Wealthion - Be Financially Resilient

By WealthionBusiness Investing

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Wealthion - Be Financially Resilient episodes

September 10 What Bessent Is Really Doing in the Bond Market | Mike Green
Scott Bessent is making a major move in the U.S. Treasury market as long-term bond yields remain under pressure. Mike Green joins Maggie Lake to explain what Bessent is really trying to accomplish with expanded Treasury bond buybacks — and why he believes the deeper problem in the bond market is being widely misunderstood.
Green breaks down the changing structure of the U.S. bond market, the growing influence of passive investing, and why traditional bond buyers are behaving differently than they have in the past. He explains why Treasury may have little choice but to act, why the debate over yield curve control may be missing the point, and how Federal Reserve interest-rate policy could actually be contributing to some of the inflation pressures policymakers are trying to fight.
Plus, Green discusses the risks building beneath passive investing, what could trigger a broader market crisis, why many American households are moving closer to a financial breaking point, and how gold fits into an environment defined by declining trust in institutions.
Topics: Scott Bessent, Treasury bonds, bond yields, Treasury buybacks, U.S. debt, yield curve control, Federal Reserve, interest rates, inflation, passive investing, stock market risk, gold, Mike Green, investing and portfolio strategy
💡 Mike Green explains why stress in the bond market may be about much more than U.S. debt — from changing Treasury buyers and passive flows to Federal Reserve policy and rising interest rates. Sign up for a free portfolio review with one of Wealthion’s trusted advisors to see whether your portfolio is positioned for what comes next: https://bit.ly/4yklWt6
📬 Want more from Mike Green? Follow his Substack, where he digs deeper into market structure, passive investing, Treasury policy, the Fed and the forces reshaping markets: https://substack.com/@michaelwgreen
Chapters:
0:00 Mike Green: “This Is a Very Dangerous Wound”
0:22 Mike Green on the Bond Market and Scott Bessent
1:35 Why Long-Term Treasury Bonds Are Selling Off
4:23 Why Treasury Buybacks May Be Necessary
6:55 Mike Green Defends Bessent’s Bond-Market Strategy
9:22 Is the U.S. Heading Toward Yield Curve Control?
10:14 Could High Interest Rates Actually Fuel Inflation?
11:53 America’s Growing Loss of Trust
14:44 Why American Households Are Near a Breaking Point
22:09 Is the U.S. Treasury Market Really in Trouble?
23:40 How Passive Investing Is Distorting the Bond Market
27:05 U.S. Debt, Deficits and the Real Treasury Risk
29:46 Could a Market Crisis Force the Fed to Act?
31:29 Mike Green on the Hidden Risk of Passive Investing
39:44 Why Mike Green Says Passive Investing Could “End Very Badly”
43:00 The Overlooked Opportunity in 30-Year TIPS
49:07 Gold, Commodities and the “Negative Trust” Trade
52:59 Why Gold Could Break Out as Trust in the Fed Falls
56:05 Mike Green: Why He’s Both Bearish and Optimistic
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/
#ScottBessent #BondMarket #TreasuryBonds #MikeGreen #FederalReserve #InterestRates #Inflation #YieldCurveControl #PassiveInvesting #Investing
________________________________________________________________________
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
1 hr
September 08 Oil Near $100: China’s Demand Story Doesn’t Add Up | Art Berman
Oil is back near $100 — but Art Berman says one of the biggest stories in the global oil market may be getting misread.In this conversation, the veteran energy analyst challenges the idea that China has simply managed the oil shock by drawing on massive strategic reserves. Instead, Berman points to sharply lower refinery runs and argues that the more important signal may be weakening Chinese demand for gasoline, diesel and jet fuel.Is China rationing energy? Is its economy slowing more than markets realize? Or is it both?Berman explains why the answer could have major implications for oil prices, global demand and the broader energy outlook.💡 Art Berman warns that falling Chinese refinery activity could be signaling much weaker oil demand than headline numbers suggest — with major implications for crude prices, energy markets and the global economy. Sign up for a free portfolio review with one of Wealthion’s trusted advisors to see whether your portfolio is positioned for what comes next: https://bit.ly/4xFx2JrChapters:0:00 China’s Oil Demand Warning0:30 Why China’s Oil Story Doesn’t Add Up1:30 The 4 Million Barrel Oil Comparison2:17 Why Refinery Demand Matters More Than Crude Imports2:57 What Chinese Refineries Are Really Signaling4:34 Can China’s Strategic Oil Reserves Explain It?5:05 Art Berman Breaks Down China’s Oil Demand5:44 Is China’s Economy Weaker Than Markets Think?6:14 The “Party Line” on China May Be Wrong
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/
#ArtBerman #OilPrices #ChinaEconomy #ChinaOil #EnergyMarkets #CrudeOil #OilMarket #Commodities #EnergyCrisis #GlobalEconomy #Investing #Macro #Wealthion________________________________________________________________________
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
September 04 Silver to $500? The Precious Metals Trade That Could Explode Next
Michael Oliver believes the next major phase of the precious metals bull market could be far more explosive than investors expect — and gold and silver miners may be the trade to watch.
