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Wealthion - Be Financially Resilient
Wealthion - Be Financially Resilient
Author: Wealthion
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Official Wealthion Podcast Feed. Learn about money and the markets from leading investors from around the world, and discover how to build a more resilient, long-term plan for your investment portfolio. Look for new episodes each week.
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💡Not sure how you should split your savings across taxable, deferred, and tax-free accounts? Get a free portfolio review with Brandy and the team at WindRock Wealth at https://bit.ly/3PT3N53
Windrock Wealth Management's Brandy Maben joins Maggie Lake to talk about a retirement planning mistake she sees all the time: too much money in one bucket. Brandy walks through a real example of a surgeon whose 401k could leave him paying 40% or more in taxes on required minimum distributions, and shares a simple one-third rule for balancing taxable, deferred, and tax-free accounts. She also explains why your highest-growth investments belong in a Roth, and why your 401k could end up becoming a tax burden on your heirs.
💡Get to Know Brandy Maben: Strategic Planning for a Life of Financial Freedom https://youtu.be/ArSNoZKSxwA
💡Join Wealthion’s Real Assets Community for EXCLUSIVE real-assets content and more: www.wealthion.com/getready
💡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
2:10 - The One-Third Rule: Building a Tax-Efficient Retirement Portfolio
3:28 - Why Your Future Tax Bill Could Be Much Bigger Than You Think
7:04 - Matching Investments to the Right Account: Duration and Liquidity
8:40 - ⭐️Wealthion Golden Nugget: Don't Leave Your Heirs a Tax Bomb
10:32 - Diversification Beyond Assets: What Actually Works (And What Doesn't)
12:44 - Stuck With Too Much in Your 401(k)? How to Fix It Without Getting Burned
13:36 - The Liquidity Trap: Why Most People Underestimate What They'll Need
15:13 - It's Never Too Early: Teaching Your Kids the Roth Advantage
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 #BrandyCMaben #MaggieLake #401k #RothIRA #RetirementPlanning #TaxStrategy #RetirementAccounts #RothConversion #TaxBrackets #WealthTransfer #EstatePlanning #PersonalFinance #MoneyTips #RetirementIncome
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices
💡 Kevin calls them "rolling bubbles”: material by material, one real asset shortage story at a time. Join Wealthion's Real Assets Community to spot them before the crowd: https://wealthion.com/getready
The MacroTourist, Kevin Muir, joins Maggie Lake with a blunt warning: regardless of how the Iran war ends, the world has permanently changed, and investors who fail to reposition will get caught on the wrong side. Kevin argues that the post-World War II guarantee of free and open global trade is unwinding, and that even a perfect ceasefire cannot restore the assumptions markets were built on. Separately, he lays out why he now expects a "real accident" in big tech, with the Mag 7 free cash flow to EPS ratio already collapsed to 0.40, and why a famous bond bear is cautiously buying the long end for the first time in years. He also explains why the People's Bank of China quietly remains the most important gold buyer nobody is talking about, and why hard assets and miners are finally getting institutional bids after a decade of neglect. And in a surprise pivot, the famous bond bear tells Maggie that for the first time in years, he thinks long bonds aren't a bad place to be.
💡 Kevin warns there are "traumatic changes" coming for portfolios that aren't positioned for the new reality. Concerned about your exposure? Get a free portfolio review with Wealthion's endorsed financial advisors: https://bit.ly/3OfWmUW
💡 Central bank reserves just flipped: gold at 24%, treasuries at 21%. Kevin says that's the real reason to own precious metals. Buy physical gold and silver at 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:
0:57 - Market Whipsaw: Trading the Ceasefire Chaos
4:32 - The Strait of Hormuz and the Death of Free Trade
7:53 - Why Global Markets Keep Rocketing Higher
13:09 - Inflation Shock or the Recession Nobody Sees Coming
21:06 - Tax Refunds, the Consumer, and the Bull Case
25:25 - Commodities Reborn: Why Materials Are the New Kings
40:25 - Gold's Next Leg: Is the Cycle Still Early?
