Markets are near all-time highs, volatily is back, debt levels are soaring, and economic uncertainty is growing—is now the right time to be fully invested? Anthony Scaramucci welcomes Rocklinc Investment Partners CEO Jonathan Wellum to unpack his value investing strategy, why he’s keeping 25% cash on hand, and how to protect and grow your wealth in an overheated market.

🔹 In This Speak Up Interview:

✅ Are stocks too expensive? What today’s prices signal for investors

✅ Why holding cash can be a smart move – Liquidity vs. fear-based selling

✅ The biggest risks in 2025 – Debt, inflation, and interest rates

✅ Buffett’s strategy for uncertain markets – Lessons from the best investors

✅ Where to find real value – Investing wisely when prices are stretched

✅ How to stay disciplined & avoid emotional investing mistakes

📢 Watch now to learn how a professional and seasoned investor is navigating today’s ‘toppy’ market!

Chapters:

1:15 - Jonathan’s Market Outlook: Where Do We Stand?

02:20 - 25% Cash: Positioning for a Bear Market

04:20 - Bear vs. Bull: Market Perspectives

07:25 - Sticky Rates: The Fed’s Tightrope

09:02 - Mag Seven: Big Tech & Market Concentration

11:05 - Buffett’s Blueprint: Core Investing Principles

13:32 - Hunting Hidden Gems: Finding Undervalued Opportunities

14:35 - Global View: Emerging vs. Developed Markets

15:57 - Weathering the Storm: Long-Term Strategies for Volatility

17:29 - Indexing Insight: Buffett’s Case for Passive Investing

19:06 - Beyond Stocks: The Role of Alternative Assets

21:17 - Learning from the Best: Shaping Investing Success

22:34 - Book Talk: Influential Reads for Aspiring Investors

25:37 - Inside the Firm: Building a Successful Registerd Investment Advisor

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3D2Ytpp

Connect with us online:

Website: https://www.wealthion.com

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

#Wealthion #Wealth #Finance #Investing #Economy #MarketTrends #InvestmentStrategy #ValueInvesting #StockMarket #RiskManagement #EconomicOutlook #FinancialAdvice #WealthBuilding

________________________________________________________________________

IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.

The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

Learn more about your ad choices. Visit megaphone.fm/adchoices

If you haven’t done so, don’t forget to watch/listen to part I of Jim Grant’s interview here: https://youtu.be/LtoCp6Iepqw

In Part II of this insightful conversation with Trey Reik, Jim Grant shares his perspectives on the Fed’s monetary policy, the state of U.S. public credit, and the evolving role of gold in today’s financial markets.

🔹 Key Discussion Points:

✔️ The impact of the Fed’s monetary policy and $200B+ operating losses

✔️ How public credit concerns may shape future market conditions

✔️ Gold’s changing market behavior and what it signals for investors

✔️ Why gold stocks haven’t kept pace with rising gold prices

✔️ A discussion on Bitcoin’s valuation and its place in financial markets

Gain valuable insights into monetary policy, asset markets, and investment strategies from one of the most respected voices in finance.

🙋🏼‍♂️ Meet our new Wealthion host, Trey Reik: With over 41 years of investment experience- 23 of them focused on gold markets and monetary policy—Trey is a leading expert in precious metals and global macro trends, bringing deep insights into the forces shaping today’s macro and markets.

Chapters:

0:37 - Rate Cut Ripple: What’s the Fed Signaling?

4:23 - High Finance & Fed Credibility: Trust on Trial

11:17 - Gold’s Next Leap: Pushing Past $3000?

19:19 - Gold Stocks on the Rise: Betting on a Bullish Six Months

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3XaEY50

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

Connect with us online:

Website: https://www.wealthion.com

X: https://www.x.com/wealthion

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

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

#Wealthion #Wealth #Finance #Investing #Gold #MarketAnalysis #EconomicTrends #FederalReserve #InterestRates #Bitcoin #FinancialHistory #StockMarket #JimGrant #Macroeconomics #MarketWisdom #Money #SafeHaven #Inflation #Recession #GoldInvesting

________________________________________________________________________

IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.

The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Trey Reik welcomes legendary financial thinker James Grant to uncover the truth behind today’s markets. In Part I, Grant draws on decades of market wisdom to reveal how misdirected capital and misperceived risk are shaping today’s financial system—and why history holds the answers to navigating the future of markets and macro.

🔹 Key Takeaways:

✔️ How low interest rates have distorted markets & misallocated capital

✔️ The repeating cycles of investor behavior & market psychology

✔️ Why gold remains the ultimate monetary asset in times of uncertainty

✔️ The overlooked lessons from financial history

💡 Don’t miss Part II, coming out tomorrow, where Grant dives deeper into rate cuts, bubbles, and what’s next for gold! 

