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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

Aug 8, 2024 • 44min
How to Overcome High Interest Rates in Real Estate | Dave Meyer
David Meyer, Head of Real Estate Investing at BiggerPockets, shares his expertise on navigating the complex real estate landscape amid high interest rates. He discusses the differences between flipping and holding properties, emphasizing strategies for long-term success. Listeners learn about ensuring positive cash flow, the importance of a supportive team, and effective market selection. Meyer also shares tips on managing multiple mortgages and setting up LLCs, making real estate investing accessible for both new and seasoned investors.

4 snips
Aug 7, 2024 • 49min
Why the US Economy is Unstoppable with Ed Yardeni
In this discussion, Ed Yardeni, president of Yardeni Research, offers a bullish perspective on the US economy, highlighting its resilience despite recent market turbulence. He delves into the Federal Reserve's policies on inflation and interest rates, predicting potential rate cuts. Yardeni contrasts the US economy with struggling global markets and shares insights on the effects of rising unemployment and federal debt. He also touches on international economic shifts, particularly Japan's recent interest rate hike and its global implications.

Aug 6, 2024 • 45min
Navigating Volatility: Adam Johnson on Inflation, Rate Cuts, and AI Stocks
Adam Johnson, a seasoned portfolio manager and author of the Bullseye Brief Investment Newsletter, shares his sharp insights on the economy. He discusses inflation trends and the repercussions of rate cuts on market dynamics. Adam emphasizes the growth potential of small-cap stocks while navigating the current volatility caused by algorithmic trading. He also suggests diversifying investments beyond tech, focusing on sectors like logistics and robotics. Additionally, he examines how geopolitical tensions and the upcoming presidential election could shape market trends.

Aug 5, 2024 • 22min
Market Mayhem: What You Need to Know
Adam Johnson, a portfolio manager for the Bullseye American Ingenuity Fund and author of the Bullseye Brief Investment Newsletter, delves into navigating chaotic markets. He breaks down the recent Nikkei index plummet and its implications. Adam emphasizes keeping a long-term perspective and recognizing emotional triggers in investment decisions. He shares strategies for spotting undervalued stocks and reassures listeners about the normalcy of market corrections, urging investors to view downturns as prime buying opportunities.

Aug 3, 2024 • 45min
Weekly Recap: Bitcoin, Rate Cuts and Inflation
Caitlin Long, a prominent advocate for Bitcoin and blockchain technology, dives into the current economic landscape. She discusses the implications of rising inflation and interest rates on cryptocurrencies. Long highlights the potential for Bitcoin lending but warns against the risks tied to high leverage. The conversation also touches on the challenges in the commercial real estate sector and its ripple effects on regional banks. Lastly, there's an intriguing exploration of why gold might rise due to shifts in U.S. monetary policy.

Aug 2, 2024 • 54min
Decentralized Banking: How Crypto Can Solve the Problem of Consolidation | Caitlin Long
Caitlin Long, the Founder & CEO of Custodia Bank, shares her insights as a Wall Street veteran with a deep understanding of the crypto landscape. She discusses Bitcoin's unique qualities as a disinflationary asset amid post-COVID economic turbulence. The conversation touches on the regulatory challenges facing the crypto industry and the need for a bridge between traditional finance and digital assets. Caitlin also highlights the critical importance of education in navigating cryptocurrency investments and addresses common misconceptions about Bitcoin's limited supply.

Aug 1, 2024 • 45min
The Commercial Real Estate Crisis | Jonathan Wellum
Jonathan Wellum, CEO of Rocklink Investment Partners, shares his insights into the turmoil in commercial real estate. He discusses alarming trends such as soaring vacancy rates and plummeting property values. Jonathan emphasizes the systemic risks this sector poses to the broader economy, particularly in light of remote work's impact. He also reflects on market responses, including the financial strain on regional banks and the economic landscape in Canada, painting a cautionary yet hopeful picture for investors navigating these challenges.

Jul 31, 2024 • 34min
Why Gold is Set to Soar | Kathy Lien
Kathy Lien, Managing Director of BK Asset Management and acclaimed author of "Prop Trading Secrets," discusses the potential surge in gold prices if the Federal Reserve cuts rates. She analyzes the current U.S. economy, inflation trends, and the implications for consumer spending. Lien also shares insights on Japan's recovering economy and how it impacts gold pricing dynamics. Additionally, she highlights market predictions and the resurgence of proprietary trading strategies that offer opportunities in volatile environments.

Jul 30, 2024 • 52min
Will Cutting Rates Ignite Inflation? | James Bianco
In this conversation, Jim Bianco, an expert analyst from Bianco Research, shares his insights on market trends and economic indicators. He discusses the potential consequences of the Fed's rate cuts and the surprising resilience of U.S. banks. Bianco highlights the challenges in commercial real estate, driven by remote work trends, and the growing impact of AI on the economy. He also touches on the shift from large-cap to small-cap stocks and the pressing inflation concerns, leaving investors with insight on what to monitor closely.

5 snips
Jul 27, 2024 • 42min
Weekly Recap: Bitcoin, The Fed and Consumer Health
Tom Lee, a renowned financial expert on cryptocurrencies, discusses the impact of the Federal Reserve's monetary policies on Bitcoin and market sentiment. Mark Kohler, an accountant and attorney, shares insights on empowering side hustles for wealth creation and the importance of smart financial strategies. Market analyst Bret Kenwell examines the future prospects of Bitcoin and Ethereum, highlighting their roles amidst regulatory challenges. Together, they tackle the significance of investing in gold and navigating trust structures in personal finance.