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Wealthion - Be Financially Resilient
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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.
744 Episodes
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In this Weekly Market Recap, Andrew Brill reflects on the interviews that took place on Wealthion over the past week in another Wealthion Weekly Market Recap!
Timestamps:
0:00- Opening
0:27- David Rosenberg
Full Episode: https://youtu.be/F90byjYWK5E
9:42- Speak Up - Michael Green
Full Episode: https://youtu.be/VXxfNvLMQRU
18:00 - Jonathan Welllum
Full Episode: https://youtu.be/oilH2II4VfM
30:00 - Ben Laidler
Full Episode: https://youtu.be/LFAszr3A3FA
38:10 - Jon Najarian
Full Episode: https://youtu.be/sLWXICICRX0
Are the Federal Reserve’s policies failing us? Listen to Michael Green's expert analysis on the Fed, inflation, the economy and more.
In this episode of ‘Speak Up,’ join Anthony Scaramucci as he speaks with financial markets expert Michael Green.
Michael Green pulls no punches, revealing his stark realities of the current economic landscape. He explains the failures of Fed policies and how they are driving us toward a potential recession.
Also, discover the hidden impacts of inflation, the bifurcation in the economy, and learn why the average investor might be in more trouble than they realize.
Timestamps:
00:00 Introduction
00:39 Michael Green’s Background
01:52 Economic Overview and Inflation
04:08 National Debt and Fiscal Policy
06:45 Investment Strategy in a High Debt Environment
10:38 Monetary Policy and Inflation Drivers
14:32 Comparing Current Economy to 2008 Crisis
16:55 Investment Discipline and Strategies
21:01 Bitcoin and Gold Analysis
29:13 Audience Questions
36:10 Housing Market Predictions
38:27 Closing Remarks
Join James Connor as he sits down with renowned economist David Rosenberg of Rosenberg Research to discuss the dark clouds looming over the US and Canadian economies.
Despite recent highs in the S&P and Nasdaq, Rosenberg warns of imminent economic downturns that could have devastating effects. From rising delinquency rates in consumer credit to the bursting of the Canadian housing bubble, tune in to discover a what lies ahead for our economy and your portfolio.
TIMESTAMPS:
00:00 - Introduction
01:00 - David Rosenberg's View on US Economy
04:00 - GDP Growth and Consumer Behavior
08:45 - Impact of Government Spending
12:04 - Housing Market Analysis
14:39 - Federal Reserve Policies
16:56 - Potential US Recession
18:52 - Canadian Economy Deep Dive
28:22 - Canadian Housing Bubble
30:02 - Canadian Politics and Economy
33:07 - Stimulating the Economy
36:12 - Investment Strategies for the Future
41:22 - Closing
Is a market shake-up upon us? Ben Laidler of eToro joins to share his insights on the current economic volatility and shares critical strategies to navigate markets and rising inflation.
In this episode, Ben Laidler, Global Market Strategist at eToro, joins host Andrew Brill the the current economic landscape. From the implications of rising inflation and interest rates, to the sectors poised for growth amidst volatility, Laidler shares his expert analysis and actionable strategies regarding the economy. Ben also provides his insights into investment opportunities for 2024 and the risks posed by geopolitical tensions.
TIMESTAMPS:
0:00 - Introduction
1:47 - US Economic Outlook
3:33 - Impact of Rising Inflation and Interest Rates
6:00 - Economists vs. Market Strategists
7:34 - Predictions on Interest Rate Cuts
9:17 - Sector and Thematic Investment Implications
10:46 - Idiosyncratic Earnings Cycle
12:06 - Tech Sector Insights: Nvidia and AI
16:21 - Energy Sector and AI
19:25 - Up-and-Coming Sectors
20:34 - Consumer Confidence and Economic Indicators
22:21 - Fed's Performance
23:22 - US Debt and Deficit Concerns
25:57 - Oil Prices and Geopolitical Risks
29:32 - Global Perspective on US Elections
31:11 - Cryptocurrency Outlook
34:38 - Summary and Market Outlook
35:13 - Conclusion
Jonathan Wellum of Rocklinc Investment Partners shares crucial insights into navigating an unpredictable 2024 financial landscape.