🙋🏼‍♂️ Meet our new Wealthion host, Trey Reik: With over 41 years of investment experience- 23 of them focused on gold markets and monetary policy—Trey is a leading expert in precious metals and global macro trends, bringing deep insights into the forces shaping today’s macro and markets.

Chapters:

0:31 - Big Apple Greetings: Cool City, Hot Gold

1:29 - 42 Years Unfiltered: Rediscovering Grant’s Mission

3:25 - From Rolodex to Digital: Navigating the New Market

11:23 - Speculative Signals: Unraveling the Everything Bubble

19:48 - The Waiting Game: Unmasking the Malinvestment Puzzle

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4gLgNRL

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

Connect with us online:

Website: https://www.wealthion.com

X: https://www.x.com/wealthion

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

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

#Wealthion #Wealth #Finance #Investing #Gold #MarketAnalysis #EconomicTrends #FederalReserve #InterestRates #Bitcoin #FinancialHistory #StockMarket #JimGrant #Macroeconomics #MarketWisdom #Money #SafeHaven #Inflation #Recession #GoldInvesting

________________________________________________________________________

IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.

The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Is the stock market walking off a cliff and investors don’t see it coming? Macro investor Kevin Muir, author of the MacroTourist Newsletter, joins Maggie Lake to break down why we’ve entered a new economic era—one where tariffs, trade deficits, and fiscal tightening could reshape markets in ways most investors aren’t ready for.

🔹 Is the market dangerously overvalued?

🔹 How does the trade deficit secretly drive stock prices?

🔹 Why do retail investors actually have an edge over Wall Street?

🔹 What assets (stocks, bonds, gold) are best positioned for the shift?

Chapters:

0:40 - Portfolio Allocation for Trump’s Second Term

2:22 - Retail Freedom: Outlasting the Institutional Frenzy

3:59 - Keeping Powder Dry: The Case for Cash in Volatile Times

6:42 - Overconfident, Overvalued: Unmasking Stock Market Risks

15:16 - Bonds in the Balance: V-Shaped Reset or Sideways Stagnation?

21:21 - Global Corporate Giants: Benefiting from Fiscal Spending

24:27 - Devaluation Drama: Unpacking the Lower Dollar’s Ripple Effects

27:19 - The Ultimate Trade-Off: Hidden Costs Behind Economic Ambition

33:02 - Investment Chess: Strategizing Your Portfolio Amid Uncertainty

38:52 - The Gold Standard: Betting on a Timeless Safe Haven

45:28 - Treasuries in Transition: Navigating Supply in a De-Dollarizing World

49:39 - The Hard Trade: Embracing Challenges for Long-Term Gains

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4gOQTwq

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

Connect with us online:

Website: https://www.wealthion.com

X: https://www.x.com/wealthion

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

#Wealthion #Wealth #Finance #Investing #StockMarket #Trumponomics #Macroeconomics #MarketCrash #Economy #Tariffs #Trading #EconomicPolicy #Inflation #Recession #FederalReserve #Gold #Bonds #Markets #FinancialNews

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Rise UP!—your go-to weekly market and economic recap, where the week’s biggest financial stories meet expert analysis. Hosted by two of the industry’s most accomplished voices, Rise Growth Partners Terri Kallsen, CFP®, and Joe Duran, CFA, along with special guests Peter Boockvar and Scott Schwartz.

This week on Rise Up! the team discusses the biggest financial stories of the week, including the latest CPI data, the potential impact of new tariffs, and the future of DEI initiatives. We also dive deep into crucial tax planning strategies for 2025, covering contribution limits, estate planning, and upcoming changes you need to know. Plus, we look ahead at the three big stories to watch in the coming week.

Meet the Hosts:

- Terri Kallsen, CFP®, former head of Schwab Investor Services, Chair of the CFP Board, and Managing Partner at Rise Growth Partners.

- Joe Duran, CFA, serial entrepreneur, Goldman Sachs alum, and founder of Rise Growth Partners, one of the largest RIAs in the U.S.

Connect with us online:

Website: https://www.wealthion.com

X: https://www.x.com/wealthion

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

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

#Wealthion #Wealth #Finance #Investing #Markets #Economy #StockMarket #FinancialPlanning #MarketRecap #InvestmentTips #PersonalFinance #EconomicInsights #MoneyManagement #FedPolicy #MarketTrends

____________________________________

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 thought-provoking conversation with Anthony Scaramucci, legendary investor Marc Faber, publisher of The Gloom, Boom & Doom Report, shares his insights on the state of the global economy, central bank policies, and the long-term effects of inflation on wealth and society.

🔹 Are we in the final stages of a historic asset bubble?

🔹 How inflation distorts the financial system—who wins and who loses?

