Wealthion - Be Financially Resilient

Wealthion - Be Financially Resilient

By WealthionBusinessInvesting
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Wealthion - Be Financially Resilient episodes

  • Marko Papic: Markets Misread Trump - Here’s the Real Risk

    Are Trump’s dramatic tariffs simply a negotiation tactic rather than an intentional trade war? Marko Papic, Chief Strategist at BCA Research, joins Maggie Lake for a critical conversation explaining why markets have misunderstood Trump’s tariff policy from the beginning and what deeper macroeconomic risks investors should actually be focused on.


    Key Topics:

    • How Trump has used extreme tariff threats as leverage, and why markets repeatedly fall for it
    • What the rise of a multipolar world means for global markets and U.S. economic power
    • The hidden but urgent risk investors are overlooking: a recession where bond yields stay high, undermining traditional market safety nets
    • Why U.S. market outperformance is coming to an end as fiscal stimulus runs dry, exposing vulnerabilities investors aren’t ready for
    • Marko’s bold call: why the U.S. dollar is at risk of a 30% decline, and how investors should reposition globally

    • If today’s chaotic headlines have you concerned about markets, geopolitics, or the next big risk for your investments, this conversation is essential viewing.


      Chapters:

      0:48 - Trump’s Tariff Bombshell: Bluff or Battle Plan?

      9:14 - Who Really Has the Upper Hand in a Trade War?

      18:24 - Inside Trump’s Mind: What’s the Endgame on Tariffs?

      24:32 - The True Meaning of a Multipolar World

      30:11 - Investors Beware: Navigating a New Multipolar World

      34:28 - Economic Shock Therapy: Trump’s Dangerous Gamble

      35:56 - Can the U.S. Treasury Market Survive Trump’s Policies?

      40:16 - Fiscal Time Bomb: When Will Markets Revolt?

      49:16 - Hunting for Value: Is It Time to Bet on Emerging Markets?

      52:24 - Danger Ahead: The Biggest Risk No One Sees Coming


      Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4ide1pl


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


      Subscribe to Marko and Jacob Shapiro’s podcast, Geopolitical Cousins, here: https://podcasts.apple.com/za/podcast/geopolitical-cousins/id1802258017


      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 #Tariffs #Geopolitics #GlobalEconomy #Macro #Markets #Dollar #Recession #InterestRates #BondMarket #MarkoPapic

      ________________________________________________________________________

      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

      1 hr 1 min
    • Larry Lepard: Gold Stocks Are Set to Explode | The Big Print & Asymmetric Bets | Part II

      In Part II of our in-depth interview with renowned investor Lawrence Lepard, Trey Reik continues the conversation to explore why Larry believes gold stocks are poised for explosive upside, and why a looming sovereign debt crisis will force central banks back into money printing, an event he calls “The Big Print.”


      In this episode:

      • The mining companies Larry believes could deliver asymmetric returns
      • How he structures his portfolio across producers, developers, and drillers
      • The valuation disconnect between gold prices and mining equities, and the key metrics he uses for valuing them
      • Why silver miners may offer even more leverage and upside than gold miners
      • Larry’s take on geopolitical risk, and why he sees overlooked opportunity in regions like Africa
      • Whether rising tariffs could trigger the next global market event

      • Later, Brett Rentmeester of Windrock Wealth joins the conversation to reflect on Larry’s interview, offering a portfolio manager’s view on the role of physical gold, silver, and Bitcoin in protecting capital in today’s fragile macro environment. Brett also discusses why gold miners have lagged the metal itself, and whether that disconnect is about to change.


        If you missed Part 1, be sure to watch it here: https://youtu.be/_-m1r5Ze7G4


        Chapters:

        0:24 - Why Betting on One Gold Stock Could Break Your Portfolio

        2:48 - The #1 Metric Every Gold Stock Investor Should Know

        4:27 - The Goldilocks Zone: Where Miners Really Shine

        6:26 - Silver’s Secret Weapon and Platinum’s Potential

        8:33 - Copper, Platinum & Staying in Your Lane

        10:06 - Treasure Hunt: Investing Across the Global Map

        13:07 - Are Gold Stocks Trying to Tell Us Something?

        16:47 - Larry’s Ultimate Gold Stock Shopping List

        21:22 - Brett Rentmeester’s Take on Gold, Bitcoin & Systemic Risk

        23:07 - Is Gold’s Rally the Start of a Currency Crisis?

