Wealthion - Be Financially Resilient

Wealthion - Be Financially Resilient

By WealthionBusinessInvesting
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Wealthion - Be Financially Resilient episodes

  • Ronnie Stoeferle: Gold is The Big Long And We’re Barely In the 6th Inning

    Gold’s bull market is just heating up, here’s what comes next…


    In this deeply insightful interview, Incrementum’s Ronnie Stoeferle joins Trey Reik to share highlights from his just-released In Gold We Trust 2025 report: The Big Long. Ronnie explains why gold is no longer a contrarian bet but a strategic response to the collapse of trust in fiat currencies, central banks, and political leadership.


    Now in the second phase of its secular bull market, “around the 6th inning,” as Ronnie puts it, gold could be heading toward $4,800 or even $10,000. He breaks down the case for both “safe haven gold” (physical, long-term) and “performance gold” (silver, mining stocks, commodities, Bitcoin), and why the real upside may lie in the under-owned parts of the trade.


    You’ll also hear how central banks are not just buying gold, but repatriating it. And how a quiet remonetization of gold may be underway, laying the groundwork for a future monetary reset.


    Chapters:

    1:59 - How to Get Your Hands on Ronnie’s “In Gold We Trust 2025” Report

    3:29 - Why This Year’s Theme Is “The Big Long” for Gold

    5:45 - Gold as Insurance? That’s Old News, Here’s the New Play

    9:44 - Building the Ultimate Performance Gold Portfolio

    11:09 - We’re Only in the 6th Inning of Gold’s Bull Run

    15:49 - Technical Charts Are Screaming “Buy Gold”

    21:02 - The Big Macro Forces Driving Gold Higher

    25:26 - Is Trump Engineering a Weaker Dollar?

    30:29 - Gold’s Role in the Coming Global Monetary Reset

    40:07 - Could Basel III Supercharge Gold Demand?

    42:48 - How to Calculate Gold’s True Fair Value

    47:19 - Why Family Offices Are Quietly Buying Gold


    Download Ronnie’s In Gold We Trust 2025 report for free: https://ingoldwetrust.report


    Learn more about Incrementum AG: https://incrementum.li


    Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4dKhGdH


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


    Connect with us online:

    Website: https://www.wealthion.com

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

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

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


    #Wealthion #Wealth #Finance #Investing #Gold #Silver #MiningStocks #Macro #DeDollarization #SoundMoney #CentralBanks #Bitcoin #RonnieStoeferle #InGoldWeTrust

    ________________________________________________________________________

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


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


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


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

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

    56 min
  • Jim Rogers: I Sold Almost All My Stocks - “I’ve Seen This Party Before”

    Jim Rogers, legendary investor and co-founder of the Quantum Fund, has a stark warning for investors: “I've seen this party before, and this one worries me.”


    In this exclusive interview with James Connor, Rogers reveals why he’s exited most of his global equity positions and is now holding massive amounts of cash, gold, and silver. He explains why today’s global economic optimism masks deeper problems: a global debt crisis, unsustainable speculation, and a dangerous shift away from free trade.


    Key Topics:

    • Why Jim sold all his U.S. stocks
    • How the debt burden will haunt the next generation
    • What Buffett’s $300B cash pile means, and why Jim agrees
    • India’s surprising rise, and why Jim is watching closely
    • Why he’s buying silver and gold, but avoiding mining stocks
    • What makes Uzbekistan interesting, and Argentina risky

    • Chapters:

      00:16 - Settling in Singapore’s Tropical Efficiency

      01:16 - Are Tariffs Ending Rules-Based Globalization?

      02:18 - Tariff Taxes: Do Consumers Foot the Bill?

      02:46 - China’s Property Hangover: How Deep Is the Slowdown?

      03:44 - 90-Day Pause: Will China Compromise on Tariffs?

      05:02 - Can India Become America’s Next Debt Buyer?

      07:10 - Trump: Mere Disruptor or Global Transformer?

      09:42 - Britain’s 1970s Bankruptcy: A Cautionary Tale for the U.S.?

      11:24 - U.S. Economy Looks Strong—Should Investors Worry Anyway?

      13:14 - S&P Near Highs: Exit Signal or More Room to Run?

      14:51 - Speculation Mania: Bubbles from AI to Sports Betting

      16:13 - What Catalyst Could Finally Pop the Market?