🔹 The misunderstood realities of capitalism—why it works, but not how most people think.

🔹 Why governments intervene in markets and what that means for the future.

🔹 How global power shifts—China, emerging markets, and the future of U.S. dominance.

🔹 The role of gold, Bitcoin, and hard assets in uncertain times.

Marc Faber argues that while capitalism remains the best economic system, it has been distorted by monetary policies, government intervention, and financial engineering. He challenges mainstream economic narratives and explains why many people misunderstand wealth creation, inflation, and financial cycles.

If you want a contrarian perspective on where markets and the economy are heading, this conversation is a must-watch.

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3EydwYO

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

Chapters:

1:21 - A Ski Racer’s Journey to Wall Street

2:30 - The Fed, Inflation, and the Cost of Living Crisis

7:30 - Socialism vs. Capitalism: A First-Hand Perspective

10:20 - Creative Destruction and Government Intervention

12:21 - The Asset Bubble: Boom, Gloom, or Doom?

14:11 - Gold, Bitcoin, and the Future of Money

16:02 - The US-China Relationship: Tension or Opportunity?

17:02 - The Biggest Global Shifts Marc Faber Has Witnessed

20:45 - Inflation vs. a Market Crash: What Will the Fed Choose?

23:20 - The Next Decade’s Biggest Winners and Losers

26:41 - The Best Career Advice Marc Faber Ever Received

30:56 - The Secret to Longevity: Beer, Cigarettes, and a Fulfilling Life

31:26 - Mao Memorabilia and the Lessons of Communism

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 #MarcFaber #StockMarket #Inflation #Bitcoin #Gold #EconomicTrends #MarketCrash #FederalReserve #InterestRates #MacroEconomics #USChina #Capitalism #Socialism #Bubbles #FinancialFreedom #AnthonyScaramucci

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Markets are caught in one of the most uncertain macro environments in years. With Trump’s disrupting policies, conflicting economic signals, volatile energy markets, and Federal Reserve uncertainty, investors are struggling to determine the right playbook. Michael Kao joins Maggie Lake to unpack what’s driving today’s macro confusion and where we might be headed next.

🔹 How should investors think about inflation, interest rates, and the bond market’s fragility?

🔹 Will Trump 2.0 impact global energy markets—and what does it mean for oil prices?

🔹 Is the Fed at risk of losing control of financial conditions?

🔹 What role will AI-driven disruption play in reshaping industries and capital markets?

Kao shares his insights on why macro is so difficult to read today, the shifting balance of power in global markets, and how investors can navigate a landscape where traditional models no longer seem to apply.

📊 Watch now for a nuanced discussion on markets, policy, and economic forces shaping the future.

Chapters:

1:18 - Macro Confusion! Does Macro Data Even Matter Anymore?

12:55 - Trump 2.0: Inflation Fighter or Fiscal Wild Card?

17:17 - Oil: The Linchpin of Everything

22:43 - Treasury Yields vs. The Dollar: Who Moves First?

26:12 - The Big Lever: Controlling the U.S. Bond Market

29:17 - Higher for Longer or a Deflationary Shift?

33:59 - The Knock-On Effects: Equities, Commodities, and Gold

39:21 - The Disruptor’s Dilemma: Trump, Markets, and Volatility

46:04 - The AI Boom: Productivity Miracle or Job Killer?

50:02 - The Biggest Risk for Investors Right Now

52:48 - Unplugging from the Markets: A Digital Detox

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4hBEHjW

Connect with us online:

Website: https://www.wealthion.com

X: https://www.x.com/wealthion

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

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

#Wealthion #Wealth #Finance #Investing #Macroeconomics #Markets #FederalReserve #InterestRates #Inflation #StockMarket #Oil #AI #Bonds #MichaelKao #EconomicOutlook #Trump #EnergyMarkets #MarketRisk #FinancialNews #InvestmentStrategy

________________________________________________________________________

IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.

The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Could the U.S. be trapped in a Debt Doom Loop? Is reckless government spending and endless money printing pushing the economy toward an unavoidable reckoning? Legendary investor Lawrence Lepard, author of The Big Print, joins Trey Reik to share insights from his new book and explain what’s happening, what could come next, and how to protect your wealth.

Key Takeaways from This Interview:

📉 The U.S. debt crisis is spiraling out of control – What happens next?

🔥 Gold & Bitcoin: The ONLY real safe havens in a collapsing financial system

💥 Gold’s future – Is $10,000 inevitable?

🚀 Bitcoin to $7 million?! Why institutional adoption is fueling a massive Upside

💰 Why BlackRock, Fidelity & major institutions are betting big on Bitcoin

📊 Gold mining stocks – The overlooked investment that could 3X in value

⏳ The Federal Reserve’s next move

⚠️ The future of fiat currencies – Is the U.S. dollar collapsing?