Oliver explains why mining stocks remain historically cheap relative to gold and silver, the technical breakout he believes could trigger a dramatic revaluation across the sector, and why silver could ultimately reach $300–$500.
He also warns that mounting stress in the U.S. government debt and bond markets could accelerate demand for monetary metals, potentially sending gold, silver and precious-metals mining stocks sharply higher.
Why does Oliver favor silver miners over gold miners? What signal would tell him the breakout has officially begun? And could silver really reach $500?
Michael Oliver breaks down the setup — and why he believes the biggest move in precious metals may still be ahead.
💡 Michael Oliver says silver could ultimately reach $300–$500 — and believes gold and silver miners may be approaching a major breakout as government debt stress builds. Sign up for a free portfolio review with one of Wealthion’s trusted advisors to see whether your portfolio is positioned for the next phase of the precious-metals move: https://bit.ly/4yc9iMG
Chapters:
0:00 — Silver to $500? Michael Oliver’s Bull Case
0:21 — Silver vs. Gold: Why Silver Could Have Much Further to Run
1:22 — Gold & Silver Miners Are Historically Undervalued
3:26 — How High Could Precious Metals Mining Stocks Go?
5:31 — The Massive Breakout Signal for Gold & Silver Miners
6:47 — Government Debt Crisis Could Fuel Precious Metals
7:19 — When Could the Gold & Silver Breakout Accelerate?
8:35 — Michael Oliver’s $300–$500 Silver Price Target
10:08 — Why Silver Could Outperform Gold
11:22 — The Technical Signal That Could Send Miners Higher
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/
#Silver #Gold #PreciousMetals #SilverPrice #GoldPrice #SilverMiners #GoldMiners #MiningStocks #MichaelOliver #GovernmentDebt #BondMarket #Inflation #Investing #Markets #Wealthion
________________________________________________________________________
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
15 min
September 02 Gold Just Snapped Back. i-80 Gold CEO Sees a 20-Year Bull Run
Gold is swinging hard again — rebounding sharply today after an early selloff pushed prices to a near one-month low. But i-80 Gold CEO Richard Young says investors focused on the day-to-day volatility may be missing a much bigger shift in gold and commodities.
In this conversation with Trey Reik, Young explains why he believes gold and commodities could be in a 5, 10, even 20-year run, why mining companies may increasingly benefit from expanding margins as technology becomes more capital intensive, and why hard assets with long lives and strong “moats” could become increasingly valuable.
Young also breaks down what investors should look for when evaluating gold miners, why Nevada remains such an attractive mining jurisdiction, and how i-80 Gold navigated a massive recapitalization when hundreds of millions of dollars were coming due.
Is the recent volatility just another shakeout inside a much bigger gold bull market?
💡 Richard Young says gold and commodities could be in a 5-, 10-, even 20-year bull run — and argues that hard assets, strong mining margins, and long-life assets may become increasingly valuable as the investment landscape shifts. Sign up for a free portfolio review with one of Wealthion’s trusted advisors to see whether your portfolio is positioned for the opportunities and risks ahead: https://bit.ly/4gAjRDG
Chapters:
0:00 Gold & Commodities: A 20-Year Bull Market?
0:24 Central Bank Buying Is Reshaping the Gold Market
1:55 Why Gold Miners Could Outperform Big Tech
2:51 The Warren Buffett “Moat” in Gold Mining
4:10 Wealthion Membership
4:45 Inside i-80 Gold’s Nevada Mining Portfolio
5:47 7 Factors for Evaluating Gold Mining Stocks
6:09 Why Nevada Is a Premier Gold Mining Jurisdiction
7:48 Gold Mine Scale, Geology & Resource Conversion
9:16 Why Management & Governance Matter in Mining
11:14 The $200 Million Balance Sheet Crisis
12:54 How i-80 Gold Engineered Its Recapitalization
15:40 Inside the Convertible Debt Deal
17:44 $1.1 Billion of Institutional Demand
19:14 The Cost—and Potential Upside—of the Recapitalization
20:29 i-80 Gold’s Next Major Development Catalysts
23:17 Lone Tree & i-80’s Nevada Processing Strategy
24:09 The $85 Million Gold Exploration Program
26:15 What Long-Term i-80 Gold Investors Are Betting On
28:02 The Path Toward 600,000 Ounces of Annual Gold Production
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
________________________________________________________________________
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
31 min
September 01 David Rosenberg: “Every Bubble Pops” — Markets Aren’t Ready
David Rosenberg believes investors are overlooking a growing disconnect between market optimism and the underlying economy.