      18:24 - 10-Year Yield Volatility: Are 5% Rates Next?

      19:14 - Emerging Markets Radar: Uzbekistan, Argentina & Beyond

      24:57 - Buffett Passes the Torch—Implications for Berkshire

      26:42 - Inside Jim’s Portfolio: Cash, China & Precious Metals

      29:37 - Dollar Dominance: One Last Surge Before the Fall?

      32:10 - Jim’s Single Best Advice For Today’s Markets: Be Very, Very Careful

      32:49 - From Phone Number “5” to 116 Countries: Adventure Stories


      Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/44EFrBg


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


      Connect with us online:

      Website: https://www.wealthion.com

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

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

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


      #Wealthion #Wealth #Finance #Investing #JimRogers #Gold #Silver #Macro #Markets #Stocks #InterestRates #DebtCrisis #USDebt #GlobalEconomy #Geopolitics #Tariffs #Dollar #EmergingMarkets

      ________________________________________________________________________

      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

      40 min
    • Don’t Chase This Rally! Smart Investing Moves For A Headline Driven Market | Rise UP!

      With markets rebounding on the back of a 90-day tariff pause and U.S.-China Trade talks, investors are asking: Is now the time to buy, or wait for the next drop? In this episode of Rise Up, Rise Growth Partner’s Joe Duran is joined by Scott Schwartz and Alexis Miller of Bleakley Financial to break down what’s really driving the markets and how disciplined investors should respond.


      What you’ll learn:

      • What the U.S.-China tariff pause means for stocks, bonds, and small businesses (there’s no trade deal yet)
      • Whether the Mag 7 comeback is sustainable or overhyped
      • Why international and value stocks could outperform in 2025
      • The smartest way to build a bond portfolio in today’s rate environment
      • Where Bitcoin fits inside a diversified plan
      • Why regular rebalancing beats market-timing every time
      • Why small-cap stocks are lagging, and what that signals for the economy

      • Stay calm, stay disciplined, and make smarter moves in a headline-driven market.


        Chapter:
        02:09 - Markets Recover, But…?

        05:47 - Inflation Surprise: What Does It Mean for Portfolios?

        07:28 - Bonds in Focus: High-Quality or High-Yield?

        11:47 - Private Credit: Hidden Yield or Hidden Danger?

        12:30 - Magnificent Seven: Still a Buy After the Bounce?

        15:16 - FOMO vs Discipline: When to Rebalance

        19:29 - Bitcoin’s Role: Diversifier or Tech Proxy?

        23:51 - The BIG Topic: 90-Day China Tariff Pause: What It Means for Markets

        24:07 - Viewer Question: What Does The U.S.-China “Deal” Mean for Markets Short-term and Long-term?

        28:07 - Viewer Question: How Do I Manage My Portfolio Right Now?

        31:24 - Viewer Question: How Much To Set Aside If My Business Fails?

        35:15 - The Big Three Next Week


        Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3F6XMN0


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


        Connect with us online:

        Website: https://www.wealthion.com

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

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

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


        #Wealthion #Wealth #Finance #Investing #Markets #StockMarket #Tariffs #TechStocks #Bitcoin #Mag7 #BondMarket #PortfolioStrategy #FinancialPlanning #EconomicOutlook #SmartInvesting

        ________________________________________________________________________

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


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


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


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

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

        42 min
      • The Commodity Supercycle Is Back: Gold, Silver, Rare Earths | David Wargo

        In this high-conviction, high-energy interview, SCP Resource Finance CEO David Wargo joins Trey Reik to lay out why the next big macro move is into commodities, driven by a weakening dollar, a race for critical minerals, and an urgent shift away from China-dominated supply chains.


        Key Topics:

        • What the recent U.S.–China trade deal really means for rare earths
        • Why gold, silver, copper, nickel, and rare earths are all set to surge
        • How the U.S. dollar’s decline will fuel a real asset bull market
        • How Ukraine’s reconstruction will supercharge base metals demand
        • Whether the U.S. will take control and liberate its mining sector, just like Big Oil

        • Would you like to hear more about SCP and its rare earth mineral projects? Get their white paper here: https://wealthion.com/rare-earth-metals/


          Chapters:

          0:23 - Are US-China Trade Talks Truly Sincere?  

          3:11 - Why Did China Grant Rare-Earth Exports to Vietnam and Volkswagen?  

