Episodi
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Wealth is being redefined, and your portfolio might be dangerously outdated. In this insightful episode of Speak Up, Anthony Scaramucci sits down with early Bitcoin adopter and WindRock Wealth founder Brett Rentmeester to unpack what comes after the collapse of the 60/40 portfolio. From the inflation crisis to the Fourth Turning, from blockchain to AI, this is a must-watch for anyone serious about future-proofing their investments.
Key Topics:
Why Bitcoin could 10x, and a credible path to $1M
The psychology of holding through extreme volatility
How governments and institutions are changing the Bitcoin game
Why the 60/40 portfolio is obsolete in today’s macro environment
Investing in crypto with a framework: BTC, Ethereum, Solana, AI tokens
The coming AI revolution and how crypto and AI will merge
Brett lays out a clear, practical investment philosophy grounded in macro realities, risk management, and asymmetric opportunities.
Chapters:
0:22 - How Brett Discovered Bitcoin at $3
2:08 - Why Bitcoin? Digging Into the Early Appeal
3:21 - Pitching Bitcoin to a Skeptical 61-Year-Old Client
4:57 - Navigating a World Upside-Down: Debt, Tariffs & Trust
7:48 - Breaking the 60/40 Mindset: Embracing Change
10:06 - What the “Fourth Turning” Means for Money
12:12 - Will Bitcoin’s Boom-Bust Cycle Change?
13:21 - Could Bitcoin Become a $20 Trillion Asset Class?
15:56 - AI & Crypto Convergence: Opportunity or Threat?
18:18 - How to Invest in the AI-Crypto Future
20:49 - Will Bitcoin Decouple from Risk Assets?
22:15 - Bitcoin in 5 Years: Million-Dollar Coin?
23:39 - Ideal Bitcoin Allocation for 50-Somethings
24:47 - Staying Ahead in Crypto: Trusted Sources
25:33 - Rebuilding the Portfolio: Beyond Stocks & Bonds
Volatility got you concerned? Get a free portfolio review with Brett Rentmeester and WindRock at https://bit.ly/4jjTrUA
Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
Connect with us online:
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#Wealthion #Wealth #Finance #Investing #Bitcoin #Crypto #AI #Blockchain #FourthTurning #DigitalAssets #Macroeconomics #PortfolioStrategy #FinancialFreedom
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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 this week’s Rise UP! Grimes and Company CEO Kevin Grimes and CFP Todd Herman join Rise Growth Managing Partner Terri Kallsen for an in-depth look at this week’s Treasury markets and what rising yields really mean, managing your emotions in times of fear, and when is it really time to cash out your investments. They also dive into Bitcoin’s record-breaking week and why Bitcoin could be a great investment against traditional currencies. Plus, how tariffs are affecting retail companies, their earnings, and your wallet.
Chapters:
2:34 - Markets This Week (put up charts to help)
3:37 - Yields, Bonds, What Happened Wednesday, and Why it Matters
6:15 - Myopic Loss Aversion - In Other Words: How to Avoid Panicking
8:10 - How to Test Your Plan and Know if it’s on Track
9:00 - How to Know When to Cash Out
9:41 - Volatility, When it’s Your Friend and When it Isn’t
10:58 - How Main Stream Media May Affect Your Decisions
11:25 - Tariffs and Retailers
12:40 - What Indices Grimes and Co. are Watching Closely
13:07 - What to Watch for to Know if a Recession is Near
14:15 - Rising Costs and Planning for it, Whether You are Retired, Near Retiring or Nowhere Near It
17:59 - Has Bitcoin Become a Safe Haven?
21:00 - Bitcoin vs ETFs, Portfolio Percentages and Volatility Management
24:07 - How to Accumulate Bitcoin — Entry and Exit Points
25:50 - Why Are High Yields Now a Concern?
29:26 - Are Bonds Still a Safe Haven? And How to Invest in Bonds to Build and Protect Your Portfolio
31:39 - How Do Rising Yields Affect Portfolio Strategy?
34:00 - Separating Emotions From Strategy
35:26 - What to Watch Next Week
Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3SiwJBf
Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
Connect with us online:
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#Wealthion #Wealth #Finance #Investing #Bitcoin #Crypto #Markets #Bonds #Yields #Tariffs #StockMarket #Recession #FinancialPlanning #EconomicOutlook #PortfolioStrategy
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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 -
Episodi mancanti?
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Uranium is on the edge of a once-in-a-generation supply shock, and prices could spike faster than in 2007.
Ocean Wall CEO Nick Lawson and Director Ben Finegold tell Trey Reik why the market is set up for a parabolic move. From the “Putinization of uranium” (Russia’s stranglehold on enrichment) to AI-hungry data centers that can only run on nuclear baseload, the squeeze is building fast.
What we cover
The 500 % surge in enrichment prices, and why oxide hasn’t followed yet
Hedge funds cornering supply (shades of 2006-07)
How utilities are panic-buying enrichment first, uranium later
Critical price thresholds: miners need $90-$120/lb to restart production
Nick & Ben’s highest-conviction tickers, from UEC to ASPI Isotopes
Energy security, national defence, and the next tech wave all point to one metal: Uranium!
