Wealthion - Be Financially Resilient

💡FREE access to the full Lobo Tiggre interview with Maggie + more EXCLUSIVE real-assets content by joining Wealthion’s Real Assets Community: https://wealthion.com/getready   With the Strait of Hormuz closed and the S&P still near all-time highs, Lobo Tigre sees a dangerous disconnect. He joins Maggie Lake to explain why this war is inflationary at its core and why the real mania in gold and silver has not even started yet. Lobo breaks down his 50-year "Giant X" framework for gold versus the dollar, and explains why copper and uranium could present spectacular buying opportunities if a broader market correction hits. He also shares how he took profits from the rally to pay off his mortgage and exit the "rat race" for good. Plus, why mining stock margin expansion will not save you when the margin clerk calls. 💡Not sure your portfolio is positioned for war, inflation, and the volatility ahead? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4rtk3qo 💡Lobo calls gold and silver "real money" and insurance you hold forever. Get yours: GBI Direct, the Best Way to Invest in Gold and Silver: https://gbidirect.com/?aff=WTH 💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion Chapters: 1:13 - War, Inflation, and the Investment Outlook Nobody's Pricing In 4:48 - The Cognitive Dissonance Between Headlines and Markets Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #Gold #Silver #Copper #Uranium #HardAssets #Inflation #Mining #GoldPrice #PreciousMetals #StraitOfHormuz #WarAndMarkets #MiningStocks #GoldInvesting #SilverInvesting #CopperDemand #UraniumStocks #MarketComplacency #RealAssets #Commodities #GoldBull #ResourceInvesting ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

💡As war and geopolitical risk shake markets, join Wealthion’s Real Assets Community for more on gold, farmland, and other portfolio diversifiers: https://wealthion.com/getready You Asked, Jeremy Schwartz Answers… As geopolitical tensions test the limits of traditional portfolios, WisdomTree's Global CIO Jeremy Schwartz tells Maggie Lake why hard assets deserve a much bigger allocation. With only 2% of US ETF assets in gold while central banks load up, Jeremy explains how to add gold without selling core holdings and why WisdomTree bet $2 billion on farmland as the next great real asset. 💡Rethinking diversification in a chaotic geopolitcal and macro environment? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4bhokXL 💡Jeremy says many investors are still underallocated to gold. Buy phsyical gold and silver through GBI Direct: https://gbidirect.com/?aff=WTH 💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion Chapters: 0:05 - Is Diversification Breaking Down in a War-Shaken Market   1:57 - Does the Classic 60/40 Portfolio Need a Real-Assets Upgrade?   4:00 - Why Investor Appetite for Gold and Precious Metals Is Growing Again   5:46 - Is Commodity Exposure Becoming a Structural Shift, Not a Trade?   7:23 - Beyond Gold: Why Farmland May Be the Next Diversifier   10:06 - Where Farmland Fits in a Modern Diversified Portfolio  Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #Gold #HardAssets #RealAssets #Commodities #Farmland #Diversification #GoldETF #WisdomTree #GeopoliticalRisk #InflationHedge #CentralBanks #AlternativeInvestments ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

💡Get a free portfolio review with Brett Rentmeester and the team at Windrock to see if you're diversified enough for this environment: https://bit.ly/4loH5gv War in the Middle East, oil volatility, inflation fears, and nonstop market noise are leaving many investors unsure what to do next. In this interview, Brett Rentmeester joins Maggie Lake to explain why investors should avoid panic, avoid chasing obvious winners, and reassess risk through a probability-based framework. He breaks down why an oil spike may hurt consumers without necessarily creating long-term inflation, and why the bond market, the 10-year Treasury, and credit spreads may matter more than the headlines. Brett also explains why diversification beyond stocks and bonds matters in a world shaped by debt, money printing, AI, and resource scarcity. 💡Get To Know Brett Rentmeester: https://youtu.be/feoem3afC7w 💡Brett explains why hard assets matter more than ever in a world of money printing and currency devaluation. Join Wealthion's Real Assets Community: https://wealthion.com/getready 💡Brett says investors need to think beyond stocks and bonds; gold and silver are part of that equation. GBI Direct, The Best Way to Invest in Gold and Silver: https://gbidirect.com/?aff=WTH 💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion Chapters: 0:56 - War in the Middle East: How Should Investors Respond? 2:23 - The Internet's Tug-of-War Between Doom and "Buy the Dip" 5:16 - Will an Oil Shock Reignite the Inflation Beast? 8:04 - What Investors Should Do in the Short Term 11:09 - Should You Take Profits When Winners Are Running Hot? 12:57 - What Tells You That Things Are Breaking 16:23 - War Is Expensive: Debt, Money Printing, and the Day of Reckoning 18:27 - ⭐️Wealthion’s Golden Nugget: The AI War, the Resource War, and a World Splitting in Two Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #OilPrices #Inflation #BondMarket #CreditSpreads #FourthTurning #HardAssets #MarketVolatility #GeopoliticalRisk #DebtCrisis #GoldInvesting #Diversification #WarAndMarkets #ResourceScarcity #AIEconomy ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

