Episodes
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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
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#Wealthion #Wealth #Finance #Investing #Gold #Silver #Commodities #MacroEconomics #DeDollarization #GreatRotation #TaviCosta #EconomicShift #MonetaryPolicy #MarketOutlook #Mag7
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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 -
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
Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/
#Wealthion #Wealth #Finance #Investing #StockMarket #TechnicalAnalysis #Treasuries #Bitcoin #Gold #Silver #AIStocks #S&P500 #Crypto #MarketOutlook #stocks #TA #Tariffs
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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 -
Episodes manquant?
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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
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 #MacroInvesting #AlternativeInvestments #InflationProtection #Gold #Bitcoin #Farmland #AssetAllocation #InterestRates #PortfolioStrategy #FinancialFreedom #Bonds #Stocks
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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 -
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
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/
#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.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
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
Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
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LinkedIn: https://www.linkedin.com/company/wealthion/
#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:
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 #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
Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
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#Wealthion #Wealth #Finance #Investing #TradeWar #Tariffs #Gold #FederalReserve #USEconomy #GlobalMarkets #EconomicPolicy #Inflation #MarketVolatility #Manufacturing
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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 -
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
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 #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.
Learn more about your ad choices. Visit megaphone.fm/adchoices -
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
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 #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
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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.
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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:
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#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.
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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
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#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.
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Canada’s future is at a turning point. In this hard-hitting interview, RockLinc CEO Jonathan Wellum joins James Connor to expose the hidden forces behind the results of yesterday’s Canadian election and why economic storm clouds are gathering fast on both sides of the border.
Jonathan reveals:
- How Donald Trump’s comments helped the Liberals win
- Why Canada’s economy is sliding into crisis (GDP collapse, weak dollar, capital flight)
- The dangerous slowdown brewing in U.S. housing, shipping, and consumer spending
- The global trade reset is reshaping markets, and how to position your portfolio
- His 2025 strategy: 28% cash, 20% precious metals, and focus on resilient businesses
Chapters:
0:43 - How the Liberals Pulled Off Another Shocking Win
16:17 - Could the NDP Hand Power to the Liberals?
18:15 - U.S. Economy on Edge: What’s Coming in May
20:50 - Shipping, Airlines, and Slowdowns: Warning Signs Everywhere
25:09 - Inside Buffett’s Shareholder Meeting
27:40 - Billionaires Are Booming in the U.S.A.
30:34 - Trump vs. Powell: The Battle Over Interest Rates
32:41 - How Rocklinc Is Investing Through Uncertainty
36:33 - Jonathan Is Betting Big on Gold and Precious Metals Miners
38:34 - Is a Recession Inevitable? The Cracks Are Getting Bigger
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4lYy6CW
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 #Canada #CanadaElections #CanadaEconomy #CanadianDollar #EconomicCrisis #Election2025 #MarketOutlook #PreciousMetals #GoldInvesting #RecessionWarning #Markets
________________________________________________________________________
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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Description:
Energy Fuels CEO Mark Chalmers joins Wealthion’s Trey Reik to reveal how his company is leading America’s rare earths comeback, and why critical minerals are becoming one of today’s biggest untapped investment opportunities.
For this second part of our Rare Earths special coverage, Mark explains how Energy Fuels is transforming from a uranium and vanadium producer into a rare earths leader, securing world-class projects in Brazil, Australia, and Madagascar to help reduce America’s dangerous dependence on China. Discover why rare earths, especially those used in EVs, wind turbines, and defense technologies, are essential for the future of energy and national security.