          5:14 - What’s Beijing’s Endgame for Rare-Earth Leverage?  

          6:12 - Can Saudi Arabia Build Its Own Rare-Earth Supply Chain?  

          9:03 - Does the Kingdom Actually Have the Minerals?  

          10:28 - Deep-Sea Mining Order: Bold Move or PR Stunt?  

          13:00 - Why Is the Resolution Copper Mine Still Waiting?  

          17:00 - Pebble Mine in Alaska: Dream Deposit or Environmental Risk?  

          19:51 - What’s the Hottest Opportunity in Mining Right Now?  

          21:24 - Will Rebuilding Ukraine Supercharge Base-Metal Demand?


          Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/43uMQ50


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


          Connect with us online:

          Website: https://www.wealthion.com

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

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

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


          #Wealthion #Wealth #Finance #Investing #Gold #Silver #Copper #RareEarths #CriticalMinerals #Commodities #Geopolitics #Macro #USChina #USD #Mining

          ________________________________________________________________________

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


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


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


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

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

          30 min
        • Gold to $20k? Tavi Costa on the Great Rotation That Will Reshape Markets

          Is gold still undervalued, even after hitting record highs? Tavi Costa says yes, and makes the case for $20,000+ gold.

          In this insightful interview, Crescat Capital’s macro strategist Tavi Costa joins Trey Reik to explain why we’re in the early stages of a “Great Rotation” out of overvalued U.S. equities and into hard assets like gold, silver, and commodities. Tavi also lays out why traditional 60/40 portfolios are set to underperform for years, how U.S. debt levels and deglobalization are pressuring the dollar, and why central banks (and possibly even the U.S. Treasury) are quietly turning back to gold.
          He also reveals:
          - Why the 2-year Treasury yield could collapse
          - Why the S&P 500’s best years may be behind it
          - Why silver may be “the cheapest metal on Earth”
          - And how AI, onshoring, and infrastructure needs are creating a boom in commodity demand
          Chapters:01:09 - Crescat’s Three‑Pronged Strategy
          05:45 - Defining the “Great Market Rotation”
          10:14 - What’s Driving Crescat’s 2025 Outperformance
          13:38 - Why the 60/40 Portfolio Is in Trouble
          16:49 - Commodities vs. Equities: The Historic Discount
          20:36 - Three Forces Fueling Gold’s Surge
          24:36 - Why This Gold Cycle Could Be the Biggest Yet
          30:03 - When Will It Be Time to Sell Gold?
          36:32 - Valuing Gold: A $20K+ Playbook?
          41:25 - Gold’s Role in the Next Monetary System
          44:48 - 2025 Outlook: Rates, Commodities, and Markets
          47:35 - Is Silver the Cheapest Metal on Earth?
          Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3SBaGpv
          Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
          Connect with us online:
          Website: https://www.wealthion.com
          X: https://www.x.com/wealthion
          Instagram: https://www.instagram.com/wealthionofficial/
          LinkedIn: https://www.linkedin.com/company/wealthion/
          #Wealthion #Wealth #Finance #Investing #Gold #Silver #Commodities #MacroEconomics #DeDollarization #GreatRotation #TaviCosta #EconomicShift #MonetaryPolicy #MarketOutlook #Mag7
          ________________________________________________________________________

          The opinions and information shared by Tavi in this discussion are his own, and not necessarily those of Crescat. Any investments discussed may or may not be held by Crescat. Investments carry risk including risk of loss.

          ________________________________________________________________________
          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

          55 min
        • Fundstrat's Mark Newton: Markets Are Rallying, Here’s Why It’s Just the Beginning

          Fundstrat’s Mark Newton joins Maggie Lake to break down why markets are rallying, and why technical analysis points to even more upside ahead. Despite recession fears and volatile headlines, Newton says the S&P 500 could hit 6,650 by year-end. He argues April marked peak fear and explains how charts (not narratives) reveal the real trends across stocks, bonds, crypto, and commodities.


          Key Topics

          • Why the recent rally is more than just a bounce
          • Treasury yields could fall below 4 % between June and September
          • Tech and AI remain long-term secular winners
          • Bitcoin may pull back before heading to $135-150 K by year-end
          • Gold (target $3,750-3,800) and silver look strong heading into fall
          • He also sees the U.S. dollar dipping to the low 90s before rebounding

          • Chapters:

            0:23 - How Can Technical Analysis Guide Us in a Headline-Driven Market?  

