Wealthion - Be Financially Resilient Market Recap: Insights From Marko Papic, Jacob Shapiro, Jonathan Wellum, Steven Feldman & Marc Faber
Jan 9, 2026
Jacob Shapiro, a macro analyst, unveils new global investment opportunities and emphasizes the end of passive investing. Jonathan Wellum, a value-oriented investor, reveals strategies to tap into AI trends without splurging on overhyped stocks, focusing on infrastructure plays. Steven Feldman, a macro commentator, discusses the looming risks of fiscal dominance and potential market reckonings, while Marc Faber, a contrarian investor, advocates for gold and warns about a shift from U.S. tech to emerging markets due to valuations.
AI Snips
Chapters
Books
Transcript
Episode notes
Passive Investing Era Is Over
- Jacob Shapiro says the era of passive, set-it-and-forget-it investing is over and investors must pick industries and companies deliberately.
- He calls this a golden age for active investing with opportunities across reshaped global trade and nearshoring.
Diversify Into Latin America Themes
- Jacob Shapiro recommends diversifying beyond U.S. assets into Mexico, Chile, and Brazil as nearshoring and renewables themes play out.
- He suggests picking countries and industries, not blind global exposure.
Geopolitics Creates Investment Clarity
- Marko Papic argues geopolitics is not a risk but a tool that creates investment clarity and opportunity.
- He expects a technological and commodities-driven decade as states prioritize sovereignty and infrastructure.
