Wealthion - Be Financially Resilient

$5,000 Gold, AI Bubble? & How to Invest Now | Brett Rentmeester Ask Me Anything

12 snips
Sep 30, 2025
In this engaging discussion, Brett Rentmeester, the founding director of WinRock Wealth Management, delves into the potential for gold to hit $5,000 and shares insights into navigating today's markets. He discusses when to sell a losing stock, highlights opportunities in energy and real estate, and critiques the traditional 60/40 portfolio. Brett also examines the AI sector, weighing its potential against high valuations, and proposes a barbell investment strategy to hedge risks. His expertise offers listeners actionable advice for financial resilience.
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ADVICE

Check The Thesis Before Doubling Down

  • Evaluate whether the fundamental thesis for owning a stock still holds before adding or selling after a drop.
  • If the thesis is intact, consider buying more; if it changed, consider selling to limit further loss.
ADVICE

Don't Chase Fed Cuts—Dollar Cost Average

  • Don't treat Fed rate cuts as an automatic green light to go all-in on stocks.
  • Diversify and use dollar-cost averaging when investing large sums into retirement accounts.
INSIGHT

Lagging Sectors Hide Select Opportunities

  • Healthcare, energy, and real estate have lagged recently and may contain selective opportunities.
  • Energy stands out for reinvesting in America and supporting future tech growth like AI.
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