Wealthion - Be Financially Resilient

Wealthion - Be Financially Resilient

By WealthionBusinessInvesting
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Wealthion - Be Financially Resilient episodes

  • Don Durrett: Wall Street Is Ignoring the Cheapest Stocks in the Market

    💡FREE access to the full Don Durrett interview with Trey + more EXCLUSIVE real-assets content by joining Wealthion’s Real Assets Community: https://wealthion.com/getready  


    Don Durrett of Gold Stock Data joins Trey Reik to explain why gold and silver mining stocks remain dramatically undervalued despite the precios metal’s incredible rise the last two years. Don breaks down why top gold miners are trading at roughly half their fair value on a free cash flow basis, why silver miners still have massive upside, and why the bond market is the key variable driving gold toward $7,000 and beyond. He also walks through his three-phase bull market framework and names specific near-term silver producers worth watching.


    💡With precious metals miners undervalued and Wall Street not yet involved, is your portfolio positioned for what's ahead? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/411QCB7


    💡Don makes the case that physical gold and silver isn't investing, it's replacing your savings before the dollar gets devalued. GBI Direct, The Best Way to Invest in Physical Gold and Silver: https://gbidirect.com/?aff=WTH


    💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion


    Chapters:

    00:29 - A Special Message from Trey Reik

    3:14 - The Precious Metal Risse: Has the Move Been Surprising?

    6:15 - January's Explosive 70% Silver Rally: What Really Happened?


    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 #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #Gold #Silver #GoldStocks #SilverStocks #MiningStocks #PreciousMetals #GoldMiners #SilverMiners #BullMarket #GoldPrice #SilverPrice #PhysicalGold #PhysicalSilver #HardAssets #GDX #GDXJ #Newmont #GoldInvesting #BondMarket #FedPolicy #USDebt #DollarDevaluation

    ________________________________________________________________________

    IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. 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 and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. 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

    13 min
  • Ed Yardeni: I Just Raised My Recession Odds

    💡Ed sees increasing risks but says corrections are buying opportunities, not reasons to panic. Want a second opinion? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4rJ4tqx


    Ed Yardeni, President of Yardeni Research, joins Maggie Lake to assess whether the current inflation spike is structural or a passing shock. Ed has raised his recession odds from 20% to 35%, but still gives 60% to his roaring 2020s thesis, crediting productivity growth that separates today from the 1970s. He explains why the Magnificent Seven's PE drop from 31 to 25 makes them attractive again, and how baby boomers' $85 trillion in net worth is quietly keeping the economy afloat. Ed lays out his case for both the S&P 500 and gold reaching 10,000 by the end of the decade. He warns the real danger is a layering of shocks: oil, inflation, AI displacement, and private credit, each manageable alone but potentially recessionary in combination.


    💡With recession odds rising and Ed still calling for $10,000 gold, positioning in real assets has never mattered more. Join Wealthion's Real Assets Community: https://wealthion.com/getready


    💡Ed's been calling gold right since $2,000. His next target: $6,000 this year, $10,000 by end of decade. GBI Direct, The Best Way to Invest in Gold and Silver: https://gbidirect.com/?aff=WTH


    💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion


    Chapters:

    0:35 - Do We Have a Structural Inflation Problem?

    7:51 - Will War Disruptions Hit Corporate Earnings?

    9:55 - Is a Recession Finally Coming This Time?

    11:44 - Where Is the Earnings Resilience Actually Coming From?

    15:38 - Are We Dancing on the Deck of the Titanic?

    19:33 - Will AI's Job Threat Offset the Productivity Boom?

    23:14 - How Should Investors Position Their Portfolios Right Now?

    26:53 - Will Gold and Silver Resume Their Rally?

    30:28 - ⭐️WealthiGold at $10,000: Portfolio Hedge or Market Signal?

    33:29 - Is the Bond Market Still a Safe Haven?


    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 #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #EdYardeni #Inflation #Recession #Gold #SP500 #Stagflation #BearMarket #FederalReserve #InterestRates #Productivity #MagnificentSeven #BondMarket #RoaringTwenties #HardAssets #GoldPrice #StockMarket #Economy

    ________________________________________________________________________

    IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. 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 and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. 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

    38 min
  • Jacob Shapiro: Trump Has Two Weeks to End This War

    💡With oil, food, and energy all in flux, positioning in hard assets matters more than ever. Join Wealthion's Real Assets Community: https://wealthion.com/getready


    Geopolitical analyst Jacob Shapiro joins Maggie Lake to break down the long-term impact of the Iran War on oil, food prices, and global supply chains. Jacob explains why fertilizer disruptions have already locked in higher food prices for the next six to nine months, and draws a direct line between food price spikes and the Arab Spring. He argues Trump has a two-week window to end this war before a "really, really rough second half of the year" becomes unavoidable. Jacob also makes his contrarian case against investing in the Gulf and explains why China is the most important long-term question coming out of this conflict.


