Wealthion - Be Financially Resilient

Michael Oliver, founder of Momentum Structural Analysis and macro strategist, outlines his 2026 framework. He warns that U.S. stocks and sovereign bonds look late-cycle and possibly trapped. He sees gold and silver as early in a major bull, miners as potential percentage leaders, and broad commodities as just beginning a sustained uptrend.

Michael Oliver, proprietor of Momentum Structural Analysis and veteran momentum analyst, explains his long-term momentum approach. He discusses why silver’s sharp pullback is a midpoint stumble and why miners remain undervalued. He calls Bitcoin a broken asset, outlines a commodity breakout and a possible second leg higher, and highlights what to watch as U.S. equities approach a late-cycle top.

Jonathan Wellum, an investment professional in wealth management, shares a disciplined framework for handling market volatility. He discusses portfolio construction to reduce panic, the importance of temperament and margin of safety, diversification and position sizing, and three advisor red flags: trend-chasing, poor diversification, and unrealistic return promises.

Anthony Scaramucci, entrepreneur and former White House Communications Director, offers sharp takes on crumbling economic and political narratives. He discusses how inflation acts like a hidden tax, why Treasuries may no longer be true safe havens, the political fallout from declining institutional trust, and how real assets, tech, and reform fit into a world of rising uncertainty.

Matt Hougan, CIO at Bitwise and crypto-focused ETF veteran, explains why Bitcoin may be following gold’s playbook. He discusses slow institutional and sovereign adoption that can suddenly accelerate. Topics include on-chain vaults as a new asset-management frontier, futures and ETF market structure, tokenization, and how regulation and liquidity shape long-term crypto integration.

Cullen Roche, macro investor and author focused on portfolio construction and valuation, discusses the huge CAPE gap between U.S. and international markets. He explores currency-driven diversification, hidden tech concentration in market-cap indices, and why international allocation can hedge dollar risk and reduce portfolio concentration. Short, practical takes on tilts toward value, quality, and broader global exposure.

Alan Hibbard, a macro and commodities investor focused on precious metals, explains why gold could anchor a future monetary system. He discusses dollar weakness, political signals toward gold backing, geopolitics and sanctions pressuring the current regime, and why Bitcoin and silver fall short as global anchors.

Cullen Roche, founder of Discipline Funds and author of Your Perfect Portfolio, is a macro and portfolio-construction specialist. He discusses how market gains are increasingly concentrated in U.S. tech, hidden concentration risks in supposedly diversified portfolios, rising geopolitical threats around AI and China/Taiwan, the case for global diversification, and gold as long-term insurance.

Alan Hibbard, strategist at GoldSilver.com and creator of the Hidden Secrets of Value series, explores what real money is and why dollars are not true savings. He contrasts money versus currency, explains why gold resists value decay, and applies entropy to wealth preservation. He also compares Bitcoin to digital gold and discusses how a new monetary regime might elevate gold’s role.

Jonathan Wellum, CEO & CIO of Rocklinc Investment Partners, is an investment manager focused on precious metals and real assets. He discusses whether the gold and silver surge reflects monetary-system stress or a bubble. Talks cover using metals as collateral amid debt and currency debasement, managing volatility and rebalancing winners, mining-stock risks, and a possible commodity supercycle tied to electrification.