In this conversation with Maggie Lake, Rosenberg explains how he is positioning for a more fragile economic backdrop — including exposure to equities, bonds and hard assets — and why he currently sees opportunity at the front end of the Treasury curve.
He also takes direct aim at the AI boom, arguing that the biggest risk may not be the technology itself, but investor behavior surrounding it. Rosenberg points to surging margin debt, historically low cash levels, extreme equity exposure and elevated valuations as signs that the market is displaying familiar bubble characteristics.
He also breaks down why the recent rise in Treasury yields may be more about uncertainty and real rates than inflation expectations alone, and why he still believes the next major shift could come from the labor market.
Looking toward the fourth quarter, Rosenberg says repeated negative payroll prints and a rising unemployment rate could force investors — and the Fed — to shift their focus away from inflation and back toward recession risk.
Could the market narrative flip faster than investors expect?
💡 David Rosenberg warns that “every bubble pops” — and says surging leverage, extreme market positioning and a weakening labor backdrop could leave investors exposed. Sign up for a free portfolio review with one of Wealthion’s trusted advisors to see whether your portfolio is prepared for what comes next: https://bit.ly/4yc9iMG
Chapters:
00:00 David Rosenberg: “Every Bubble Pops”
00:17 How Rosenberg Is Positioning for a Fragile Economy
04:05 Risk Management, Diversification & Hard Assets
05:50 Why Rosenberg Likes 2-Year Treasury Notes
07:55 Is the AI Boom Becoming a Bubble?
09:32 “Every Bubble Pops” — Rosenberg on AI Excess
12:25 The Real Bubble Is Investor Behavior
13:14 Margin Debt, Extreme Sentiment & Record Equity Exposure
14:59 What’s Really Driving Treasury Yields Higher?
17:37 Fed Uncertainty, Inflation & the Bond Market
19:55 Is the U.S. Stock Market Too Big to Fail?
22:30 The Labor Market Could Be the Next Big Surprise
24:33 Could Negative Payrolls Signal Recession?
27:01 Why the Market Narrative Could Flip Back to Jobs
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/
#DavidRosenberg #StockMarket #AIBubble #TreasuryYields #FederalReserve #Recession #LaborMarket #Investing #MarketCrash #Bonds #Inflation #Wealthion
________________________________________________________________________
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
29 min
August 31 Iran Erupts Again: Is a Major Oil & Market Shock Coming?
Renewed fighting between the U.S. and Iran has once again put the Strait of Hormuz — one of the world’s most critical oil chokepoints — at the center of global markets.
With Brent crude jumping back above $90 a barrel following fresh U.S. and Iranian strikes, investors are again confronting a critical question: What happens if the conflict escalates and oil supplies come under even greater pressure?
In this timely Wealthion compilation, Art Berman, Steve Hanke, David Woo and Marc Faber break down the potential consequences for oil prices, inflation, interest rates, stocks and the broader economy.
David Woo explains why Iran could benefit from driving Brent crude toward $100–$120 and putting pressure on U.S. equities. Steve Hanke warns that continued inventory drawdowns can eventually turn an oil-market deficit into an outright shortage — potentially setting the stage for another spike in crude prices.
Energy expert Art Berman explains why markets can adapt to supply disruptions only so far before higher prices and demand destruction become necessary, while Marc Faber discusses how persistent energy pressures could feed inflation and make it harder for interest rates to fall.
As tensions rise again around the Strait of Hormuz, these recent conversations offer important context for investors trying to understand what another escalation between the U.S. and Iran could mean for markets.