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/40XYdjs

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

3:03 - Why Now? Larry’s Motivation for Writing His Book

5:09 - A Monetary Wake-Up Call: The Fiscal Crisis No One Talks About

7:11 - Gold vs. Bitcoin: The Battle of Sound Money

10:22 - How Should Investors Balance Bitcoin and Gold?

12:39 - Could Bitcoin Really Hit $7 Million? The Power of Network Effects

16:25 - The MySpace vs. Facebook Argument: Could a Better Bitcoin Emerge?

19:36 - The Institutionalization of Bitcoin: A Double-Edged Sword?

21:35 - Who is Satoshi Nakamoto? The Mystery of Bitcoin’s Creator

24:19 - The Fourth Turning: Why Larry Thinks the Monetary Reset is Near

28:36 - What Rising Bond Yields and Gold Prices Tell Us About the Economy

30:32 - Gold at $10,000? Why Larry Sees Big Gains Ahead

32:29 - Why Are Gold Stocks Lagging? The Disconnect Explained

34:03 - Bitcoin, Gold, and Gold Stocks: 2025 Market Predictions

36:08 - Is a Gold Reset Coming? What Investors Need to Know

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 #Crypto #StockMarket #FederalReserve #MoneyPrinting #Inflation #DebtCrisis #SoundMoney #Macroeconomics #InterestRates #GoldMining #FinancialCrisis #USDollar #DebtDoomLoop #MonetaryPolicy #Economy #ETF #Hyperinflation #MarketCrash #HardAssets

________________________________________________________________________

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

James Connor welcomes Michael Oliver, founder of Momentum Structural Analysis, to explain why his momentum models are flashing major warning signals that most investors are ignoring. Unlike traditional price charts, momentum signals structural weakness before price reacts—and right now, the NASDAQ, S&P 500, and other key markets are showing the same patterns seen before past bear markets.

🚨 Are we on the verge of a 50% bear market? Will bubble markets collapse? Will bubble markets collapse? Is gold about to outperform stocks? In this must-watch interview, Michael breaks down:

🔹 📉 Why momentum cracks BEFORE price moves—and what it’s signaling now

🔹 🔥 NASDAQ, S&P 500, and hot global markets—what’s showing the first signs of breakdown?

🔹 ⚠ The Everything Bubble—are we at the tipping point?

🔹 💰 Why gold, silver, and commodities could be the next major breakout trades

🔹 🏦 What role the Federal Reserve will play—and why its next moves could backfire

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3CTemyA

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 #MarketCrash #BearMarket #Gold #Silver #FederalReserve #EconomicCrisis #MarketMomentum #BubbleMarkets #NASDAQ #SP500 #Stocks #Commodities #Recession #FinancialNews #InvestingTips #MichaelOliver

____________________________________

IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.

The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the latest episode of Rise UP!—your go-to weekly market and economic recap, where the biggest financial stories meet expert analysis. Hosted by two of the industry’s most accomplished voices, Rise Growth Partners’ Terri Kallsen, CFP®, and Joe Duran, CFA, alongside special guests Peter Boockvar (CIO of Bleakley Financial Group) and Andy Schwartz (Co-Founder & Principal of Bleakley Financial Group).

Join us as we dive into:

1️⃣ Markets Reflecting Political Unpredictabillity: Tariffs, Interest Rates, Strong U.S. Dollar!

2️⃣ Gold at Record Highs Still Undervalued? Is Bitcoin Really Digital Gold?

3️⃣ Smart Investing Strategies & The 1930s Tariff Trade War Redux?

And much more!

🎯 What’s next for markets? Stay ahead of the latest trends, investment risks, and economic shifts with expert insights!

👉 Don’t forget to like, subscribe, and drop your questions in the comments! 

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4hhHDCh

Chapters:

03:07 -  Interest Rates Are Falling—Why Aren’t Stocks Rising?

05:13 - Today’s Unpredictable Political Landscape

13:35 - Gold Overvalued? Bitcoin, NOT Digital Gold?

20:16 - Are We In a Trade War With China?

22:08 - Do Tariffs Change How People Should Invest?

24:27 - Could We Have a 1930s-Style Trade War Again? 

27:04 - What to Watch Next Week: Where Do Tariffs Go

28:15 - What to Watch Next Week: Fed Chair Jay Powell Reports To Congress

29:17 - What to Watch Next Week: Keep Calm Despite Market Uncertainty 

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 #AIStocks #TechInvesting #FederalReserve #MarketNews #EconomicOutlook #InterestRates #Inflation #Tariffs #AIRevolution #Trading #InvestmentStrategy #MoneyMatters #FinancialFreedom #MarketVolatility #RiseUp #PeterBoockvar #AndySchwartz

____________________________________

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