50:01 - ⭐️Wealthion Golden Nugget: The Contrarian Bond Call Nobody Wants to Make
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 #KevinMuir #MacroTourist #MaggieLake #Gold #Silver #PreciousMetals #HardAssets #Commodities #CentralBanks #Macro #Bonds #Mag7 #BigTech #AI #Inflation #Recession #StockMarket #GoldMiners #Geopolitics
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices
💡Get answers to these questions by getting a free portfolio review with Brandy Maben and the team at WindRock: https://bit.ly/4cxGmqv
A month of war-driven volatility has left investors rattled, and even today's ceasefire-fueled rally hasn't changed that. WindRock Wealth's Brandy Maben shares the three questions every investor should be asking their advisor right now: Is your plan built for this kind of volatility? How are decisions being made on your behalf? Are there hidden risks being exposed? If you feel the urge to react, watch this first.
💡Get to Know Brandy Maben: Strategic Planning for a Life of Financial Freedom https://youtu.be/ArSNoZKSxwA
💡Join Wealthion’s Real Assets Community for EXCLUSIVE real-assets content and more: www.wealthion.com/getready
💡When markets are swinging wildly, hard assets give you something you can see and hold. GBI Direct, the Best Way to Invest in Physical Gold and Silver: https://gbidirect.com/?aff=WTH
💡Attend Rick Rule’s Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion
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 #BrandyMaben #MaggieLake #MarketVolatility #StockMarket #FinancialAdvisor #IranCeasefire #OilPrices #BearMarket #InvestingTips #MoneyManagement #WallStreet #MarketCrash #DowJones #SP500 #VolatileMarkets #RiskManagement #WealthProtection
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices
💡46 hours of programming, 30 years of track record, and a money-back guarantee. Attend Rick Rule's Natural Resource Symposium in Boca Raton this July, in person or via livestream: https://cvent.me/XOqdLa?via=Wealthion
As the Iran war roils commodity and precious metal markets, Rick Rule joins Trey Reik to challenge the popular narrative that gold is a geopolitical hedge, arguing the real driver is faith in the purchasing power of fiat currencies. Rick explains why he repositioned from physical silver into silver stocks and moved into oil and gas, where a billion-dollar-a-day sustaining capital deficit points to even higher oil prices. He issues a stark warning about junk bond ETFs and the potential for a 2008-style credit contagion. Rick also breaks down why gold's recent correction mirrors the 1970s bull market pullbacks and should be welcomed as a sale. Plus, Rick shares details on his annual investment symposium in Boca Raton, July 6 to 10.
💡Rick sold silver, bought silver stocks, and moved into oil. Get the analysis behind moves like these. Join Wealthion's Real Assets Community: www.wealthion.com/getready
💡Rick Rule is more liquid than ever because of what he sees coming in credit markets. Get a free portfolio review with Wealthion's trusted financial advisors at https://bit.ly/3Ot46D3
💡Rick calls gold's correction a sale, not a warning sign. Protect your wealth with physical gold and silver through GBI Direct: https://gbidirect.com/?aff=WTH
Chapters:
1:45 - Gold Corrects, Silver Rebounds: Was February the Test?
3:53 - From Silver Seller to Silver Stock Buyer: Rick's Portfolio Pivot
6:39 - Oil Bets That Paid Off Faster Than Expected
8:30 - The Case for $100 Oil by Decade's End
10:02 - A Billion Dollars a Day: The Energy CapEx Crisis Explained
14:01 - Can the Oil Industry Ever Catch Up on Lost Investment?
15:33 - How the Iran Conflict Reshaped the Gold Market
19:25 - Why the Next Fed Move Is a Cut, Not a Hike
21:13 - $100 Oil Meets $39 Trillion in Debt: A Fed Powder Keg
21:54 - $4.1 Billion in Three Days: War Spending and the Ballooning Deficit
23:24 - Private Credit's Ticking Time Bomb
28:07 - Gold Failed as a War Hedge? Think Again
33:05 - ⭐️Wealthion Golden Nugget: Is Gold a Geopolitical Hedge or Something Deeper?
