Wealthion - Be Financially Resilient

In this insightful discussion, Edward Dowd, a former managing director at BlackRock and founder of Phinance Technologies, shares his predictions on the economy. He warns that the 2025 recession is already taking root, largely due to a fragile housing market. Dowd highlights how mass immigration has skewed economic indicators and discusses the impending fall in inflation. He also offers a contrarian view on bonds as a strong investment choice and addresses the fading AI boom, while raising concerns about gold's new role in finance and the risks surrounding crypto.

Brett Rentmeester, founder of WindRock Wealth Management and an early Bitcoin adopter, shares his insights into the evolving landscape of investment. He discusses why Bitcoin could skyrocket to $1 million, emphasizing the need to rethink outdated strategies like the 60/40 portfolio. The conversation also explores the intersection of AI and cryptocurrency, highlighting their potential for economic disruption. Brett champions a practical investment philosophy that combines macro trends with risk management, preparing listeners for the financial future.

Kevin Grimes, CEO of Grimes and Company, and Todd Herman, a Certified Financial Planner, share their insights on navigating the turbulent financial landscape. They discuss rising yields and their implications for bonds, along with how tariffs are reshaping the retail sector. With Bitcoin having a record-breaking week, they explore its potential as a safe haven against traditional currencies. Listeners will learn about managing emotional reactions to market volatility and when it might be wise to cash out investments.

Nick Lawson, CEO of Ocean Wall, and Ben Finegold, Director, dive deep into the uranium market poised for explosive growth. With a potential supply shock looming, they discuss Russia's impact on enrichment prices and how hedge funds are cornering the market. The duo emphasizes critical price thresholds for miners and shares their top investment picks. They also explore the geopolitical tensions reshaping energy security and the role of uranium in the clean energy transition, highlighting this metal as a pivotal asset for the future.

In a captivating discussion, contrarian macro strategist David Hunter shares his bold predictions for the stock market. He forecasts a final melt-up to 8,000 for the S&P 500, followed by a staggering 80% crash. Hunter highlights concerns about the Federal Reserve's missteps and the potential for a severe recession. He warns of significant challenges ahead, including a $20 trillion balance sheet expansion leading to hyperinflation. He also advises that future investments should favor commodities and precious metals over traditional tech stocks.

In a captivating discussion, Ronnie Stoeferle, portfolio manager and head of research at Incrementum AG, reveals insights from his 'In Gold We Trust 2025' report. He argues that gold is not just a safe haven but a strategic response to declining trust in fiat currencies. As we are in the '6th inning' of gold's bull market, he predicts prices could soar to $4,800 or even $10,000. Ronnie also touches on the increasing gold repatriation by central banks and the concept of a future monetary reset, revealing a profound interest in both safe haven and performance gold.

Jim Rogers, a legendary investor and co-founder of the Quantum Fund, shares his bold market predictions and insights. He reveals why he’s sold almost all his U.S. stocks, opting for cash, gold, and silver instead. Rogers warns of a looming global debt crisis and the pitfalls of excessive speculation. He discusses India's potential rise in global finance and critiques current trade dynamics. With reflections on Buffett's cash reserves and international market trends, his insightful commentary is both cautionary and thought-provoking.

Scott Schwartz and Alexis Miller from Bleakley Financial join the discussion to unpack the recent market recovery. They explore the implications of the U.S.-China tariff pause on investments. The duo highlights why international and value stocks may outperform in the near future and provides insights on optimizing bond portfolios in today's environment. They also debate the sustainability of the Mag 7 comeback and assess Bitcoin's role in diversification strategies, emphasizing disciplined rebalancing over market-timing tactics.

David Wargo, CEO of SCP Resource Finance, shares his insights on the booming commodity market. He explores the implications of recent U.S.-China trade talks for rare earths and predicts surges in gold, silver, and base metals due to a declining dollar. Wargo discusses how Ukraine's reconstruction could skyrocket demand for base metals, and he dives into the race for critical minerals and its connection to shifting supply chains away from China. His passion for the resource finance sector is infectious!

Tavi Costa, a macro strategist at Crescat Capital, dives into the tantalizing prospects of gold, asserting it remains undervalued and could exceed $20,000. He outlines the 'Great Rotation' away from overvalued stocks towards hard assets like gold and silver. Costa discusses the looming trouble for traditional 60/40 portfolios, why U.S. debt pressures the dollar, and the potential collapse of the 2-year Treasury yield. He also highlights silver as possibly the cheapest metal and predicts a surge in commodity demand due to AI and infrastructure needs.