Podcast
Wealthion - Be Financially Resilient
Hosted by Wealthion · EN
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.
63episodes
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A Recking is Coming
2d ago00:46:10Tap to summarize💡Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/49R1cPT In part two of Open Position with Steven Feldman, Steven and the Founder of Rosenberg Research, David Rosenberg delve into AI and extreme market imbalances. Steven worries that unlike past technological revolutions, AI is uniquely threatening because it directly replaces human cognitive labor, while David calls it "the most disruptive innovation" in history. They also discuss the economic metrics that show stock prices are irrationally priced compared to bonds. Steven suggests real assets are the only true safe haven right now and David lays out his portfolio balance while recommending his contrarian, hard-asset heavy "Bond, Bullion, and Barbell" strategy to protect against an eventual economic and political reckoning. 💡Sign up for David’s newsletter or any of his valuable services by going to rosenbergresearch.com Chapters: 1:27 The Data that Shows AI will be “The Most Disruptive Innovation in History” and the Potential Negative Economic Fallout from it 7:24 The Data Behind David’s Push Back Common Inflation Views and How to Invest for it 10:45 David’s 3 Philosophies 11:45 The Data David Says Supports Bonds Over Equities 14:35 Steven’s Counter Argument and Why Real Assets are the Only True Safe Haven 19:35 David’s Gold View and the Data Behind A $6k Valuation 25:41 David’s Portfolio Mix 28:30 Steven’s Gold View and Data Supporting Upside 30:25 What’s Keeping David Up at Night 35:45 "There’s Going to be a Reckoning" 38:14 What is David Solving for? Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. 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 and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. 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
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Is A Bear Market What Investors Need?
3d ago00:32:13Tap to summarize💡Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/4uKXY8y In this deep conversation between two of the most experienced men in the real assets economy, GBI & Wealthion CEO Steven Feldman hosts Rosenberg Research and Associates economist David Rosenberg for a revealing foray into the current markets and the future. They discuss the fact that financial markets are in a state of "unprecedented imbalance" and highlight the significant disconnect between headline economic data and the reality for the average person. David Rosenberg has a major warning for baby boomers, including stagnation in nearly every sector while Steven asks the provocative question — is a bear market what investors need? CHAPTERS 2:00 David’s Financial Strategy Foundation 5:12 Have A Plan B 7:27 Why Investors Aren’t Changing Positions and the Problems That Come with that 12:17 Markets Are Due for a Heart Attack 14:33 “We’re Living Through One of the Top 3 Manic Markets in History” 23:30 Is A Bear Market What Investors Need? 26:45 There are K’s Everywhere 27:28 How AI Plays Into the Future 💡Join Wealthion’s Real Assets Community for exclusive real-assets research and interviews: https://wealthion.com/realassets Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. 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 and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. 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
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The AI Bubble Is Real — And Commodities Are the Escape Hatch
3d ago00:29:14Tap to summarize💡Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/42BHhAC Jonathan Wellum joins Maggie Lake to break down why today’s market looks dangerously stretched — from AI-driven speculation to passive investing distortions — and why he believes investors should be paying much closer attention to real assets, active management, and the emerging commodity supercycle. With recent inflation data showing price pressures remain stubborn and unrelenting, Wellum argues the market may be underestimating the staying power of inflation — and the risks hiding beneath the surface of the stock market rally. 💡Join Wealthion’s Real Assets Community for exclusive real-assets research and interviews: https://wealthion.com/realassets CHAPTERS: 0:00 Inflation Is More Persistent Than We Think 1:29 Wellum’s Inflation Outlook for 2026 4:00 The Global Debt Crisis Is “Intractable” 6:01 How to Think About Bonds and Duration 7:02 Gold, Commodities, and Protecting Purchasing Power 9:06 Copper, Silver, and the AI Buildout 11:26 The AI Arms Race and Big Tech Spending 12:46 Be Careful Chasing AI Stocks 17:23 Are We in a Commodity Supercycle? 24:21 Buffett, Berkshire, and Dry Powder Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. 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 and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. 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
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Copper’s Warning: Why Rudi Fronk Says the Next Metals Boom Is Here
5d ago00:22:31Tap to summarize💡Want to see more of this interview, including Rudi's take on copper, gold, silver, and the future of real assets? Join Wealthion’s Real Assets Community for exclusive real-assets research and interviews, including Wealthion's Virtual conference, an "Insiders Guide Into Investing in Real Assets." https://bit.ly/4ttENPy Copper is pushing toward record highs — even as Middle East uncertainty, market volatility, and global growth fears dominate headlines. In this conversation, Trey Reik speaks with Rudi Fronk, President & CEO of Hycroft Mining, about why copper’s strength may be sending a major signal for investors. Fronk breaks down the growing demand for critical metals, the supply pressures facing the mining industry, and why hard assets could become increasingly important in the years ahead. Is copper warning us about what’s coming next? Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. 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 and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. 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
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China Has America Cornered | Steve Hanke
6d ago00:44:30Tap to summarizeGet a free review with Wealthion’s trusted financial advisors at https://bit.ly/4eZ6nkvProfessor Steve Hanke joins Wealthion to break down the high-stakes Trump–Xi summit, China’s growing leverage over critical minerals, and why investors may be underestimating the next inflation shock. Hanke warns that Beijing’s dominance in key metals and minerals gives China a powerful hand in negotiations — and could leave the U.S. vulnerable at a critical moment for markets, supply chains, and national security. He also explains why inflation risks may be building again, what the Fed may be getting wrong, and how investors should think about protecting their portfolios in a world of rising geopolitical and monetary instability. Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. 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 and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. 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
