kenny Polcari

2025 could bring some of the biggest market and economic risks in years. Inflation is back, bond yields are surging, and volatility is shaking investor confidence. Kenny Polcari, SlateStone Wealth’s Chief Market Strategist, joins Andrew Brill to dive deep into these risks, sharing insights on debt policy, energy demand, and the role of AI in reshaping the markets. Learn which sectors to watch—like tech, healthcare, and energy—and why historical patterns, like the 1980s inflation crisis, might repeat in 2025. Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4h1mQ5T Chapters: 01:06 - Inflation and Bond Yields: A Brewing Storm? 02:07 - Presidential Policies and Economic Realities 04:21 - Wage Price Spiral: Are We Back in the 80s? 05:45 - The VIX and Market Volatility Explained 07:57 - Tech Stocks: Profit-Taking or Panic? 10:38 - AI, Quantum Computing, and Market Hype 12:06 - Will AI Write Its Own Future? 14:00 - Energy Bulls and the Future of Power 15:27 - Trump’s Greenland and Energy Strategy 16:50 - Janet Yellen and the Bond Market Conundrum 19:17 - Financing U.S. Debt: Challenges and Consequences 22:27 - Sticky Inflation and Fed Dilemmas 24:36 - Housing Market Under Pressure 25:45 - Sectors to Watch in 2025 27:23 - Commodities and the Dollar Dance 30:11 - Trump vs. The Fed: Rate Cuts or Independence? 31:47 - Dinner with Kenny: A Neapolitan Pasta Classic 34:04 - Wrapping Up: Stay Resilient with Wealthion 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 #Economy #Inflation #MarketTrends #Investing #StockMarket #Energy #AI #Bitcoin #Technology #FederalReserve #Commodities #MarketVolatility #DebtCrisis #EconomicGrowth #FinancialPlanning #Gold #HousingMarket #Crypto ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Jan 9, 202537 min

The Future is Now: Don’t Miss Out on the AI & Clean Tech Boom

The world is undergoing its greatest economic revolution since the internet, driven by artificial intelligence (AI), new green tech, and electric vehicles (EVs). Andrew Brill welcomes venture capitalist Tommy Stadlen, co-founder of Giant Ventures, to explain how AI is reshaping the economy and transforming our lives, why fixing climate change is the century’s biggest investment opportunity, and how EVs will dominate the car industry by 2035. Discover the trillion-dollar trends shaping our future—and learn how to invest in and benefit from this new era of innovation. Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4a7fpqU Chapters: 0:59 - Giant Ventures: Purpose-Driven Tech Founders 2:27 - Competing with Tech Giants: Startups vs. Incumbents 4:03 - Finding the Needle in the Haystack: Venture Capital Strategies 5:59 - Can Public Investors Access Private Markets? 7:15 - AI: The Platform Shift Bigger Than the Internet 9:53 - Can AI Fix Healthcare? Revolutionary Innovations 12:11 - Climate Change is Real: Turning Crisis into Opportunity 16:48 - The Economic Cost of Ignoring Climate Change 18:18 - The Impact of Withdrawing from the Paris Agreement 20:50 - IRA Dollars in Red States: Republican Infighting on Climate 23:10 - Nuclear Renaissance: Powering the Future Safely 26:20 - Energy Innovations: Meeting the Demand Explosion 28:58 - Oil and Gas: Can It Ever Be Green? 31:18 - Tariffs and Climate Tech: Rising Costs, Falling Cooperation 33:35 - The EV Revolution: Are We Nearing Saturation? 37:22 - EV Charging Solutions: Unlocking the Urban Market 38:06 - Outlook for 2025: Stay Alive Till 25 39:00 - Giant Ideas Podcast: Where to Hear More from Tommy 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 #AI #ArtificialIntelligence #ClimateTech #CleanEnergy #ElectricVehicles #Investing #TechInnovation #FutureTrends #GreenEnergy #Sustainability #EVs #InvestmentOpportunities #TechRevolution #Innovation #ClimateChange #Startups #TrillionDollarTrends #VentureCapital ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Jan 8, 202543 min

2025 Market Crash? Inflation Risks & Economic Shifts Revealed | Dylan Smith

With equity markets soaring in 2024 and inflation risks looming, are we heading for a major correction? Rosenberg Research’s Dylan Smith joins James Connor to break down 2025’s critical market and economic trends, from bubbly markets and the Fed’s Powell pivot to the stark contrast between U.S. growth and Canada’s vulnerabilities. Explore how Trump’s tariff policies, shifting central bank strategies, and global uncertainties could reshape the financial landscape of 2025. Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/420UWlC Chapters: 0:48 - Why Markets Reacted to Powell’s Hawkish Cut 4:18 - Inflation Fears: Is the Fed Overreacting? 9:28 - What’s Driving the U.S. Economy’s Resilience? 13:07 - Is the Fed Making Another Policy Error? 15:16 - The Powell Pivot: Is It Political? 16:49 - Canada’s Economic Struggles in 2025 18:37 - Could U.S. Tariffs Devastate Canada’s Economy? 21:39 - U.S. vs. Canada: How Dependent Are Their Economies on Exports? 23:22 - Immigration’s Surprising Impact on Canada’s GDP 27:38 - Rising Unemployment in Canada: What’s Behind It? 29:52 - Is Canada Headed for a Recession in 2025? 33:27 - Why the Canadian Dollar is at a 20-Year Low 35:41 - Canada’s Debt Advantage Over the U.S. 38:20 - Key Takeaways: Risks for the U.S. and Canada in 2025 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 #Economy #MarketCrash #Inflation #Stocks #FederalReserve #EconomicTrends #FinancialPlanning #MoneyManagement #EconomicOutlook #StockMarket #FinancialFreedom #USEconomy #CanadianEconomy #Tariffs #PowellPivot #MarketInsights #InvestmentStrategies #2025Economy ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Jan 7, 202542 min

2025 Predictions: Markets, AI, and the Global Shake-Up? | Steven Feldman

What will 2025 bring for the economy, markets, technology, and geopolitics? Anthony Scaramucci and Wealthion’s co-founder and CEO, Steven Feldman, unveil bold predictions for a transformative year as they share their insights on a worrisome $8 trillion in U.S. debt rollovers, persistent inflation, and AI’s explosive impact on industries. They also delve into global polarization, Trump’s return to politics, and the potential for heightened market volatility, plus much more. Find out how these seismic shifts will shape markets, investments, and society. Brace yourselves for a disruptive 2025! Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3BUgNAu Chapters: 1:44 - A Year of Collision: Macro Events to Watch 3:05 - Revisiting Global Order: Trump’s Return and Polarization 8:19 - Economy vs. Markets: What’s Ahead for 2025 10:22 - Fed Rate Cuts and Economic Volatility 12:22 - The Debt Spiral: Can the U.S. Manage Its Burden? 15:28 - Government Waste or Necessary Spending Cuts? 21:47 - Pardons and Politics: Trump’s Strategy 25:06 - Mergers of the Year: Big Moves in Big Tech 27:18 - Stocks to Watch: Favorite Longs and Shorts for 2025 41:03 - Fragile Peace: Ukraine, Russia, and the Middle East 43:04 - AI’s Acceleration: Transforming Work and Society 47:39 - Driverless Futures: Self-Driving Cars Take Over 48:54 - Super Bowl Predictions: The Bills, Lions, and Ravens 50:28 - Billionaire Cage Match: Musk vs. Zuckerberg 51:15 - Robots in Fast Food: AI Drive-Throughs Are Here 51:56 - The Swiftie Revolution: Taylor Swift on Broadway 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 #Economy #Markets #AI #Inflation #Investing #DebtCrisis #Geopolitics #Technology #MarketVolatility #Predictions2025 #FutureOfWork #Trump #GlobalEconomy #Tech ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Jan 3, 202558 min

Boom or Bust? Jonathan Wellum’s 2025 Market & Economic Insights

Will 2025 bring another bull market or a long-overdue correction? James Connor sits down with Jonathan Wellum, CEO of ROCKLINC Investment Partners, to break down the risks of stock market overvaluation, the economic divide between the US and Canada, and the sectors poised for growth, including energy, uranium, and precious metals. Jonathan also examines how inflation, government deficits, and political shifts could reshape the markets in the year ahead. Don’t miss this essential guide to navigating 2025’s opportunities and challenges. Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3PgQEPu Chapters: 1:39 - Is the US Stock Market Overvalued? 5:07 - Will the Bull Return For 2025? 9:19 - US Financial Stocks And Their Strong Performance During 2024 13:44 - How is Jonathan Positioning Portfolios for 2025? 16:02 - Will Inflation Return in 2025? 19:49 - Exploring China’s Economic Slowdown 22:09 - How Has Trudeau’s Government Impacted Canada? 27:59 - Canada’s Economic Difficulties 33:48 - Sectors Jonathan Is Bullish for 2025 38:56 - What Does the Future Hold for the US and Canadian Dollar? 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 #Markets #Economy #StockMarket #Inflation #Gold #Energy #Uranium #PreciousMetals #MarketOutlook #FinancialPlanning #EconomicInsights #InvestmentStrategies #2025Trends Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 2, 202546 min

Wealthion’s Best Of 2024: Lyn Alden

As we wrap up the year and celebrate the festive season, we wanted to share some of our favorite moments from one of your favorite Wealthion interviews from 2024: Lyn Alden with Anthony Scaramucci. Enjoy! All the best for a happy, healthy, and prosperous New Year! Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4fDtQEf Original interview, aired May 24, 2024: https://youtu.be/yVAAH0LTeaE 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 #crypto #ethereum #podcast #investing #podcast ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Jan 1, 202522 min

Wealthion’s Best Of 2024: Neil Howe

As we wrap up the year and celebrate the festive season, we wanted to share some of our favorite moments from one of your favorite Wealthion interviews from 2024: Neil Howe with James Connor. Enjoy! All the best for a happy, healthy, and prosperous New Year! Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4fDtQEf Original interview, aired Mar 7, 2024: https://youtu.be/K_7DaWvpNzA 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 #NeilHowe #Economy #Demographics ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Jan 1, 202518 min

Wealthion’s Best Of 2024: David Rosenberg

As we wrap up the year and celebrate the festive season, we wanted to share some of our favorite moments from one of your favorite Wealthion interviews from 2024: David Rosenberg with James Connor. Enjoy! All the best for a happy, healthy, and prosperous New Year! Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4fDtQEf Original interview, aired Jun 27, 2024: https://youtu.be/F90byjYWK5E 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 #economy #investing #recession #wealthbuilding #federalreserve #housingmarket #gdp ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Jan 1, 202511 min

Wealthion’s Best Of 2024: Henrik Zeberg

As we wrap up the year and celebrate the festive season, we wanted to share some of our favorite moments from one of your favorite Wealthion interviews from 2024: Henrik Zeberg with Anthony Scaramucci. Enjoy! All the best for a happy, healthy, and prosperous New Year! Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3W0fMxJ Original interview, aired Dec 11, 2024: https://youtu.be/BIjBBomENxQ 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 #Markets #Investing #StockMarket #Economy #Deflation #Stagflation #FederalReserve #MarketCrash #EconomicOutlook #BubbleBurst #HenrikZeberg ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Dec 31, 202415 min

Wealthion’s Best Of 2024: Jonathan Wellum

As we wrap up the year and celebrate the festive season, we wanted to share some of our favorite moments from one of your favorite Wealthion interviews from 2024: Jonathan Wellum with James Connor. Enjoy! All the best for a happy, healthy, and prosperous New Year! Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3W0fMxJ Original interview, aired Oct 16, 2024: https://youtu.be/I_HCntZkBWY 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 #Investing #MarketRisk #Finance #Economy #Markets #Investing #StockMarket #Finance ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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

Dec 31, 202413 min