        26:04 - Bitcoin vs. Gold: Who Wins the Safe Haven Battle?

        27:51 - Why Even Conservative Investors Should Own Bitcoin

        30:27 - Thoughts on Gold Mining Stocks

        34:13 - Are Tariffs the Ticking Time Bomb for Global Markets?


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


        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 #Silver #SilverStocks #HardAssets #GoldInvesting #Macro #Bitcoin #SoundMoney #PreciousMetals #GoldMining #SilverMining #LawrenceLepard #TheBigPrint

        ________________________________________________________________________

        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
      • Larry Lepard: The Fiat System Is Failing - Gold Exploding Is the Alarm Bell | Part I

        Legendary gold investor Larry Lepard joins Trey Reik for Part I of a powerful two-part conversation on why gold is pressing to all-time highs, and what it signals about a potential collapse of our global fiat-based financial system.


        Larry breaks down the key themes of his new book The Big Print, explaining why the sovereign debt crisis is already here, why trust in fiat money is evaporating, and how sound money like gold, silver, and Bitcoin will be essential to surviving what’s coming.


        In this episode:

        • Why gold’s breakout is the ultimate warning signal
        • How the Federal Reserve system is at a breaking point
        • Gold vs. Bitcoin: competition or complement?
        • Why gold equities are misunderstood — and undervalued
        • The smart way to position yourself now

        • Don’t miss part II, coming out tomorrow!


          Chapters:

          1:11 - How Larry’s Book Is Waking People Up

          2:17 - The Big Print: Why Your Money Is Losing Value, and Fast

          5:13 - Bitcoin vs. Gold: Frenemies in the Fight Against Fiat?

          7:34 - Gold Is Exploding: Here’s What the Media Won’t Say

          9:45 - The 3 Warning Signs You Can’t Ignore

          12:29 - Quiet Gold Rush: The Wealthy Are Moving Fast

          14:59 - Basel III: The Trigger No One’s Talking About

          18:49 - Think You Missed Gold? Think Again

          21:48 - $10,000 Gold? The Math That Might Surprise You

          25:57 - When to Sell Gold: The Signal to Watch For

          27:38 - Gold Stocks: Why They’re Worth the Trouble

          33:31 - Gold Miners Burned You Before? This Time Is Different

          36:46 - Gold Investing Mistake #1: Going All In on One Stock


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


          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 #Bitcoin #SoundMoney #LarryLepard #FederalReserve #SovereignDebt #GoldStocks #Macroeconomics #HardAssets #EconomicCrisis #Inflation

          _________________________________________________

          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
        • Scott Bessent Endorsed Gold? | Wealthion Flash Market Report

          For years, gold was dismissed as a “pet rock.” Now, it’s being discussed as a strategic U.S. asset. In the premiere episode of The Wealthion Flash Market Report, Bristol Gold Group’s Trey Reik and Windrock’s Brett Rentmeester break down what could be a turning point for precious metals following U.S. Treasury Secretary Scott Bessent’s surprising comments to Tucker Carlson on gold’s role in the financial system.


          They also discuss the Trump administration’s market shocking tariffs, what they mean for financial markets, and how investors should position their portfolios.


          Topics discussed:

          • Windrock’s defensive strategy: hard assets, low correlation, and liquidity
          • What Trump’s tariff strategy means for markets in 2025
          • Gold reaching $15k?
          • Could the U.S. revalue its gold reserves to reduce Treasury bond issuance?
          • Why central banks are doubling down on gold
          • Silver’s historic undervaluation and the gold/silver ratio
          • Basel III’s hidden impact on gold as a Tier 1 asset

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


            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 #PreciousMetals #GoldInvesting #Macro #MarketUpdate #CentralBanks #EconomicOutlook #HardAssets #GoldVsDollar #PortfolioStrategy #ScottBessent #Windrock 

            ________________________________________________________________________

            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

            24 min
          • Larry McDonald: Investors Fleeing U.S. Markets - Where the Smart Money Is Going | Part II

            Are the U.S. and global markets on the edge of a massive regime change? In this high-impact Part II, The Bear Traps Report founder and bestselling author Larry McDonald shares with James Connor a dire warning: U.S. sanctions and Trump’s tariffs are forcing global central banks to ditch U.S. treasuries for gold, the dollar is entering a structural decline, and a coming economic slowdown could pull the S&P 500 down to the low 4,000s. He breaks down where capital is headed and why gold, silver, oil, and emerging markets will be the big winners.