In this episode of Wealthion, James Connor speaks with Jonathan Wellum, CEO of Rocklinc Investment Partners. Wellum provides his analysis of the current economy, markets and calls out the potential risks and opportunities for investors as we navigate an uncertain economic future.
From the stability of the banking sector to the threats of inflation and recession, Wellum offers practical strategies for protecting and growing your wealth in 2024. Don’t miss this critical discussion filled with actionable advice and expert predictions.
TIMESTAMPS:
00:00 - Introduction & Market Overview
01:40 - Background on Jonathan Wellum & Rocklinc Investment Partners
06:41 - Investment Approach & Portfolio Strategy
09:10 - Sectors & Stocks Jonathan Wellum Recommends
15:37 - Concerns Over Canadian Banks
20:39 - Impact of Work From Home on Real Estate
25:03 - Insights on the Canadian Economy
27:33 - US Economic Outlook & Stock Market Analysis
34:09 - Conclusion & How to Connect with Rocklinc
In this week's episode of "Next Week on the Trading Floor," host Andrew Brill and special guest Jon Najarian from Market Rebellion delve into the dynamic world of stock splits, with a spotlight on Nvidia's recent 10-for-1 split and its AI-driven rise. They also explore the intricacies of reverse stock splits, using Virgin Galactic as a prime example. As AI continues to revolutionize tech stocks, Jon breaks down how companies like Broadcom and ARM Holdings are shaping the future. Plus, a look into the power demands of AI and the potential role of nuclear energy in meeting those needs.Nvidia's Stock Split:Details of Nvidia's 10-for-1 stock split.The impact of the split on Nvidia's stock price and accessibility for investors.Stock Splits Explained:The difference between traditional stock splits and reverse stock splits.Examples of companies conducting these splits, such as Nvidia and Virgin Galactic.Artificial Intelligence (AI) Trends:The role of AI in driving stock performance, particularly in tech companies like Nvidia and Broadcom.AI's increasing influence on data centers and related industries.Power Demands of AI:The significant power requirements of AI technologies and data centers.The potential for increased use of natural gas and nuclear energy to meet these demands.AI-Linked Stocks:Insights into other AI-linked stocks, including ARM Holdings, Super Micro Computer, and Dell.Discussion of Elon Musk's ventures in AI and their implications for the market.
In this Weekly Market Recap, Andrew Brill reflects on the interviews that took place on Wealthion over the past week in another Wealthion Weekly Market Recap!
Timestamps:00:00- Intro
0:11- Henrik ZebergFull Episode: https://youtu.be/6KrfaoY2vWE1
5:22- Speak Up: Steve HankeFull Episode: https://youtu.be/1TDPz1fSmVE
31:43- Car Market Crisis? Aubrey JanikFull Episode: https://youtu.be/JR8vRx15cmU
45:34- Brett RentmeesterFull Episode: https://youtu.be/5fBNiQCWbYE
55:47- Next Week on the Trading FloorFull Episode: https://youtu.be/5ycniINENtg
59:46- Closing
Is the U.S. economy set to face an imminent collapse? Learn why Professor Steve Hanke predicts why the economy is hearing for a crisis and how the Fed could spark the next recession.
In this episode of ‘Speak Up’, Anthony Scaramucci speaks with Professor Steve Hanke, a leading expert in applied economics and co-director at Johns Hopkins University. Prof. Hanke explains the alarming contraction of the money supply, its historic implication and why he thinks the U.S. economy is heading for a crisis.
Discover how current fiscal policies might lead us to the brink of a recession and what you can do to protect and grow your wealth in these turbulent times. From the impact of quantitative tightening to the long-term outlook on inflation, Hanke provides actionable advice and forecasts you can't afford to miss.
TIMESTAMPS:
0:00 - Introduction
1:45 - Money Supply Contraction and Economic Impact
4:36 - Prof. Hanke’s Monetary Policy Recommendations
6:32 - Unsustainable Fiscal Policy and Deficit Concerns
10:07 - Risks of Current Deficit Spending
11:52 - Inflation Causes and the Role of the Fed
13:25 - Potential Dollar Crisis Scenario
15:07 - Fiscal Policy Solutions and Constitutional Changes
16:35 - Stock Market Analysis and Buffett’s Rule
22:03 - Petro-Dollar Agreement and Dollar’s Global Role
26:53 - Ineffectiveness of Sanctions
29:40 - Liquidity and Stock Market Outlook
30:46 - Earnings Forecasts and Recession Risks
32:34 - Impact of Interest Rate Cuts
34:27 - Detroit’s Competitiveness in Auto Industry
37:26 - Housing Market: Renovation vs. Buying
38:15 - Impact of Ethereum as a Security
39:26 - Closing Remarks
Aubrey Janik discusses the potential crisis in the 2024 car market and how to navigate the challenges and opportunities it presents.