💡Move Beyond the 60/40 Portfolio. Join Wealthion’s Real Assets Community for exclusive real assets research and exclusive content: https://wealthion.com/getready   WisdomTree CIO Jeremy Schwartz says most investors are massively underweight hard assets, with commodity ETFs at less than 2% of the $14 trillion US ETF market and gold portfolios roughly 10% below an optimal allocation. He explains why commodities, gold, and strategic metals like copper are critical in a world of defense spending, supply chain risk, and geopolitical conflict. Jeremy also argues that current inflation fears are overblown, that stocks remain the single best inflation hedge based on 200 years of data, and that AI-driven productivity could mean shorter work weeks and higher real wages. He breaks down why Japan and Korea's AI-linked companies are trading at single-digit PEs, why the private credit sell-off may be overdone, and why China-Taiwan is the tail risk most investors still aren't pricing in. 💡With gold 10% underweight and commodity allocations at historic lows, is your portfolio positioned for what's coming? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/3NiUWs9 💡Jeremy says many investors still do not have enough gold in their portfolios. Protect your wealth with real gold and silver through GBI Direct: https://gbidirect.com/?aff=WTH 💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion Chapters: 0:42 - Inflation Shock or Temporary Spike?   3:24 - Will Just-in-Case Supply Chains Rekindle Inflation? 5:01 - How Do You Invest When the Future Is Unknowable? 7:47 - Is the 60/40 Portfolio No Longer Enough? 10:13 - Global Diversification After Asia’s Selloff 14:04 - Does a Defense Boom Also Mean a Critical Minerals Boom? 15:04 - AI, Jobs, and the Fed’s Next Dilemma 18:39 - Is Private Credit the Market’s Hidden Time Bomb? 21:57 - Strong Dollar: Temporary Bounce or Bigger Shift? 24:10 - ⭐️Wealthion Golden Nugget: Most Portfolios Don't Have Enough Gold 25:52 - The Most Underappreciated Risk in Markets Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #Gold #GoldInvesting #Commodities #Copper #HardAssets #RealAssets #JeremySchwartz ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

💡If money printing is coming, is your portfolio ready? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/40nSLGR You Asked, Arthur Hayes Answers… In less than 7 minutes, Arthur Hayes explains why Bitcoin's recent pullback isn't a failure of the digital gold thesis. It's a timing problem. He traces an AI deflation chain: junior knowledge workers lose their jobs permanently, the consumer credit they carry blows a hole in regional bank balance sheets, and the Fed is forced to print. That's when Bitcoin, the most sensitive asset to credit flows, wins. He points to China's 30% youth unemployment as a preview of what's coming to the U.S. 💡Arthur's making the case for hard assets. Are you? Join Wealthion's Real Assets Community: https://wealthion.com/getready 💡If they're going to print the money, you want gold and silver. GBI Direct, the best way to invest in physical gold and silver: https://gbidirect.com/?aff=WTH Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ Arthur Hayes: X - https://x.com/cryptohayes Web - https://www.cryptohayes.com Substack - https://cryptohayes.substack.com/ LinkedIn - https://www.linkedin.com/in/arthur-hayes-b493b42/ Instagram - https://www.instagram.com/cryptohayes/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement  #Bitcoin #ArthurHayes #Crypto #Macro #Macroeconomics #DigitalGold #AI #BankingCrisis #RegionalBanks #MoneyPrinting ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

