Episodit

  • Rate Cuts and Recession Risks - Is the Fed Too Late? | Dylan Smith

    Rate Cuts and Recession Risks - Is the Fed Too Late? | Dylan Smith

    · Wealthion - Be Financially Resilient

    Dylan Smith, VP and Senior Economist at Rosenberg Research, joins Wealthion’s Andrew Brill to discuss the current state of the economy, the Fed’s next moves, and whether a recession is inevitable. Dylan also delves into the normalization of the post-pandemic labor market, the divergence between old-economy and green-economy commodities, risks and opportunities in markets like U.S. Treasuries, and much more.

    Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://www.wealthion.com

    This episode is sponsored by BetterHelp. Give online therapy a try at https://www.betterhelp.com/Wealthion and get on your way to being your best self.

    Timestamps:

    00:56 - Fed Strategy, Economic Outlook & Labor Market Insights

    09:03 - Can We Avoid a Recession?

    12:02 - Is the Fed Too Late in Cutting Rates?

    17:05 - Consumer Sentiment & the Stock Market Wealth Effect

    26:38 - Opportunities in Treasuries & Safe Investment Strategies

    31:23 - Recession-Proof Stocks & Thoughts on the Real Estate Sector

    40:24 - Nvidia Earnings, AI Hype & Dylan’s Outlook on Global Commodities

    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/

    #Fed #EconomicOutlook #Recession #InterestRates #StockMarket #Investing #Treasuries #RealEstate #AI #Nvidia #Commodities #FinancialMarkets #MarketAnalysis #Economy #stocks #wealth #Finance #Money #Wealthion

  • Weekly Recap: Gold’s Comeback, Recession Looms, & Private Equity Bubble Warnings

    Weekly Recap: Gold’s Comeback, Recession Looms, & Private Equity Bubble Warnings

    · Wealthion - Be Financially Resilient

    In this week’s edition of Wealthion’s Weekly Market Recap, Andrew Brill shares the most compelling moments from our expert guests this week.

    Rick Rule explains gold’s 20% surge and the economic policies behind it, Steve Hanke discusses why a shrinking U.S. money supply signals a looming recession, and Jared Dillian warns of a potential private equity bubble. Plus, Andrew Perillo offers advice on managing your investments during downturns.

    Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://www.wealthion.com

    Timestamps:

    00:00 - Introduction

    00:21 - Rick Rule - Full Interview: https://youtu.be/Uq-x0zCYVcA

    13:22 - Steve Hanke - Full Interview: https://youtu.be/MllGOaKXjSA

    24:09 - Jared Dillian - Full Interview: https://youtu.be/m9JBvXZMJNs

    32:50 - Andrew Parrillo - Full Interview: https://youtu.be/SSoG4GbPGhk

    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/

    #Investing #Gold #Recession #PrivateEquity #Economy #InvestmentStrategies #Wealthion #FedPolicy #StockMarket #GoldSurge #FinancialNews #InvestmentAdvice #MarketTrends #EconomicAnalysis #WealthManagement #Wealth

  • Puuttuva jakso?

    Paina tästä ja päivitä feedi.

  • Andrew Parrillo: Mastering the Art of Long-Term Investing

    Andrew Parrillo: Mastering the Art of Long-Term Investing

    · Wealthion - Be Financially Resilient

    After a multi-decade career in investment management, Andrew Parrillo uncovers the psychological and financial strategies essential for growing and protecting your wealth. In this wisdom-packed episode of Speak Up with guest host James Connor, Andrew, the founder of Victory Road Advisors, emphasizes the power of long-term investing, the advantages of dollar cost averaging in equities, and why understanding advisor fees is critical.

    Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://www.wealthion.com

    Timestamps:

    00:54 - Why Andrew Parrillo Wrote His Book: “Beat the Wealth Management Hustle”

    11:40 - The Themes Underlying Andrew Parrillo’s Book

    23:29 - How to Deal with Market Pullbacks

    28:50 - The Future of Wealth Management: Next Five Years

    36:09 - Viewer Question: Tips for Staying Informed Without Overwhelm

    39:28 - Viewer Question: Thoughts on Alternative Investments

    41:05 - Viewer Question: Staying Disciplined During Market Downturns

    42:32 - Viewer Question: Advice for Your Younger Self as an Investor

    46:41 - Viewer Question: Recommended Books and Resources

    Connect with us online:

    Website: https://www.wealthion.com

    X: https://x.com/wealthion

    Instagram: https://www.instagram.com/wealthionofficial/

    LinkedIn: https://www.linkedin.com/company/wealthion/

    #Investing #WealthManagement #FinancialAdvice #LongTermInvesting #DollarCostAveraging #InvestmentStrategy #FinancialPlanning #WealthBuilding #InvestorEducation #InvestingPsychology #FinancialIndependence #StockMarket #PersonalFinance #Wealth #Economy

  • Gold: The Ultimate Hedge Against Soaring U.S. Debt | Rick Rule

    Gold: The Ultimate Hedge Against Soaring U.S. Debt | Rick Rule

    · Wealthion - Be Financially Resilient

    James Connor sits down with Rick Rule, Founder and CEO of Rule Investment Media, to uncover why gold remains the ultimate defense against reckless government spending and skyrocketing federal debt. Rick explains how the staggering U.S. debt load is unpayable and can only be eroded away through inflation, positioning gold as the best hedge. In this in-depth conversation, the expert in natural resource investing also shares his insights on the political pressures facing the Fed, his outlook for gold equities and the energy sector, and why uranium could be a game-changer for patient investors.

    Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://www.wealthion.com

    Hard Assets Alliance - The Best Way to Invest in Gold and Silver - https://www.hardassetsalliance.com/?aff=WTH

    Timestamps:

    1:35 - Gold: The Hedge Against U.S. Deficit Spending and Mounting Debt

    9:36 - The Federal Reserve Will Capitulate to Pressures from the Political Class

    15:42 - The Two-Tier U.S. Economy

    20:57 - Evaluating Gold Equities

    24:42 - Silver’s Potential in the Current Market

    27:31 - The Bullish Case for Uranium

    35:14 - Rick’s Outlook for Oil and Natural Gas

    40:04 - Coal’s Surprising Bullish Resilience

    Connect with us online:

    Website: https://www.wealthion.com

    X: https://x.com/wealthion

    Instagram: https://www.instagram.com/wealthionofficial/

    LinkedIn: https://www.linkedin.com/company/wealthion/

    #Gold #GoldInvesting #FederalReserve #RickRule #GoldEquities #Uranium #Silver #NaturalResources #Commodities #EnergySector #Investing #Inflation #Stocks #PreciousMetals #EconomicOutlook #Wealth #Economy #Wealthion

  • Jared Dillian: There is a Bubble in Private Equity

    Jared Dillian: There is a Bubble in Private Equity

    · Wealthion - Be Financially Resilient

    In this eye-opening conversation, Jared Dillian, editor of The Daily Dirtnap, warns Wealthion’s Andrew Brill about a massive bubble in the private equity sector that he believes could easily trigger widespread economic and market disruption. Known for his contrarian insights and ability to take the temperature of markets, Dillian also delves into why he thinks the bearish sentiment in commodities is nearing its end, the normalization of the post-pandemic economy, the anticipated September Fed rate cut, and more.

    Get access to Jared’s exposĂ© on private equity here: https://www.jareddillianmoney.com/watchtower

    Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://www.wealthion.com

    Timestamps:

    00:53 - Jared's New Book: Night Moves

    02:56 - The Normalization of the Post-Pandemic Economy

    08:14 - The Fed Soap Opera: Are Rate Cuts Coming?

    15:16 - Are We Headed To Recession?

    16:43 - Jared's Exposé: The Private Equity Bubble And What It Could Mean For The Economy And Markets

    24:53 - How Do We Protect Ourselves From An Overvalued Stock Market And A Private Equity Bubble?