In this episode, car market expert Aubrey Janik joins host Andrew Brill to provide an in-depth analysis of the upcoming challenges for the auto industry. Janik, a seasoned car investor and Turo fleet owner, offers her insights into the potential crisis and explains how you can capitalize on market conditions.
Discover why Janik believes the car market is on the brink of significant disruption, what factors are driving these changes, and how both buyers and sellers can adapt their strategies to protect their investments. From buying and selling cars to leveraging platforms like Turo, this episode is packed with practical advice for navigating a turbulent market.
TIMESTAMPS:
00:00 - Introduction
02:01 - Car Market Changes
05:46 - Buying: New vs. Used
09:48 - Buying Used Safely
14:37 - Navigating Dealerships
17:59 - Vehicle History Reports
22:48 - Financing vs. Leasing
26:37 - Evaluating Car Value
30:56 - Future of EV Market
33:57 - Making Money with Turo
39:20 - Managing Turo Overhead
42:54 - Advertising Turo Rentals
44:24 - Urban vs. Rural Rentals
47:52 - Closing Thoughts
Henrik Zeberg joins to provide his insights on the market euphoria, inflation, and how to prepare your portfolio for the predicted downturn.
During this episode, Wealthion host James Connor chats with Henrik Zeberg, renowned economist and creator of the Zeberg Report. During their discussion, Zeberg delivers a chilling forecast for the financial markets, predicting a severe recession worse than the Great Depression of 1929. He discusses how current economic trends and Federal Reserve policies could lead to a significant market crash, impacting investors worldwide. Plus, why he believes Bitcoin will outperform gold in the short term.
TIMESTAMPS:
00:00 - Introduction
02:24 - Henrik's Economic Overview
03:50 - Why the Fed is Delaying Rate Cuts
05:37 - Stock Market and Recession Predictions
06:11 - The Role of Inflation and Market Euphoria
10:20 - Massive Bubble and Financial Crisis Warning
13:21 - Bitcoin and Crypto Market Insights
15:23 - Deflationary Bust and Stagflation Outlook
18:13 - Pension Fund Crisis and Future Speculative Bubbles
21:09 - Federal Debt Levels and Interest Rates Impact
24:34 - Expected Market Decline Similar to 1929
26:13 - Investment Strategies for Crisis
28:41 - Henrik’s Take on Gold and Deflation
33:17 - Closing Remarks
What are Central Bank Digital Currencies (CBDCs) and what impact will they have on our finances?
Central Bank Digital Currencies (CBDCs) promise efficiency but carry some potential hidden dangers. In this episode of Wealthion, Andrew Brill is joined by Brett Rentmeester of Windrock Wealth Management to discuss the future of money, revealing how CBDCs could reshape our financial freedoms and the tug-of-war between CBDCs and cryptocurrencies. Are we heading towards a financial dystopia, or is there a silver lining in decentralized finance? Brett's insights might change the way you think about the future of currency.
TIMESTAMPS:
00:00 - Introduction
6:02 - CBDCs and impact on financial systems
10:18 - CBDC and their potential risks
15:38 - Crypto risks and benefits
18:57 - Central bank digital currencies and their impact on society
25:15 - Financial crisis and potential return on gold & silver
In this episode of Next Week on the Trading Floor, Andrew Brill and Justin Nugent of Market Rebellion discuss the recent market trends and opportunities. They cover topics such as the Fed meeting, CPI numbers, and deflation. Justin shares his picks for the week, including NVIDIA and C3AI, and discusses unusual options activity in Netflix. The conversation emphasizes the importance of sticking with what's working and doing thorough research before making investment decisions.
00:00 Intro
03:11 Fed Meeting and CPI Numbers
06:05 Justin's Picks: NVIDIA and C3AI
08:54 Unusual Options Activity in Netflix
In this Weekly Market Recap, Andrew Brill reflects on the interviews that took place on Wealthion over the past week in another Wealthion Weekly Market Recap!