💡Worried about private credit, bond yields, or broader market risk? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4rjK1fY You asked, Jim Bianco answers. In this 6-minute interview with Maggie Lake, Bianco explains why private credit stress may look scary but is highly unlikely to be the next subprime. He points to past fund-gating episodes and argues this is more likely a ring-fenced problem for private credit investors than a systemic threat to the broader economy. He also explains why, if those fears fade, bond yields could move even higher, like they did after war broke out in the middle east this past weekend. 💡Join Wealthion’s Real Assets Community for exclusive real-assets research and interviews: https://wealthion.com/getready   💡Protect your wealth with real gold and silver through GBI Direct: https://gbidirect.com/?aff=WTH Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #JimBianco #Bonds #TreasuryYields #PrivateCredit #BDCs #CreditMarkets #Macro #FixedIncome #MarketRisk #Subprime #BondMarket ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

💡If money printing is coming, is your portfolio ready? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/47de29U Arthur Hayes argues that war will force central banks to print money and lays out exactly where he's positioned for it. In a wide-ranging conversation with CoinFund President Chris Perkins, Hayes explains why Hyperliquid's clearing architecture gives it an unbeatable edge over the CME and every traditional exchange racing to launch 24/7 markets. He dismisses the Kevin Warsh appointment and the Clarity Act as noise, arguing that liquidity, not regulation, drives Bitcoin's price. He also makes the case for gold, silver, and uranium as a 20-year secular underinvestment, and shares his specific conditions for Hyperliquid, Athena, and Zcash. His closing advice: do nothing, because the more you trade, the more you lose. 💡"Rocks in the ground." Arthur's making the case for hard assets. Are you? Join Wealthion's Real Assets Community: https://wealthion.com/getready 💡If they're going to print the money, you want gold and silver. GBI Direct, the best way to invest in physical gold and silver: https://gbidirect.com/?aff=WTH Chapters: 00:58 - War, Money Printing & What to Do With Your Portfolio (and Bitcoin) 2:15 - Hyper Liquid and the Case for 24/7 Price Discovery 5:11 - Can Traditional Exchanges Compete with Hyper Liquid? 11:08 - The SaaS Apocalypse, AI Job Losses, and the Case for Rocks in the Ground 13:40 - Kevin Warsh, the Fed, and Why the Chair Doesn't Matter 16:03 - Does the Clarity Act Even Move the Needle for Bitcoin? 20:01 - The One Risk That Would Change Everything: Austerity 23:13 - ⭐️Wealthion Golden Nugget: What's on the Tip of the Spear for Arthur Hayes Right Now? 25:19 - Ethena, Zcash, and the Privacy Thesis 27:44 - Will Alt Futures and Basis Trading Save Altcoins? 30:05 - Strategic Nothingness: The Art of Doing Nothing Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #ArthurHayes #Bitcoin #Crypto #Hyperliquid #MoneyPrinting #FederalReserve #MacroEconomics #Gold #Silver #Uranium #HardAssets #Commodities #DeFi #CryptoTrading #Geopolitics #War #Inflation #FiscalPolicy #Zcash #Athena #CentralBanks #Liquidity ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

💡Higher rates, sticky inflation, and mid-single-digit returns ahead? Is your portfolio positioned? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4u7lptg Jim Bianco of Bianco Research argues that the biggest risk in 2026 isn't a recession, it's a booming economy that keeps inflation stuck at 3% and forces interest rates much higher than anyone expects. In this interview with Maggie Lake, Jim explains why the Fed's preferred inflation gauge (PCE) is diverging from CPI for the first time in 40 years, why the S&P may only return 0-5% this year, and why most portfolios are built for cheap money that isn't coming back. He lays out his "4-5-6 market" framework: cash at 4%, bonds at 5%, stocks at ~6%, and explains why gold's rally is really about an Asian crisis, not U.S. decline. Jim also shares why Bitcoin's next bull run depends on "replacement, not permission." Note: Recorded Monday, March 2nd. 💡Higher inflation world? Get ahead of it. Join Wealthion's Real Assets Community: https://wealthion.com/getready 💡 In a higher inflation world, hard assets matter more than ever. Invest in  physical gold and silver through GBI Direct: https://gbidirect.com/?aff=WTH Chapters: 0:50 - Why Treasury Rates Are Headed Higher 3:28 - Investing in a 3% Inflation World 6:15 - Commodities and Hard Assets: Too Late to the Party? 8:26 - The Real Reason Gold and Silver Are Surging 11:32 - Is China's Manufacturing Edge Enough to Save It? 16:19 - Can the U.S. Economy Handle Higher Rates? 18:29 - ⭐️Wealthion Golden Nugget: Bitcoin's Identity Crisis: From Permission to Replacement 24:40 - What Does Tether Buying Gold Really Mean? Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #InterestRates #Inflation #TreasuryYields #FederalReserve #StockMarket #Bonds #Gold #Silver #Commodities #Bitcoin #Crypto #Stablecoins #Tether #China #DeFi #Tariffs #Economy #JimBianco #PreciousMetals #AssetAllocation #Macroeconomics #CryptoAdoption ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