    Connect with us online:

    Website: https://www.wealthion.com

    X: https://x.com/wealthion

    Instagram: https://www.instagram.com/wealthionofficial/

    LinkedIn: https://www.linkedin.com/company/wealthion/

    #Wealth #Economy #Finance #Investing #StockMarket #InterestRates #FederalReserve #PrivateEquity #Inflation #MarketTrends #Gold #WealthManagement #Recession #InvestmentStrategies #FinancialMarkets #Wealthion

  • Steve Hanke: The Fed is Behind the Curve - Recession is Inevitable

    Steve Hanke: The Fed is Behind the Curve - Recession is Inevitable

    · Wealthion - Be Financially Resilient

    James Connor welcomes Professor Steve Hanke for a thought-provoking conversation exploring why we’re headed for recession and its implications for an overheated stock market, while also suggesting a safe asset investors should consider under this scenario. The renowned professor of applied economics at Johns Hopkins University issues a stark warning about the U.S. economy, stating that we’re “running on fumes” as the money supply contracts, making an economic downturn inevitable this year or early next!

    Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://www.wealthion.com

    Timestamps:

    01:30 - The Money Supply Contraction Means Recession Is Coming

    07:49 - The Stock Market Is Overpriced

    13:29 - The Health Of The US Consumer?

    22:02 - US Monetary Policy: The Fed Is Behind The Curve Here

    33:00 - How Should Investors Position Themselves Under Steve's Recession Outlook?

    36:42 - Steve's Outlook For Gold?

    38:48 - Steve's Book Recommendations

    Connect with us online:

    Website: https://www.wealthion.com

    X: https://x.com/wealthion

    Instagram: https://www.instagram.com/wealthionofficial/

    LinkedIn: https://www.linkedin.com/company/wealthion/

    #Wealth #Finance #Money #SteveHanke #Economics #Recession #StockMarket #Investing #MoneySupply #FederalReserve #Inflation #EconomicOutlook #SafeInvestments #Macro #MarketAnalysis #EconomicDownturn #Wealthion

  • Weekly Recap: Crypto Outlook, Recession Alerts, and the US Election

    Weekly Recap: Crypto Outlook, Recession Alerts, and the US Election

    · Wealthion - Be Financially Resilient

    Andrew Brill shares the most compelling moments from our interview guests this week — in the latest edition of Wealthion’s Market Recap.

    In a conversation with Anthony Scaramucci, Joe McCann, Founder and CEO/CIO of Asymmetric, discusses the potential for an upcoming 50 bps rate cut, the economy, and his outlook for Solana and crypto. Peter Boockvar, CIO at Bleakley Financial Group, breaks down the economy’s uneven landscape and its effects on various income groups. Jonathan Wellum, CEO of Rocklinc Investment Partners, discusses stock market challenges and Warren Buffett’s next moves. Finally, Chris Casey, Managing Director at Windrock Wealth Management, contrasts the effects of a Trump vs. Harris presidency on crypto regulation, real estate investing, and fiscal spending.

    Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://www.wealthion.com

    Timestamps:

    00:00 - Introduction

    00:18 - https://youtu.be/wzH_K_qevV0

    15:13 - https://youtu.be/Tvp0PlaEwi4

    22:34 - https://youtu.be/lg14x5NNYR0

    31:33 - https://youtu.be/SUEeSsGmRXQ

    Connect with us online:

    Website: https://www.wealthion.com

    X: https://x.com/wealthion

    Instagram: https://www.instagram.com/wealthionofficial/

    LinkedIn: https://www.linkedin.com/company/wealthion/

    #Crypto #Recession #RateCuts #USElection #InvestmentInsights #MarketRecap #Solana #EconomicOutlook #Wealthion #FinancialNews #StockMarket #Inflation #FedPolicy #RealEstateInvesting #CryptoRegulation #Wealth #Finance #Money

  • Running the World’s Top-Performing Fund: Crypto Meets Macro Mastery | Joe McCann