Timestamps:
00:00- Intro
0:27- David Rosenberg
Full episode: https://youtu.be/ENNx48BK3oY
12:27- James Bianco
Full episode: https://youtu.be/UDZw7b1pt6g
26:35- Adam Johnson
Full episode: https://youtu.be/pMOYqIXpxIE
38:23- Michael Weisz
Full episode: https://youtu.be/M4vPxq9D66s
44:20- Next Week on the Trading Floor
Full episode: https://youtu.be/W71PY5kMLJs
53:31- Closing
David Rosenberg warns of potential economic turmoil due to surging productivity in most sectors but a ticking time bomb in construction and a growing wealth gap.
On this episode of ‘Speak Up with Anthony Scaramucci,’ David Rosenberg, Founder and President of Rosenberg Research, joins to discuss the issues facing the economy.
Rosenberg discusses the unusual productivity surge in the U.S. economy, while highlighting significant risks in the construction sector that could lead to widespread layoffs.
He also sheds light on the economic disparity between high-income earners and the average worker, raising concerns about the long-term implications for economic stability and political dynamics.
Timestamps:
0:57 – Introduction
1:56 – Fed Rate Cuts Discussion
6:00 – Housing Market Dynamics
9:29 – Economic Disparity & Wealth Gap
10:45 – Impact of Fiscal Policies
17:33 – Treasury Market & Inflation
20:47 – Recession Risks & Economic Outlook
21:07 – Stock Market Valuations & Risks
24:11 – Speculative Market Behaviors
25:47 – Long-Term Investment Strategies
25:59 – Closing
James Bianco discusses inflation, rising interest rates, and the concentrated tech rally, providing critical perspectives on managing investment risks in a volatile market.
James Bianco, President and Macro Strategist of Bianco Research, joins James Connor to discuss the unprecedented challenges facing today's markets. With inflation rates sticking and bond yields soaring, Bianco breaks down why investors need to brace for a volatile second half of the year. Are the market’s biggest tech giants driving an unsustainable rally?
Timestamps:
00:00 - Introduction
01:17 - Nvidia’s market impact
05:19 - Rising interest rates impact
10:00 - Concentration in tech stocks
12:05 - Economic slowdown analysis
18:48 - Inflation and stagflation concerns
25:00 - Inflation’s economic impact
27:28 - Government spending concerns
30:00 - Consequences of massive spending
32:39 - Interest expense and federal debt
35:00 - Fed’s interest rate dilemma
40:00 - ECB’s rate cuts vs Fed
43:14 - Global economic trends
45:00 - Rise of speculative investments
48:55 - Conclusion
Adam Johnson dives deep into the future of AI, oil markets, and smart investment strategies.
In this episode, James Connor welcomes Adam Johnson, portfolio manager of the Bullseye American Ingenuity Fund and former oil trader, to Wealthion. Adam gives his take on the transformative power of AI, the volatile nature of oil markets, and the critical investment opportunities that lie ahead.
From his days at Bloomberg to his current insights on market trends, Adam shares actionable advice on navigating today’s economic landscape. Whether you're an investor interested in tech or curious about the next big move in oil, this episode offers valuable guidance to protect and grow your wealth.
Timestamps:
00:00 - Introduction
01:00 - Economic outlook
06:50 - Investment Strategy
09:25 - Portfolio Breakdown
11:40 - AI Investments
14:30 - Managing Weightings
16:15 - Risks to AI Stocks
18:35 - AI's Market Influence
21:05 - Beyond AI: Robotics
23:15 - Clean Energy Challenges
26:30 - Cryptocurrency Insights
30:20 - Economic Outlook
34:40 - Inflation and Rates
38:50 - No Recession Fear
41:55 - Oil Market Analysis
46:55 - Conclusion
49:30 - Wrap-Up
In this episode, Michael Weisz, Founder and CEO of Yieldstreet, joins Andrew Brill on Wealthion to reveal how private markets can protect your wealth and deliver superior returns. Weisz explains why traditional stocks and bonds are not enough and how alternative investments like private equity and credit offer a vital edge. Michael also explains how private markets have outperformed the S&P in every crisis since 2008.