💡Craig says the $6,000 gold thesis is intact and today's sell-off hasn't changed it. Stay positioned for what's ahead inside Wealthion's Real Assets Community (FREE to join): https://wealthion.com/getready Iran closed the Strait of Hormuz, energy prices surged, the dollar went vertical, and in a broad market sell-off that saw the Dow plunge over 1,200 points intraday, gold and silver got caught in the liquidation wave. We sat down with Craig Hemke of TF Metals Report just hours after the chaos to break down what's really driving these moves and whether any of this changes his long-term thesis for precious metals. 💡Craig's core message: own the actual metal, not just price exposure through ETFs. Start building your physical position through Hard Assets Alliance: https://www.hardassetsalliance.com/?aff=WTH 💡With markets this volatile, Craig's advice is clear: keep your eyes on the long-term trend. Get a free portfolio review with one of Wealthion's trusted financial advisors at https://bit.ly/3N0i6Du Chapters: 0:21 - Why Did Precious Metals Sell Off in a Crisis? 3:06 - Is the Dollar Still King of Safe Havens? 5:17 - Does This Pullback Have Real Momentum? 9:16 - Where's the Floor? Key Support Levels to Watch 11:20 - Record Low Open Interest on Comex: What's Going On? 14:42 - Has the Center of Gravity Shifted East? 17:12 - Bassett Blames China: Unruly Trading or Something Deeper? 19:43 - Are the Physical and Paper Markets Breaking Apart? 21:30 - What Happens When Paper Demand Overwhelms Physical Supply? 25:09 - Mind the Spread: Buying and Selling Physical Metal 27:25 - Has the Bull Case for Precious Metals Changed? 32:07 - Could a Gold Revaluation Actually Happen? 34:27 - Copper, Miners, and the Bigger Commodity Picture Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #Gold #Silver #GoldPrice #SilverPrice #PreciousMetals #GoldInvesting #COMEX #Commodities #Copper #RealAssets #DollarDebasement #StraitOfHormuz #Iran #Geopolitics #InterestRates #YieldCurveControl #CraigHemke #TFMetalsReport #SafeHaven #Mining #GoldMiners ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

💡Want to hear David Morgan's complete breakdown on gold, silver, and what's coming next? The full interview is available inside Wealthion's Real Assets Community — free to join: https://wealthion.com/getready You Asked. David Morgan Answers. In this 10 minute video, David Morgan shares his updated gold target of at least $10,000, explains why Wall Street figures who once dismissed precious metals are now recommending significant gold allocation, and breaks down what central bank buying at multi-decade highs means for the monetary system. He also makes the case for silver outperforming gold long-term, discusses the gold-silver ratio swap strategy for navigating volatility, and weighs in on massive institutional bets on $15,000–$16,000 December gold calls. 💡David Morgan recommends 10–20% precious metals allocation — where does your portfolio stand? Get a free review with Wealthion's endorsed financial advisors: https://bit.ly/40qdKsJ 💡David Morgan says you don't want to be without gold and silver — start with the best way to own them. Hard Assets Alliance: 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 #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #Gold #Silver #PreciousMetals #CentralBanks #GoldPrice #SilverPrice #Inflation #Recession #MarketVolatility #PortfolioAllocation #Diversification #SafeHaven #HardAssets #RealAssets #SoundMoney #Macro #MacroInvesting #Commodities #BullMarket #RiskManagement #PhysicalGold #PhysicalSilver #DavidMorgan  ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

