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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 top financial minds for expert analysis. This week, host Terri Kallsen, CFP® welcomes Benjamin Wallace and Todd A. Herman, CFP®, AIF® from Grimes & Company for a practical breakdown of how investors should respond to today’s most urgent headlines.
With tariffs rattling global markets, rising volatility, and new leadership policies reshaping trade dynamics, what should investors do? Ben and Todd explore the real impact of tariffs on autos, oil, and supply chains, discuss the resilience of credit markets, and reveal where opportunities may lie beneath the surface.
They also share essential portfolio strategies, including how to mitigate sequence of returns risk, manage volatility without trying to time the market, and investing in precious metals (like gold, silver, and copper) wisely. Plus, what forward-looking data like PMI and ISM reports tells us you won’t hear on the front page.
Key Topics Covered:
25% auto tariffs & global supply chain disruption
Investing in credit markets vs equity markets today
Sector rotation: energy, healthcare, tech, & industrials
Gold’s surge: safe haven or speculative bet?
Portfolio protection: cash reserves, diversification, and active risk management
Sequence of returns risk explained with real-world impact
How to interpret PMI and ISM to stay ahead of market moves
We want to hear from you! What would you like to see more of on Wealthion? Please take our poll here: https://www.youtube.com/post/UgkxtJvEEM4j_eRy7iT---EJ_mbkp1En1P0O
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3Y84IPY
Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
Chapters:
1:54 - Setting the Stage
4:23 - Understanding Sequence of Returns Risk
9:46 - Spotting Opportunities in Sector Rotation
11:00 - Decoding Credit Market Signals
16:19 - Precious Metals: How Much Is Too Much?
18:54 - Gold’s Future: Could It Hit $8K?
29:12 - Balancing Recession Fears with Reality
34:29 - Secondary Tariffs & Oil Market Volatility
38:00 - Interpreting PMI & ISM for Future Growth
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 #Tariffs #MarketVolatility #Gold #PortfolioStrategy #EconomicOutlook #StockMarket #PreciousMetals #SectorRotation #FinancialPlanning #RecessionRisk #PMI #ISM #InterestRates
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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 -
Economist, financial expert, and bestselling author Dr. Nomi Prins sits down with James Connor and dives deep into the economic storm clouds she sees gathering over Wall Street and Main Street alike. With Wall Street sitting on a “hidden” $620 billion ticking time bomb of loan losses (levels not seen since 2008), the risks of another banking crisis are mounting. Nomi explains why persistent inflation, record consumer debt, and tariff uncertainties are increasing the threat of a consumer recession, putting the economy at significant risk of stagflation. She reveals how the Fed’s next moves, with potentially deeper interest rate cuts, could reshape markets dramatically.
You’ll also hear from her about major geopolitical shifts, including Europe’s surging defense spending amid ongoing global tensions, and why central banks (particularly China) are rapidly diversifying from U.S. Treasuries into gold, likely pushing gold prices significantly higher.
Chapters:
0:58 - Fed Meeting Insights: Growth and Inflation Shifts
3:43 - Economic Slowdown: Warning Signs Unveiled
6:11 - Consumer Crisis: The Reality Behind Spending Declines
11:44 - Wall Street Banking on the Edge
17:00 - Could Another Silicon Valley Crisis Unfold?
18:18 - Recession or Reset? Forecasting 2025’s Economy
21:31 - Deficit Dilemma: The Burden of Ballooning Debt
24:47 - Europe’s Defense Surge: A New Global Shift
28:52 - Market Moves: S& P500 and European Equities in Focus
34:17 - Gold’s Rising Power: Insights from the Austrian Mint
37:27 - China’s Pivot: From US Treasuries to Gold
We want to hear from you! What would you like to see more of on Wealthion? Please take our poll here: https://www.youtube.com/post/UgkxtJvEEM4j_eRy7iT---EJ_mbkp1En1P0O
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3Xz3ihq
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 #WallStreet #Recession #Stagflation #EconomicCrisis #Gold #Inflation #BankingCrisis #FederalReserve #NomiPrins #Economy #MarketCrash #FinancialNews #StockMarket #ProtectYourWealth #DebtCrisis #FinancialEducation #Stocks #FinancialFreedom #InvestmentStrategy #InterestRates #Markets
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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 -
Saknas det avsnitt?
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Trey Reik’s conversation with Rudi Fronk (CEO of Seabridge Gold) provides a detailed roadmap for successful investing in the exploration and development sector of gold-mining equities. Trey and Rudi first discuss the various stages of gold mine development (from discovery to commercial production), with focus on the time, resources and risks involved at each stage. Importantly, they identify how the process of mine-development progressively revalues a company’s below-ground gold reserves providing an attractive value-creation opportunity. Second, they identify the characteristics and fundamentals of successful gold exploration plays. And finally, Trey and Rudi examine how Seabridge Gold stacks up among the global universe of explorers and developers in the gold-mining universe.
Chapters:
1:03 - Legacy Unveiled: 40 Years in Gold
3:41 - The Mining Journey: From Discovery to Production
5:50 - Valuing the Underground: Gauging Ounce Worth
7:09 - Benchmarking: The $50 per Ounce Debate
8:03 - Price Perspectives: Seabridge’s Resource Valuation
9:30 - The Emerging Playbook: Key Criteria for New Producers
10:24 - Mapping the Territory: North American Focus
11:45 - Share Count Strategies: Growth vs. Dilution
12:49 - Rethinking the Giants: Negative Survivorship Bias
15:12 - Replacement Realities: The Challenge of Sustaining Ounces
18:14 - Beyond DCF: Embracing Optionality in Valuation
22:22 - Permitting Power: What Does Fully Permitted Mean?
24:28 - Strategic Financing: Spotlight on Key Investments
26:11 - Power Play: Locking in Hydroelectric Advantage
29:14 - 2025 Vision: Charting Corporate Goals
32:57 - Navigating Rights: Tunnel Occupation Disputes
37:51 - Community Engagement: Consultation Challenges
39:44 - Market Dynamics: Deciphering the Share Price Lag
47:46 - Final Thoughts: Summing Up the Investment Thesis
We want to hear from you! What would you like to see more of on Wealthion? Please take our poll here: https://www.youtube.com/post/UgkxtJvEEM4j_eRy7iT---EJ_mbkp1En1P0O
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4j9Rb2J
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 #GoldStocks #SeaBridgeGold #GoldInvesting #MiningStocks #InvestmentTips #RudiFronk #PreciousMetals #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 -
Lakshman Achuthan, co-founder of the Economic Cycle Research Institute (ECRI), explains the reasons behind America’s slowing economy, clarifies why there’s no immediate recession threat, and highlights what the global industrial upturn means for investors in 2025 and beyond.
In this insightful conversation with Maggie Lake, you’ll learn:
Why inflation remains stubbornly high (“sticky inflation”) according to ECRI’s Future Inflation Gauge (FIG).
How the shift from services to manufacturing is reshaping the U.S. economy.
Whether the Fed’s reactive approach to inflation could lead to increased market volatility.
The critical difference between financial market corrections and a true economic recession.
Why currency dynamics and tariffs could become major economic factors this year. markets, and get a behind-the-scenes look at ECRI’s influential Future Inflation Gauge (FIG).
Chapters:
01:15 - Navigating Mixed Signals: Is a U.S. Recession Ahead?
4:43 - Shifting Gears: The Changing Composition of Economic Growth
8:43 - Global Turnaround: What the Manufacturing Upturn Means for the Economy
11:49 - China’s Pivot: Rethinking Inflation in a Global Economy
16:13 - Stagflation or Stability? Unpacking the Inflation Debate
29:45 - Navigating Uncertainty: Political Moves and Economic Models
36:03 - Feeling the Pulse: Is the U.S. Economy Truly Vulnerable?
41:47 - Bubble or Boom? Assessing the AI Investment Surge
43:08 - AI & Productivity: Measuring the Miracle?
44:54 - The Productivity Conundrum: Why Is Efficiency Lagging?
47:01 - Volatility vs. Fundamentals: Can Markets Disrupt the Real Economy?
49:26 - Momentum vs. Fundamentals: Navigating Investment Strategies
51:04 - Trade Tensions: Should Tariffs Alarm Investors?
We want to hear from you! What would you like to see more of on Wealthion? Please take our poll here: https://www.youtube.com/post/UgkxtJvEEM4j_eRy7iT---EJ_mbkp1En1P0O
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4iIZz9u
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 #Recession #Markets #Fed #Stocks #EconomicOutlook #StickyInflation #GlobalEconomy #FinancialNews #LakshmanAchuthan #MarketTrends #InvestmentStrategy #Currency #EconomicCycles #Manufacturing #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 -
In this week’s Rise Up, weekly market recap — the team analyzes the markets, Mag 7, and asks is there going to be a new period of European Exceptionalism and what should investors be doing about it. Then does a deep dive into alternative investments and the shadow economy investors need to not only be aware of, but invest in. From what are alternative investments, to their role in your portfolio, how you can get access to them and answers the question are they right for you? Plus, what to watch for next week that could affect your balance sheet.
3:14 The Fed moves
5:16 What do investors do now? When to Buy, Sell, Hold
10:21 The Mag 7, Getting in, Getting out and the consequences
12:23 (European Exceptionalism?
15:26 Alternative Investments, what are they?
18:29 How do you get access to invest in alternative investments?
19:30 What is the role of an alternative investment in a portfolio?
23:34 What are the different Alternative Investment vehicles
26:37 What are the current trends in alternative investments?
31:48 Next week: Tariff Watch
32:43 Next week: Consumer Confidence and what Bleakley Financial is seeing
34:45 Next week: Other Economic Indicators
Subscribe to our YouTube Channel: https://www.youtube.com/@Wealthion
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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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Why do most investors consistently underperform? In this exclusive interview, renowned finance expert and bestselling author Barry Ritholtz joins Anthony Scaramucci to discuss his powerful new book, How Not to Invest. Barry reveals surprising insights into investor psychology, exposes the dangers of emotional investing, and explains why market timing rarely works. Discover why avoiding costly mistakes matters even more than chasing big wins, and learn how the incredible long-term power of compounding can transform your financial future. Plus, Barry shares his candid views on gold, cryptocurrency, tax-smart investing strategies, and more. This conversation is essential viewing for anyone serious about building and preserving wealth!
Chapters:
1:26 - Behind the Book Title: Why “How Not to Invest”?
2:34 - Morgan Housel’s Influence and the Writing Journey
6:47 - Embracing Investment Mistakes: Why Negatives Work
10:04 - How to Tame Your Emotional Investing
12:47 - Wisdom from Charlie Ellis: Winning by Avoiding Mistakes
18:17 - Investing for a Purpose: The Power of Holding Periods
22:42 - Controlling Your Emotions: Key to Financial Success
24:26 - The Gold Debate: Investment or Speculation?
28:35 - Innovations in Finance: The Promise of Tax Alpha
32:47 - Barry’s Take on Crypto: Bitcoin as a Tech Giant
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4hqgI6o
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 #BarryRitholtz #AnthonyScaramucci #BehavioralFinance #FinancialLiteracy #Crypto #Bitcoin #Gold #InvestmentStrategy #MoneyMindset #MarketInsights #PersonalFinance #FinancialFreedom #StockMarket #SmartInvesting #FinancialEducation #FinancialPlanning #HowNotToInvest
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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 -
In Part II of this eye-opening interview, financial expert John Rubino (https://rubino.substack.com) joins James Connor to reveal why a massive monetary reset isn’t just likely, it’s inevitable. With debt levels spiraling out of control and markets more dangerously overvalued than during the 2000 tech bubble, Rubino explains why a severe market correction (potentially a 50%-80% crash) is on the horizon.
Learn how and why central banks worldwide are quietly stockpiling gold, positioning themselves for a historic return to a gold-backed monetary system. Could gold prices explode to as much as $20,000 per ounce?
Stay tuned until the end of the video for valuable expert commentary from Chris Casey of WindRock Wealth Management, who analyzes John’s insights and provides actionable guidance on how investors should navigate these uncertain economic times.
If you missed part I of John’s insightful interview, go here: https://youtu.be/t6HUOmhTwFc
Chapters:
0:36 - Is the Administration Preparing Us for Recession?
4:50 - Echoes of 2000: Is History Repeating Itself?
8:28 - Buy the Dip or Brace for a Crash?
11:05 - The Golden Opportunity: How High Can Gold Go?
18:32 - Will Debt Trigger America’s Next Crisis?
20:48 - Why the Economy Seems Healthy… Until It Isn’t
22:40 - Could Politics Be Driving a Planned Recession?
23:36 - Debt at $37 Trillion: Is Fiscal Responsibility Dead?
25:02 - How Severe Will the Equity Crash Be?
26:54 - Is Now the Time to Invest in Gold?
27:59 - Portfolio Defense: Where Should Investors Hide?
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4hoDyeM
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 #GoldPrice #GoldInvesting #MonetaryReset #MarketCrash #Recession #PreciousMetals #EconomicCrisis #StockMarket #FinancialReset #JohnRubino
________________________________________________________________________
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 -
Geopolitical tensions have reached levels not seen since World War II, but what does that really mean for your money? In part I of this timely and compelling conversation with James Connor, finance expert John Rubino explains the real story behind the Russia-Ukraine war, NATO’s uncertain future, and why Europe’s financial fragility poses a hidden threat to global stability.
In this exclusive interview, you’ll learn:
• Why the U.S. and NATO’s strategy against Russia in Ukraine failed, and what’s next.
• How Europe’s financial instability could trigger a global crisis.
• The surprising way global powers (U.S., Russia, China, and Europe) are reshaping a new geopolitical order.
• The critical geopolitical shifts that every investor needs to understand now.
Don’t miss Part II of this interview, coming out tomorrow! We’ll discuss investment strategies to protect and grow your wealth in this risky environment.
Visit John's Substack here: https://rubino.substack.com
Chapters:
00:32 - Checking In: Life in Washington State
01:01 - Is Geopolitical Risk at WWII Levels?
06:04 - America’s Shift: Retreat from Global Policing?
09:28 - Ukraine War: Proxy Battle or Genuine Support?
13:01 - Europe’s Challenge: NATO Without the US?
16:07 - NATO’s Fate: If America Walks Away
19:12 - Warning Signs: Buffett’s Moves & Economic Uncertainty
27:32 - Government’s Gamble: The Student Loan Crisis
29:21 - Recession Watch: Will 2024 Be the Year?
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4bGkOGi
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 #Russia #NATO #Geopolitics #Europe #Ukraine #WorldOrder #GlobalMarkets #Economy #FinancialNews #JohnRubino
________________________________________________________________________
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 -
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
Learn more about your ad choices. Visit megaphone.fm/adchoices -
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
____________________________________
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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💰 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.
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