How to Position Portfolios for This Cycle

💡Navigating your investments in a ‘Pre-War World’? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4or33jv

Are we sliding from a post-war era into a pre-war world, and what does that mean for your money and investments? In this timely and thought provoking conversation, Peter Tchir, Head of Macro Strategy at Academy Securities, joins CoinFund’s President Christopher Perkins to explain why U.S. policy is shifting to a pre-war state of “peace through strength” and “production for security”, and how that could fuel the next investing cycle across AI infrastructure, energy, and select digital assets.

Key Topics

• Why “production for security” is replacing ESG as the decade’s big investing theme
• How rare earths, chips, nuclear, solar, and big-cap energy fit the new playbook
• Why AI adoption can lift market-wide multiples, not just the LLM hyperscalers like Google and Amazon
• How stablecoins extend U.S. monetary power and why Peter leans ETH within crypto
• The key geopolitical risks (China, Taiwan, Africa) and why deterrence matters
• Why he’s not worried about runaway deficits/inflation, and where bonds fit

💡 Wealthion and SCP Resource Finance will bring together the world’s top silver experts this October in Toronto. Join our accredited investor list here to go in-person: https://wealthion.com/accredited/ Or, attend virtually, by buying your tickets here: https://www.eventbrite.com/e/wealthion-scp-global-silver-virtual-conference-2025-tickets-1685583779459

💡Amid an AI boom and geopolitical shifts, one truth remains: real assets endure. Protect your wealth with physical gold and silver through Hard Assets Alliance: https://www.hardassetsalliance.com/?aff=WTH

💡Get SCP Resource Finance and Trey Reik’s deep-dive Silver investing report by joining our accredited investor list here: https://www.wealthion.com/accredited

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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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