    💡Worried about higher energy prices, food inflation, and geopolitical risk? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4bpHlsB


    💡With Gulf stability in question and energy markets volatile, hard assets offer a hedge. GBI Direct, The Best Way to Invest in Gold and Silver: https://gbidirect.com/?aff=WTH


    💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion


    Chapters:

    0:56 - Is the Strait of Hormuz Permanently Changed?  

    3:21 - Has Iran Opened a Dangerous New Shipping Playbook?  

    6:53 - Are Commodities Entering a Higher Price Era?  

    9:44 - Who Could Replace the Gulf as a Fertilizer Hub?  

    11:02 - How Long Will the Energy Shock Last?  

    14:15 - Do Export Bans and Resource Nationalism Come Next?  

    16:57 - Inflation Shock or Just More Volatility?  

    19:51 - Could This War Cost Trump the Midterms?  

    23:51 - Has the Gulf Lost Its Safe-Haven Status?  

    30:15 - ⭐️Wealthion Golden Nugget: China — Off-Ramp, Bystander, or Bigger Rival? 


    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 #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #IranWar #Oil #Commodities #Geopolitics #FoodCrisis #Fertilizer #NaturalGas #LNG #StraitOfHormuz #Trump #Inflation #Recession #GoldInvesting #HardAssets #ChinaTrade #MiddleEast #SaudiArabia #MultipolarWorld #EnergyMarkets #SupplyChains #ArabSpring #GulfInvesting

    ________________________________________________________________________

    IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. 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 and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. 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

    42 min
  • Lobo Tiggre: Why This War Could Put Copper on Sale | War = Hard Assets

    💡War, stimulus, and inflation all point to hard assets. Stay positioned. Join Wealthion's Real Assets Community: https://wealthion.com/getready


    You Asked, Lobo Tiggre Answers… 


    In less than 8 minutes, Lobo explains to Maggie Lake how war is inflationary, rebuilding is material-intensive, and that combination strengthens the long-term case for hard assets. His key point: if recession fears create a selloff in copper, that's probably the opportunity investors should be waiting for. He also breaks down why gold and silver may be more resilient if policymakers respond with more inflationary measures like stimulus checks. A sharp conversation on copper, precious metals, and patient investing in a volatile macro environment.


    💡Lobo hasn't bought yet because he's waiting for the right price. Need help knowing when to act? Get a free portfolio review with Wealthion's endorsed financial advisors at https://wealthion.com/free/


    💡With policymakers ready to print, Lobo sees gold and silver staying resilient. GBI Direct, The Best Way to Invest in Gold and Silver: https://gbidirect.com/?aff=WTH


    💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion


    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 #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #Copper #Gold #Silver #HardAssets #Commodities #Inflation #Recession #BuyTheDip #PreciousMetals #MiningStocks #Geopolitics #MacroEconomics #LoboTiggre

    ________________________________________________________________________

    IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. 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 and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. 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

    10 min
  • Lobo Tiggre: War Is Inflationary, the Strait Is Closed & Markets Are Asleep!

    💡FREE access to the full Lobo Tiggre interview with Maggie + more EXCLUSIVE real-assets content by joining Wealthion’s Real Assets Community: https://wealthion.com/getready  


    With the Strait of Hormuz closed and the S&P still near all-time highs, Lobo Tigre sees a dangerous disconnect. He joins Maggie Lake to explain why this war is inflationary at its core and why the real mania in gold and silver has not even started yet. Lobo breaks down his 50-year "Giant X" framework for gold versus the dollar, and explains why copper and uranium could present spectacular buying opportunities if a broader market correction hits. He also shares how he took profits from the rally to pay off his mortgage and exit the "rat race" for good. Plus, why mining stock margin expansion will not save you when the margin clerk calls.