Get Wealthion’s and SCP Resource Finance’s free report on Uranium and investment opportunities in the space, here: https://wealthion.com/uranium-investment-opportunities/
Chapters:
0:26 – Inside Ocean Wall
4:45 – From $150 to $18: What Crushed Uranium Last Time?
7:14 – The Last Uranium Mania: Lessons from the 2007 Spike
8:24 – Why Uranium Prices Stayed Frozen for a Decade
9:41 – The Uranium Awakening: What Changed After 2020
13:15 – Did Sprott Light the Fuse on the Uranium Rally?
16:02 – War, Sanctions & Supply Shocks: Was the Panic Real?
18:12 – The Putin Factor: How Geopolitics Weaponized Uranium
21:02 – Who’s Driving Prices: Wall Street or Nuclear Utilities?
26:52 – Uranium 101: The Fuel Cycle Every Investor Must Know
31:40 – How to Invest in Uranium: Funds, Stocks, and More
37:14 – Mining Trouble Ahead? The Looming Supply Crunch
38:28 – Why Canadian Uranium Miners Could Be at Risk
39:47 – Are We Still Early? Timing the Uranium Opportunity
43:15 – Explosive Growth Ahead? The Case for a Price Surge
45:05 – Long-Term Bull Case: Why Uranium’s Run Is Just Starting
Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3SjpysG
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
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#Wealthion #Wealth #Finance #Investing #Uranium #NuclearEnergy #EnergyCrisis #Commodities #CleanEnergy #Geopolitics #UraniumStocks #AI #Enrichment #SupplyChain #EnergySecurity
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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 -
Contrarian macro strategist David Hunter delivers his boldest outlook yet: a final parabolic melt-up in stocks during 2025, capping a 43-year secular bull market, followed by what he calls the biggest deflationary bust since 1929.
In this must-watch interview with James Connor, Hunter predicts the S&P 500 surging to 8000 and the Dow to 55,000 before an 80 % collapse wipes out trillions.
Key points he explains:
Why the Fed is already behind the curve and will soon panic-cut rates
How bearish institutional positioning could fuel the melt-up
Signs we may already be in a recession
Why the coming global bust could dwarf 2008
How a $20 trillion Fed balance-sheet expansion could spark hyperinflation later in the 2030s
Why the next bull market should favor commodities, oil, and precious metals over tech
Also discussed: his targets of $ 20,000 gold, $500 silver, $500 oil, and why traditional index investing may be “dead money” for a generation.
Chapters:
1:12 - Buy the Bounce or Sell the Surge?
3:27 - What Could Propel the S&P to 8 000?
6:31 - Can Markets Soar While the Economy Sinks?
8:40 - Is the Fed Already Behind the Curve?
11:19 - How Severe Could the Coming Slowdown Be?
16:41 - The Two-Speed Economy: Haves vs Have-Nots
20:47 - Will Unemployment Hit Double Digits?
28:14 - Could GDP Plunge Like 1932 Again?
35:08 - Canada’s Real-Estate Risk & Global Fallout
40:47 - Bubble Fever: Speculation on Steroids
49:47 - The Biggest “If” in Hunter’s Forecast
52:01 - Haircut Inflation & the Commodity Supercycle
55:05 - Can You Outsmart a Deflationary Bust?
58:06 - Where to Follow David Hunter Next
Follow David on X/Twitter: https://x.com/DaveHcontrarian
Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4jhtTHI
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
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#Wealthion #Wealth #Finance #Investing #StockMarket #MarketCrash #DavidHunter #MacroEconomics #Gold #Silver #Commodities #Recession #FederalReserve #EconomicForecast #Hyperinflation
________________________________________________________________________
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 -
Gold’s bull market is just heating up, here’s what comes next…
In this deeply insightful interview, Incrementum’s Ronnie Stoeferle joins Trey Reik to share highlights from his just-released In Gold We Trust 2025 report: The Big Long. Ronnie explains why gold is no longer a contrarian bet but a strategic response to the collapse of trust in fiat currencies, central banks, and political leadership.
Now in the second phase of its secular bull market, “around the 6th inning,” as Ronnie puts it, gold could be heading toward $4,800 or even $10,000. He breaks down the case for both “safe haven gold” (physical, long-term) and “performance gold” (silver, mining stocks, commodities, Bitcoin), and why the real upside may lie in the under-owned parts of the trade.
You’ll also hear how central banks are not just buying gold, but repatriating it. And how a quiet remonetization of gold may be underway, laying the groundwork for a future monetary reset.
Chapters:
1:59 - How to Get Your Hands on Ronnie’s “In Gold We Trust 2025” Report
3:29 - Why This Year’s Theme Is “The Big Long” for Gold
5:45 - Gold as Insurance? That’s Old News, Here’s the New Play
9:44 - Building the Ultimate Performance Gold Portfolio
11:09 - We’re Only in the 6th Inning of Gold’s Bull Run
15:49 - Technical Charts Are Screaming “Buy Gold”
21:02 - The Big Macro Forces Driving Gold Higher
25:26 - Is Trump Engineering a Weaker Dollar?
