Wealthion - Be Financially Resilient

In a captivating discussion, Mark Yusko, CEO of Morgan Creek Capital and blockchain expert, dives into the transformative potential of Bitcoin. He predicts Bitcoin could reach a million dollars, examining how Wall Street manipulates its price and the role of ETFs and futures. Yusko analyzes Bitcoin's fair value through Metcalfe's law and discusses key investment strategies for retirement, advocating for a shift towards innovative assets. He also highlights how AI and blockchain are reshaping venture capital, showcasing the future of finance.

Mark Yusko, a legendary investor and CEO of Morgan Creek Capital, dives deep into Bitcoin's disruptive power in finance. He shares his journey from hedge fund manager to crypto advocate. Yusko articulates the three phases of Bitcoin adoption—ignore, laugh, and fight. He argues why Bitcoin is more revolutionary than the internet and its potential to surpass $1 million. Lessons from past tech disruptions reveal the necessity of adaptability, as trust-based finance gives way to blockchain's truth-based systems.

Andy Lees, founding partner of Macro Strategy Partners, dives into Europe’s economic struggles tied to energy mismanagement. He argues that energy is the backbone of GDP and critiques the illusion of renewable energy sustainability. The conversation highlights how misguided policies are leading Europe toward economic collapse, causing capital to flee to the U.S. Lees also discusses the repercussions of energy shortages on inflation and stagnant growth, while shedding light on the shrinking role of China in global finance.

Chris Casey, Founder and Managing Director of WindRock Wealth Management, dives into the common myths that plague investors. He challenges the belief that market timing is futile, revealing strategies to navigate the volatility. Casey also demystifies the idea that bonds are always a safe bet and explains the hidden risks they carry. Listeners learn how biases like fear and greed can undermine their portfolios, as well as the vital role of technology and AI in modern investing. Get ready to rethink your investment strategies!

Peter Boockvar, Chief Investment Officer at Bleakley Financial Group, joins alongside Scott Schwartz, Co-Founder of the same firm. They dissect the hidden dangers of overpriced stocks like Walmart and Costco, highlighting risks of market volatility. The conversation shifts to potential government policies impacting markets, including budget cuts and tariffs. They also debate the roles of gold versus Bitcoin as safe havens amid uncertainty. Lastly, the discussion touches on Nvidia's earnings amid rising AI spending and its implications for market dynamics.

Join Jonathan Wellum, CEO of Rocklink Investment Partners and a seasoned investment strategist, as he navigates the complexities of today's overpriced markets. He discusses his strategy of holding 25% cash to buffer against uncertainty and warns of looming risks like rising debt and inflation. Wellum shares insights on value investing, finding hidden gems, and the wisdom of legendary investors like Buffett. Delve into the importance of discipline in investing and learn how to stay resilient in turbulent times.

In this enlightening conversation, renowned finance expert Jim Grant shares his insights into the Federal Reserve's monetary policy and its alarming $200B+ losses. He discusses the implications of public credit concerns on the market and analyzes gold's recent performance, pondering its potential to exceed $3000. Grant also tackles the puzzling underperformance of gold stocks compared to rising gold prices and offers a thought-provoking perspective on Bitcoin's valuation in today's economy.

Jim Grant, a legendary financial thinker and publisher of Grant's Interest Rate Observer, shares his deep market insights in this discussion. He highlights how low interest rates have distorted markets and misallocated capital. Grant discusses the recurring cycles in investor behavior and the critical lessons from financial history. He emphasizes gold's enduring value as the ultimate monetary asset during times of uncertainty, urging a cautious approach amid today's speculations in crypto and decentralized finance. Dive into his timeless wisdom!

Kevin Muir, a macro investor and author of the MacroTourist Newsletter, joins to discuss the precarious state of the stock market. He highlights how tariffs and fiscal tightening could create unseen risks for investors. Muir emphasizes retail investors' unique advantages over Wall Street during volatility and warns of potential overvaluation in stocks. He suggests strategic allocations towards bonds and gold, while navigating the implications of a weakening dollar. It’s an insightful look at adapting investment strategies in uncertain times.

Rise UP!—your go-to weekly market and economic recap, where the week’s biggest financial stories meet expert analysis. Hosted by two of the industry’s most accomplished voices, Rise Growth Partners Terri Kallsen, CFP®, and Joe Duran, CFA, along with special guests Peter Boockvar and Scott Schwartz.This week on Rise Up! the team discusses the biggest financial stories of the week, including the latest CPI data, the potential impact of new tariffs, and the future of DEI initiatives. We also dive deep into crucial tax planning strategies for 2025, covering contribution limits, estate planning, and upcoming changes you need to know. Plus, we look ahead at the three big stories to watch in the coming week.Meet the Hosts:- Terri Kallsen, CFP®, former head of Schwab Investor Services, Chair of the CFP Board, and Managing Partner at Rise Growth Partners.- Joe Duran, CFA, serial entrepreneur, Goldman Sachs alum, and founder of Rise Growth Partners, one of the largest RIAs in the U.S.Connect with us online:Website: https://www.wealthion.comX: https://www.x.com/wealthionInstagram: https://www.instagram.com/wealthionofficial/LinkedIn: https://www.linkedin.com/company/wealthion/#Wealthion #Wealth #Finance #Investing #Markets #Economy #StockMarket #FinancialPlanning #MarketRecap #InvestmentTips #PersonalFinance #EconomicInsights #MoneyManagement #FedPolicy #MarketTrends____________________________________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.We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices