Avsnitt
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Forget recession fears. Adam Johnson sees a massive opportunity in today’s market! In this compelling conversation with Maggie Lake, Adam, Portfolio Manager at Bullseye American Ingenuity Fund, explains why recession concerns are exaggerated, why AI stocks like NVIDIA are attractively valued now, and reveals his top investment picks: including Coinbase, Delta Airlines, and surprising innovators like GE Vernova and Symbotic. Discover his bullish outlook on American exceptionalism, why he’s buying tech stocks, and how to confidently navigate market volatility.
Chapters:
0:44 - Market Crossroads: Stability or Slide?
2:08 - Big Economic Shift or Business as Usual?
3:35 - American Ingenuity vs. Global Rebalancing
6:21 - AI in Focus: Boom or Bubble?
9:27 - Open Source AI Dilemma: Can Moats Survive?
13:03 - From Infrastructure to Innovation: The AI Investment Playbook
16:37 - Giant or Niche: Navigating AI Investment Waters
18:54 - Agile Infrastructure: Timing the Data Center Dilemma
23:29 - Crypto’s Backbone: The Coinbase Question
26:30 - Regulatory Clarity: Threat or Validation for Coinbase?
28:54 - Delta’s Ingenuity: The Airline That Breaks the Mold
32:56 - Diversification in the Skies: Delta’s Strategic Edge
37:27 - Fear Factor: Recession, AI Bubbles, and Global Asset Shifts
39:44 - Volatility or Opportunity: Navigating Market Fluctuations
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4idJaK0
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 #Recession #AIstocks #Nvidia #Coinbase #MarketDip #BuyTheDip #MarketVolatility #USStocks #AmericanExceptionalism #AdamJohnson #Economy #BullMarket #FinancialFreedom #Crypto #StocksToWatch
________________________________________________________________________
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 -
Propy CEO Natalia Karayaneva joins Anthony Scaramucci to discuss how her company is revolutionizing real estate by using Bitcoin, Ethereum and the blockchain to buy and sell actual properties — and making it as easy as a few mouse clicks. In this fascinating look into the future of real estate, Natalia explains how Propy works, what the advantage to buying a tokenized property is, fractionalized shares of a home and how eventually you’ll be able to use crypto exchanges to buy and sell real estate.
Disclosure: Anthony is an advisor to Propy.
CHAPTERS:
:52 Natalia’s background and Propy’s vision
3:30 Using blockchain to buy and sell property
7:08 Propy’s properties and how it works
9:40 Can I own a fractional portion of a property?
11:40 Using Bitcoin to buy a Propy property
15:19 From blockchain to real world
16:26 Dealing with potential fraud
17:53 What is the advantage of buying a tokenized property?
21:40 How do the Propy loans work?
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
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Saknas det avsnitt?
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As the CIO of Kopernik Global Investors — one of the top performing investment management firms in the U.S. — David Iben specializes in finding the value and identifying the right discounts on overlooked, undervalued or underestimated companies and sectors in the US and globally. This interview with Wealthion’s Trey Reik is chock full of investment ideas, advice and strategy, including what David is looking at globally, if Korea is an opportunity, evaluating conglomerates as a whole vs a “portfolio of businesses” and where Kopernik is seeing big returns. And of course, an in-depth conversation on gold, gold stocks, gold miners, platinum, what the market is signaling will happen to gold prices and why everyone has gold wrong.
CHAPTERS
1:11 The markets, Kopernik Global Investors investment strategy and competing with the “big boys”
7:30 Conglomerates vs “portfolio of businesses”
9:22 Investments Dave is looking at
11:02 Korea as an opportunity?
19:30 Countries KGI won’t invest in
20:24 On shorting
21:19 Institutional investing and Value investing
25:30 The Kopernick Portfolio
30:06 Today’s investment environment U.S. and Globally
33:22 Platinum vs Gold
37:31 The Gold Gap and investing in gold, gold stocks, gold miners, oil and ….
39:38 What the market is signally about gold
40:15 Everyone has the gold analysis wrong
46:00 Getting in early and investing in mining companies
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We often see the debate between gold versus bitcoin, but what about Gold and Bitcoin? In an eye-opening conversation that melds history, current conditions and the future, Gold and Silver co-host Alan Hibbard explains why he believes Gold AND Bitcoin are the key to a successful and long term portfolio, when you should bring equities into your investing, the lessons Alan has learned from a big crypto loss, a fascinating conversation of what happens if the US revalues its gold stock and why he thinks this is the last time we will be able to buy gold under 3K.
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
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Rick Rule is known as one of the greatest and most strategic investors in the markets. In this investment idea rich interview with James Connor, he says that while the markets are plunging and he believes the U.S. economy will weaken, it doesn’t matter. He says he is in aggressive mode and lays out the areas – some of them surprising – where he sees steals and big upsides. He also discusses what he thinks are the biggest global risks and what investors should do about them. And of course, the future of gold, silver, and why the Canadian oil and gas sector is going to do just fine, tariffs or not. Plus, what he’s really afraid of.
9:07 What Rick is Buying
9:11 Gold is not near it’s top
9:15 Rick on Silver and other precious metals
9:22 Rick on Uranium
9:27 How investors should position themselves
9:30 Final Thoughts
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
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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
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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.
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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
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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
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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 -
💰 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 -
💰 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 -
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 -
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 -
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.
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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
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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 -
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 -
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 -
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
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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
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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 -
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 - Visa fler