Discover how Yieldstreet makes elite investments accessible for everyone, helping you diversify your portfolio beyond public markets. Whether you’re an accredited investor or just looking to understand private markets, this episode is packed with insights to help you build wealth smarter and faster.
Timestamps:
0:00 - Introduction and Overview
1:20 - Michael Weisz’s Background and the Birth of Yieldstreet
3:02 - What Are Alternative Investments?
4:32 - Yieldstreet’s Target Audience and Investment Approach
6:30 - Managing Volatility with Private Markets
9:44 - Elevator Pitch for Private Markets
11:36 - Mitigating Risks in Private Investments
14:38 - Yieldstreet’s Investment Support: Self-Directed or Guided
17:09 - How Private Markets Outperform in Crises
20:27 - Overcoming Barriers to Private Market Investments
25:49 - Exciting Opportunities in Private Credit and Equity
29:09 - Yieldstreet’s Partnership with Top Investment Managers
31:20 - Yieldstreet’s Growth and Customer-Centric Approach
35:41 - Future of Private Markets and Education’s Role
41:11 - Learn More about Yieldstreet
"Before there was a roaring kitty pumping up GME, there was one man pumping up the stock market and his name is Jerome Powell."
In this episode of Next Week on the Trading Floor, Andrew Brill and Justin Nugent discuss the current market trends and opportunities to watch. They analyze the conflicting job numbers and unemployment rate, and speculate on the Federal Reserve's upcoming actions. Justin predicts that the S&P 500 (SPY) will reach 6,000 in the longer term, going against the consensus of hedge fund predictions. Vale Resorts is identified as the stock in the penalty box due to missed earnings, while Robinhood is highlighted as a potential winner with its breakout from a long-standing range.
In this Weekly Market Recap, Andrew Brill reflects on the interviews that took place on Wealthion over the past week in another Wealthion Weekly Market Recap!
TIMESTAMPS:
00:00 - Introduction
00:09 - Jim Rickards
Jim Rickards joined to discuss the latest in geopolitics and how they’ll play out economically. He also talked about the upcoming 2024 presidential election.
Full Episode: https://youtu.be/0Okuu_ynEgk
12:56 - Steve Hanke
Professor Steve Hanke joined us to discuss his view on the economy, interest rates and when he thinks a recession will hit. Plus, he shared his take on Warren Buffett’s investing style.
Full Episode: https://youtu.be/m-SAz3krGmE
23:30 - Peter Boockvar
On Speak Up with Anthony Scaramucci, Peter Boockvar explained his approach to fiscal and monetary policy. Boockvar also indicated the debt as being an unsustainable problem, and the baby boomer’s spending that could drive the spending off a cliff monetarily.
Full Episode: https://youtu.be/UpM6yQrSTtw
34:35 - Phil Rosen
Phil Rosen, Co-Founder and Editor of Opening Bell Daily joined to discuss the economy is his view as a reporter. He also touched on Roaring Kitty and what regulators can do about it.
Full Episode: https://www.youtube.com/watch?v=2d4uNHo8bnI
41:32 - Marc LoPresti
And finally, On Next Week on the Trading Floor, Marc LoPresti joined to share some interesting stock suggestions through the lens of the unusual options activity.
Full Episode: https://youtu.be/oQlAta6o8KI
49:27- Closing
Did you like that episode? Hit the like button and let us know what you thought in the comments below!
Are we on the brink of the next financial crisis? Peter Boockvar joins Anthony Scaramucci to explain central bank policies that could trigger economic turmoil and his outlook on the state of the economy.
Join Anthony Scaramucci in this episode of Speak Up, as he sits down with Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and CNBC contributor. Boockvar shares his insights on the impact of central bank policies, the challenges posed by rising interest rates, and the potential for a financial crisis. During their discussion, Peter and Anthony also touch on the consequences of excessive government spending, the role of central banks in moderating inflation, and how each of these factors could lead to a significant economic downturn.
TIMESTAMPS:
0:00 - Introduction
2:05 - US Housing Market
3:29 - Fiscal & Monetary Policies
6:40 - Political Perspectives
9:26 - Government Spending Challenges
11:22 - Investment Strategies
13:02 - Bitcoin vs. Commodities
17:36 - Economic Crisis & Debt
22:01 - Viewer Questions
30:13 - Closing Remarks
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