Wealthion - Be Financially Resilient

Are we heading into a full-blown reset across financial markets? In this explosive interview, Jesse Felder, founder of The Felder Report, joins James Connor to issue a dire warning: stocks, bonds, and the U.S. dollar are all dangerously mispriced, and a major repricing event may be just around the corner.

Felder explains why:

Later in the interview, Rocklinc’s CEO, Jonathan Wellum, shares his reaction to Jesse’s conversation, discusses his firm’s 28% cash position, and outlines where he’s still finding value in today’s volatile markets.

Chapters:

0:26 – Buy the Dip or Bail Out? Jesse Felder on the S&P’s Fate

3:56 – Why Stocks Are Still Dangerously Overvalued

8:42 – The AI Bubble? Felder Warns It’s Just Like 2000

12:59 – Will the S&P Shatter 4,800—or Plunge to 3,000?

14:32 – The Most Important Chart in the World: Bond Yields

18:04 – Why U.S. Debt Is a Ticking Time Bomb

20:23 – Bond Market Revolt: What It Looks Like & Why It Matters

22:01 – 5.5% Yields? The Fed’s Nightmare Scenario

22:43 – The Dollar Is Dying—Here’s What to Own Instead

25:28 – Why Oil Could Soar While Everything Else Tanks

27:43 – Recession Already Here? Felder Thinks So

29:16 – The Fed’s Impossible Dilemma: Inflation vs. Recession

32:43 – Is Inflation Really Dead? Don’t Bet on It

33:13 – Will Jay Powell Be Fired? Inside the Fed Shake-Up

35:27 – The Coming Crash: S&P 4000—and Then Some?

37:01 – Where the Smart Money’s Hiding Now

42:04 – Gold at $10,000? Long-Term Bull Case Revealed

44:30 – Jonathan Wellum Reacts: S&P Could Still Drop Hard

48:12 – Why Bonds Still Aren’t Safe—Even at 5% Yields

48:29 – Too Late to Buy Gold? Not Quite…

50:22 – Holding 28% Cash: RockLinc’s Contrarian Strategy

51:13 – How RockLinc Invests Idle Cash Smarter

51:59 – Final Takeaways from Felder’s Market Forecast

Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3Rw3WsE

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

Connect with us online:

Website: https://www.wealthion.com

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

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

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

________________________________________________________________________

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

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

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

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

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

Diego Parrilla, CIO of Quadriga Asset Managers and author of The Anti-Bubbles, joins Maggie Lake to expose the structural flaws in today’s global economy, flaws rooted in decades of reckless money printing, debt addiction, and political short-termism.

Parrilla warns that we’re heading straight into stagflation, where inflation, slower growth, volatility, and geopolitical risk converge into what he calls a “perfect storm” for traditional portfolios.

In this must-watch conversation, you’ll learn:

Parrilla also critiques the illusion of safety in Treasuries and the dollar, expresses skepticism about Bitcoin, and explains how to position portfolios for resilience in what he calls a “hostile market environment.”

Chapters:

0:18 - Global Markets at a Breaking Point?

4:17 – The Hidden Rot Beneath the Global Economy

8:55 – Can Tariffs Save Us, or Doom Us?

18:35 – Why Inflation Isn’t Going Away Anytime Soon

22:47 – The Dangerous Illusion of Deflation

30:28 – When Your Worst Economic Fears Come True

32:35 – Stagflation Is Here. Now What?

40:54 – The Search for Real Safe Havens Begins

47:32 – How to Build a Portfolio That Survives Anything

54:37 – Bitcoin vs. Gold: Which One Actually Protects You?

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4it4lXM

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

Connect with us online:

Website: https://www.wealthion.com

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

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

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

#Wealthion #Wealth #Finance #Investing #Stagflation #Gold #Macro #Economy #Inflation #PortfolioStrategy #FederalReserve #YieldCurveControl #MarketVolatility #HardAssets #GlobalMarkets

________________________________________________________________________

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

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

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

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

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

Is gold the most compelling investment of 2025? Adrian Day, CEO of Adrian Day Asset Management, says yes, and backs it up with conviction. In this powerful conversation with Trey Reik, Adrian explains why gold offers the best risk-reward profile in decades, and why even conservative investors should pay close attention. Adrian breaks down the real drivers behind gold’s rise, from surging central bank demand and de-dollarization to the U.S. government’s “criminally irresponsible” handling of long-term debt. And while gold is making headlines, gold mining stocks remain deeply undervalued. Adrian shares why most investors are still on the sidelines, what’s starting to shift in 2025, and how miners now offer superior margins, strong balance sheets, and breakout potential.