Featuring: Art Berman, Steve Hanke, David Woo & Marc Faber
💡 With renewed U.S.-Iran tensions putting the Strait of Hormuz and global oil supplies back in focus, Art Berman, Steve Hanke, David Woo and Marc Faber explain why another escalation could mean higher oil prices, renewed inflation pressure and greater risk for stocks and the broader economy. Sign up for a free portfolio review with one of Wealthion’s trusted advisors to see whether your portfolio is positioned for a potential energy shock and the market volatility ahead: https://bit.ly/4qNmIfF
Chapters:
00:00 Iran, $120 Oil & a 10% Stock Market Drop
00:12 Art Berman: Why Oil Markets Eventually Force Demand Destruction
02:10 Steve Hanke: Oil Inventories Are Masking the Real Shortage Risk
03:39 When an Oil Deficit Becomes an Outright Shortage
04:24 David Woo: Why Iran Wants Oil Prices Higher
05:13 Marc Faber: Oil, Inflation & Why Interest Rates May Stay High
05:34 Why Money Printing Could Make Inflation Worse
06:01 Wealthion Membership: Putting Macro Insights to Work
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/
#Iran #OilPrices #StraitOfHormuz #BrentCrude #CrudeOil #StockMarket #Inflation #Geopolitics #EnergyMarkets #OilShortage #InterestRates #Investing #MarketRisk #MiddleEast #Wealthion
________________________________________________________________________
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
August 28 Recession Fears Are Wrong? Why the U.S. Economy Is Stronger Than It Looks
Is the U.S. economy really headed for recession? Franklin Templeton’s Chris Galipeau argues the bearish narrative is missing what matters most: a resilient consumer, improving credit trends, strong corporate earnings, and a labor market that remains supportive.
He also pushes back on fears that AI is about to destroy jobs, explains why investors may be too focused on Fed headlines and geopolitical noise, and makes the case that corporate profitability matters far more for markets over time.
With investors focused on Kevin Warsh, interest rates, inflation, and the economic outlook, Galipeau offers a sharply different view of what the data is actually saying about the U.S. economy and stock market.
💡 Chris Galipeau argues that recession fears may be overstated, the U.S. consumer remains stronger than the headlines suggest, and corporate earnings matter more than much of the daily macro noise. Sign up for a free portfolio review with one of Wealthion’s trusted advisors to see whether your portfolio is positioned for the economy and markets ahead: https://www.wealthion.com/advisors/
Chapters:
00:00 Why the Recession Narrative Is Wrong
00:41 The U.S. Consumer Is Stronger Than You Think
02:12 What’s Really Supporting the Economy?
02:48 Why the “Doom” Narrative Keeps Missing
03:54 Will AI Really Take Everyone’s Jobs?
04:38 The Real Recession Risk Investors Should Watch
05:29 Kevin Warsh, the Fed & the Economic Outlook
06:54 Why Economic Data Can Mislead Investors
07:32 Why Earnings Matter More Than Geopolitics
08:12 Corporate Profits Are Beating Expectations
08:46 Wealthion Membership & Portfolio Resources
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/
#Economy #Recession #StockMarket #Investing #FederalReserve #InterestRates #Inflation #AI #Markets #Wealthion
________________________________________________________________________
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
August 28 Before You Sell: The Capital Gains Move to Know
Investors sitting on large gains may have a new way to defer taxes and potentially earn tax-free appreciation through Opportunity Zones. Brett Rentmeester of WindRock Wealth Management joins Maggie Lake to explain how the updated 2027 rules work, who they may benefit, and why gains realized in late 2026 could already qualify.
They break down the 180-day rollover window, five-year tax deferral, 10% basis step-up, real estate depreciation benefits, and how certain Opportunity Zone investments can potentially grow tax-free if held for at least 10 years. Brett also explains the biggest risks, including illiquidity, bad real estate deals, and why the underlying investment still has to make sense before the tax benefits matter.
If you have large capital gains from stocks, real estate, crypto, or the sale of a business, this is a strategy worth understanding before year-end.
💡 Brett Rentmeester explains how Opportunity Zones could help investors defer capital gains taxes, potentially unlock tax-free appreciation, and create new real estate opportunities — while also warning that the underlying investment still has to make sense. Sign up for a free portfolio review with one of Wealthion’s trusted advisors to see how your portfolio is positioned: https://bit.ly/4xyF7PI
Chapters:
00:00 Opportunity Zones: Tax-Free Real Estate Gains?
00:22 Capital Gains Taxes & Investor Dilemma
02:23 What Are Opportunity Zones?