            Then, Rocklinc’s Jonathan Wellum shares his thoughts on Larry’s interview and his firm’s portfolio strategy. He explains why he holds nearly 30% cash, favors investing in royalty companies over miners, and avoids European exposure in favor of select value stocks.


            The conversation also tackles reshoring, structural inflation, Trump’s likely economic pivot, and what investors should do now to prepare.


            Chapters:

            0:24 - Golden Rush: Is It Time to Bet Big on Precious Metals?

            1:37 - Sanction Shockwaves: Why Central Banks Are Forced into Gold

            2:25 - Mining for Value: Gold Stocks Trading at Bargain Prices

            3:29 - The Gold Paradox: Why Aren’t Miners Keeping Up?

            5:27 - Silver’s Great Frustration: Will It Ever Shine Again?

            6:57 - What’s Next for the Fed Under Trump?

            8:07 - Dollar in Decline: Is the US Currency Losing Its Grip?

            9:48 - America’s Manufacturing Meltdown: Jobs Gone Overseas

            10:26 - Recession Red Flags: Preparing for the Big US Slowdown

            11:16 - Canada: Emerging Market or Economic Misstep?

            12:22 - Wall Street Secrets: Behind the Scenes with Top Investors

            14:53 - Jonathan Wellum Shares His Thoughts On Larry’s Insights

            19:35 - Investing in Uncertainty: Picking Winners and Holding Cash

            24:22 - Crash or Correction? Predicting the Next Market Move

            26:09 - Canada’s Crossroads: Critical Election and Economic Realities


            If you missed part I of this insightful interview, watch it here: https://youtu.be/BAAobevohdI


            Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/41WYWTY


            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 #HardAssets #Macroeconomics #MarketCrash #Recession #FedPivot #DollarCrisis #CentralBanks #Commodities #EmergingMarkets #ValueInvesting #PortfolioStrategy #InterestRates #StockMarket

            ________________________________________________________________________

            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
          • Tariff Shock - Markets Meltdown | ft. Peter Boockvar & Scott Schwartz | Rise Up!

            Markets have tanked following President Trump’s announcement of sweeping global tariffs yesterday. The S&P 500 and Nasdaq experienced their worst day since 2020, and the small caps index, the Rusell 2000, has entered Bear Market territory. In this special edition of Rise Up!, we bring immediate reaction and expert analysis from Peter Boockvar and Scott Schwartz of Bleakley Financial Group.


            Join hosts Terri Kallsen and Joe Duran from Rise Growth Partners and our guests as we break down:

            • Why are markets reacting so violently to Trump’s reciprocal tariff announcement
            • The broader economic consequences of these tariffs in the U.S., from supply chains to recession risk
            • Whether this tariff shock could trigger a global recession
            • Which sectors and stocks are getting hit hardest, and if now’s the time to buy the dip
            • Safe havens like gold, treasuries, and cash: are they back in favor?
            • How investors should position themselves in the face of rising economic and market uncertainty

            • This is one of the most consequential days for markets in years. Don’t miss this timely and insightful conversation about what it all means and how to position your portfolio now.


              Recorded LIVE on April 3rd, 2025.


              We want to hear from you! What would you like to see on Wealthion? Please take our poll here: https://www.youtube.com/post/UgkxtJvEEM4j_eRy7iT---EJ_mbkp1En1P0O


              Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4i4v7pg


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


              Connect with us online:

              Website: https://www.wealthion.com

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

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

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


              #Wealthion #Wealth #Finance #Investing #StockMarket #MarketCrash #TrumpTariffs #Tariffs #TradeWar #EconomicOutlook #FinancialNews #PortfolioStrategy #LiveFinance #PeterBoockvar #Recession #BearMarket

              ____________________________________

              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

              43 min
            • Larry McDonald: U.S. Debt Crisis Will Break the Market | Part I

              The U.S. debt crisis is spiraling and Larry McDonald says the market hasn’t priced it in.