💡FREE access to the full David Morgan interview with Maggie + more EXCLUSIVE real-assets content by joining Wealthion’s Real Assets Community: www.wealthion.com/getready With silver at $86 and gold above $5,100, David Morgan, founder of The Morgan Report, returns to Wealthion to reveal what's breaking inside the silver market. Morgan walks through the mechanics of January's 70% spike and sharp reversal, the suspicious COMEX trading halt that settled half of open interest over the counter, and the CFTC's loss of all enforcement attorneys in its Chicago office. He explains why physical silver demand is finally overpowering paper derivatives, why Shanghai has become the real price-setter with a persistent $10 arbitrage gap, and why retail dealer spreads have blown out to $25. Morgan also covers the impact of new 401(k) precious metals rules, a potential U.S. government silver stockpile, and why mining shares remain deeply undervalued for investors looking to gain exposure. 💡Unsure how to position around gold/silver? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4shFfAt 💡David Morgan says own the real metal first. Get physical gold & silver through Hard Assets Alliance: https://www.hardassetsalliance.com/?aff=WTH Chapters: 1:23 - Is Silver Being Engineered or Manipulated? 5:32 - What Investors Must Understand About “Shenanigans” and Volatility 8:09 - January’s Spike and Reversal: Short Squeeze Mechanics Explained 12:36 - Physical Takes Control: Does That Mean Higher Prices From Here? Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #Gold #Silver #PreciousMetals #HardAssets #Bullion #GoldSilverRatio #COMEX #Shanghai #Macro #Commodities #DavidMorgan ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

💡Francis says the precious metals bull market has "just begun." Stay positioned for what's ahead inside Wealthion's Real Assets Community (FREE to join): https://wealthion.com/getready You Asked. Francis Hunt Answers. In this focused 10-minute video, The Market Sniper's Francis Hunt tells Wealthion's Maggie Lake why the precious metals bull market is far from over and exactly how to position for what's ahead. Hunt reveals that hedge funds hold just 0–2% gold exposure, makes the case that the gold-silver ratio could reach single digits (backed by silver's 6.9:1 production ratio and surging demand from solid-state batteries), and explains why physical ownership beats ETFs when counterparty risks are mounting. He also names platinum as the wildcard metal that could outshine them all. If you watched yesterday's big-picture interview, this is the tactical follow-up. 💡"Anything you don't hold, you don't own." Francis Hunt says physical is the only way. Buy gold, silver through Hard Assets Alliance: https://www.hardassetsalliance.com/?aff=WTH 💡Not sure how much gold/silver exposure fits your goals, or whether to use physical, ETFs, or miners? Get a free portfolio review with Wealthion’s endorsed financial advisors: https://bit.ly/4rCgoHr Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #Gold #Silver #Platinum #PreciousMetals #GoldSilverRatio #Miners #PhysicalGold #Macro #CentralBanks #CounterpartyRisk #FrancisHunt ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

💡 If gold is the real unit of account, is your portfolio built for that reality? Get a free portfolio review with Wealthion’s endorsed financial advisors: https://bit.ly/3OzgMIh Right now, someone with incredibly deep pockets is buying December gold calls at outlier volume, and Francis Hunt of The Market Sniper thinks it “smells like somebody knows something.” In this conversation with Maggie Lake, Francis explains why that trade matters, why debasement is already underway, and why gold—not fiat—is the only reliable unit of account in a world of weakening currencies. Hunt walks through how stocks and bonds look strong in nominal terms but are quietly losing ground measured in gold, why Bitcoin and stablecoins fail the sovereignty test, and how collateral built on long-dated debt is silently eroding. He also lays out what this means for the U.S. dollar, the rotation into hard assets, and why markets may be underestimating how far this regime shift can go. 💡 When the system is quietly weakening, real assets matter more. Buy physical gold & silver through Hard Assets Alliance: https://www.hardassetsalliance.com/?aff=WTH Chapters: 1:04 - The Hidden Debasement Everyone Is Missing 3:45 - Measuring Stocks in Gold Shows A Different Market Picture 10:22 - The Bitcoin as a Sovereign Money Problem 23:39 - Does Holding Cash Now Make Sense? 29:22 - ⭐ Wealthion Golden Nugget: The Dollar as the “Fallen Angel” Currency 41:27 - Big Money, Leverage, and What Comes Next for Gold 44:41 - Volatility, Timing, and the Best Opportunities in Precious Metals 58:26 - What Metrics Is Francis Watching? 1:07:35 - What Would Change Francis’s Outlook? 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. #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #Gold #PreciousMetals #Macro #CurrencyDebasement #Fiat #Dollar #Bitcoin #Stablecoins #RealAssets #CapitalPreservation #Markets #FrancisHunt #GoldPrice #HardAssets #Inflation #FinancialSystem #MacroInvesting Learn more about your ad choices. Visit megaphone.fm/adchoices