30:29 - Gold’s Role in the Coming Global Monetary Reset
40:07 - Could Basel III Supercharge Gold Demand?
42:48 - How to Calculate Gold’s True Fair Value
47:19 - Why Family Offices Are Quietly Buying Gold
Download Ronnie’s In Gold We Trust 2025 report for free: https://ingoldwetrust.report
Learn more about Incrementum AG: https://incrementum.li
Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4dKhGdH
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
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#Wealthion #Wealth #Finance #Investing #Gold #Silver #MiningStocks #Macro #DeDollarization #SoundMoney #CentralBanks #Bitcoin #RonnieStoeferle #InGoldWeTrust
________________________________________________________________________
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 -
Jim Rogers, legendary investor and co-founder of the Quantum Fund, has a stark warning for investors: “I've seen this party before, and this one worries me.”
In this exclusive interview with James Connor, Rogers reveals why he’s exited most of his global equity positions and is now holding massive amounts of cash, gold, and silver. He explains why today’s global economic optimism masks deeper problems: a global debt crisis, unsustainable speculation, and a dangerous shift away from free trade.
Key Topics:
Why Jim sold all his U.S. stocks
How the debt burden will haunt the next generation
What Buffett’s $300B cash pile means, and why Jim agrees
India’s surprising rise, and why Jim is watching closely
Why he’s buying silver and gold, but avoiding mining stocks
What makes Uzbekistan interesting, and Argentina risky
Chapters:
00:16 - Settling in Singapore’s Tropical Efficiency
01:16 - Are Tariffs Ending Rules-Based Globalization?
02:18 - Tariff Taxes: Do Consumers Foot the Bill?
02:46 - China’s Property Hangover: How Deep Is the Slowdown?
03:44 - 90-Day Pause: Will China Compromise on Tariffs?
05:02 - Can India Become America’s Next Debt Buyer?
07:10 - Trump: Mere Disruptor or Global Transformer?
09:42 - Britain’s 1970s Bankruptcy: A Cautionary Tale for the U.S.?
11:24 - U.S. Economy Looks Strong—Should Investors Worry Anyway?
13:14 - S&P Near Highs: Exit Signal or More Room to Run?
14:51 - Speculation Mania: Bubbles from AI to Sports Betting
16:13 - What Catalyst Could Finally Pop the Market?
18:24 - 10-Year Yield Volatility: Are 5% Rates Next?
19:14 - Emerging Markets Radar: Uzbekistan, Argentina & Beyond
24:57 - Buffett Passes the Torch—Implications for Berkshire
26:42 - Inside Jim’s Portfolio: Cash, China & Precious Metals
29:37 - Dollar Dominance: One Last Surge Before the Fall?
32:10 - Jim’s Single Best Advice For Today’s Markets: Be Very, Very Careful
32:49 - From Phone Number “5” to 116 Countries: Adventure Stories
Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/44EFrBg
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
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#Wealthion #Wealth #Finance #Investing #JimRogers #Gold #Silver #Macro #Markets #Stocks #InterestRates #DebtCrisis #USDebt #GlobalEconomy #Geopolitics #Tariffs #Dollar #EmergingMarkets
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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 -
With markets rebounding on the back of a 90-day tariff pause and U.S.-China Trade talks, investors are asking: Is now the time to buy, or wait for the next drop? In this episode of Rise Up, Rise Growth Partner’s Joe Duran is joined by Scott Schwartz and Alexis Miller of Bleakley Financial to break down what’s really driving the markets and how disciplined investors should respond.
What you’ll learn:
What the U.S.-China tariff pause means for stocks, bonds, and small businesses (there’s no trade deal yet)
Whether the Mag 7 comeback is sustainable or overhyped
Why international and value stocks could outperform in 2025
The smartest way to build a bond portfolio in today’s rate environment
Where Bitcoin fits inside a diversified plan
Why regular rebalancing beats market-timing every time
Why small-cap stocks are lagging, and what that signals for the economy
Stay calm, stay disciplined, and make smarter moves in a headline-driven market.
Chapter:02:09 - Markets Recover, But…?
05:47 - Inflation Surprise: What Does It Mean for Portfolios?
07:28 - Bonds in Focus: High-Quality or High-Yield?
11:47 - Private Credit: Hidden Yield or Hidden Danger?
12:30 - Magnificent Seven: Still a Buy After the Bounce?
15:16 - FOMO vs Discipline: When to Rebalance
19:29 - Bitcoin’s Role: Diversifier or Tech Proxy?
23:51 - The BIG Topic: 90-Day China Tariff Pause: What It Means for Markets
24:07 - Viewer Question: What Does The U.S.-China “Deal” Mean for Markets Short-term and Long-term?
28:07 - Viewer Question: How Do I Manage My Portfolio Right Now?