    Running the World’s Top-Performing Fund: Crypto Meets Macro Mastery | Joe McCann

    · Wealthion - Be Financially Resilient

    Joe McCann, Founder, CEO, and CIO of Asymmetric—2023’s top-performing hedge fund globally—joins Anthony Scaramucci on Speak Up for a deep dive into all things crypto, Solana, global macro, and much more.Few professional money managers can match the returns Joe McCann has achieved by betting on Solana and other crypto investments. He describes his approach to Anthony as global macro expressed through crypto trades, calling Asymmetric ‘a macro shop dressed up in crypto clothing.’ This is an absolute must-watch that you can’t miss!Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://www.wealthion.comTimestamps:
    01:20 - Thoughts on Fed Policy & Market Impact
    04:49 - Joe’s Take on the Economy
    11:15 - The State of Crypto & Bitcoin
    16:17 - Solana: The Fastest Horse in Crypto?
    20:46 - Luck vs. Skill: What Drives Success?
    25:10 - Viewer Question: Managing Risk in Volatile Markets
    27:54 - Viewer Question: The Evolving Regulatory Landscape
    31:53 - Viewer Question: Building a Diversified Crypto Portfolio
    34:17 - Viewer Question: NFTs: Value vs. Hype
    36:07 - Viewer Question: Market Uncertainty & Crypto’s FutureConnect with us online:
    Website: https://www.wealthion.com
    X: https://x.com/wealthion
    Instagram: https://www.instagram.com/wealthionofficial/
    LinkedIn: https://www.linkedin.com/company/wealthion/#Crypto #Solana #Bitcoin #MacroEconomics #Investing #HedgeFunds #JoeMcCann #AnthonyScaramucci #FinancialMarkets #Blockchain #Ethereum #CryptoInvesting #GlobalMarkets #DigitalAssets #DeFi #Wealthion #Wealth #Finance #Money

  • Election 2024: Trump Trades and Harris Hedges

    Election 2024: Trump Trades and Harris Hedges

    · Wealthion - Be Financially Resilient

    Andrew Brill is joined by Chris Casey, Founder of WindRock Wealth, to discuss the 2024 U.S. presidential election’s impact on markets and the economy—from cryptocurrency and cannabis regulation to real estate investing strategies and Federal Reserve policy. Learn Chris’s valuable insights on how Trump and Harris could shape the economy, influencing spending, taxes, tariffs, and thus, your investments!Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://www.wealthion.comTimestamps:01:07 - Thoughts on the Latest CPI Numbers and Fed Rate Policy01:52 - 2024 U.S. Presidential Election Overview04:09 - Trump vs. Harris: Energy Policies, Tariffs, and Trade Wars11:48 - Trump vs. Harris: Real Estate, Federal Debt, and Deficit Spending18:58 - Trump vs. Harris: Crypto Regulation and Tax Plans26:46 - Trump vs. Harris: Cannabis, Gun Control, and Defense Spending30:27 - Does It Matter to the Markets Who Is President?31:53 - The Fed Creates Recessions? Who Controls the Fed?Connect with us online:Website: https://www.wealthion.comX: https://x.com/wealthionInstagram: https://www.instagram.com/wealthionofficial/LinkedIn: https://www.linkedin.com/company/wealthion/


    #Election2024 #stockmarket #MarketAnalysis #EconomicOutlook #FederalReserve #Crypto #RealEstate #Tariffs #Cannabis #USElections #InvestmentStrategies #Wealthion #Wealth #Finance #Money #Harris #Trump

  • Peter Boockvar: The ‘Death by a Thousand Cuts’ Economy

    Peter Boockvar: The ‘Death by a Thousand Cuts’ Economy

    · Wealthion - Be Financially Resilient

    Andrew Brill sits down with Peter Boockvar, CIO of Bleakley Financial Group and author of ‘The Boock Report’ on Substack, to gather his expert insights on what lies ahead for a global economy facing multiple challenges. Peter also explores recent market volatility, Fed rate cut expectations, the fading hype in AI stocks, and why inflation may be more persistent than many expect—plus much more.

    Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://www.wealthion.com

    Timestamps:

    00:46 - Peter's Overview Of The Global Economy

    04:43 - What Is Driving The Markets?

    10:45 - Shipping Rates, Inflation, And Global Unrest

    16:35 - Are We Headed For A Recession?