Key Topics Covered:

Chapters:

1:34 - Why Adrian’s Firm Bets Big on Gold

5:33 - 30% Gold? Inside Day’s Bold Allocation

5:50 - Why Adrian Day Went All-In on Gold (Even in the 90s)

9:46 - Will We Ever Stop Needing Gold?

11:17 - Why Gold Beat Everything in 2024

16:47 - Are $2 Trillion Deficits a Ticking Time Bomb?

22:40 - The Bond Meltdown No One’s Talking About

25:07 - Is The Fed Losing Credibility?

28:49 - Tariffs Aren’t Inflationary?

34:43 - Will Basel III Send Gold to the Moon?

37:07 - Gold vs Miners: What Belongs in Your Portfolio

40:08 - Why Gold Stocks Have Lagged And How That’s Changing

46:23 - Have Gold Miners Finally Grown Up?

53:34 - Gold Mining Metrics: Forget Ounces, Follow Cash Flow

55:37 - How to Build a Winning Gold Portfolio

1:01:20 - What Adrian Day Owns In The Gold Equity Space

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/44589eo

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

Connect with us online:

Website: https://www.wealthion.com

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

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

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

#Wealthion #Wealth #Finance #Investing #Gold #GoldStocks #MiningStocks #AdrianDay #Macroeconomics #CentralBanks #Commodities #TreyReik #Inflation #DollarCrisis

________________________________________________________________________

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

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

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

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

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

In this week’s Rise UP! Weekly Market Report, Terri, Joe, and Bleakley Financial’s CIO Peter Boockvar and Partner Jon Betlow discuss the market volatility and the rising concerns that stagflation is ahead. Then, is NVIDIA the Canary in the Coal Mine for Tariffs, and will Italy light the way for other European countries on how to make a deal? Plus, it’s the Art of the Deal vs The Art of War between the US and China. Then, a deep dive on signals that the Fed will not be coming to the rescue and what that means for managing your portfolio.

Chapters:

3:37 - Breaking down what happened this week

9:01 - Portfolio financial pitfalls

10:15 - It’s time to get deeply diversified, where your money should be

12:35 - Tariffs: All eyes on China and Italy

14:50 - Art of the Deal vs Art of War

17:21 - It’s stagflation, not recession we have to worry about

19:38 - NVIDIA: The canary in the coal mine for tariffs?

24:03 - The Fed isn’t coming to the rescue, managing your portfolio

25:14 - Growing your wealth is not just about your portfolio

31:15 - Is it safe to retire right now?

34:41 - What is a fiduciary?

FINRA Broker Check: https://brokercheck.finra.org/

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4lDchZ6

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

Connect with us online:

Website: https://www.wealthion.com

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

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

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

#Wealthion #Wealth #Finance #NVIDIA #stocks #Tariffs #USA #China #Markets #Macro

________________________________________________________________________

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

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

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

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

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

Why does China control 90%+ of the world’s rare earths, and what can the West do to fight back? In this eye-opening conversation, SCP Resource Finance CEO David Wargo joins Trey Reik to explain how China monopolized one of the world’s most strategic industries and why rare earths are now a frontline weapon in the U.S.-China trade war. With China already cutting off critical mineral exports, including rare earths, the West is being forced to scramble for new sources and rebuild its industrial base. 

David breaks down the rare earths that really matter (neodymium, praseodymium, dysprosium, terbium), why they’re essential to EVs, robotics, and wind power, and why the West is years behind due to decades of offshoring. He also reveals two companies best positioned for the coming reindustrialization push and hunger for Rare Earths: MEI and EFR. 

With geopolitical urgency rising and policy momentum building, the rare earth sector now faces strong tailwinds, making it one of the most compelling long-term opportunities in global investing. 

Get Wealthion’s Rare Earth Investment White Paper here: https://wealthion.com/rare-earth-metals/

Chapters:

2:16 - Why Rare Earths Are Front‑Page News

4:59 - What Exactly Makes a Metal “Rare Earth”?

6:02 - Which Rare‑Earth Metals Really Matter?

8:38 - Light vs. Heavy Rare Earths

9:40 - So… Why Are Rare Earths Actually Rare?

11:41 - How Did China Corner the Market?

16:33 - Canada’s Hidden Rare‑Earth Potential

22:17 - Where Outside China Has the Best Prospects?