Legal rulings can change market risk fast. Make sure your portfolio is built for volatility—get a free review from Chris and the Windrock team: https://bit.ly/3ZRiA1RThe Supreme Court’s ruling on Trump-era tariffs is more than a legal story — it could reshape market volatility, trade policy, and political risk in the months ahead.In this conversation with Wealthion's Maggie Lake, Chris Casey, founder and managing director of Windrock Wealth Management, explains why President Trump chose a weak legal pathway under the International Emergency Economic Powers Act, why it failed, and what that means for the markets. Chris breaks down how alternative tariff tools are limited in duration, scope, and magnitude, which could force the White House to exercise greater restraint going forward.We also explore the real economic impact of tariffs, what rescinding them means for small businesses, and whether markets should view this ruling as a source of uncertainty or a potential reduction in policy-driven volatility.Get To Know Chris Casey: https://youtu.be/l2DdcqtoBYs Markets react. Laws change. Real assets endure. Get physical gold & silver via Hard Assets Alliance: https://www.hardassetsalliance.com/?aff=WTHChapters:1:06 - SCOTUS Ruling on Tariffs & Its Consequences5:06 - Is This a Negative or Positive Thing for the U.S. Economy?7:17 - The Impact on Small Businesses9:06 - Wealthion Golden Nugget: Where Will Tariffs Go from Here?11:25 - Is This the First of Many Legal Losses for Trump?14:04 - Political Gridlock and Future Market VolatilityConnect with us online:Website: https://www.wealthion.comX: https://www.x.com/wealthionInstagram: 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.#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #Tariffs #SupremeCourt #Markets #MarketVolatility #TradePolicy #Macro #Investing #Economy #PoliticalRisk #ChrisCasey #StockMarket #USPolitics #SmallBusiness #TradeWar Learn more about your ad choices. Visit megaphone.fm/adchoices

💡Not sure your advisor checks all 6 boxes? Get a free portfolio review with Jonathan Wellum or another of Wealthion's endorsed financial advisors at https://bit.ly/4axS0kr You Asked. Jonathan Wellum Answers. In this quick seven-minute video, Rocklinc's Jonathan Wellum shares his six non-negotiable questions every investor must ask before handing over their portfolio to a financial advisor. From uncovering hidden fund expenses and ensuring true fiduciary loyalty to securing comprehensive tax and retirement planning, this checklist will protect your hard-earned money. Watch now to ensure your advisor is actually putting your financial future first. 💡Get To Know Jonathan Wellum: https://youtu.be/ezMiX0FtZ7g 💡Protect your wealth with real gold and silver through Hard Assets Alliance: https://www.hardassetsalliance.com/?aff=WTH 💡Join Wealthion’s Real Assets Community for exclusive real-assets research and interviews: https://wealthion.com/getready Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #FinancialAdvisor #HiringAnAdvisor #FiduciaryDuty #HiddenFees #InvestmentFees #RetirementPlanning #MoneyManagement #PersonalFinance #WealthBuilding #FinancialLiteracy #SmartInvesting #FinancialFreedom #AdvisorChecklist #FeeTransparency #CFAChartered #MoneyTips #InvestSmart #RIA #JonathanWellum  ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

