Chris Casey AMA: Investing in A World Where U.S. Bonds Are No Longer Safe

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Apr 30, 2025

Chris Casey, founder of Windrock Wealth Management, shares crucial insights on modern investment strategies. He discusses why U.S. Treasuries can no longer be deemed 'risk-free', highlighting the looming U.S. debt crisis. Casey suggests focusing on gold, miners, and energy stocks for potential growth. He addresses the impact of rising interest rates on commercial real estate and speculates on Bitcoin's role in volatile markets. Listeners will gain strategies for navigating uncertainty and protecting their portfolios in a shifting financial landscape.

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INSIGHT

Continued Pain In Commercial Real Estate

Commercial real estate faces ongoing pain due to maturing debt and higher refinancing costs.
Local property conditions and occupancy rates vary, requiring careful, localized assessment before investing.

ADVICE

Avoid Long-Term U.S. Treasuries

Avoid long-term U.S. Treasuries due to fiscal risks and potential interest rate spikes.
Consider short-term debt instruments with solid credit instead and be cautious about the evolving U.S. debt situation.

INSIGHT

Energy Sector's Strength & Supply Risk

Energy sector appears positioned well due to undervaluation and rising demand linked to AI and infrastructure needs.
Supply constraints, worsened by recent underinvestment and policy hostility, may drive prices up over time.

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Description:

Are your investments ready for a world where U.S. bonds are no longer safe? In this urgent Wealthion AMA, WindRock Wealth founder Chris Casey joins the channel’s producer, Mario Rodriguez, to answer your top questions and explain why the traditional “risk-free” U.S. Treasuries investing playbook is breaking down.

Chris warns of a looming U.S. debt crisis, a possible bond market collapse, and remaining risks in commercial real estate. He shares where he’s putting capital now, and why gold, miners, energy, and Bitcoin may be essential for protecting your portfolio.

You’ll learn:

Why U.S. Treasuries have lost their “risk-free” status
Chri’s 2025 Outlook for the Stock Market
Where short-term bonds and cash play a role in today’s uncertain markets
Why gold miners, and energy stocks are primed for a breakout
How Bitcoin fits into your portfolio, but why it’s not a safe haven during market crashes
Why counting on a Fed rescue may be dangerous in 2025

Chapters:
0:55 – Is Commercial Real Estate Headed for More Pain?

2:23 – When Does Commercial Real Estate Become a Buy?

5:07 – Should You Buy the 10-Year Treasury Now?

8:35 – Where Can Investors Find Safe Yield Today?

10:14 – Has the Oil Trade Already Set Sail?

12:25 – How Would a Recession or Tariffs Hit Energy Prices?

13:36 – Is Bitcoin Really a Safe-Haven Asset?

15:11 – How Much Crypto Belongs in a Portfolio?

16:28 – Physical Gold, ETFs or Miners: What’s Best Now?

19:50 – How Big Should Your Gold Position Be?

20:46 – Is Hiding in Cash a Wise Strategy?

22:47 – Should You Rotate From U.S. to European Stocks?

24:44 – Which Foreign Markets Actually Look Attractive?

26:24 – Where Is The Market Headed: What’s the Smart Play?

Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at www.wealthion.com/free

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