    💡Not sure your portfolio is positioned for war, inflation, and the volatility ahead? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4rtk3qo


    💡Lobo calls gold and silver "real money" and insurance you hold forever. Get yours: GBI Direct, the Best Way to Invest in Gold and Silver: https://gbidirect.com/?aff=WTH


    💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion


    Chapters:

    1:13 - War, Inflation, and the Investment Outlook Nobody's Pricing In

    4:48 - The Cognitive Dissonance Between Headlines and Markets


    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 #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #Gold #Silver #Copper #Uranium #HardAssets #Inflation #Mining #GoldPrice #PreciousMetals #StraitOfHormuz #WarAndMarkets #MiningStocks #GoldInvesting #SilverInvesting #CopperDemand #UraniumStocks #MarketComplacency #RealAssets #Commodities #GoldBull #ResourceInvesting

    ________________________________________________________________________

    IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. 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 and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. 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

    12 min
  • Hard Assets Matter When Geopolitics and Markets Turn Chaotic | Jeremy Schwartz

    💡As war and geopolitical risk shake markets, join Wealthion’s Real Assets Community for more on gold, farmland, and other portfolio diversifiers: https://wealthion.com/getready

    You Asked, Jeremy Schwartz Answers… As geopolitical tensions test the limits of traditional portfolios, WisdomTree's Global CIO Jeremy Schwartz tells Maggie Lake why hard assets deserve a much bigger allocation. With only 2% of US ETF assets in gold while central banks load up, Jeremy explains how to add gold without selling core holdings and why WisdomTree bet $2 billion on farmland as the next great real asset.


    💡Rethinking diversification in a chaotic geopolitcal and macro environment? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4bhokXL

    💡Jeremy says many investors are still underallocated to gold. Buy phsyical gold and silver through GBI Direct: https://gbidirect.com/?aff=WTH


    💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion


    Chapters:

    0:05 - Is Diversification Breaking Down in a War-Shaken Market  

    1:57 - Does the Classic 60/40 Portfolio Need a Real-Assets Upgrade?  

    4:00 - Why Investor Appetite for Gold and Precious Metals Is Growing Again  

    5:46 - Is Commodity Exposure Becoming a Structural Shift, Not a Trade?  

    7:23 - Beyond Gold: Why Farmland May Be the Next Diversifier  

    10:06 - Where Farmland Fits in a Modern Diversified Portfolio 


    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 #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #Gold #HardAssets #RealAssets #Commodities #Farmland #Diversification #GoldETF #WisdomTree #GeopoliticalRisk #InflationHedge #CentralBanks #AlternativeInvestments

    ________________________________________________________________________

    IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. 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 and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. 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

    14 min
  • War, Oil, and the Debt Spiral: How to Invest Through the Chaos | Brett Rentmeester

    💡Get a free portfolio review with Brett Rentmeester and the team at Windrock to see if you're diversified enough for this environment: https://bit.ly/4loH5gv

    War in the Middle East, oil volatility, inflation fears, and nonstop market noise are leaving many investors unsure what to do next. In this interview, Brett Rentmeester joins Maggie Lake to explain why investors should avoid panic, avoid chasing obvious winners, and reassess risk through a probability-based framework. He breaks down why an oil spike may hurt consumers without necessarily creating long-term inflation, and why the bond market, the 10-year Treasury, and credit spreads may matter more than the headlines. Brett also explains why diversification beyond stocks and bonds matters in a world shaped by debt, money printing, AI, and resource scarcity.


    💡Get To Know Brett Rentmeester: https://youtu.be/feoem3afC7w


    💡Brett explains why hard assets matter more than ever in a world of money printing and currency devaluation. Join Wealthion's Real Assets Community: https://wealthion.com/getready


    💡Brett says investors need to think beyond stocks and bonds; gold and silver are part of that equation. GBI Direct, The Best Way to Invest in Gold and Silver: https://gbidirect.com/?aff=WTH


    💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion


    Chapters:

    0:56 - War in the Middle East: How Should Investors Respond?

    2:23 - The Internet's Tug-of-War Between Doom and "Buy the Dip"

    5:16 - Will an Oil Shock Reignite the Inflation Beast?

    8:04 - What Investors Should Do in the Short Term

    11:09 - Should You Take Profits When Winners Are Running Hot?

    12:57 - What Tells You That Things Are Breaking

    16:23 - War Is Expensive: Debt, Money Printing, and the Day of Reckoning

    18:27 - ⭐️Wealthion’s Golden Nugget: The AI War, the Resource War, and a World Splitting in Two


    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 #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #OilPrices #Inflation #BondMarket #CreditSpreads #FourthTurning #HardAssets #MarketVolatility #GeopoliticalRisk #DebtCrisis #GoldInvesting #Diversification #WarAndMarkets #ResourceScarcity #AIEconomy

    ________________________________________________________________________

    IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. 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 and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. 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

    24 min
  • Gold Is 10% Underweight in Most Portfolios — WisdomTree's CIO on What to Own Now | Jeremy Schwartz

    💡Move Beyond the 60/40 Portfolio. Join Wealthion’s Real Assets Community for exclusive real assets research and exclusive content: https://wealthion.com/getready  


    WisdomTree CIO Jeremy Schwartz says most investors are massively underweight hard assets, with commodity ETFs at less than 2% of the $14 trillion US ETF market and gold portfolios roughly 10% below an optimal allocation. He explains why commodities, gold, and strategic metals like copper are critical in a world of defense spending, supply chain risk, and geopolitical conflict. Jeremy also argues that current inflation fears are overblown, that stocks remain the single best inflation hedge based on 200 years of data, and that AI-driven productivity could mean shorter work weeks and higher real wages. He breaks down why Japan and Korea's AI-linked companies are trading at single-digit PEs, why the private credit sell-off may be overdone, and why China-Taiwan is the tail risk most investors still aren't pricing in.