            3:13 - Why Is the S&P’s April Low a Launchpad?  

            8:04 - Is This ‘Sell the Rip’ or Still a Buying Opportunity?  

            9:26 - Which Sectors Will Lead the Next Leg Higher?  

            12:37 - Are U.S. Stocks Set to Outshine Global Markets?  

            14:13 - What Must Happen in Treasuries for Stocks to Climb?  

            18:38 - When Could 10-Year Yields Slide Below 4%?  

            21:00 - Do Charts Signal a Weaker Dollar Ahead?  

            23:26 - Is Bitcoin Really Decoupling from Risk Assets?  

            29:12 - Where Could Gold Head as Yields Fall?  

            31:35 - Is the Tech Rally Broader Than the ‘Mag 7’?  

            33:57 - Is the AI Boom a Bubble or a Secular Trend?  

            35:44 - Should Tesla Be Viewed as an AI Play?  


            Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4k1l0U4


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


            Connect with us online:

            Website: https://www.wealthion.com

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

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

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


            #Wealthion #Wealth #Finance #Investing #StockMarket #TechnicalAnalysis #Treasuries #Bitcoin #Gold #Silver #AIStocks #S&P500 #Crypto #MarketOutlook #stocks #TA #Tariffs

            ________________________________________________________________________

            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

            41 min
          • Why the 60/40 Portfolio Is Failing & What to Own Instead | Brett Rentmeester

            Brett Rentmeester, founder of Windrock Wealth Management, says the classic 60/40 portfolio may be dangerously outdated, and it’s time to look into alternative investments to protect your wealth. In this conversation with Maggie Lake, he explains why investors must rethink diversification as we enter a new era of higher inflation, rising interest rates, and currency uncertainty. This isn’t about abandoning traditional assets but about complementing them with smarter, more resilient strategies.


            You’ll learn:

            • Why future returns from stocks and bonds could disappoint
            • How to defend your purchasing power, not just grow your portfolio balance
            • 3 essential “crisis-resilient” assets Brett recommends for long-term safety
            • The role of farmland, gold, silver, and Bitcoin in protecting wealth
            • Where the real growth is: private lending, venture capital, and innovation-driven opportunities
            • How tokenization could unlock liquidity in traditionally illiquid investments

            • Chapters:
              0:43 - What Does True Diversification Really Mean?

              2:20 - Are We Entering a Double-Drawdown Era for Stocks and Bonds?

              4:28 - Inflation vs. Interest: Are Savers Still Losing Ground?

              6:03 - Is Shifting into Defensive Stocks and Bonds Enough?

              8:26 - Beyond 60/40: Which Alternatives Make Sense Now?

              10:43 - Are Alternative Investments Actually Safer Than They Seem?

              12:00 - Can Alternatives Deliver Both Safety and Upside?

              14:23 - How Much Illiquidity Can Your Portfolio Handle?

              17:32 - How Big Should Your Alternatives Allocation Be?

              19:13 - What Risk Profile Fits Crypto and Tokenized Assets?


              Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3GP9ufH


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


              Connect with us online:

              Website: https://www.wealthion.com

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

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

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


              #Wealthion #Wealth #Finance #Investing #MacroInvesting #AlternativeInvestments #InflationProtection #Gold #Bitcoin #Farmland #AssetAllocation #InterestRates #PortfolioStrategy #FinancialFreedom #Bonds #Stocks

              ________________________________________________________________________

              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

              26 min
            • Flash Market Report: FundStrat’s Mark Newton Reacts to U.S.-China Trade Deal & Markets Surging

              Stocks are ripping higher after news of a U.S.-China trade deal, but will it last? In this Wealthion Flash Market Report, Fundstrat’s Mark Newton joins Maggie Lake to react to the surprise announcement and explains why he believes this rally still has legs. Mark shares his outlook for tech stocks, treasury yields, and the dollar, and why June could bring a key market pullback even as the S&P targets 6,650 in 2025.


              Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/43puYIF


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


              Connect with us online:

              Website: https://www.wealthion.com

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

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

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


              #Markets #StockMarket #SP500 #TechnicalAnalysis #USChina #TradeDeal #InterestRates #Treasuries #Dollar #TechStocks #USA #China #Tariffs

              ________________________________________________________________________

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


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


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


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

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

              14 min
            • Tariffs Were the Earthquake…The Trade Tsunami is the Trouble | Rise UP!