    18:59 - Peter's Expectations For Fed Rate Cuts Going Forward

    23:30 - Thoughts On The U.S. Bond Market

    25:45 - CPI Expectations

    29:30 - Market Volatility And Why They AI Hype For Stocks Is Over

    32:31 - Choppy Markets and Economy Ahead

    Connect with us online:

    Website: https://www.wealthion.com

    X: https://x.com/wealthion

    Instagram: https://www.instagram.com/wealthionofficial/

    LinkedIn: https://www.linkedin.com/company/wealthion/

    #GlobalEconomy #MarketVolatility #Inflation #InterestRates #FedRateCuts #Recession #AIHype #StockMarket #Investing #PeterBoockvar #FinancialInsights #Wealthion #EconomicOutlook #BondMarket #FinanceNews #Wealthion #Wealth #Finance #Money

  • Jonathan Wellum: Global Markets are on a Knife’s Edge

    Jonathan Wellum: Global Markets are on a Knife’s Edge

    · Wealthion - Be Financially Resilient

    James Connor welcomes Jonathan Wellum, CFA, CEO of Rocklinc Investment Partners, for a deep dive into the critical issues facing global markets today. Jonathan shares where he is finding value for his clients as the markets sit “on a knife’s edge” and offers his take on why volatility isn’t going away anytime soon.

    Worried about the markets? Schedule your free portfolio review with Wealthion's endorsed financial advisors at https://www.wealthion.com

    Timestamps:
    00:46 - Introduction and Markets/Macro Overview
    01:35 - Japanese Carry Trade And Wobbles In Global Markets
    06:12 - Higher Unemployment?
    08:35 - Fed Rate Cut Expectations
    13:02 - Warren Buffett’s Strategy: Cash Is King
    17:19 - Rocklinc's Investment Approach
    22:10 - Where is Jonathan Allocating Capital Now?
    29:08 - How Should Investors Proceed Going Forward?

    Connect with us online:
    Website: www.wealthion.com
    X: https://x.com/wealthion
    Instagram: https://www.instagram.com/wealthionofficial/
    LinkedIn: https://www.linkedin.com/company/wealthion/

  • Weekly Recap: Global Market Shock - What You Need To Know

    Weekly Recap: Global Market Shock - What You Need To Know

    · Wealthion - Be Financially Resilient

    This week began with strong bearish sentiment across the economy and markets. But with positive economic updates and a stock market rebound, could the bulls be back? Join Andrew Brill as he dives into these developments and more in this week's Wealthion Weekly Market Recap, featuring insights from our latest interview guests!

    This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/Wealthion and get on your way to being your best self.

    Timestamps:

    0:00- Andrew Brill's Intro

    0:18- Speak Up - Raoul Pal: This Market Sell-Off Is A Gift https://www.youtube.com/watch?v=ijSb94ZGikk

    5:58- Why the US Economy is Unstoppable with Ed Yardeni https://www.youtube.com/watch?v=uxQkQANAYAk

    15:55- Market Mayhem: What You Need to Know https://www.youtube.com/watch?v=KuiLfv_r6FA

    21:15- Navigating Volatility: Adam Johnson on Inflation, Rate Cuts, and AI Stocks https://www.youtube.com/watch?v=ifPHvNneNDs

    35:38- How to Overcome High Interest Rates in Real Estate | Dave Meyer https://www.youtube.com/watch?v=qn1VtSWq8ho

    43:33- Closing

    Connect with us online:

    Website: www.wealthion.com

    X: https://x.com/wealthion

    Instagram: https://www.instagram.com/wealthionofficial/

    LinkedIn: https://www.linkedin.com/company/wealthion/

    #MacroEconomics #Investing #Crypto #CryptoNews #Bitcoin #BitcoinNews #CryptoTrading #MarketInsights #Liquidity #Fed #InterestRates #StockMarket #Wealthion #Wealth #Finance #Money

  • Raoul Pal: This Market Sell-Off Is A Gift

    Raoul Pal: This Market Sell-Off Is A Gift

    · Wealthion - Be Financially Resilient

    Raoul Pal joins Anthony Scaramucci on "Speak Up" for an insight-packed, can’t miss conversation. The legendary investor, CEO & Co-Founder of Real Vision and Global Macro Investor, shares why recession fears and market bearishness are overblown, why volatility in crypto should be taken advantage of, and how the business cycle is just turning up now, with central banks reducing rates and increasing liquidity.

    This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/Wealthion and get on your way to being your best self.