    💡With gold 10% underweight and commodity allocations at historic lows, is your portfolio positioned for what's coming? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/3NiUWs9


    💡Jeremy says many investors still do not have enough gold in their portfolios. Protect your wealth with real gold and silver through GBI Direct: https://gbidirect.com/?aff=WTH


    💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion


    Chapters:

    0:42 - Inflation Shock or Temporary Spike?  

    3:24 - Will Just-in-Case Supply Chains Rekindle Inflation?

    5:01 - How Do You Invest When the Future Is Unknowable?

    7:47 - Is the 60/40 Portfolio No Longer Enough?

    10:13 - Global Diversification After Asia’s Selloff

    14:04 - Does a Defense Boom Also Mean a Critical Minerals Boom?

    15:04 - AI, Jobs, and the Fed’s Next Dilemma

    18:39 - Is Private Credit the Market’s Hidden Time Bomb?

    21:57 - Strong Dollar: Temporary Bounce or Bigger Shift?

    24:10 - ⭐️Wealthion Golden Nugget: Most Portfolios Don't Have Enough Gold

    25:52 - The Most Underappreciated Risk in Markets


    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 #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #Gold #GoldInvesting #Commodities #Copper #HardAssets #RealAssets #JeremySchwartz

    ________________________________________________________________________

    IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. 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 and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. 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

    30 min
  • Arthur Hayes: AI Will Trigger a Banking Crisis → Then the Fed Prints

    💡If money printing is coming, is your portfolio ready? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/40nSLGR


    You Asked, Arthur Hayes Answers…


    In less than 7 minutes, Arthur Hayes explains why Bitcoin's recent pullback isn't a failure of the digital gold thesis. It's a timing problem. He traces an AI deflation chain: junior knowledge workers lose their jobs permanently, the consumer credit they carry blows a hole in regional bank balance sheets, and the Fed is forced to print. That's when Bitcoin, the most sensitive asset to credit flows, wins. He points to China's 30% youth unemployment as a preview of what's coming to the U.S.


    💡Arthur's making the case for hard assets. Are you? Join Wealthion's Real Assets Community: https://wealthion.com/getready


    💡If they're going to print the money, you want gold and silver. GBI Direct, the best way to invest in physical gold and silver: https://gbidirect.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/


    Arthur Hayes:

    X - https://x.com/cryptohayes

    Web - https://www.cryptohayes.com

    Substack - https://cryptohayes.substack.com/

    LinkedIn - https://www.linkedin.com/in/arthur-hayes-b493b42/

    Instagram - https://www.instagram.com/cryptohayes/


    #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement  #Bitcoin #ArthurHayes #Crypto #Macro #Macroeconomics #DigitalGold #AI #BankingCrisis #RegionalBanks #MoneyPrinting

    ________________________________________________________________________

    IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. 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 and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. 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

    9 min
  • Jim Bianco: Private Credit Scare or the Next Subprime?

    💡Worried about private credit, bond yields, or broader market risk? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4rjK1fY


    You asked, Jim Bianco answers. In this 6-minute interview with Maggie Lake, Bianco explains why private credit stress may look scary but is highly unlikely to be the next subprime. He points to past fund-gating episodes and argues this is more likely a ring-fenced problem for private credit investors than a systemic threat to the broader economy. He also explains why, if those fears fade, bond yields could move even higher, like they did after war broke out in the middle east this past weekend.


    💡Join Wealthion’s Real Assets Community for exclusive real-assets research and interviews: https://wealthion.com/getready  


    💡Protect your wealth with real gold and silver through GBI Direct: https://gbidirect.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 #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #JimBianco #Bonds #TreasuryYields #PrivateCredit #BDCs #CreditMarkets #Macro #FixedIncome #MarketRisk #Subprime #BondMarket

    ________________________________________________________________________

    IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. 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 and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. 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

    8 min

About Wealthion - Be Financially Resilient

From the publisher's feed

Official Wealthion Podcast Feed. Learn about money and the markets from leading investors from around the world, and discover how to build a more resilient, long-term plan for your investment…

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