              In a riveting and in-depth analysis of the first trade deal made between the U.S. and another country since tariffs were announced — Rise UP’s Managing Partner Terri Kallsen and Grimes & Company’s Principal and Wealth Manager Emily Wood and Research Director and Portfolio Manager Ben Wallace, take a look at what the deal means for both markets and the economy, and if it is a signal that the U.S. will be able to avoid recession and/or stagflation. With incredible insights on market indicators, what history has shown, and an explanation of the Tariff Earthquake and the resulting Trade Tsunami that will hit American shores in a matter of weeks, this week’s Rise UP can’t be missed.


              Chapters:

              2:17 - We Have a Tariff Deal—What Happens Next?

              4:01 - Will A Trade Deal Help Stave Off Recession?

              6:10 - Market Reaction to Deal

              6:35 - Managing Liquidity Through Volatility & Creating Income Streams

              7:40 - How Much Cash Should You Have to Protect Yourself From Volatility

              8:27 - Mother’s Day- Why Moms Matter Even More Than You Think

              9:20 - Working Moms, Finances and the Finance Industry

              15:48 - Buying the Dip Debate

              20:55 - Volatility & 529 College Plans

              24:11 - Have the Markets Hit Bottom? Wealthion Viewers Vote

              25:25 - When We Might See Volatility Next

              27:00 - Timing the Market & Using Dollar Cost Averaging to Figure It Out

              29:00 - What History Tells Us About Hitting Market Bottom

              30:15 - Next Week: Inflation Indicators

              31:49 - The Trade Tsunami is Coming

              32:57 - Next Week’s Empire State Manufacturing Survey — The Tsunami Warning System

              35:00 - Next Week: Watching Market Volatility and Why It’s Normal


              Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3F1FnRE


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


              Connect with us online:

              Website: https://www.wealthion.com

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

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

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


              #Wealthion #Wealth #Finance #Investing #Tariffs #TradeWar #MarketVolatility #Recession #Stagflation #InvestmentStrategy #EconomicOutlook #FinancialNews #DollarCostAveraging #WealthManagement

              ________________________________________________________________________

              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

              42 min
            • Brandy Maben: How the Wealthy Are Preparing for Volatility, Taxes, and Inflation

              Are you letting fear or outdated strategies sabotage your portfolio? In this important interview, Brandy Maben of Windrock Wealth Management joins Maggie Lake to reveal how the wealthiest investors prepare for volatility, inflation, and taxes, and what everyday investors can learn from them.


              Brandy explains why:

              • Treasuries aren’t the safe haven they once were
              • Tax planning (not market timing) is your biggest edge
              • Sitting on cash may be riskier than investing
              • Gold, farmland, and private credit are essential inflation hedges
              • Most people completely misjudge their true risk tolerance

              • She also breaks down misunderstood tax strategies like Roth conversions, donor-advised funds, and how to prepare for the looming 2026 tax sunset. If you’re unsure whether your portfolio can survive what’s coming, this episode is your wake-up call.


                Chapters:

                0:20 - Big Picture: Managing 2025’s Market Roller-Coaster

                1:48 - Beyond 60/40: Portfolio Priorities for 2025

                4:41 - Guarding Against Inflation’s Whiplash

                6:25 - Safe Haven or Sinking Ship? The Treasury Debate

                8:03 - Getting into Gold: Too Late or Just in Time?

                10:05 - Preserve Capital or Chase Growth Amid Volatility?

                12:30 - The Biggest Tax Mistakes Investors Make

                16:59 - Should You Go Global? Weighing International Diversification

                18:31 - Are You Really as Risk-Tolerant as You Think?

                20:58 - Sitting on Cash: Safety Net or Silent Killer?

                23:47 - Favorite Tax-Smart Vehicles Revealed

                27:02 - Building a Battle-Ready Plan: Key Questions to Ask


                Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4m1zC73


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


                Connect with us online:

                Website: https://www.wealthion.com

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

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

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


                #Wealthion #Wealth #Finance #Investing #Inflation #TaxPlanning #Gold #Farmland #FinancialPlanning #SmartMoney #Markets #Volatility

                ________________________________________________________________________

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


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


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


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

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

                32 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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