Key Topics:
- Why magnets drive the rare earths story
- How China seized rare earths dominance
- Why thorium processing sets Energy Fuels apart
- The global race to secure critical minerals
- Why the rare earths boom is just beginning
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:
1:42 - Energy Fuels: America’s Secret Powerhouse in Uranium & Vanadium
2:03 - Vanadium’s Superpower: The Metal That Doubles Steel’s Strength
3:12 - How Energy Fuels Cracked the Rare Earths Code
4:40 - Monazite Revealed: The Tiny Ore with Massive Potential
6:27 - Rare Earths Uncovered: The Five Elements That Matter Most
7:31 - Traveling in Packs: Why Rare Earths Always Stick Together
8:54 - Magnets Rule: The Hidden Force Behind the Rare Earth Boom
11:40 - China’s Monopoly: How They Took Over the Rare Earths Market
16:54 - Building America’s Rare Earths Comeback: Energy Fuels’ Bold Mission
24:21 - From Madagascar to America: The Economics of Moving Rare Earth Sands
28:46 - Why the Mining Titans Missed the World’s Best Rare Earth Find
30:48 - Energy Fuels’ Secret Weapon: Mastering Separation & Storage
35:35 - The 2028 Vision: How Energy Fuels Plans to Lead the Rare Earths Race
37:18 - Billion-Dollar Blueprint: How Much Will It Cost to Win?
39:11 - Will the U.S. Government Supercharge America’s Rare Earth Dream?
40:50 - Rare Earths 2.0: Why This Could Be the Start of a Massive Boom
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4jLZpOO
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 #RareEarths #Uranium #CriticalMinerals #EnergyTransition
________________________________________________________________________
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 week where the market exited correction, the wealth advisors at Grimes and Company say there is money to be made in a volatile market, as long as you have a plan on when to get back in. Plus, investing in gold and bitcoin, managing your portfolio in times of volatility, and how to manage it for life and retirement, no matter if you’re 35 or 55.
Chapters:
2:46 - Markets This Week
5:22 - What Made Trump Blink?
6:30 - Is Volatility the New Norm?
7:51 - We’ve Seen This Volatility Before
10:50 - Gold Has Gone Parabolic, Time to Buy or Sell?
12:55 - ETF or Physical Gold?
16:08 - If You Like Gold, You Should Probably Like Bitcoin
19:50 - Managing Your Portfolio in Times of Volatility
21:28 - Don’t Sell Without a Plan to Buy
26:10 - How Much Do You Need to Retire and How to Manage Your Portfolio to Get There
29:29 - Volatility Is Your Friend When Saving for Retirement
31:30 - Saving for Retirement vs. Living Life
33:43 - What to Watch Next Week
Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4jHED2A
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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LinkedIn: https://www.linkedin.com/company/wealthion/
#Wealthion #Wealth #Finance #Markets #Investing #MarketVolatility #StockMarket #Gold #Bitcoin #PortfolioStrategy #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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In this hard-hitting, no-nonsense Speak Up episode, value investor Sven Carlin joins Anthony Scaramucci to expose the financial risks threatening your portfolio, from U.S. debt compounding at 8%, and overvalued markets, to investor psychology shaped by years of Fed and fiscal bailouts.
Drawing from his childhood in hyperinflation-era Yugoslavia, Sven warns that money printing is the only way out of the West’s massive debt burden, and that the endgame is hyperinflation. He explains why traditional inflation hedges like gold may not offer cost-effective protection, and what real assets he believes investors must own to protect their wealth from what’s coming.
Key Topics:
• Why Sven won’t touch the S&P 500 at current valuations
• The hidden costs of Trump’s tariff strategy and trade wars
• Why food stocks and real businesses beat speculative assets
• The “buy the dip” trap enabled by Fed policy
• How China may outlast the U.S. in economic warfare
Whether you’re a cautious investor or market bull, this conversation will challenge your assumptions and help you prepare for what’s next.
Chapters:
0:33 – Did Sven Carlin See the Financial Whiplash Coming?
2:18 – Warren Buffett Called Tariffs on China War—Does Sven Agree?
3:17 – Can Washington Cut 70 Trade Deals in Just 3 Months?
4:53 – Is There Anything Left Worth Investing In?
5:58 – Gold or Bitcoin? Sven Reveals His Real Hedge
9:14 – Inside the Minds of Today’s Investors: Fear, Greed, or Delusion?
10:25 – Has America Lost Its Magic?
12:17 – Can Tariffs Really Revive American Industry?
14:36 – China vs. U.S.: Who Wins the Trade War Poker Game?
17:28 – Is Europe Waking Up or Falling Behind for Good?
18:31 – What Would Make Sven Carlin Turn Bullish Again?
21:28 – They’ll Print Again, So Should You Go All-In?