31:24 - Viewer Question: How Much To Set Aside If My Business Fails?
35:15 - The Big Three Next Week
Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3F6XMN0
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
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#Wealthion #Wealth #Finance #Investing #Markets #StockMarket #Tariffs #TechStocks #Bitcoin #Mag7 #BondMarket #PortfolioStrategy #FinancialPlanning #EconomicOutlook #SmartInvesting
________________________________________________________________________
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 high-conviction, high-energy interview, SCP Resource Finance CEO David Wargo joins Trey Reik to lay out why the next big macro move is into commodities, driven by a weakening dollar, a race for critical minerals, and an urgent shift away from China-dominated supply chains.
Key Topics:
What the recent U.S.–China trade deal really means for rare earths
Why gold, silver, copper, nickel, and rare earths are all set to surge
How the U.S. dollar’s decline will fuel a real asset bull market
How Ukraine’s reconstruction will supercharge base metals demand
Whether the U.S. will take control and liberate its mining sector, just like Big Oil
Would you like to hear more about SCP and its rare earth mineral projects? Get their white paper here: https://wealthion.com/rare-earth-metals/
Chapters:
0:23 - Are US-China Trade Talks Truly Sincere?
3:11 - Why Did China Grant Rare-Earth Exports to Vietnam and Volkswagen?
5:14 - What’s Beijing’s Endgame for Rare-Earth Leverage?
6:12 - Can Saudi Arabia Build Its Own Rare-Earth Supply Chain?
9:03 - Does the Kingdom Actually Have the Minerals?
10:28 - Deep-Sea Mining Order: Bold Move or PR Stunt?
13:00 - Why Is the Resolution Copper Mine Still Waiting?
17:00 - Pebble Mine in Alaska: Dream Deposit or Environmental Risk?
19:51 - What’s the Hottest Opportunity in Mining Right Now?
21:24 - Will Rebuilding Ukraine Supercharge Base-Metal Demand?
Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/43uMQ50
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 #Silver #Copper #RareEarths #CriticalMinerals #Commodities #Geopolitics #Macro #USChina #USD #Mining
________________________________________________________________________
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 gold still undervalued, even after hitting record highs? Tavi Costa says yes, and makes the case for $20,000+ gold.
In this insightful interview, Crescat Capital’s macro strategist Tavi Costa joins Trey Reik to explain why we’re in the early stages of a “Great Rotation” out of overvalued U.S. equities and into hard assets like gold, silver, and commodities. Tavi also lays out why traditional 60/40 portfolios are set to underperform for years, how U.S. debt levels and deglobalization are pressuring the dollar, and why central banks (and possibly even the U.S. Treasury) are quietly turning back to gold.
He also reveals:
- Why the 2-year Treasury yield could collapse
- Why the S&P 500’s best years may be behind it
- Why silver may be “the cheapest metal on Earth”
- And how AI, onshoring, and infrastructure needs are creating a boom in commodity demand
Chapters:01:09 - Crescat’s Three‑Pronged Strategy
05:45 - Defining the “Great Market Rotation”
10:14 - What’s Driving Crescat’s 2025 Outperformance
13:38 - Why the 60/40 Portfolio Is in Trouble
16:49 - Commodities vs. Equities: The Historic Discount
20:36 - Three Forces Fueling Gold’s Surge
24:36 - Why This Gold Cycle Could Be the Biggest Yet
30:03 - When Will It Be Time to Sell Gold?
36:32 - Valuing Gold: A $20K+ Playbook?
41:25 - Gold’s Role in the Next Monetary System
44:48 - 2025 Outlook: Rates, Commodities, and Markets
47:35 - Is Silver the Cheapest Metal on Earth?
Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3SBaGpv
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 #Silver #Commodities #MacroEconomics #DeDollarization #GreatRotation #TaviCosta #EconomicShift #MonetaryPolicy #MarketOutlook #Mag7
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The opinions and information shared by Tavi in this discussion are his own, and not necessarily those of Crescat. Any investments discussed may or may not be held by Crescat. Investments carry risk including risk of loss.
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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.
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Fundstrat’s Mark Newton joins Maggie Lake to break down why markets are rallying, and why technical analysis points to even more upside ahead. Despite recession fears and volatile headlines, Newton says the S&P 500 could hit 6,650 by year-end. He argues April marked peak fear and explains how charts (not narratives) reveal the real trends across stocks, bonds, crypto, and commodities.
Key Topics
Why the recent rally is more than just a bounce
Treasury yields could fall below 4 % between June and September
Tech and AI remain long-term secular winners
Bitcoin may pull back before heading to $135-150 K by year-end
Gold (target $3,750-3,800) and silver look strong heading into fall
He also sees the U.S. dollar dipping to the low 90s before rebounding
Chapters:
0:23 - How Can Technical Analysis Guide Us in a Headline-Driven Market?
3:13 - Why Is the S&P’s April Low a Launchpad?
8:04 - Is This ‘Sell the Rip’ or Still a Buying Opportunity?
9:26 - Which Sectors Will Lead the Next Leg Higher?