💡Is too much of your retirement savings stuck in one account type? Get a free portfolio review with Brett Rentmeester and the team at WindRock to see if account type mix is working for you: https://bit.ly/4s8davv You Asked, Brett Rentmeester Answers, in under 5 minutes… Is too much of your retirement sitting in one account type? In this episode, WindRock’s Brett Rentmeester explains why diversifying across taxable, traditional IRA, and Roth accounts matters just as much as diversifying your investments. 💡Get To Know Brett Rentmeester: https://youtu.be/feoem3afC7w 💡Protect your wealth with real gold and silver through Hard Assets Alliance: https://www.hardassetsalliance.com/?aff=WTH 💡Join Wealthion’s Real Assets Community for exclusive real-assets research and interviews: https://wealthion.com/getready   Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #401k #RothIRA #RetirementPlanning #TaxPlanning #IRA #FinancialFreedom  ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

💡Get more on the global shift to Real Assets - join Wealthion’s Real Assets Community (free, email required): https://wealthion.com/getready GaveKal’s Louis-Vincent Gave argues the global market regime is already shifting, and most investors are positioned for the wrong world. His core thesis: economic power comes from energy, and China spent decades building the cheapest electricity base in the world while the West focused on asset prices instead of infrastructure.  Gave explains why Beijing believes it already “won” the trade war structurally, why the recent yuan move signals a policy turning point, and why capital flows may now favor Asia and emerging markets over U.S. growth trades.   If this macro shift continues, he says the biggest winners and losers of the next decade may look very different from the last. 💡Want help positioning for this market shift? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4asu7L7 💡Protect your wealth with real gold and silver through Hard Assets Alliance: https://www.hardassetsalliance.com/?aff=WTH Chapters: 2:03 - The Biggest Misconception About China 5:39 - What China Bears Miss: Energy Is Destiny 9:28 - Can the West Catch Up, or Is China Structurally Ahead? 13:21 - The “Big Switch to Labor”: Is the Pivot Actually Possible? 17:00 - The Yuan Is Rising: Does It Keep Going? 25:14 - Xi’s Grip on Power: Purges, Echo Chambers, and Risk 30:43 - Can Beijing Pull Off a Stronger Yuan Without Breaking Things? 33:53 - Asia FX Dominoes: Who Moves With China, and What Happens Next? 37:28 - Orderly Rotation or Disorderly Breaks? 42:01 - Buy Asia Broadly, or Pick Your Spots? 44:16 - EM Currency Boom vs Deflation: What Wins Globally? 46:51 - Asia vs Latin America: Where’s the Better Trade? 51:54 - Lightning Round: The Most Important Chart on His Desk 52:36 - Does the U.S. Bond Market Break This Year? 53:17 - The Best Asian Currency Bet (Ex-China) 53:46 - One Commodity to Avoid 54:26 - The Biggest Geopolitical Blind Spot for Investors 56:16 - If You Could Own Only One Emerging Market for a Decade Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #China #LouisGave #Gavekal #NASDAQ #Asia #LatinAmerica #EmergingMarkets #Renminbi #MacroEconomics #TradeWar #Brazil #Commodities #Bonds #USdollar ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

💡 Risk always hides in the details. Get a free portfolio review from Jonathan and the Rocklinc team here and see how exposed you really are: https://bit.ly/4aG9fi8 Markets look strong, but history shows even great businesses can fall 50–60% when valuations reset. In this conversation, Jonathan Wellum of Rocklinc Investment Partners joins Maggie Lake to explain why investors shouldn’t fool themselves about risk, especially as AI begins to disrupt business models across the economy. Jonathan breaks down how value investors should focus on the playing field—what’s actually happening inside a business—rather than the short-term scoreboard of stock prices. He explains what real economic moats look like in the AI era, what matters in a business more than hype, and how to think about energy, electrification, and data center growth without betting on pure AI plays. The conversation also covers today’s stretched market valuations, why you should hold cash and hedges, why tariff risks may already be priced in, and why the structural drivers behind gold remain intact in a world of rising debt. 💡Get To Know Jonathan Wellum: https://youtu.be/ezMiX0FtZ7g 💡 Volatility is the price of uncertainty. Protection is a choice. Buy physical gold & silver through Hard Assets Alliance: https://www.hardassetsalliance.com/?aff=WTH Chapters: 1:31 – What Real Moats Look Like in the AI Era 7:30 – When Patience Pays: Holding Through Volatility 12:53 – Where to Invest in Energy & Electrification Without Chasing AI 17:17 – ⭐ Wealthion Golden Nugget: Valuations, Bubbles & the Risk of a Market Reset 21:56 – Are Tariff Risks Already Priced In? 25:34 – Why Gold’s Structural Tailwinds Aren’t Going Away 28:40 – Rebalancing: The Discipline Most Investors Skip 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. #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #ValueInvesting #AIInvesting #StockMarket #MarketRisk #InvestingStrategy #EconomicMoat #Gold #EnergyInvesting #PortfolioManagement #JonathanWellum #MaggieLake #LongTermInvesting #MarketCorrection #RiskManagement Learn more about your ad choices. Visit megaphone.fm/adchoices