24:02 – Sven’s Hyperinflation Warning
Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4jmE2Uh
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 #SvenCarlin #Hyperinflation #ValueInvesting #Macro #Gold #Bitcoin #RealAssets #StockMarketCrash #DebtCrisis #MarketOutlook #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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Are we heading into a full-blown reset across financial markets? In this explosive interview, Jesse Felder, founder of The Felder Report, joins James Connor to issue a dire warning: stocks, bonds, and the U.S. dollar are all dangerously mispriced, and a major repricing event may be just around the corner.
Felder explains why:
The S&P 500 remains dangerously overvalued, despite recession signals
Retail traders are driving a leverage-fueled bubble, while insiders are cashing out
Tech optimism is fading as AI giants freeze CapEx spending
Bonds face a historic risk: a “vigilante revolt” amid surging deficits and inflation
The Fed may soon face a policy trap, under political pressure to monetize debt
The U.S. dollar may have entered a long-term bear market, shifting the global macro landscape
Later in the interview, Rocklinc’s CEO, Jonathan Wellum, shares his reaction to Jesse’s conversation, discusses his firm’s 28% cash position, and outlines where he’s still finding value in today’s volatile markets.
Chapters:
0:26 – Buy the Dip or Bail Out? Jesse Felder on the S&P’s Fate
3:56 – Why Stocks Are Still Dangerously Overvalued
8:42 – The AI Bubble? Felder Warns It’s Just Like 2000
12:59 – Will the S&P Shatter 4,800—or Plunge to 3,000?
14:32 – The Most Important Chart in the World: Bond Yields
18:04 – Why U.S. Debt Is a Ticking Time Bomb
20:23 – Bond Market Revolt: What It Looks Like & Why It Matters
22:01 – 5.5% Yields? The Fed’s Nightmare Scenario
22:43 – The Dollar Is Dying—Here’s What to Own Instead
25:28 – Why Oil Could Soar While Everything Else Tanks
27:43 – Recession Already Here? Felder Thinks So
29:16 – The Fed’s Impossible Dilemma: Inflation vs. Recession
32:43 – Is Inflation Really Dead? Don’t Bet on It
33:13 – Will Jay Powell Be Fired? Inside the Fed Shake-Up
35:27 – The Coming Crash: S&P 4000—and Then Some?
37:01 – Where the Smart Money’s Hiding Now
42:04 – Gold at $10,000? Long-Term Bull Case Revealed
44:30 – Jonathan Wellum Reacts: S&P Could Still Drop Hard
48:12 – Why Bonds Still Aren’t Safe—Even at 5% Yields
48:29 – Too Late to Buy Gold? Not Quite…
50:22 – Holding 28% Cash: RockLinc’s Contrarian Strategy
51:13 – How RockLinc Invests Idle Cash Smarter
51:59 – Final Takeaways from Felder’s Market Forecast
Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3Rw3WsE
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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LinkedIn: https://www.linkedin.com/company/wealthion/
________________________________________________________________________
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 -
Diego Parrilla, CIO of Quadriga Asset Managers and author of The Anti-Bubbles, joins Maggie Lake to expose the structural flaws in today’s global economy, flaws rooted in decades of reckless money printing, debt addiction, and political short-termism.
Parrilla warns that we’re heading straight into stagflation, where inflation, slower growth, volatility, and geopolitical risk converge into what he calls a “perfect storm” for traditional portfolios.
In this must-watch conversation, you’ll learn:
Why gold could soar to $10,000
How yield curve control may be the Fed’s next move
Why the 60/40 portfolio is broken
How inflation expectations are driving markets
Why volatility is the new safe haven
What true diversification looks like in a fragile financial regime
Parrilla also critiques the illusion of safety in Treasuries and the dollar, expresses skepticism about Bitcoin, and explains how to position portfolios for resilience in what he calls a “hostile market environment.”
Chapters:
0:18 - Global Markets at a Breaking Point?
4:17 – The Hidden Rot Beneath the Global Economy
8:55 – Can Tariffs Save Us, or Doom Us?
