

Wealthion - Be Financially Resilient
Wealthion
Official Wealthion Podcast Feed. Learn about money and the markets from leading investors from around the world, and discover how to build a more resilient, long-term plan for your investment portfolio. Look for new episodes each week.
Episodes
Mentioned books

7 snips
Dec 3, 2024 • 50min
Ed Yardeni: Are We Living in the Roaring 2020s?
Ed Yardeni, a renowned economist known for his market insights, shares his bold predictions about the economy. He discusses the potential for record highs in the S&P 500, driven by AI and productivity gains. Surprisingly, he points out the resilience of the U.S. economy amidst concerns of a recession. Ed also examines risks like market bubbles and the impact of current policies. He draws parallels between today and the Roaring Twenties, suggesting this decade might be just as transformative.

Nov 30, 2024 • 53min
Market Recap: Bitcoin to $250k | Trump 2.0 | S&P to 15k | U.S. Economy | Risk Management
Join Tom Lee, a market expert known for his bold predictions, as he anticipates Bitcoin soaring to $250k while exploring the crypto landscape's evolution. Jason Trennert provides insights on the implications of new Treasury leadership and the challenges facing housing affordability. Ron William discusses the excitement post-election markets and stresses the importance of risk management. Finally, Ram Ahluwalia dives into the battle between value and growth stocks and the investment potential in agency mortgage bonds and nuclear energy. A wide-ranging conversation about the future of investments!

Nov 29, 2024 • 39min
Tom Lee on Bitcoin to $250K, S&P to 15,000 & The AI Revolution
Tom Lee, Co-Founder and Head of Research at Fundstrat, shares his visionary market predictions. He discusses the potential for Bitcoin to soar to $250,000 and the S&P 500 reaching 15,000 by 2030. Lee delves into emerging opportunities in altcoins and the influence of AI on the market. He also highlights inflation hedges and the impact of geopolitical factors on investments, emphasizing the importance of diversifying portfolios. With insights into the changing landscape of cryptocurrency and economic trends, Lee provides a compelling roadmap for future investors.

6 snips
Nov 28, 2024 • 39min
Inside the AI Gold Rush: Where to Invest
Ram Ahluwalia, co-founder and CEO of Lumida Wealth, shares expert insights on the evolving landscape of AI investments. He discusses major players like Nvidia, emphasizing the importance of adapting to technological shifts. Ram highlights the resurgence of nuclear energy and its investment potential, alongside macroeconomic trends like the Fed's interest rate strategies. He also navigates the nuances between growth and value stocks, equipping listeners with the intelligence needed for smart decisions in an era defined by AI and economic volatility.

5 snips
Nov 27, 2024 • 55min
Is the Market Rally Setting Up a Bull Trap? Euphoria To End Soon | Ron William
In this discussion, Ron William, a seasoned market strategist and founder of RW Advisory, dives into the current market frenzy post-Trump's election. He examines signs of a potential bull trap amidst rising euphoria and historical parallels to the 2008 crisis. Inflationary trends and Bitcoin's shaky momentum take center stage, while Ron shares insights on the upcoming commodity supercycle. He stresses the importance of a balanced investment strategy, urging caution as the new year approaches and markets face volatility.

Nov 26, 2024 • 48min
Top Wall St. Strategist Jason Trennert on U.S. Fiscal Reckoning, Inflation & The Fed
In this discussion, Jason Trennert, CEO and Chief Investment Strategist of Strategas Research Partners, dives into the pressing U.S. debt crisis with a staggering $36 trillion at stake. He examines the Federal Reserve's struggle with inflation and monetary policy, detailing the intricate balance they must maintain. Trennert also shares insights on future economic trends, including housing market challenges and corporate earnings post-election, while exploring potential fiscal strategies to navigate America’s financial future.

Nov 23, 2024 • 1h 11min
Market Recap: Crypto | Exponential Age | Recession 2025 | Uranium | Tax Strategies
This week, Steve Hanke, a professor of applied economics, discusses the fallout from U.S. election results and the stark divide between the stock market and real economic conditions. He highlights how wealth inequality and inflation are driving political shifts. Gordon Johnson, CEO of GLJ Research, dives into the uranium market, revealing its potential amidst geopolitical tensions, and further analyzes the disconnect between market performance and economic realities. Together, they provide insightful perspectives on navigating today's complex financial landscape.

20 snips
Nov 22, 2024 • 35min
Raoul Pal: How A Tech & Crypto Boom Will Redefine Economic Growth!
Raoul Pal, CEO of Real Vision, shares his insights on the transformative power of crypto and technology in the global economy. He boldly predicts Bitcoin could soar to $450K and discusses the burgeoning fields of AI and blockchain. Raoul emphasizes the urgency for strategic investments in these advancements. He also tackles the impact of political policies on economic stability and explores India’s promising stock market. Perfect for anyone looking to navigate the evolving landscape of finance and protect their wealth!

Nov 21, 2024 • 53min
Steve Hanke on the Fed’s Failures, Trump’s Win, and Recession in 2025
Steve Hanke, a Professor of Applied Economics at Johns Hopkins University, dives into the repercussions of the Federal Reserve's monetary policies. He examines how post-COVID inflation and wealth inequality paved the way for Trump's political ascent. Hanke warns of a looming recession in 2025 fueled by tightened money supply and discusses the geopolitical threat posed by China's dominance in global industries. With keen insights into economic forecasts and political discourse, he sheds light on the complexities of today's financial landscape.

Nov 20, 2024 • 51min
Plan Like a Pro: Avoid These Costly Year-End Financial Mistakes
Join Brett Rentmeester, founder of WindRock Wealth, and Brandy Maben, director there, as they dive into essential year-end financial strategies. They discuss crucial tax optimization tips to reduce your tax bill and the benefits of charitable gifting through donor-advised funds. Learn how to maximize retirement contributions and the advantages of 529 plans for education savings. They also reveal insights on building wealth over time and the strategic use of Health Savings Accounts. End your year on a financially savvy note!