03:44 The New 2027 Opportunity Zone Rules
05:17 How Opportunity Zone Tax Benefits Work
07:33 The 180-Day Capital Gains Rule
09:13 Who Opportunity Zones Are Best For
11:44 Example: $1 Million Capital Gain
16:18 How $4 Million in Gains Could Become Tax-Free
17:52 The Biggest Risk: Bad Real Estate Deals
20:05 How to Evaluate Opportunity Zone Investments
23:35 Why 2026 Capital Gains Could Already Qualify
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/
#CapitalGainsTax #OpportunityZones #TaxStrategy #RealEstateInvesting #TaxPlanning #Investing #WealthManagement #RealEstate #Wealthion
________________________________________________________________________
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
27 min
August 26 NVIDIA Earnings Put the AI Boom to the Test — Woo Warns of “Catastrophe”
NVIDIA earnings are putting the AI boom back under the microscope. David Woo joins Maggie Lake to explain why he believes the bigger risk isn’t one quarter of results, but the assumptions holding up the entire AI trade.Woo argues that AI valuations are increasingly driven by winner-take-all expectations, massive capital spending, aggressive earnings presentation, and fear of missing out. He also explains why a break in the AI narrative could have serious consequences for the broader U.S. stock market.Topics include NVIDIA, AI stocks, Big Tech capex, Microsoft, OpenAI, Anthropic, S&P 500 exposure, earnings quality, and the risk of an AI bubble.
💡 From sky-high AI valuations and massive Big Tech spending to questions around earnings quality and what could happen if the AI trade breaks, David Woo explains why investors may be underestimating the risks beneath the boom — and why NVIDIA earnings could be an important test. Join the Wealthion community for more conversations on the forces shaping markets — and how to protect and grow your wealth: https://bit.ly/4gER4xy💡 Want more of David Woo’s independent macro, geopolitical, and market analysis? Follow his latest research and commentary at David Woo Unbound: https://www.davidwoounbound.com/Chapters:0:00 AI Bubble Warning: “It Would Be a Catastrophe”0:31 AI Valuations & the Winner-Take-All Bet1:00 Why Google Could Lose in the AI Race1:23 Does AI Actually Have a Competitive Moat?1:50 What an AI Bust Could Mean for the S&P 5003:03 Microsoft AI CapEx & Accounting Concerns3:55 AI Spending, FOMO & the Fear Trade4:20 NVIDIA, OpenAI & the AI Data Center Boom5:05 Are AI Earnings Being “Dressed Up”?5:55 How Wealthion Helps Investors Take Action
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/
#NVIDIA #NvidiaEarnings #AIStocks #AIBubble #ArtificialIntelligence #StockMarket #SP500 #BigTech #Investing #MarketOutlook #TechStocks #Wealthion________________________________________________________________________
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
August 26 Blind Investing Is Over: The Portfolio Shift to Make Before the Next Crisis
The old “buy the S&P 500 and forget it” playbook may be getting riskier. Wealthion CEO Steven Feldman joins Maggie Lake to explain why rising deficits, persistent inflation, a weakening dollar, elevated stock valuations, and massive AI concentration are changing the investing landscape.
Feldman lays out how investors should think about diversification in this new regime — including the role of gold, cash, real assets, energy, infrastructure, agriculture, and other scarce assets — and why protecting what you’ve already built may matter more than chasing the next huge return.
💡 From rising deficits and persistent inflation to AI concentration, elevated stock valuations, and the risks of blind indexing, Steven Feldman explains why investors may need to rethink diversification for the market regime ahead. Join the Wealthion community for more insights on protecting what you’ve built — and positioning your portfolio for what comes next: https://bit.ly/4qycGPq
💡 Want more from Steven? In the latest installment of his Open Position series, Steven continues exploring the idea of American exceptionalism and what it means for markets, investing, and portfolio construction in today’s environment. Follow Steven on LinkedIn for his latest Open Position insights and analysis: https://www.linkedin.com/in/stevenmfeldman1/
Chapters:
0:00 Blind Indexing vs. Intentional Investing
0:48 How to Diversify for Today’s Market Risks
0:57 Debt, Deficits, Inflation & Dollar Depreciation
1:36 Preparing Your Portfolio for a New Market Regime
2:58 How to Invest in AI Without Taking Too Much Risk
3:42 Gold as an Inflation & Dollar Hedge
4:22 Why Cash Matters When Stock Valuations Are High
4:42 Real Assets: The Most Overlooked Investment Opportunity
5:04 Rare Earths, Pipelines, Agriculture & Water Scarcity
Is your portfolio actually diversified — or are you taking more risk than you realize?
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 #Investing #StockMarket #PortfolioStrategy #Diversification #SP500 #Inflation #Gold #RealAssets #AIInvesting #MarketRisk #IndexInvesting
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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

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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…