18:35 – Why Inflation Isn’t Going Away Anytime Soon
22:47 – The Dangerous Illusion of Deflation
30:28 – When Your Worst Economic Fears Come True
32:35 – Stagflation Is Here. Now What?
40:54 – The Search for Real Safe Havens Begins
47:32 – How to Build a Portfolio That Survives Anything
54:37 – Bitcoin vs. Gold: Which One Actually Protects You?
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4it4lXM
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 #Stagflation #Gold #Macro #Economy #Inflation #PortfolioStrategy #FederalReserve #YieldCurveControl #MarketVolatility #HardAssets #GlobalMarkets
________________________________________________________________________
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 the most compelling investment of 2025? Adrian Day, CEO of Adrian Day Asset Management, says yes, and backs it up with conviction. In this powerful conversation with Trey Reik, Adrian explains why gold offers the best risk-reward profile in decades, and why even conservative investors should pay close attention. Adrian breaks down the real drivers behind gold’s rise, from surging central bank demand and de-dollarization to the U.S. government’s “criminally irresponsible” handling of long-term debt. And while gold is making headlines, gold mining stocks remain deeply undervalued. Adrian shares why most investors are still on the sidelines, what’s starting to shift in 2025, and how miners now offer superior margins, strong balance sheets, and breakout potential.
Key Topics Covered:
Why gold is rising despite a strong dollar and higher yields
Why central banks and Asian investors are driving demand
Why Adrian holds 30% gold in conservative portfolios
U.S. debt policy and the risks of a fiscal crisis
Why gold stocks have lagged, and why that’s changing in 2025
How to build a smart gold equity portfolio
Adrian’s strategy for picking junior miners: people and cash flow
Chapters:
1:34 - Why Adrian’s Firm Bets Big on Gold
5:33 - 30% Gold? Inside Day’s Bold Allocation
5:50 - Why Adrian Day Went All-In on Gold (Even in the 90s)
9:46 - Will We Ever Stop Needing Gold?
11:17 - Why Gold Beat Everything in 2024
16:47 - Are $2 Trillion Deficits a Ticking Time Bomb?
22:40 - The Bond Meltdown No One’s Talking About
25:07 - Is The Fed Losing Credibility?
28:49 - Tariffs Aren’t Inflationary?
34:43 - Will Basel III Send Gold to the Moon?
37:07 - Gold vs Miners: What Belongs in Your Portfolio
40:08 - Why Gold Stocks Have Lagged And How That’s Changing
46:23 - Have Gold Miners Finally Grown Up?
53:34 - Gold Mining Metrics: Forget Ounces, Follow Cash Flow
55:37 - How to Build a Winning Gold Portfolio
1:01:20 - What Adrian Day Owns In The Gold Equity Space
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/44589eo
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 #Gold #GoldStocks #MiningStocks #AdrianDay #Macroeconomics #CentralBanks #Commodities #TreyReik #Inflation #DollarCrisis
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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! Weekly Market Report, Terri, Joe, and Bleakley Financial’s CIO Peter Boockvar and Partner Jon Betlow discuss the market volatility and the rising concerns that stagflation is ahead. Then, is NVIDIA the Canary in the Coal Mine for Tariffs, and will Italy light the way for other European countries on how to make a deal? Plus, it’s the Art of the Deal vs The Art of War between the US and China. Then, a deep dive on signals that the Fed will not be coming to the rescue and what that means for managing your portfolio.
Chapters:
3:37 - Breaking down what happened this week
9:01 - Portfolio financial pitfalls
10:15 - It’s time to get deeply diversified, where your money should be
12:35 - Tariffs: All eyes on China and Italy
14:50 - Art of the Deal vs Art of War
17:21 - It’s stagflation, not recession we have to worry about
19:38 - NVIDIA: The canary in the coal mine for tariffs?
24:03 - The Fed isn’t coming to the rescue, managing your portfolio
25:14 - Growing your wealth is not just about your portfolio
31:15 - Is it safe to retire right now?
34:41 - What is a fiduciary?
FINRA Broker Check: https://brokercheck.finra.org/
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4lDchZ6
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 #NVIDIA #stocks #Tariffs #USA #China #Markets #Macro
________________________________________________________________________
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 - Montre plus