              With over $37 trillion in debt and $1 trillion in annual interest payments, the U.S. is barreling toward what McDonald calls a “Liz Truss moment”: a surge in bond issuance that could trigger market chaos. In this eye-opening interview, The Bear Traps Report founder and bestselling author joins James Connor to explain why we’re entering a stagflationary regime eerily similar to the 1970s and why your portfolio needs to adapt.


              Topics discussed in part I:

              • Why the U.S. faces a debt-driven crisis of confidence
              • The real S&P 500 earnings (hint: it’s not $270, but much lower)
              • A $4 trillion rotation out of Big Tech
              • How capital is fleeing U.S. markets and into global value
              • Why hard assets like gold, oil, copper, and coal are set to outperform
              • What “financial repression” means for your money

              • Don’t miss part II of this insightful and actionable interview coming out tomorrow!


                Chapters:

                0:54 - Why Panama? Inside Larry’s Strategic Move

                2:22 - What Investors Are Really Worried About Right Now

                5:34 - The U.S. Debt Spiral: Can It Be Financed?

                9:59 - The Coming “Liz Truss” Shock for U.S. Bonds

                12:04 - Inflation Won’t Quit: Can the Fed Keep Up?

                13:41 - Is the U.S. Headed for Recession or Just Slowing Down?

                16:47 - Bond Market Whiplash: What the Volatility Signals

                20:52 - TLT, Bonds, and a World of Higher Rates

                22:11 - Global Capital Is Moving—Here’s Where It’s Going

                24:16 - S&P in Trouble? The Earnings Crash Nobody’s Pricing In

                26:46 - Betting on Gold: Why the Smart Money’s Watching It


                What would you like to see on Wealthion? We want to hear from you! Please take our poll here: https://www.youtube.com/post/UgkxtJvEEM4j_eRy7iT---EJ_mbkp1En1P0O


                Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/41WYWTY


                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 #DebtCrisis #Stagflation #Gold #HardAssets #SovereignDebt #MarketCrash #EconomicCrisis #CapitalFlight #MacroInvesting #FinancialRepression #S&P500 

                ________________________________________________________________________

                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
              • Markets Brace for April 2nd Tariffs: What Investors Must Do | Ft. Peter Boockvar & Benjamin Wallace

                Major tariff announcements are coming April 2nd and markets are holding their breath. Is this the beginning of a renewed trade war? Or is it just a high-stakes negotiation tactic?


                In this special edition of Rise Up, Rise Growth Partners’ Joe Duran and Terri Kallsen are joined by investment veterans Peter Boockvar of Bleakley Financial Group and Benjamin Wallace of Grimes & Co. to unpack what’s really going on and how you should respond as an investor.


                - The two possible tariff paths and their vastly different market implications

                - Why uncertainty, not tariffs themselves, is the market’s biggest enemy

                - The strange logic of Trump’s communication style: showmanship as a good sign?

                - Why reversibility matters: could this all be walked back in weeks?

                - What smart investors should do now: rethinking risk, value stocks, and diversification


                Chapters:

                1:41 – The Tariff Countdown Begins: What’s Really at Stake?

                3:20 – Two Roads Diverge: Which Tariff Path Will Trump Take?

                5:09 – Tax or Tactic? Decoding the Real Agenda

                8:23 – Will It Stick? Reading the Tea Leaves on Tariff Permanence

                11:44 – Trump Takes the Stage: Showbiz or Serious Policy?

                13:26 - Investor Pulse: Navigating Client Concerns

                15:27 - Strategic Calm: Charting Your Next Move


                What would you like to see on Wealthion? We want to hear from you! Please take our poll here: https://www.youtube.com/post/UgkxtJvEEM4j_eRy7iT---EJ_mbkp1En1P0O


                Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3FQIT1b


                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 #StockMarket #Trump #MarketUpdate #TradeWar #EconomicOutlook #InvestorTips #GlobalMarkets #April2

                ________________________________________________________________________

                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

                23 min
              • The Real Risk for Markets Isn’t Tariffs: It’s Japan! | Michael Gayed

                Is Wall Street ignoring the true risk in markets? Michael Gayed joins Maggie Lake to explain why investors are watching the wrong risk signals by focusing on Trump’s tariffs and why small caps, Japan, and junk debt may hold the real clues to what happens next.