35:25 - Inside Rick Rule's Annual Investment Symposium
42:39 - How to Join the Virtual Livestream Experience
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 #TreyReik #Gold #Silver #Oil #GoldStocks #SilverStocks #OilStocks
________________________________________________________________________
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
💡John explains why institutional money is treating every commodity pullback as an entry point. Join Wealthion's Real Assets Community for EXCLUSIVE real-assets content and more: www.wealthion.com/getready
You Asked, John Ciampaglia Answers…
Sprott's John Ciampaglia explains why institutional money that abandoned commodities for a decade is now flooding back into metals and mining. Banks that shut down their commodity trading desks are scrambling to rebuild them as a new bull market takes hold. Ciampaglia describes how generalist funds, not just specialty players, are entering the space, with corrections serving as entry points rather than exit signals. He also breaks down Project Vault, a new U.S. government initiative to stockpile strategic materials that the market was not pricing in 18 months ago.
💡Generalist funds are rotating into commodities for the first time in years. Is your portfolio positioned? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4caJF5A
💡John sees gold and silver as key alternatives to paper assets and fiat currencies. GBI Direct, The Best Way to Invest in physical Gold and Silver: https://gbidirect.com/?aff=WTH
💡Attend Rick Rule's Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion
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 #JohnCiampaglia #MaggieLake #Commodities #Mining #Uranium #Gold #Silver #CriticalMinerals #BullMarket #Sprott
________________________________________________________________________
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 John Ciampaglia interview with Maggie + more EXCLUSIVE real-assets content by joining Wealthion’s Real Assets Community: www.wealthion.com/getready
The U.S. government now considers about 75% of the periodic table to be critical. That’s not just a statistic — it’s a signal that the global economic system is changing.
In this conversation, John Ciampaglia, CEO of Sprott Asset Management, explains why the world is shifting from globalization to resource competition and how the breakdown in U.S.–China relations is driving a new era of strategic stockpiling, supply chain fragmentation, and commodity scarcity.
He also breaks down:
* Why gold is being sold (and why that’s not bearish)
* How China is converting Treasuries into hard assets
* Why uranium and nuclear energy could be major winners
* The return of Cold War-style stockpiling
* Why even small capital flows into commodities could drive outsized returns
This deep dive into the new commodity supercycle is a must-watch to understand this evolving era in markets.
💡 Markets reacting to headlines, not fundamentals? Build a resilient strategy with a free portfolio review from Wealthion’s endorsed financial advisors: https://bit.ly/4scACHg
💡 While central banks accumulate hard assets, are you? Buy physical gold & 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:
1:20 - War’s Impact on Commodities & Supply Chains
5:15 - China’s Strategy: Converting Treasuries to Hard Assets
9:53 - An Energy Shock & Rising Commodity Cost Curve
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 #Commodities #Gold #Uranium #Macro #Geopolitics #China #Inflation #Mining #Energy #HardAssets #CommoditySupercycle #SupplyChain #Markets
________________________________________________________________________
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 how your portfolio will hold up in the next 10–20% drawdown? Get a free portfolio review from Jonathan and the Rocklinc team: https://bit.ly/41bB6Cz
What should investors do when markets fall 10–20%… or more?
Jonathan Wellum breaks down the four critical strategies every investor and advisor needs during a market drawdown. From controlling emotional reactions to focusing on valuation, asset allocation, and long-term discipline, he explains why volatility isn’t the real risk and how downturns can actually create opportunity.
Drawing on lessons from Warren Buffett, Charlie Munger, and Peter Lynch, Wellum shows why most investors underperform during volatility and how to avoid costly mistakes driven by fear and FOMO.
💡Get To Know Jonathan Wellum: https://youtu.be/ezMiX0FtZ7g
💡 Drawdowns are inevitable—how you protect your portfolio matters. Buy physical gold & silver through GBI Direct: https://gbidirect.com/?aff=WTH
💡Join Wealthion’s Real Assets Community for EXCLUSIVE real-assets content and more: www.wealthion.com/getready
💡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
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 #StockMarket #MarketCrash #InvestingTips #ValueInvesting #LongTermInvesting #WealthManagement #PortfolioStrategy #FinancialAdvice #MarketVolatility #InvestSmart
________________________________________________________________________
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 inflation and higher rates could impact your portfolio? Get a free portfolio review with Wealthion’s endorsed financial advisors: https://bit.ly/4dVKEJl
“Every commodity now is critical.” Nations are finding they need more across the board... and they can't be without them.