💡Want deeper coverage on gold, silver, miners, and the commodity cycle? Join Wealthion’s Real Assets Community for EXCLUSIVE real-assets content and more (email required): https://wealthion.com/getready Tavi Costa, co-founder and CEO of Azoria Capital, explains why precious metals and mining stocks are far from their peak despite recent volatility. With silver miners operating at tech-company margins and exploration budgets at a 4-year low, Tavi argues the supply-demand setup points to years of elevated prices. He also makes the case for a substantial US dollar breakdown that could trigger an emerging markets and commodity supercycle. Finally, Tavi shares why he's launching a new fund focused on junior miners with a clear path to cash flow, and why Latin America (where political shifts are reducing jurisdiction risk) is the region where he has the deepest edge. 💡Tavi says mining stocks are at 1% of global equities vs. 12% at cycle peaks, are you allocated for what's coming? Get a FREE portfolio review from Wealthion's endorsed financial advisors and find out: https://bit.ly/3OireE0 💡Looking to add gold or silver exposure after this conversation? Hard Assets Alliance makes it easy to buy physical metals: https://www.hardassetsalliance.com/?aff=WTH Chapters: 01:25 - Peak or Pause: Did Precious Metals Just Top?   03:36 - Meme-Stock Money or New Regime: Why the Wild Swings? 07:45 - The Dollar Domino: How Much Does DXY Matter Here? 12:50 - New Fed Chair, Same Outcome: Does Kevin Warsh Change the Dollar Path? 17:13 - Everyone Talks Debasement, Few Own Metals: Is Positioning Still Tiny? 20:27 - Why Aren’t Miners Acting Like It’s a Boom: What’s Blocking Capital? 24:29 - Mining Reputation vs. Today’s Reality: Are Investors Stuck in the Past? 28:00 - Was the Silver Crash “China Liquidation,” or Just Speculative Washout? 30:14 - Beyond Gold and Silver: Are You Bullish the Whole Commodity Spectrum? 32:48 - “High Prices Cure High Prices”: Why That Argument Fails This Time 35:07 - ⭐️Wealthion Golden Nugget: M&A and Is the Real Opportunity in Junior Miners Now? 38:53 - Where to Hunt: Why Latin America (and Which Jurisdictions) 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 #Mining #PreciousMetals #Commodities #USDollar #EmergingMarkets #LatinAmerica #TaviCosta ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

💡Join Wealthion’s Real Assets Community for EXCLUSIVE real-assets content and more (email required): www.wealthion.com/getready You Asked, Rick Rule Answers…  In just 8 minutes, Rick Rule lays out his outlook for copper, uranium, and rare earths. He explains why he believes copper prices “have to go up” over the next decade, driven by rising demand and a supply gap he says “cannot be bridged.” He also walks through how decades of underinvestment, permitting delays, and the capital required just to maintain production could keep pressure on the market. On uranium, Rick explains why ~$90 term pricing and long-term contracts can change producer economics, and why he prefers Cameco over the juniors. Finally, he gives a hard-nosed view on rare earths, arguing they aren’t truly rare, most projects will never be built, and the best opportunities may be limited to a small handful of developers. 💡Want to position for copper, uranium, and real assets without speculating? Get a FREE portfolio review with Wealthion’s endorsed financial advisors: https://bit.ly/4qUGQv7 💡Protect your wealth with real gold and silver through Hard Assets Alliance: 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 #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #RickRule #Commodities #Copper #Uranium #RareEarths #Metals #MiningStocks #RealAssets #Macro #InflationHedge #SupplyDemand #EnergyTransition #EVs #DataCenters #PortfolioRisk #RiskManagement ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices