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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

May 13, 2025 • 41min
Fundstrat's Mark Newton: Markets Are Rallying, Here’s Why It’s Just the Beginning
Mark Newton, Head of Technical Strategy at Fundstrat, dives into the surge of market rallies and why it may just be the opening act. He forecasts the S&P 500 reaching 6,650 by year-end and highlights technical analysis as a guide through volatility. Discussing Bitcoin's potential rise to $135-150K, he also shares insights on gold and silver's promising outlook. Newton emphasizes AI's significance in tech investments and notes a weakening dollar ahead, prompting strategic moves for savvy investors.

4 snips
May 12, 2025 • 25min
Why the 60/40 Portfolio Is Failing & What to Own Instead | Brett Rentmeester
Brett Rentmeester, founder of Windrock Wealth Management, challenges the outdated 60/40 portfolio. He emphasizes the need for alternative investments to safeguard wealth against rising inflation and interest rates. Brett delves into essential ‘crisis-resilient’ assets like farmland, gold, silver, and Bitcoin, offering strategies to defend purchasing power beyond traditional stocks and bonds. He also discusses the potential of private lending and tokenization to create liquidity in illiquid investments, pushing investors to rethink diversification and embrace innovation.

6 snips
May 12, 2025 • 14min
Flash Market Report: FundStrat’s Mark Newton Reacts to U.S.-China Trade Deal & Markets Surging
Mark Newton, Head of Technical Strategy at Fundstrat, dives into the implications of a surprising U.S.-China trade deal. He discusses why this market rally may have staying power, shares insights on tech stocks, and cautions about a possible pullback in June. Newton also analyzes the unusual trends in equities and treasury yields, shedding light on the dollar's recent volatility. With a focus on the technology sector's crowded market, he offers strategic advice for investors navigating this dynamic landscape.

May 9, 2025 • 41min
Tariffs Were the Earthquake…The Trade Tsunami is the Trouble | Rise UP!
In this insightful discussion, Ben Wallace, a seasoned research director and portfolio manager, teams up with Emily Wood, a principal and certified financial planner, to analyze the implications of recent U.S. trade deals in the wake of tariffs. They explore the potential for avoiding recession and dissect market reactions. Emily shares pivotal strategies for managing liquidity amidst volatility and highlights the impact of working moms on financial stability. Ben emphasizes the importance of historical trends in predicting market movements, setting the stage for a looming trade tsunami.

May 8, 2025 • 31min
Brandy Maben: How the Wealthy Are Preparing for Volatility, Taxes, and Inflation
Brandy Maben, Director at Windrock Wealth Management, shares her expertise on navigating financial uncertainties. She emphasizes that treasuries may no longer be a safe bet and that tax planning takes precedence over market timing. Brandy warns against sitting on cash, which can be riskier, while promoting alternative investments like gold, farmland, and private credit as solid inflation hedges. Additionally, she breaks down common tax strategies and highlights the need for a comprehensive approach to risk tolerance.

May 7, 2025 • 1h 4min
E.J. Antoni: We’ve Been in a Trade War, Now the U.S. Is Fighting Back
E.J. Antoni, an economist and Senior Fellow at the Heritage Foundation, joins the discussion to critically analyze the U.S. trade strategy. He argues that the U.S. is not instigating a trade war but responding decisively. A flawed tariff rollout could confuse allies and shake market confidence. Antoni contends that while tariffs may have short-term pain, they aim to revive American manufacturing. He emphasizes the need for regulatory reforms over tariffs for sustainable economic growth and warns of potential inflation shocks for consumers.

May 6, 2025 • 51min
Chris Vermeulen Warns: One Last S&P Rally, Then a 50 % Crash Like 2008
Chris Vermeulen, a technical analyst from The Technical Traders, provides a stark warning about the S&P 500. He predicts a final rally to around 5,950 before a potential 30-50% crash, mirroring the 2008 crisis. Vermeulen discusses how major companies like Apple and Nvidia are showing sell signals and the risks posed to retail investors. He also highlights the bullish potential for gold, forecasting it could soar to $3,750, while oil's decline serves as a recession indicator. Bitcoin's future remains uncertain as market dynamics shift.

May 5, 2025 • 51min
Rare Earths Crisis: China’s Monopoly Is a Wake-Up Call for The West
Justin Chan, Head of Research at SCP Resource Finance, sheds light on China's overwhelming grip on the rare earth market, processing over 90% of heavy rare earth materials. He explains how this dominance affects the pricing of critical technologies like EVs and defense systems. The discussion reveals the harsh reality for junior miners, with many struggling to turn a profit. Chan also highlights the potential of the White Mesa mill in the U.S. to disrupt this monopoly, and examines the cyclical nature of metal prices, particularly uranium.

May 2, 2025 • 47min
The Economy is Contracting, It’s Only Going to Get Worse | Rise UP!
In this insightful discussion, Andy Schwartz, a CFP and CEO at Bleakley Financial Group, and David Mandelbaum, a portfolio manager and healthcare expert, delve into the unsettling state of the economy and markets. They discuss negative GDP trends and shifting client behaviors, warning that we’re not at the market bottom yet. Key topics include the potential of healthcare investments, the impact of tariffs, and strategies for navigating volatility, as well as when to get back into the market and the essential role of diversification.

May 1, 2025 • 37min
Sprott’s CIO Maria Smirnova on Silver’s Shortage - Why Prices Could Explode
Maria Smirnova, Chief Investment Officer of Sprott Asset Management, dives into the looming silver shortage and its potential to skyrocket prices. She reveals a staggering 1.2 billion-ounce supply deficit that could ignite market interest. The conversation highlights how rising demand from electric vehicles and technology is pushing the limits of supply. Smirnova explains why most silver is a by-product of other mining processes, and discusses the pivotal price point of $50 that could trigger new mining ventures. It's a silver rush on the horizon!