In this conversation with Maggie Lake, Peter Boockvar, CIO of OnePoint BFG Wealth Partners, explains why the global economy has entered a new structural regime—one defined by persistent inflation, elevated commodity prices, and higher-for-longer interest rates.
Following geopolitical disruptions and supply chain shocks, Boockvar argues that countries are shifting toward stockpiling and resource security, driving a long-term repricing across energy, metals, and critical materials. Even if prices pull back in the short term, the underlying trend remains intact. He also warns that markets may be underestimating the consequences: if inflation remains sticky and commodities stay elevated, interest rates may not fall as expected, creating pressure across equities, housing, and credit.
Key topics:
* Why every commodity is now critical
* The case for structurally higher inflation
* Why interest rates may stay elevated
* What this means for equities and the global economy
* Commodities, supply chains, and geopolitical risk
💡 Looking to hedge inflation and currency risk? Secure physical gold & silver with GBI Direct: https://gbidirect.com/?aff=WTH
💡Join Wealthion’s Real Assets Community for EXCLUSIVE real-assets content and more: www.wealthion.com/getready
💡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
Chapter List:
1:01 - The Market Rally vs. Geopolitical Reality
5:41 - Why This Rally Won’t Reach New Highs
10:43 - Fragile U.S. Economy Beneath the Surface
12:42 - A New Supply Chain Reality: The Commodity Stockpiling Era Begins
19:03 - ⭐ Wealthion Golden Nugget: Bond Market Risks & Gold's Reset
24:12 - Defense Spending & the Future of Warfare
26:31 - Asia Outlook & Global Adjustments
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 #PeterBoockvar #Inflation #Commodities #MacroOutlook #InterestRates #Gold #EnergyMarkets #GlobalEconomy
________________________________________________________________________
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
💡 Reacting to headlines or sticking to a long-term plan? Get a free review of your portfolio from Jonathan and the RockLinc team: https://bit.ly/4sK4gVq
Markets are reacting to every headline from war in Iran to shifting commodity prices, but according to Jonathan Wellum, that’s exactly where investors go wrong.
In this conversation with Maggie Lake, the Rocklinc CEO & CIO explains why reacting to short-term events can destroy returns, and why the real edge comes from focusing on what is inevitable, not what is imminent. Jonathan breaks down how disciplined, long-term investors filter out noise, avoid chasing temporary price spikes, and stay anchored to 3–5 year fundamentals even during periods of extreme volatility.
💡Get To Know Jonathan Wellum: https://youtu.be/ezMiX0FtZ7g
💡 If you're positioning for long-term macro shifts, consider owning real assets. Secure physical gold & silver through GBI Direct: https://gbidirect.com/?aff=WTH
💡Join Wealthion’s Real Assets Community for EXCLUSIVE real-assets content and more: www.wealthion.com/getready
💡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
Chapter List:
1:09 - “Inevitable vs Imminent” Thinking in Investing
3:46 - How Does the War in Iran Affect the Canadian Economy?
7:16 - Energy & Supply Chain Shifts as an Investment Theme
11:57 - How to Do Due Diligence on Company Management
14:43 - Reviewing the TSX Performance
19:08 - ⭐ Wealthion Golden Nugget: Reiterating the Long-Term Case for Gold
23:48 - Value Investing: Staying Disciplined in Volatile 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 #StockMarket #Macro #Gold #Silver #Commodities #ValueInvesting #LongTermInvesting #MarketVolatility #Finance #InvestingStrategy
________________________________________________________________________
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
💡 Confused by gold’s recent moves? Get a free portfolio review with Wealthion’s endorsed financial advisors and position for what actually drives markets: https://bit.ly/4s2Vkcy
Why isn’t gold acting like a safe haven during geopolitical chaos?
In this conversation with Maggie Lake, Trey Reik breaks down why gold’s recent price action is confusing investors and why geopolitics may actually be one of the least reliable reasons to own gold.
Instead, Reik points to three core drivers that have powered gold’s long-term bull market. While geopolitical events may bring short-term traders into the market, they often create volatility rather than sustained upside. And despite recent volatility and sharp corrections in both gold and silver, Reik argues the fundamental case for precious metals remains intact, but investors may need to look past short-term noise to see it clearly.