26:50 - Brazil’s Billion‑Ton Ionic‑Clay Discovery

32:09 - Do Mining Majors Already Produce Rare Earths?

35:54 - Which Companies Should Investors Watch?

42:00 - Cycle Check: Is Now the Time to Buy?

45:47 - Can the West Really Re‑industrialize?

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3Y4gcEo

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

Connect with us online:

Website: https://www.wealthion.com

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

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

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

#Wealthion #Wealth #Finance #Investing #RareEarths #China #Geopolitics #CriticalMinerals #GreenEnergy #EVs #MiningStocks #Reindustrialization #SupplyChain #Commodities #EnergyTransition

________________________________________________________________________

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

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

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

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

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

Could Trump’s tariffs push China to the brink and trigger the next global crisis? In this must-watch conversation, market strategist Ed Yardeni joins James Connor to break down the explosive mix of politics, policy, and market volatility shaping 2025. Yardeni explains why he believes U.S. stocks may have already bottomed, why gold is back in favor, and how Trump’s trade agenda could have massive unintended consequences, including rising tension with China and the risk of conflict over Taiwan.

Yardeni unpacks:

Yardeni also weighs in on warnings from Ray Dalio, the actions of Warren Buffett, and the lawsuits that could reshape Trump’s tariffs. This is a must-watch if you want a balanced, data-driven perspective on what’s really driving markets in 2025.

Chapters:

00:26 - Market Panic or Golden Opportunity? Yardeni Says Buy

02:27 - Yardeni’s Bold Call: S&P 6000 by Year-End?

03:20 - Valuation Crystal Ball: The Earnings Math Behind 6000

04:08 - Wall Street Wins Big—But What About Main Street?

06:23 - Bonds Battered: Why Yardeni Isn’t Selling

08:11 - Is the U.S. Government Quietly Engineering a Recession?

11:53 - China’s Secret Weapon: Dumping Treasuries & Buying Gold?

15:25 - Could a China-Taiwan War Crash the Global Economy?

18:32 - Dollar in Decline: Real Risk or Overblown Fear?

19:48 - Recession Incoming? Yardeni vs. Ray Dalio’s Doomsday View

36:40 - Oil & Copper Crash: Warning Signs for Global Growth?

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3G6NE78

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 #EdYardeni #StockMarket #Gold #Geopolitics #Trump #Tariffs #China #Taiwan #Recession #Macroeconomy #MarketOutlook #EconomicRisks #PortfolioStrategy #StockMarket #stocks 

________________________________________________________________________

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

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

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

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

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

In this interview with Wealthion's Maggie Lake, Jim Bianco, President and Macro Strategist at Bianco Research, brings his incredible insights into what is happening

in these volatile times is just what the investor needs. From what the bond market is really telling us, to why he thinks the Fed WON'T be coming to the rescue in the face of a potential recession. His 4/5/6 theory and why he thinks investing is now so much harder, everyone needs a wealth manager to help them navigate the markets going forward. What the dollar's decline really means, the massive shift away from US assets and what he thinks investors should be looking to buy (hint: one is gold) and what they should be wary of (hint: one is AI). Plus, why the transactional nature of the country's current tariff policy, may not be a bad thing.

Chapters

00 Watch the Bond Market

4:00 Fed to the Rescue? Why a Recession is 50/50

7:20 Tariff Effects

10:00 Inflation Expectations

12:45 Are tariff’s actually deflationary?

15:20 The bond market, the center of the universe

21:30 Bonds Vs Equities and Jim’s 4/5/6 Theory

25:20 Investing getting harder- Why A wealth manager is the way to go

28:45 Can Us Tolerate Higher Interest Rates?

33:20 The massive shift away from US assets

36:40 What the dollar decline means

43:40 What should investors be buying?

46:45 What should investors be concerned about?

Subscribe to our YouTube Channel: https://www.youtube.com/@Wealthion

Follow us on X: https://x.com/wealthion

Follow us on Facebook: https://www.facebook.com/Wealthion

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://wealthion.com/free/

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

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

Why are top investors betting big on gold, and why do they believe this bull run is just getting started? In this special Wealthion feature, Trey Reik curates powerful insights from his interviews with some of the world’s leading financial minds to reveal why gold (and even Bitcoin) is reclaiming center stage as trust in fiat money and central banks fades.

