Wealthion - Be Financially Resilient

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

Michael Kao, Founder of Akenthos Capital Management, shares his insights on today's chaotic macroeconomic landscape. He delves into the effects of Trump's policies on global energy markets and oil prices. The conversation also tackles the fragility of the bond market, potential Federal Reserve missteps, and the impact of AI on various industries. Kao emphasizes the need for investors to adapt their strategies, moving away from traditional models towards unique opportunities in these uncertain times.

In a riveting conversation, Marc Faber, a legendary investor and the mind behind The Gloom, Boom & Doom Report, shares his contrarian insights on the global economy. He discusses the potential end of a historic asset bubble and how inflation disproportionately affects the less affluent. Faber critiques government market interventions and explores the evolving dynamics between the U.S. and China. He also emphasizes the enduring value of hard assets like gold against the backdrop of economic distortions.

Larry Lepard, a legendary investor and author of "The Big Print," dives into the looming U.S. debt crisis and the importance of investing in hard assets, like gold and Bitcoin. He predicts gold could soar to $10,000 and Bitcoin might reach $7 million, driven by increasing institutional adoption. The conversation explores the risks of fiat currencies and highlights gold mining stocks as underrated investments. Lepard emphasizes the necessity of balancing investments and preparing for an economic reckoning.

Michael Oliver, founder of Momentum Structural Analysis, shares his expertise on market momentum and its current warning signals. He discusses how traditional price charts fail to predict trends, emphasizing that leading indicators are flashing signs of potential market collapses. Oliver explores the risk of a 50% bear market and the implications of the Everything Bubble. He also predicts a breakout for gold and silver, encouraging listeners to reconsider their investment strategies in light of upcoming economic shifts.

Join Andy Schwartz, a Managing Partner at Bleakley Financial Group, and Peter Boockvar, its CIO, as they dive into the unpredictable impact of political events on market volatility. They discuss gold’s surprisingly stable position as a reserve asset against the backdrop of a strong dollar and rising interest rates. The duo also dissects the complexities of tariffs, drawing parallels to historical trade wars, while weighing in on smart investing strategies amidst today’s market dynamics. Tune in for valuable insights!

Renowned economist David Rosenberg, founder of Rosenberg Research, joins Anthony Scaramucci to discuss pressing economic challenges for 2025. They dive into the potential AI stock bubble, comparing it to the Dot-Com crash, and the impact of Trump's tariffs on trade. Rosenberg warns of a looming U.S. debt crisis and explores its market implications. He also discusses the surging price of gold and questions the relevance of the traditional 60/40 portfolio as smart investors pivot towards alternative assets.

Dr. Udo Amend, a financial consultant and cryptocurrency expert, supports the prediction of Bitcoin soaring to $850K and gold hitting $3,800. He discusses how rising global debt and inflation make these assets attractive safe havens. The conversation dives into Bitcoin's mathematical cycles, its emergence as 'Gold 2.0,' and the increasing institutional interest from giants like BlackRock. Udo also shares insights on investment strategies and the potential for tokenization to reshape financial markets.