💡Join Wealthion’s Real Assets Community for EXCLUSIVE real-assets content and more: www.wealthion.com/getready
💡 Rising energy prices and inflation risks are back in focus. Hedge with physical gold & 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
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
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💡Get a free portfolio review with Brett Rentmeester and the team at Windrock to see if you're correctly diversified for this environment: https://bit.ly/40VUB24
You Asked, Brett Rentmeester Answers… Most investors believe more diversification means more protection, but Brett Rentmeester explains why that's not always true. In this interview with Maggie Lake, Brett reveals how layering too many similar funds creates what is essentially an expensive index fund, with overlapping holdings and inflated fees. He also explains why the classic stocks-and-bonds mix can fail simultaneously when inflation spikes, as we saw in the 1970s and after COVID. Brett breaks down what real diversification looks like: thinking beyond traditional assets to include hard assets, global holdings, and fundamentally different asset classes. If you think you're diversified, this conversation might change your mind.
💡Get To Know Brett Rentmeester: https://youtu.be/feoem3afC7w
💡Join Wealthion’s Real Assets Community for EXCLUSIVE real-assets content and more: www.wealthion.com/getready
💡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
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices
💡Ed sees better value in foreign equity markets. Is your allocation right? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/3NtC2z7
You Asked, Ed Yardeni Answers… In less than 10 minutes Ed explains to Maggie Lake why he's sticking with his go-global investing call even after a war-driven pullback. With the U.S. at 60+ percent of global markets, Ed makes the case for underweighting America and finding value in emerging markets, Europe, and Japan. He argues that $100 oil is not a killer for the global economy, and that markets are already looking past the war.
💡Join Wealthion’s Real Assets Community for EXCLUSIVE real-assets content and more: www.wealthion.com/getready
💡Protect your wealth with real gold and silver through GBI Direct: https://gbidirect.com/?aff=WTH
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#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #GlobalStocks #ForeignStocks #EmergingMarkets #IranWar #OilPrices #China #StockMarket #EdYardeni #GoGlobal #InternationalInvesting #WarAndMarkets #BuyTheDip
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices
💡With the Strait of Hormuz in play and gold fundamentals at inflection points, hard assets have never mattered more. Join Wealthion's Real Assets Community: https://wealthion.com/getready
In this special Iran War panel, Maggie Lake sits down with Academy Securities' geopolitical intelligence expert Joe Zacks, macro strategist David Woo (live from Israel), WindRock's Chris Casey and Wealthion's own Trey Reik. Three weeks in, this war isn't going the way anyone expected. David Woo argues it's become the first US-China proxy war and that Trump has no way out. Joe Zacks warns Iran is an "injured tiger" with leverage over the Strait of Hormuz. And while markets price in rate hikes, Trey reveals the Fed is secretly buying $40 billion a month in Treasury bills. Chris Casey's message to investors: ignore the noise, the only thing that matters is the U.S. $38 trillion in debt.
💡Chris Casey tells investors: keep emotions in check, review your portfolio on a sober basis, and look for buying opportunities. Get a free portfolio review with Chris and the team at WindRock here:
💡GBI Direct - The Best Way to Invest in Physical 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
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#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #IranWar #Gold #GoldPrice #Oil #OilPrices #StraitOfHormuz #Geopolitics #USChina #ProxyWar #PreciousMetals #Silver #FederalReserve #QE #Inflation #InterestRates #DefenseSpending #Trump #MiddleEast #StockMarket #HardAssets #GoldInvesting #SafeHaven
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices
💡FREE access to the full Larry Lepard interview with Trey + more EXCLUSIVE real-assets content by joining Wealthion’s Real Assets Community: https://wealthion.com/getready
Larry Lepard of Equity Management Associates sat down with Trey Reik last Thursday, during gold's worst week since 2011, with his own fund down 7% that day. His response: he was buying SILJ that morning and picking up gold coins over the weekend. With the war already adding hundreds of billions to an already unsustainable deficit, Larry argues the sell-off changes nothing about the long-term picture: the Fed balance sheet has fallen behind the exponential growth of debt, yield curve control is coming, and gold is headed to $10,000 or way higher. He sees the correction as a rare entry point for investors who missed last year's run, and with gold and silver miners rebounding today on Iran peace talks, his timing may already be starting to prove out.