    TIMESTAMPS:

    0:00 - Introduction by Raoul Pal

    0:17 - Welcome by Anthony Scaramucci

    1:13 - Discussion on Crypto Volatility

    2:51 - Yen Carry Trade Explained

    6:03 - History of Market Corrections

    9:08 - The Impact of Central Bank Money Printing

    11:13 - Looming Debt Crisis and Government Debt

    14:12 - Inflows to Crypto ETFs

    15:18 - Solana's Performance and Future

    18:16 - Discussion on Sam Bankman-Fried and Solana

    21:03 - Price Predictions for Solana

    24:16 - Long-term Value of Blockchain Technology

    25:07 - Differences in Bitcoin and Ethereum ETFs

    25:51 - Proposal for a National Bitcoin Stockpile

    28:23 - Recommended Books for Understanding Crypto

    30:06 - Future of NFTs

    32:04 - Potential Impact of New Democratic Ticket on Crypto

    34:40 - Humorous Closing Remarks on Olympic Sports

    35:10 - Closing

  • How to Overcome High Interest Rates in Real Estate | Dave Meyer

    How to Overcome High Interest Rates in Real Estate | Dave Meyer

    · Wealthion - Be Financially Resilient

    Learn how to navigate high interest rates, discover profitable deals, and implement winning strategies for long-term real estate wealth. In this episode, Andrew Brill interviews David Meyer, Head of Real Estate Investing at BiggerPockets, to uncover the secrets of real estate success in today’s economy. This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/Wealthion and get on your way to being your best self.Timestamps:00:00 - Introduction01:08 - Dave Meyer's Background and Expertise03:22 - Popularity of Real Estate Investing05:41 - Real Estate as a Secondary Income07:29 - How to Get Started in Real Estate09:19 - Ensuring Positive Cash Flow11:39 - Flipping vs. Holding Properties14:19 - Passive Real Estate Investment Options18:08 - Choosing the Right Markets20:21 - Importance of Having a Team21:49 - Dave's First Rental Property Experience26:31 - Finding and Analyzing Deals Remotely29:03 - Best Areas for Rental Properties30:26 - Impact of High Interest Rates32:24 - Managing Mortgage and Cash Flow34:23 - Common Pitfalls in Real Estate Investing36:33 - Strategies for Multiple Mortgages38:33 - Setting Up LLCs for Real Estate41:06 - Conclusion

  • Why the US Economy is Unstoppable with Ed Yardeni

    Why the US Economy is Unstoppable with Ed Yardeni

    · Wealthion - Be Financially Resilient

    In this episode of Wealthion, host James Connor is joined by Ed Yardeni, president of Yardeni Research, to discuss the current state of the global economy and financial markets.

    Despite recent turbulence, Yardeni provides a surprisingly optimistic outlook, highlighting the resilience of the US economy and his predictions for the coming years.

    With insights on the Fed's policies, the impact of inflation, and the potential for a market rally, Yardeni's analysis offers invaluable guidance for investors navigating these uncertain times. Did you enjoy this episode? Hit the like button and let us know in the comments!

    This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/Wealthion and get on your way to being your best self.

    Timestamps:

    00:00 - Introduction

    01:37 - Discussion on the Federal Reserve and Inflation

    04:25 - Fed Policy and Market Impact

    05:51 - Predictions for Interest Rate Cuts

    07:21 - Unemployment Rate and Job Market Analysis

    11:28 - Impact of Government Policies and Global Economy

    19:22 - Concerns About US Federal Debt

    24:49 - Japan's Economic Situation and Global Impact

    31:18 - US Economy Compared to Global Markets

    35:25 - Market Valuations and Predictions

    40:50 - Closing

  • Navigating Volatility: Adam Johnson on Inflation, Rate Cuts, and AI Stocks

    Navigating Volatility: Adam Johnson on Inflation, Rate Cuts, and AI Stocks

    · Wealthion - Be Financially Resilient

    In this episode of Wealthion, guest host Andrew Brill interviews Adam Johnson, portfolio manager of the Bullseye American Ingenuity Fund and author of the Bullseye Brief Investment Newsletter. Adam provides keen insights into the current state of the economy, discussing inflation trends, the impact of rate cuts, and the volatility in tech stocks. He also shares his strategies for navigating market chaos and generating long-term gains.

    This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/Wealthion and get on your way to being your best self.

    TIMESTAMPS: 0:00 - Introduction1:01 - Introducing Adam Johnson1:35 - Market Overview2:32 - Inflation and Rate Cuts3:50 - Economic Components6:34 - Market Volatility10:28 - Algorithmic Trading12:42 - Rate Cuts and the Fed14:35 - Small Caps17:26 - Impact of Rate Cuts on Small Companies20:35 - Netflix Bond Issuance23:09 - Finding Bond Sales24:47 - Money Market Accounts26:27 - Investing Strategy29:15 - Earnings Season30:18 - Best Sources for Investment Information32:26 - Opportunities Beyond Tech34:46 - Geopolitical Tensions37:22 - Presidential Election Impact40:30 - Closing Remarks

  • Market Mayhem: What You Need to Know

    Market Mayhem: What You Need to Know

    · Wealthion - Be Financially Resilient

    In this episode of Wealthion, host Andrew Brill sits down with Adam Johnson, the portfolio manager of the Bullseye American Ingenuity Fund and author of the Bullseye Brief Investment Newsletter. With the markets in turmoil, Adam shares his insights on how to navigate these turbulent times, revealing his strategies for calming investor nerves and identifying buying opportunities amidst the chaos.

    Adam discusses the recent market plunge, triggered by a dramatic 12% drop in the Nikkei and widespread panic selling. He emphasizes the importance of maintaining a long-term perspective, understanding market corrections, and recognizing when emotions drive irrational decisions. Discover how to spot undervalued stocks and make informed investment choices during extreme market volatility.

    This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/Wealthion and get on your way to being your best self.

  • Weekly Recap: Bitcoin, Rate Cuts and Inflation

    Weekly Recap: Bitcoin, Rate Cuts and Inflation

    · Wealthion - Be Financially Resilient

    In this Weekly Market Recap, Andrew Brill reflects on the interviews that took place on Wealthion over the past week in another Wealthion Weekly Market Recap!This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/Wealthion and get on your way to being your best self.TIMESTAMPS:0:00- Opening0:18- Speak Up: Caitlin Long13:20- The Commercial Real Estate Crisis22:23- Will Cutting Rates Ignite Inflation?35:21- Why Gold is Set to Soar42:21- Closing

  • Decentralized Banking: How Crypto Can Solve the Problem of Consolidation | Caitlin Long

    Decentralized Banking: How Crypto Can Solve the Problem of Consolidation | Caitlin Long

    · Wealthion - Be Financially Resilient

    In this episode of “Speak Up,” guest host Andrew Brill joins Wall Street veteran Caitlin Long, Founder & CEO of Custodia Bank, as they discuss the world of Bitcoin. The two also explore the ongoing battle between the crypto industry and Elizabeth Warren's views on the potential for cryptocurrency to be used for spying and money laundering. Did you like this episode? Hit the like button and let us know in the comments!

  • The Commercial Real Estate Crisis | Jonathan Wellum

    The Commercial Real Estate Crisis | Jonathan Wellum

    · Wealthion - Be Financially Resilient

    In this episode of Wealthion, James Connor hosts Jonathan Wellum, CEO of Rocklink Investment Partners, to discuss the unfolding crisis in commercial real estate.Jonathan provides a his perspective into the challenges facing the sector, including high vacancy rates, plummeting property values, and the systemic risks posed by these trends. Did you like this video? Let us know in the comments!

    This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/Wealthion and get on your way to being your best self.

    TIMESTAMPS:
    00:00 - Introduction
    02:16 - Analysis of Q2 GDPNumbers
    03:50 - Oil Prices and Global
    Economy
    05:44 - Copper Prices andEconomic Indicators
    07:03 - U.S. RecessionPossibility
    09:03 - Federal Reserve andInterest Rates
    12:25 - Impact on CommercialReal Estate
    24:03 - Canadian EconomyOverview
    28:48 - Toronto Real EstateMarket
    33:44 - Conclusion

  • Näytä enemmän