Wealthion - Be Financially Resilient

In a deep dive with Jonathan Wellum, CEO of RockLinc Investment Partners, listeners explore the stark contrasts between Canadian and U.S. stock markets. Wellum highlights the U.S.'s exceptional depth and technology dominance, while Canada leans heavily on commodities, making it cyclical. He discusses the impact of currency swings on returns and shares valuable insights on tax considerations for cross-border investments. Plus, discover hidden treasures in the Canadian market like Cameco and Franco-Nevada, and hear about Wellum's current allocation strategy.

Arthur Hayes, Co-Founder of BitMEX and crypto visionary, dives deep into the implications of relentless money printing on Bitcoin and decentralized finance (DeFi). He argues that political dynamics, not just economics, will shape Fed policies, fueling Bitcoin's surge. Hayes predicts a massive $25 trillion boom for stablecoins as they become vital in global finance. The spirited discussion also covers the fierce rivalry between Ethereum and Solana, and the rise of digital asset corporations, revealing exciting prospects for the future of the crypto landscape.

Jim Bianco, President of Bianco Research, dives into the tension between the Federal Reserve and the Trump administration, highlighting the significance of protecting Fed credibility. He discusses the surprising indicators of economic health and warns against hasty rate cuts. Explore why inflation may surge due to tariffs, the emerging '4-5-6 market' signaling lower returns, and the rising allure of precious metals. Bianco also touches on AI’s paradoxical impact on productivity and how cryptocurrency is shifting the investment landscape.

Peter Boockvar, Chief Investment Officer at 1.BFG Wealth Partners, and David Mandelbaum, Wealth and Portfolio Manager at OnePoint BFG, dive into the intricacies of the current overvalued market. They discuss warning signs of inflation and the hunt for investment bargains. The duo also explores the sagging healthcare sector, calling it an exciting opportunity, and tackles the reliability of economic data. Tune in for insights on tariffs affecting healthcare and strategies for navigating potential Federal Reserve rate cuts.

Tavi Costa, an expert from Crescat Capital, dives deep into the intriguing world of silver and its imminent surge. He argues that silver is poised for a significant bull market, citing factors like skyrocketing industrial demand and a looming supply deficit. Costa predicts a potential price jump to triple digits, driven by rising use in solar energy and AI infrastructure. He also shares insights on strategic investments in mining and the broader macroeconomic landscape affecting commodities, making this discussion a must-listen for investors.

Tavi Costa, a market expert from Crescat Capital, predicts that silver is on the brink of a massive bull market. He highlights increasing industrial demand due to advancements in solar and AI infrastructure, paired with a looming supply crisis and stealthy central bank purchases. Tavi believes silver may be the most undervalued asset, possibly hitting triple digits. He also discusses strategic investments in copper, zinc, and energy, while cautioning against industries that overspend.

In this enlightening discussion, Seth Ginns, who runs Liquid Strategies at CoinFund and boasts 18 years of experience in public equities, predicts the cryptocurrency market could exceed the size of the Internet. He explains the role of Digital Asset Treasuries as a crucial bridge for institutional investors, unveiling opportunities in staking and decentralized finance. Seth also shares insights on how AI might influence crypto investments and the significance of strong management in navigating this rapidly evolving landscape.

Chris Vermeulen, a technical analyst at The Technical Traders, specializes in helping investors avoid bear markets. He discusses the precarious state of the markets, debating whether stocks are headed for new highs or a downturn. Key topics include the 'Magnificent Seven' stocks masking market weakness and his forecast for gold and Bitcoin, potentially spiking to $136K. He emphasizes the need for strategic caution, especially for retirees, and warns of risks in oil and long-term investments amidst rising yields.

Chris Casey, founder and managing director of Windrock Wealth Management, dives into the cannabis sector's dramatic 80–90% stock plunge. He argues this decline may create a unique contrarian investment opportunity. Discussing federal hurdles like tax restrictions and banking limitations, Casey identifies two potential catalysts: cannabis rescheduling and the SAFER Banking Act. He believes these changes could unlock significant capital and efficiency, and predicts a resurgence for industry leaders, positioning cannabis as a compelling investment prospect.

Joining the discussion is Kevin Grimes, CEO and CIO of Grimes & Company, known for his expertise in portfolio management. He shares insights on the potential for a 10-15% market correction and why he anticipates a significant rate change by the Federal Reserve. The conversation dives into the resurgence of American manufacturing and the opportunities in undervalued stocks through re-shoring. Additionally, they explore a new executive order allowing alternative investments like Bitcoin and Gold in 401(k) plans, marking a shift in investment strategies.