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Gold & Silver May Face a Shakeout Before the Next Big Rally | Chris Vermeulen
1w ago00:10:09Tap to summarize💡Join Wealthion’s Real Assets Community for exclusive real-assets research and interviews: https://wealthion.com/realassets Chris Vermeulen, founder of The Technical Traders, says gold and silver remain in a powerful long-term uptrend — but the short-term picture is much messier. In this segment, Vermeulen breaks down why precious metals could see a sharp shakeout before the next major move higher, with emotional buyers and FOMO traders potentially getting tested first. He also explains the upside targets he’s watching for gold and silver, why patience matters, and where he sees the next real buying opportunity in hard assets. For investors looking at gold, silver, bullion, and real assets, this is a key setup to watch. Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. 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 and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. 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
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“It Hasn’t Kicked In Yet” — The Inflation Shock Markets Are Missing | Stefan Rust
1w ago00:45:03Tap to summarize💡Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/4d24TD6 Truflation CEO Stefan Rust joins Chris Perkins to explain why the official inflation story may be dangerously behind the curve — and why markets could be underestimating the next wave of price pressure. Rust says traditional inflation data is too slow for today’s AI-driven, real-time economy, arguing that Truflation can capture price movements far faster than legacy government models. He warns that rising energy costs, fertilizer disruption, supply-chain stress, and food inflation could hit harder than many investors expect — especially outside the U.S. He also breaks down why AI may not be deflationary in the short term, pointing to massive data-center capex, surging demand for energy, skilled labor, cooling systems, transformers, concrete, and infrastructure. Plus, Rust explains how Bitcoin, Ethereum, stablecoins, prediction markets, and agentic AI could reshape inflation, currencies, and the global economy. Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. 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 and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. 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
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The Bond Market Is Flashing Danger — And AI Is A Bubble | Jesse Felder
1w ago00:52:38Tap to summarize💡Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/3P2nE1y Jesse Felder, founder of The Felder Report, joins Maggie Lake to warn that investors may be dramatically underestimating the risks building beneath today’s market rally. Felder argues the world has entered a new structural inflationary era driven by deglobalization, soaring debt, commodity shortages, and geopolitical instability — with potentially massive implications for bonds, stocks, and the broader economy. Felder explains why he believes the bond market is the “most important chart in the world,” why rising commodity prices could send yields sharply higher, and why real assets like gold, energy, and commodities may continue outperforming traditional financial assets. He also lays out a detailed case for why today’s AI boom resembles the dot-com bubble, warning that hyperscalers may face collapsing free cash flow, rising costs, and unrealistic earnings expectations. Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. 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 and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. 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
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The ‘Molecular War’ Has Begun | The Supply Chain Crisis No One Sees | Nick Lawson & Ben Finegold
2w ago00:31:14Tap to summarize💡FREE access to the full interview with Trey + Nick Lawson & Ben Finegold + more EXCLUSIVE real-assets content by joining Wealthion’s Real Assets Community: https://bit.ly/4dq4X0T What if the biggest threat to AI, energy, and global growth isn’t oil… but the raw materials no one is talking about? In this conversation, Wealthion host Trey Reich sits down with Nick Lawson and Ben Finegold of Ocean Wall to break down what they call the “molecular war” — a global battle for critical resources like helium, uranium, tungsten, and metallurgical coal. While markets obsess over AI, semiconductors, and energy, Lawson and Finegold argue the real opportunity — and risk — lies in the “golden screws”: the small, irreplaceable inputs that power everything from data centers to defense systems. From a sudden collapse in global helium supply to China’s dominance in critical minerals, this interview reveals why supply chains are more fragile than ever — and why a major commodities bull market may already be underway. 💡On May 9th, Wealthion is holding a virtual conference FREE for accredited investors: An Insider's Guide Into Investing in Real Assets and Private Placements. If you are a sophisticated investor interested in learning how to access these exclusive investments, sign up to be an accredited investor at wealthion.com/accredited and we'll send you a link. Tavi Costa will be headlining. 💡Thinking about adding hard assets to your portfolio? Get a free portfolio review with Wealthion's endorsed financial advisors at https://wealthion.com/free 💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #Commodities #RealAssets #SupplyChain #EnergyMarkets #Uranium #AIInvesting ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. 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 and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. 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
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You’re Not Broke — You’re Overspending | Jonathan Wellum
2w ago00:10:30Tap to summarize💡Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/3R2Oxmq In this conversation, @JonathanWellum , CEO of Rocklinc Investment Partners, breaks down one of the most overlooked truths in building wealth: living below your means is a competitive advantage. Drawing on insights from Warren Buffett and Charlie Munger, Wellum explains why discipline, budgeting, and delayed gratification matter more than chasing returns — and how small daily decisions can dramatically impact your long-term financial future. From avoiding lifestyle inflation to harnessing the power of compounding, this is practical advice that goes beyond investing — it’s about creating optionality, reducing stress, and building a more meaningful life. Learn more about your ad choices. Visit megaphone.fm/adchoices
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