💡With gold down 20% from its highs and Larry calling this a once-in-a-decade entry point, it's worth checking your allocation. Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4rQxW22
💡Larry Lepard sees gold headed to $10,000+ and silver to $250. GBI Direct, The Best Way to Invest in Physical 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 - Were You Surprised by Gold's Explosive 2025 Performance?
4:40 - How Did Your Fund Perform in a Record-Breaking Year?
6:37 - Did January's Silver Frenzy Cross Into Meme-Stock Territory?
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices
💡Jacob explains that Europe is about to crank on energy and defense, reshaping demand for real assets globally. Join Wealthion's Real Assets Community: https://wealthion.com/getready
Geopolitical analyst Jacob Shapiro joins Maggie Lake to break down how the Iran war is reshaping the geopolitical landscape beyond the Middle East. With sanctions lifted on oil, Putin gets a huge short-term reprieve, but Jacob argues the long-term trajectory for Russia hasn't changed: the edifice is crumbling. He draws a parallel to the czar and the Russo-Japanese War, warns the real nightmare scenario is chaos in a nuclear-armed state, and makes his contrarian bull case for European markets as the continent reorients on energy, defense, and trade.
💡With volatility rising and the geopolitical landscape shifting fast, now is the time to stress-test your portfolio. Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/3NtBSaX
💡As the Iran war reshapes global energy and defense dynamics, gold and silver offer wealth protection. GBI Direct, The Best Way to Invest in Physical 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
Connect with us online:
Website: https://www.wealthion.com
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#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #IranWar #Russia #Putin #Europe #Geopolitics #Ukraine #NATO #DefenseSpending #EuropeanMarkets #Oil #Sanctions #GlobalMarkets #HardAssets #RealAssets #Energy
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices
💡FREE access to the full Don Durrett interview with Trey + more EXCLUSIVE real-assets content by joining Wealthion’s Real Assets Community: https://wealthion.com/getready
Don Durrett of Gold Stock Data joins Trey Reik to explain why gold and silver mining stocks remain dramatically undervalued despite the precios metal’s incredible rise the last two years. Don breaks down why top gold miners are trading at roughly half their fair value on a free cash flow basis, why silver miners still have massive upside, and why the bond market is the key variable driving gold toward $7,000 and beyond. He also walks through his three-phase bull market framework and names specific near-term silver producers worth watching.
💡With precious metals miners undervalued and Wall Street not yet involved, is your portfolio positioned for what's ahead? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/411QCB7
💡Don makes the case that physical gold and silver isn't investing, it's replacing your savings before the dollar gets devalued. GBI Direct, The Best Way to Invest in Physical 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:
00:29 - A Special Message from Trey Reik
3:14 - The Precious Metal Risse: Has the Move Been Surprising?
6:15 - January's Explosive 70% Silver Rally: What Really Happened?
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices
💡Ed sees increasing risks but says corrections are buying opportunities, not reasons to panic. Want a second opinion? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4rJ4tqx
Ed Yardeni, President of Yardeni Research, joins Maggie Lake to assess whether the current inflation spike is structural or a passing shock. Ed has raised his recession odds from 20% to 35%, but still gives 60% to his roaring 2020s thesis, crediting productivity growth that separates today from the 1970s. He explains why the Magnificent Seven's PE drop from 31 to 25 makes them attractive again, and how baby boomers' $85 trillion in net worth is quietly keeping the economy afloat. Ed lays out his case for both the S&P 500 and gold reaching 10,000 by the end of the decade. He warns the real danger is a layering of shocks: oil, inflation, AI displacement, and private credit, each manageable alone but potentially recessionary in combination.
💡With recession odds rising and Ed still calling for $10,000 gold, positioning in real assets has never mattered more. Join Wealthion's Real Assets Community: https://wealthion.com/getready
💡Ed's been calling gold right since $2,000. His next target: $6,000 this year, $10,000 by end of decade. 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:
0:35 - Do We Have a Structural Inflation Problem?
