Wealthion - Be Financially Resilient

Rick Rule, a legendary investor and founder of Rule Investment Media, offers compelling insights on the precarious state of the U.S. dollar, suggesting it could lose 75% of its purchasing power. He predicts a gold surge, potentially quadrupling in value, as inflation rises. Discussing the Fed's failings, he warns about a looming financial crisis reminiscent of the 1970s. The conversation also covers undervalued gold stocks, uranium market dynamics, and the speculative nature of rare earths, urging investors to seek quality over quantity.

In this insightful discussion, Michael Howell, Managing Director of Crossborder Capital and a global liquidity expert, warns of impending monetary inflation amid rising global bond yields. He explains the dangers of current debt-to-liquidity mismatches and critiques the outdated 60/40 portfolio model. Howell highlights how China's liquidity surge may be driving gold and Bitcoin markets, and discusses the looming 2026–2028 refinancing cliff that could spell crisis. This conversation is a must-listen for anyone evaluating their investment strategies in a volatile economy.

David Rosenberg, an esteemed economist and president of Rosenberg Research, teams up with Jonathan Wellum, CEO of Rocklinc Investment Partners, to discuss bold predictions for the financial future. Rosenberg asserts that gold could soar to $6,000 as the U.S. dollar falters and central banks turn to gold. They delve into the mispricing of Treasuries versus stocks, the implications of rising U.S. debt, and the shift towards global investments in Europe and Asia. Together, they emphasize the necessity for investors to rethink strategies amidst evolving economic landscapes.

Kevin Grimes, CFA and CFP, and Chris Deeley, CFA, both from Grimes and Company, share their expertise on finance and investment strategies. They discuss the implications of the Musk-Trump feud for Tesla's stock and advise on managing exposure to its volatility. The duo also sheds light on mixed economic signals and potential slowdowns, emphasizing portfolio protection and growth strategies. They analyze whether we’re seeing stock behavior reminiscent of 1999 and offer insights on balancing investments amidst changing market conditions.

In this enlightening conversation, David Rosenberg, founder of Rosenberg Research and former chief economist at Merrill Lynch Canada, argues that the recession is already underway. He critiques the Fed's missteps, particularly Jay Powell’s fixation on his legacy while ignoring economic signals. Rosenberg reveals how post-COVID stimulus has masked underlying issues, discusses the troubling state of consumer confidence and the housing market, and highlights AI and data centers as the lone stronghold in the economy. His insights challenge conventional economic narratives and spark urgent dialogue.

Lobo Tiggre, a veteran investor and founder of The Independent Speculator, discusses his bold 2025 strategy focused on gold and uranium. He predicts a 'Trump Shock' era, driving a huge economic transformation towards industrialization. Tiggre argues these metals represent a 'win-win' this year, while offering insights into AI, energy demand, and the shifting landscape of uranium and copper. He shares wisdom on navigating the mining sector, emphasizing how to identify outperforming gold miners and his personal approach to investing.

In this engaging discussion, Per Jander, Director of Nuclear Fuel and Investor Services at WMC, shares his expertise on the surging demand for uranium amid a global energy transition. He dives into how AI is revitalizing nuclear power, enabling the reopening of old plants. Jander also details the pivotal role of the Sprott Physical Uranium Trust in reshaping the market, the nuances of spot versus term pricing, and the essential role of uranium in a reliable low-carbon energy grid. With geopolitical factors at play, he emphasizes the urgency for investors to understand this complex landscape.

In this engaging discussion, Chris Casey, founder and managing director of Windrock Wealth Management, unveils the surprising role central banks play in triggering recessions. He argues that their artificially low interest rates create malinvestment, often leaving economists blind to impending downturns. Casey also highlights key indicators to watch, such as money supply and credit spreads, while advising on smart investment strategies in uncertain times. His insights challenge conventional wisdom and emphasize the need for a deeper understanding of economic cycles.

Peter Boockvar, CIO at Bleakley Financial Group, shares profound insights into looming economic slowdowns and market strategies. He discusses the misconceptions around buying the dip and advocates for a smarter investment approach. The group also dives into intriguing topics like tariff turmoil and its impact on businesses, as well as the peculiar 'TACO trade' phenomenon. Emotional responses to potential recessions are analyzed, with strategies to manage client fears and investment tactics in uncertain times highlighted throughout the discussion.

Francis Hunt, the founder of The Market Sniper, is a macro analyst and bold market forecaster. He predicts a looming collapse of the global financial system, warning about the end of the 40-year bond bull market and a significant reset affecting fiat currencies. Hunt emphasizes the rise of gold as a reserve asset and reveals Bitcoin's potential role in the future monetary landscape. He discusses the impending wealth shift and how governments may respond with increased surveillance. Learn essential strategies for safeguarding your investments in these turbulent times.