Featuring:

Key topics:

Chapters:

0:04 - Trey Reik: The Gold Awakening Begins

1:38 - Jim Grant: Why Gold Still Rules the Financial World | Full interview: https://youtu.be/LtoCp6Iepqw

9:53 - Larry Lepard: $10K Gold, Bitcoin & the Coming Reset | Full interview: https://youtu.be/ppvRQ-lyiAI

21:51 - John Hathaway: $8k Gold and The Risks in Paper Gold Vs. Physical Bullion | Full interview: https://youtu.be/u5MmgWqhNxY

29:28 - David Iben: What Most Gold Stock Investors Get Wrong | Full interview: https://youtu.be/AGGRon9mDWY

43:57 - Rudi Fronk: Finding the Next Great Gold Miner | Full interview: https://youtu.be/48OsXtdGag0

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4ihbxX0

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 #GoldInvesting #SoundMoney #Bitcoin #MacroEconomics #MarketCrash #FederalReserve #Inflation #GoldStocks #HardAssets #JimGrant #LarryLepard #GoldVsDollar #SafeHaven #DeDollarization #GoldBullRun

________________________________________________________________________

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

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

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

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

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

Welcome to the latest episode of Rise UP! your essential weekly market recap where financial headlines meet real, actionable guidance and expert insight. Hosted by Rise Growth Partners’ Terri Kallsen, CFP®, and Joe Duran, CFA, this special edition features Grimes & Company’s Benjamin Wallace, CFA, and Todd A. Herman, CFP®.

This week’s episode unpacks a dramatic shift in the financial landscape, triggered by tariff-driven volatility, skyrocketing Treasury yields, and growing questions around America’s role as a global safe haven. With investor confidence rattled and markets swinging wildly, we dive into what’s happening and how disciplined investors can stay focused and protect their portfolios in this volatile and highly uncertain times.

In this episode:

Don’t let the headlines shake your plan. Watch now to stay grounded, informed, and confident in your next financial move.

Chapters:

1:48 - Buckle Up: Markets Are Wild. Let’s Break It Down

3:24 - What Just Happened?! Inside The Market Mayhem

10:20 - Three Power Moves to Stay Sane (and Smart) in This Market

15:50 - How the Pros Are Investing Right Now

20:12 - Small Caps, Big Trouble? Where to Look in This Shaky Market

25:24 - The Real MVP: How to Spot a Rock-Solid Financial Advisor

27:09 - Stop Obsessing: When (and How) to Actually Check Your Portfolio

28:08 - Does Your Advisor Pass the Stress Test? Here’s How to Tell

36:24 - What’s on the Financial and Economic Radar for Next Week?

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4js1UWj

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 #MarketVolatility #StockMarket #InterestRates #FederalReserve #Tariffs #InvestmentStrategy #FinancialPlanning #PortfolioManagement #Rebalance #SafeHaven #EconomicOutlook

____________________________________

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

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

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

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

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

Are investors missing the most important macro shift in decades? In this must-watch interview, Julien Garran of the MacroStrategy Partnership joins Trey Reik to explain why the market has completely misread the economic agenda of the Trump 2.0 administration. Behind the headlines and media noise lies the “Real Trump Trade”, a radical restructuring of U.S. economic policy aimed squarely at reversing two generations of blue-collar decline.

Key Topics:

This conversation offers powerful insights into what’s coming next and why the current investor playbook may be obsolete.

Chapters:

1:30 - Behind the Curtain: How This Macro Boutique Sees the World

3:37 - The Real Trump Trade: Why Markets Got It All Wrong

9:05 - Globalization, Big Gov, & Big Tech: The 4 Forces Crushing the Middle Class

12:57 - Can the Blue-Collar Dream Be Revived?

14:33 - Big Government, Big Problem: The Hidden Tax on Prosperity

17:06 - Energy Fantasy vs. Economic Reality

20:28 - How Big Tech Monopolies Rigged the Game and Why That Might Be Ending

25:06 - Investing in the Populist Age: Winners, Losers, and Landmines

32:00 - Unpacking Trump’s Tariff Shock: Is Globalization Splintering?

37:06 - Populist Playbook: Grading Trump’s Economic Overhaul

43:50 - Markets Crashed With Reciprocal Tariffs, And That Might Just Be the Start

49:04 - Gold, Commodities & the Great Rotation: What Might Save Portfolios

51:11 - AI Bubble Trouble: The Hype No One Wants to See

1:02:55 - The Real Trump Trade Is Unwinding the Blue-Collar Squeeze

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3YoLTs2

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 #Trump #Macro #Economy #MacroStrategy #BlueCollar #Commodities #GoldStocks #AIbubble #Reflation #Deflation #Tariffs #USManufacturing #BigTech

________________________________________________________________________

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