12:37 - Are U.S. Stocks Set to Outshine Global Markets?
14:13 - What Must Happen in Treasuries for Stocks to Climb?
18:38 - When Could 10-Year Yields Slide Below 4%?
21:00 - Do Charts Signal a Weaker Dollar Ahead?
23:26 - Is Bitcoin Really Decoupling from Risk Assets?
29:12 - Where Could Gold Head as Yields Fall?
31:35 - Is the Tech Rally Broader Than the ‘Mag 7’?
33:57 - Is the AI Boom a Bubble or a Secular Trend?
35:44 - Should Tesla Be Viewed as an AI Play?
Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4k1l0U4
Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
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#Wealthion #Wealth #Finance #Investing #StockMarket #TechnicalAnalysis #Treasuries #Bitcoin #Gold #Silver #AIStocks #S&P500 #Crypto #MarketOutlook #stocks #TA #Tariffs
________________________________________________________________________
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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Brett Rentmeester, founder of Windrock Wealth Management, says the classic 60/40 portfolio may be dangerously outdated, and it’s time to look into alternative investments to protect your wealth. In this conversation with Maggie Lake, he explains why investors must rethink diversification as we enter a new era of higher inflation, rising interest rates, and currency uncertainty. This isn’t about abandoning traditional assets but about complementing them with smarter, more resilient strategies.
You’ll learn:
Why future returns from stocks and bonds could disappoint
How to defend your purchasing power, not just grow your portfolio balance
3 essential “crisis-resilient” assets Brett recommends for long-term safety
The role of farmland, gold, silver, and Bitcoin in protecting wealth
Where the real growth is: private lending, venture capital, and innovation-driven opportunities
How tokenization could unlock liquidity in traditionally illiquid investments
Chapters:0:43 - What Does True Diversification Really Mean?
2:20 - Are We Entering a Double-Drawdown Era for Stocks and Bonds?
4:28 - Inflation vs. Interest: Are Savers Still Losing Ground?
6:03 - Is Shifting into Defensive Stocks and Bonds Enough?
8:26 - Beyond 60/40: Which Alternatives Make Sense Now?
10:43 - Are Alternative Investments Actually Safer Than They Seem?
12:00 - Can Alternatives Deliver Both Safety and Upside?
14:23 - How Much Illiquidity Can Your Portfolio Handle?
17:32 - How Big Should Your Alternatives Allocation Be?
19:13 - What Risk Profile Fits Crypto and Tokenized Assets?
Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3GP9ufH
Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
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#Wealthion #Wealth #Finance #Investing #MacroInvesting #AlternativeInvestments #InflationProtection #Gold #Bitcoin #Farmland #AssetAllocation #InterestRates #PortfolioStrategy #FinancialFreedom #Bonds #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.
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Stocks are ripping higher after news of a U.S.-China trade deal, but will it last? In this Wealthion Flash Market Report, Fundstrat’s Mark Newton joins Maggie Lake to react to the surprise announcement and explains why he believes this rally still has legs. Mark shares his outlook for tech stocks, treasury yields, and the dollar, and why June could bring a key market pullback even as the S&P targets 6,650 in 2025.
Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/43puYIF
Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
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#Markets #StockMarket #SP500 #TechnicalAnalysis #USChina #TradeDeal #InterestRates #Treasuries #Dollar #TechStocks #USA #China #Tariffs
________________________________________________________________________
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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In a riveting and in-depth analysis of the first trade deal made between the U.S. and another country since tariffs were announced — Rise UP’s Managing Partner Terri Kallsen and Grimes & Company’s Principal and Wealth Manager Emily Wood and Research Director and Portfolio Manager Ben Wallace, take a look at what the deal means for both markets and the economy, and if it is a signal that the U.S. will be able to avoid recession and/or stagflation. With incredible insights on market indicators, what history has shown, and an explanation of the Tariff Earthquake and the resulting Trade Tsunami that will hit American shores in a matter of weeks, this week’s Rise UP can’t be missed.
Chapters:
2:17 - We Have a Tariff Deal—What Happens Next?
4:01 - Will A Trade Deal Help Stave Off Recession?
6:10 - Market Reaction to Deal
6:35 - Managing Liquidity Through Volatility & Creating Income Streams
7:40 - How Much Cash Should You Have to Protect Yourself From Volatility
8:27 - Mother’s Day- Why Moms Matter Even More Than You Think
9:20 - Working Moms, Finances and the Finance Industry
15:48 - Buying the Dip Debate
20:55 - Volatility & 529 College Plans
24:11 - Have the Markets Hit Bottom? Wealthion Viewers Vote
25:25 - When We Might See Volatility Next
27:00 - Timing the Market & Using Dollar Cost Averaging to Figure It Out
29:00 - What History Tells Us About Hitting Market Bottom
30:15 - Next Week: Inflation Indicators
31:49 - The Trade Tsunami is Coming
32:57 - Next Week’s Empire State Manufacturing Survey — The Tsunami Warning System
35:00 - Next Week: Watching Market Volatility and Why It’s Normal
Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3F1FnRE
Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
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#Wealthion #Wealth #Finance #Investing #Tariffs #TradeWar #MarketVolatility #Recession #Stagflation #InvestmentStrategy #EconomicOutlook #FinancialNews #DollarCostAveraging #WealthManagement
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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 -
Are you letting fear or outdated strategies sabotage your portfolio? In this important interview, Brandy Maben of Windrock Wealth Management joins Maggie Lake to reveal how the wealthiest investors prepare for volatility, inflation, and taxes, and what everyday investors can learn from them.