                In this in-depth conversation, Michael breaks down:

                • Why small caps are halfway through a lost decade
                • How Japan’s monetary policy and the reverse carry trade could trigger a global credit event
                • The dangerous disconnect between small caps and junk debt spreads
                • Why passive flows into mega-cap stocks are masking real economic weakness
                • How a bullish or bearish tail event could resolve these market distortions
                • And why gold may not behave like a safe haven in the next crisis

                • Chapters:

                  0:32 - Tariff Tensions: Growth Under Pressure?

                  4:23 - Zombie Small Caps: Crisis or Transformation?

                  6:57 - Mega Tech Mirage: The Illusion of Market Health

                  9:25 - Reverse Carry Unveiled: Japan’s Financial Tipping Point

                  14:35 - Trump’s Dollar Dilemma: The Weaker Wish

                  16:02 - Unwinding Uncertainty: What Could Spark A Japan Panic?

                  20:59 - Gold Sell-Off: Unveiling the Warning

                  24:05 - Economic Signals: Growth or Gloom in the US?

                  27:25 - Deregulation Dilemma: Positioning for Change

                  29:47 - Oil Outlook: Balancing Supply, Demand, and Risk

                  30:56 - Equity Rotation: Shifting from Mega Caps

                  33:11 - Small Cap Timing: Seizing the Opportunity

                  35:26 - Global Pivot: Betting on International Markets

                  36:20 - Conviction Check: What Would Change the Game?


                  We want to hear from you! What would you like to see on Wealthion? Please take our poll here: https://www.youtube.com/post/UgkxtJvEEM4j_eRy7iT---EJ_mbkp1En1P0O


                  Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4lckV0E


                  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 #MichaelGayed #Markets #SmallCaps #Japan #TailRisk #CreditCrisis #Gold #Bonds #EconomicOutlook #StockMarket #MarketCrash #Recession #PassiveInvesting #Macro #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

                  43 min
                • Tariffs Shocking Markets: What Investors Must Do | ft. Benjamin Wallace & Todd Herman | Rise UP!

                  Welcome to the latest episode of Rise UP! Your go-to weekly market and economic recap, where the biggest financial stories meet top financial minds for expert analysis. This week, host Terri Kallsen, CFP® welcomes Benjamin Wallace and Todd A. Herman, CFP®, AIF® from Grimes & Company for a practical breakdown of how investors should respond to today’s most urgent headlines.


                  With tariffs rattling global markets, rising volatility, and new leadership policies reshaping trade dynamics, what should investors do? Ben and Todd explore the real impact of tariffs on autos, oil, and supply chains, discuss the resilience of credit markets, and reveal where opportunities may lie beneath the surface.


                  They also share essential portfolio strategies, including how to mitigate sequence of returns risk, manage volatility without trying to time the market, and investing in precious metals (like gold, silver, and copper) wisely. Plus, what forward-looking data like PMI and ISM reports tells us you won’t hear on the front page.


                  Key Topics Covered:

                  • 25% auto tariffs & global supply chain disruption
                  • Investing in credit markets vs equity markets today
                  • Sector rotation: energy, healthcare, tech, & industrials
                  • Gold’s surge: safe haven or speculative bet?
                  • Portfolio protection: cash reserves, diversification, and active risk management
                  • Sequence of returns risk explained with real-world impact
                  • How to interpret PMI and ISM to stay ahead of market moves

                  • We want to hear from you! What would you like to see more of on Wealthion? Please take our poll here: https://www.youtube.com/post/UgkxtJvEEM4j_eRy7iT---EJ_mbkp1En1P0O


                    Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3Y84IPY


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


                    Chapters:

                    1:54 - Setting the Stage

                    4:23 - Understanding Sequence of Returns Risk

                    9:46 - Spotting Opportunities in Sector Rotation

                    11:00 - Decoding Credit Market Signals

                    16:19 - Precious Metals: How Much Is Too Much?

                    18:54 - Gold’s Future: Could It Hit $8K?

                    29:12 - Balancing Recession Fears with Reality

                    34:29 - Secondary Tariffs & Oil Market Volatility

                    38:00 - Interpreting PMI & ISM for Future Growth


                    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 #MarketVolatility #Gold #PortfolioStrategy #EconomicOutlook #StockMarket #PreciousMetals #SectorRotation #FinancialPlanning #RecessionRisk #PMI #ISM #InterestRates

                    ____________________________________

                    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

                    48 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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