John Lodra and Mike Preston, lead partners at New Harbor Financial, delve into the psychology behind asset price bubbles and predict we're nearing a euphoric peak. They caution investors about the imminent blow-off top, emphasizing that while prices may soar unreasonably high, the gains will be fleeting. The duo also explores market dynamics post-election, highlighting the need for tailored investment strategies and prudent risk management. Their insights on IRA conversions and succession planning provide essential guidance for navigating this turbulent financial landscape.

Michael Every, Global Strategist at Rabobank, discusses the rise of nationalism and its implications for the global economy following Donald Trump's return to power. He explores how this 'America First' agenda may reshape trade dynamics, highlighting the strategic use of tariffs and the interplay between major economies. John Lodra and Mike Preston provide insights into market movements and the necessity of hedging strategies amid shifting sentiments. The conversation reveals both opportunities for investors and the risks that come with protectionist policies.

Join John Lodra and Mike Preston, lead partners at New Harbor Financial, as they break down the Federal Reserve's recent hawkish stance. They discuss its shocking impact on financial markets, with the S&P plummeting by 3%. Is this a mere bump in the road for bullish trends or the start of a significant reversal? The duo also explores investment strategies, from gold and Bitcoin to the intricacies of tax strategies like Roth conversions, providing insights vital for navigating today’s unpredictable economic landscape.