7:51 - Will War Disruptions Hit Corporate Earnings?
9:55 - Is a Recession Finally Coming This Time?
11:44 - Where Is the Earnings Resilience Actually Coming From?
15:38 - Are We Dancing on the Deck of the Titanic?
19:33 - Will AI's Job Threat Offset the Productivity Boom?
23:14 - How Should Investors Position Their Portfolios Right Now?
26:53 - Will Gold and Silver Resume Their Rally?
30:28 - ⭐️WealthiGold at $10,000: Portfolio Hedge or Market Signal?
33:29 - Is the Bond Market Still a Safe Haven?
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#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #EdYardeni #Inflation #Recession #Gold #SP500 #Stagflation #BearMarket #FederalReserve #InterestRates #Productivity #MagnificentSeven #BondMarket #RoaringTwenties #HardAssets #GoldPrice #StockMarket #Economy
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices
💡With oil, food, and energy all in flux, positioning in hard assets matters more than ever. Join Wealthion's Real Assets Community: https://wealthion.com/getready
Geopolitical analyst Jacob Shapiro joins Maggie Lake to break down the long-term impact of the Iran War on oil, food prices, and global supply chains. Jacob explains why fertilizer disruptions have already locked in higher food prices for the next six to nine months, and draws a direct line between food price spikes and the Arab Spring. He argues Trump has a two-week window to end this war before a "really, really rough second half of the year" becomes unavoidable. Jacob also makes his contrarian case against investing in the Gulf and explains why China is the most important long-term question coming out of this conflict.
💡Worried about higher energy prices, food inflation, and geopolitical risk? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4bpHlsB
💡With Gulf stability in question and energy markets volatile, hard assets offer a hedge. 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 - Is the Strait of Hormuz Permanently Changed?
3:21 - Has Iran Opened a Dangerous New Shipping Playbook?
6:53 - Are Commodities Entering a Higher Price Era?
9:44 - Who Could Replace the Gulf as a Fertilizer Hub?
11:02 - How Long Will the Energy Shock Last?
14:15 - Do Export Bans and Resource Nationalism Come Next?
16:57 - Inflation Shock or Just More Volatility?
19:51 - Could This War Cost Trump the Midterms?
23:51 - Has the Gulf Lost Its Safe-Haven Status?
30:15 - ⭐️Wealthion Golden Nugget: China — Off-Ramp, Bystander, or Bigger Rival?
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#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #IranWar #Oil #Commodities #Geopolitics #FoodCrisis #Fertilizer #NaturalGas #LNG #StraitOfHormuz #Trump #Inflation #Recession #GoldInvesting #HardAssets #ChinaTrade #MiddleEast #SaudiArabia #MultipolarWorld #EnergyMarkets #SupplyChains #ArabSpring #GulfInvesting
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices
💡War, stimulus, and inflation all point to hard assets. Stay positioned. Join Wealthion's Real Assets Community: https://wealthion.com/getready
You Asked, Lobo Tiggre Answers…
In less than 8 minutes, Lobo explains to Maggie Lake how war is inflationary, rebuilding is material-intensive, and that combination strengthens the long-term case for hard assets. His key point: if recession fears create a selloff in copper, that's probably the opportunity investors should be waiting for. He also breaks down why gold and silver may be more resilient if policymakers respond with more inflationary measures like stimulus checks. A sharp conversation on copper, precious metals, and patient investing in a volatile macro environment.
💡Lobo hasn't bought yet because he's waiting for the right price. Need help knowing when to act? Get a free portfolio review with Wealthion's endorsed financial advisors at https://wealthion.com/free/
💡With policymakers ready to print, Lobo sees gold and silver staying resilient. 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
Connect with us online:
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#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #Copper #Gold #Silver #HardAssets #Commodities #Inflation #Recession #BuyTheDip #PreciousMetals #MiningStocks #Geopolitics #MacroEconomics #LoboTiggre
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
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💡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
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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.
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95%, or more, of everyday people don't have jobs that work like yours...Also families want to be near great schools which is commonly near bigger cities. Young people atill want bars, activities, restaurants, nightlife...there is still a demand and always will be for cities despite some industries that have location flexibility.