Brandy explains why:
Treasuries aren’t the safe haven they once were
Tax planning (not market timing) is your biggest edge
Sitting on cash may be riskier than investing
Gold, farmland, and private credit are essential inflation hedges
Most people completely misjudge their true risk tolerance
She also breaks down misunderstood tax strategies like Roth conversions, donor-advised funds, and how to prepare for the looming 2026 tax sunset. If you’re unsure whether your portfolio can survive what’s coming, this episode is your wake-up call.
Chapters:
0:20 - Big Picture: Managing 2025’s Market Roller-Coaster
1:48 - Beyond 60/40: Portfolio Priorities for 2025
4:41 - Guarding Against Inflation’s Whiplash
6:25 - Safe Haven or Sinking Ship? The Treasury Debate
8:03 - Getting into Gold: Too Late or Just in Time?
10:05 - Preserve Capital or Chase Growth Amid Volatility?
12:30 - The Biggest Tax Mistakes Investors Make
16:59 - Should You Go Global? Weighing International Diversification
18:31 - Are You Really as Risk-Tolerant as You Think?
20:58 - Sitting on Cash: Safety Net or Silent Killer?
23:47 - Favorite Tax-Smart Vehicles Revealed
27:02 - Building a Battle-Ready Plan: Key Questions to Ask
Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4m1zC73
Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
Connect with us online:
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#Wealthion #Wealth #Finance #Investing #Inflation #TaxPlanning #Gold #Farmland #FinancialPlanning #SmartMoney #Markets #Volatility
________________________________________________________________________
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 America counter-punching in a long-running trade war, or shooting itself in the foot? Economist E.J. Antoni, Unleashed Prosperity Senior Fellow and Heritage Foundation economist, joins Maggie Lake to dissect the White House’s tariff rollout, trade strategy, and the Fed’s credibility crisis. Antoni warns that a botched tariff formula is rattling allies and markets, even if the long-term goals may be sound.
In this must-watch conversation, Antoni explains why:
The U.S. isn’t starting a trade war, it’s finally fighting back
A flawed rollout is sowing confusion among trading partners
Tariffs may sting now but could revive U.S. manufacturing
Deregulation and tax reform (not tariffs) will move the economic needle most
The Fed’s mixed signals have shattered market confidence
Runaway spending could spark a bond-market revolt and send gold even higher
Chapters:
0:19 - Economic Outlook: How Fragile Is the U.S. Recovery?
2:40 - Tariff Slip-Up: Why Was the Rollout Botched?
6:05 - Did the Blunder Weaken America’s Bargaining Power?
8:39 - Negotiations in Limbo: What’s Stalling the Talks?
10:38 - Are Deals with China’s Rivals Enough for Markets?
13:07 - Strategy vs. Execution: Is the Trade Plan Sound?
19:04 - Short-Term Pain for Long-Term Gain?
22:41 - Will Consumers Feel an Inflation Shock?
24:43 - No Alternatives: Could Tariffs Empty Store Shelves?
27:05 - Reshoring Reality: Can Manufacturing Boom Again?
31:55 - Unions or Right-to-Work: Which Model Wins?
33:50 - Will Young Workers Fill Factory Floors?
38:27 - Rebalancing: Do Equities Sacrifice Returns?
39:51 - Robots, AI and the Future of Tariffs
42:33 - Fed in a Bind: Cut Rates or Stand Pat?
44:35 - Can the Fed Be Reformed?
47:12 - Fiscal Cliff: How Dangerous Are Deficits Now?
48:53 - Where Can Washington Actually Cut Spending?
52:51 - Balanced Budget Without Market Chaos?
55:13 - Are Tariffs Distracting from Tax Reform?
56:03 - Could the Trade War Escalate into a Capital War?
He also outlines how the next few months could reshape global trade, and why gold might be the only safe bet left.
Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3YB5OEm
Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
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#Wealthion #Wealth #Finance #Investing #TradeWar #Tariffs #Gold #FederalReserve #USEconomy #GlobalMarkets #EconomicPolicy #Inflation #MarketVolatility #Manufacturing
________________________________________________________________________
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 Wall Street repeating 2008? The Technical Traders’ Chris Vermeulen tells James Connor the S&P 500 could pop to 5,950 in a final “exit-liquidity” squeeze before plunging 30-50% in a stage-four bear market. Institutions are dumping on retail while freight volumes collapse, tariffs bite, and oil flashes recession. Yet, it’s not all bearish, as Chris also sees gold breaking toward $3,750 once the shake-out is done.
Key Topics:
Exact chart levels Chris is watching for the crash trigger
Why this is the “final leg” before a crash, mirroring 2008’s stage-four breakdown
How Apple, Nvidia, and Palantir are flashing sell signals now
Why retail investors are being used as exit liquidity
The bullish setup in gold and silver, and the short-term correction ahead
How oil’s collapse confirms recession signals
Chris’s contrarian call on the U.S. dollar and its surprising strength in downturns
Bitcoin’s next move if risk assets roll over, and why MicroStrategy is in the crosshairs
Chapters:1:51 – Is 5,600 the S&P’s Danger Zone?
3:52 – Could 5,950 Spark a Short Squeeze?
5:04 – Will 4,900 Be Breached Next?
6:18 – Nasdaq Run-Up or Fake-Out?
9:08 – Apple’s Weak Numbers: Buyback Lifeline?
11:41 – Siri’s Fail and Apple’s Future
12:39 – Buffett Steps Aside: Berkshire After Buffett
16:08 – Nvidia’s Parabolic Rise: Bubble Alert?
17:53 – Palantir’s Wild Spike—Momentum or Madness?
19:19 – MicroStrategy: Bitcoin Proxy Plays
20:26 – Bitcoin vs. Bear Market—Can It Outperform?
24:09 – Gold Surge: Peak or Pause?
28:04 – Silver’s Shot at $38?
30:52 – Oil Slump Flags Economic Slowdown
39:32 – TLT & Yields: Bond Market Warning
42:18 – King Dollar Ready for a Comeback?
44:31 – Key Takeaways & Next Moves
Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4jISneb
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#Wealthion #Wealth #Finance #Investing #StockMarketCrash #Gold #Bitcoin #TechnicalAnalysis #BearMarket #SP500 #Nvidia #Apple #MarketCrash2025 #ChrisVermeulen
________________________________________________________________________
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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China sets the price, and the West scrambles to keep up. In this insightful interview, Justin Chan, Head of Research at SCP Resource Finance, sits down with Trey Reik to explain why 90 % of heavy rare earths are still processed in China, how that gives Beijing pricing power over EVs, wind turbines, and defense tech, and why even top-tier mining projects are barely breaking even.
Key Topics:
• China’s supply-chain chokehold: 70 % of light Rare Earths, 90 %+ of heavy Rare Earths
• Price suppression playbook: how Beijing keeps rivals on the back foot
• Mining’s brutal math: 4,000 junior miners, but most never pour metal
• White Mesa wildcard: the lone U.S. mill that could challenge China’s monopoly
• Cost-curve support: spotting upside in rare earths, uranium, lithium, and gold
• Uranium reset: from $30 to $100 and back to $70 price swings and SCP’s $80/lb long-term view
Would you like to hear more about SCP and its rare earth mineral projects? Get their white paper here: https://wealthion.com/rare-earth-metals/
Chapters:
1:14 - What Exactly Is SCP Resource Finance?
4:30 - Why Is Profitable Mining So Hard?
7:53 - Discovery Silver: A Proven Mining Dream Team?
9:40 - If It’s Discovery “Silver,” Where’s the Gold?
10:20 - How Risky Is Permitting Mines in Mexico?
11:39 - Why Do Mines Now Take Decades to Build?
14:10 - Rare Earths Demystified: What They Are & Why They Matter
16:43 - Rare Earths Are in Short Supply… So Why Are Prices So Low?
18:19 - Is China Gaming Rare Earth Prices to Keep Control?
19:12 - Can America Break Free from China’s Rare Earth Grip?
21:20 - How Much Would It Really Cost to Build Rare Earth Infrastructure?
23:33 - Why Is One Rare Earth Stock Soaring While Another Lags?
26:19 - The Rare Earth Companies That Actually Deserve Your Attention
31:38 - Why Rare Earths Are Really a Magnet Market Story
33:51 - Could Ukraine Become a Key Player in Rare Earths?
35:02 - What Are Ionic Clays—and Why Investors Should Care
35:27 - Uranium Prices Are Sliding—Time to Buy the Dip?
38:08 - Where the Real Value Lies in Uranium Stocks42:04 - Where Uranium Prices Are Headed from Here
Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3GDVBkl
Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
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#Wealthion #Wealth #Finance #Investing #RareEarths #China #CriticalMinerals #Uranium #MiningStocks #Commodities #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 -
In this week’s Rise Up, wealth managers Andy Schwartz, David Mandelbaum, and co-hosts Terri Kallsen and Joe Duran bring incredible insights into what they believe is going to happen over the next two quarters, both economically and in the markets. Relating stories of what they are hearing from their clients and delivering the advice they are giving, including some step-by-step instructions on how investors should be thinking about and managing their portfolios right now. Plus, our viewers ask us anything — from how to know when to get back into the market after selling, and when investors really make the most money, to needing a portfolio manager or not, and why the basics aren’t boring! Plus, what to watch for next week.
