BCA Research chief strategist Marko Papic says it’s time to halve your U.S. exposure! America’s post-pandemic out-performance, he argues, was “fueled by drunken-sailor spending”, and that fiscal sugar rush is ending. A Trump 2.0, Big Beautiful Budget deal that cuts entitlements could push bond yields lower, the dollar weaker, and global markets higher.

In this fast-moving macro and geopolitcal tour with Maggie Lake, Papic lays out:

Why Europe, Japan, and emerging markets are set to lead
How a lower dollar reshapes every asset class
Why tariffs are mostly negotiation theater
Using gold and crypto to defend your cash, not replace equities
Why Middle-East fireworks won’t jolt oil, and how U.S. taxpayers quietly secure China’s crude

Stay for the second half, where Rocklinc’s Jonathan Wellum drills into tangible-asset plays and portfolio tactics.

Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/40AKuj7

Get To Know: Rocklinc's Jonathan Wellum https://youtu.be/ezMiX0FtZ7g

Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH

Chapters:
00:23 - Big Beautiful Bill: Market Impact?

03:03 - Are Deficit Hawks Still Relevant?

06:43 - Can the Bill Actually Jump-Start Growth?

09:11 - Why Pressure Powell If Fiscal Policy Matters More?

10:36 - Quiet Bond Market—What Does It Mean for Stocks?

13:09 - Trump’s Tariff Threats: Bluff or Reality?

17:56 - Re-shoring vs Low Yields—Can Both Happen?

25:35 - Who Wins Most Under Trump’s Agenda?

32:37 - Europe vs U.S.: Is the Growth Story Shifting?

36:28 - Middle East Tensions: Any Market Shock?

42:05 - China’s Energy Weak Spot & Taiwan Risk

47:17 - Gold or Commodities—Best Dollar Hedge?

52:27 - Range-Bound Bonds: What About Equities?

56:55 - Global Value Hunt—Risk or Reward?

1:00:51 - Diversification Debate: Stocks vs ETFs

1:03:43 - Hard Assets Rising—Where’s the Opportunity?

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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

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