Chapters:
2:47 - Markets Latest
3:35 - Negative GDP and More is Coming
5:13 - “We’re at the high end of this trading range”
6:22 - “Our clients are pulling back”
7:55 - The Mag 7 and What the April Markets Comeback Signals
9:09 - We’re Not at the Bottom
10:45 - What Investors Should Be Doing Now
11:44 - Tariffs and Pharma Industry: What to Know
17:30 - It’s a Good Time to Get Into the Right Healthcare Investments
21:03 - Ask Us Anything – Who Are the Winners and Losers this Month?
22:00 - The Best Way to Invest
23:30 - When the Next Drop Will Come
24:15 - Diversification is Your Friend
24:45 - Selling? How to Know When to Get Back In
28:15 - When You Make the Most Money
30:15 - Do I Really Need a Portfolio Manager? Yes and No
36:06 - “Basics are Boring” But Are They Really?
40:05 - Next Week
Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4jFVxzc
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
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#Wealthion #Wealth #Finance #Markets #Investing #MarketVolatility #StockMarket #Gold #Bitcoin #PortfolioStrategy #stocks #Economy #Recession
________________________________________________________________________
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 a historic silver shortage about to send prices vertical? Sprott Asset Management CIO Maria Smirnova says we’re five years into a 1.2-billion-ounce supply deficit, and industrial demand from EVs, solar panels, and AI-hungry data centers is only accelerating. With mine output falling, exchange inventories drained, and silver’s market a tiny $30 billion a year, just a flicker of Western investment could light the fuse.
Listen now to learn:
Why the gold-to-silver ratio screams opportunity
How EVs double silver loadings per car
The East vs. West demand split (and what flips it)
Why most silver is a by-product and why that caps supply
The price level ($50) that could unleash new mines
Chapters:
1:10 – Gold vs Silver: Why They’re NOT the Same Metal
2:58 – Silver’s Supply Deficit: How Deep Does It Go?
6:47 – EVs, Solar & AI: Silver’s Triple-Demand Tailwind
11:12 – Falling Inventories: The Hidden Silver Squeeze
14:13 – Blow-Off Coming? When Silver Could Spike
15:38 – Gold’s Surge vs Silver’s Stall—What’s Up?
18:43 – Silver vs Gold: Portfolio Power Play
19:55 – Small but Mighty: Inside Silver’s Tiny Market
21:38 – Mining Reality: Why Silver Is Mostly a By-Product
24:35 – Mine Supply Woes: Why New Silver Projects Lag
26:01 – What Will Ignite the Next Silver Discovery Boom?
27:28 – Smart Money Moves: Where Pros Are Betting on Silver
28:27 – 2025: The Year Silver Finally Breaks Out?
29:46 – Spotting the Spark: How to Track Silver Demand
Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at www.wealthion.com/free
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 #Silver #SilverInvesting #PreciousMetals #SilverPrice #Gold #Commodities #EVs #SolarEnergy #AI #SilverMining #Sprott #GoldVsSilver #SilverDemand #SilverSupply #MacroEconomics
________________________________________________________________________
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 -
Description:
Are your investments ready for a world where U.S. bonds are no longer safe? In this urgent Wealthion AMA, WindRock Wealth founder Chris Casey joins the channel’s producer, Mario Rodriguez, to answer your top questions and explain why the traditional “risk-free” U.S. Treasuries investing playbook is breaking down.
Chris warns of a looming U.S. debt crisis, a possible bond market collapse, and remaining risks in commercial real estate. He shares where he’s putting capital now, and why gold, miners, energy, and Bitcoin may be essential for protecting your portfolio.
You’ll learn:
Why U.S. Treasuries have lost their “risk-free” status
Chri’s 2025 Outlook for the Stock Market
Where short-term bonds and cash play a role in today’s uncertain markets
Why gold miners, and energy stocks are primed for a breakout
How Bitcoin fits into your portfolio, but why it’s not a safe haven during market crashes
Why counting on a Fed rescue may be dangerous in 2025
Chapters:0:55 – Is Commercial Real Estate Headed for More Pain?
2:23 – When Does Commercial Real Estate Become a Buy?
5:07 – Should You Buy the 10-Year Treasury Now?
8:35 – Where Can Investors Find Safe Yield Today?
10:14 – Has the Oil Trade Already Set Sail?
12:25 – How Would a Recession or Tariffs Hit Energy Prices?
13:36 – Is Bitcoin Really a Safe-Haven Asset?
15:11 – How Much Crypto Belongs in a Portfolio?
16:28 – Physical Gold, ETFs or Miners: What’s Best Now?
19:50 – How Big Should Your Gold Position Be?
20:46 – Is Hiding in Cash a Wise Strategy?
22:47 – Should You Rotate From U.S. to European Stocks?
24:44 – Which Foreign Markets Actually Look Attractive?
26:24 – Where Is The Market Headed: What’s the Smart Play?
Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at www.wealthion.com/free
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 #Bitcoin #Bonds #DebtCrisis #MarketCrash #SafeHaven #EnergyStocks #Macro #Markets #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 - Mostra di più
