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.
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China Has America Cornered | Steve Hanke
May 1100:44:30Tap 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
May 800:10:09Tap 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
May 700:45:03Tap 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
May 700:52:38Tap 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
May 500:31:14Tap 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
May 400:10:30Tap 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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8% Interest Rates? Chris Vermeulen Warns the Bond Market Could Break
May 100:40:53Tap to summarizeChris Vermeulen joins Maggie Lake to break down what’s really driving markets right now—and where the biggest risks may be hiding. Equities continue to climb, fueled by AI and strong momentum, but under the surface, warning signs are building. Chris explains why this could be a classic “melt-up” environment—and why investors shouldn’t ignore what’s happening in bonds, currencies, and commodities. From a potential surge in interest rates to a possible break in the bond market, this conversation covers the key signals that could shift markets quickly—and what to watch next.If you’re trying to understand where money is flowing and how to position for what’s coming, this is a must-watch. Learn more about your ad choices. Visit megaphone.fm/adchoices
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The World Is Repricing Risk — And Markets Aren’t Ready
Apr 3000:10:13Tap to summarizeMarkets are being pulled in two directions. On one side: AI, innovation, and strong momentum in tech. On the other: rising geopolitical risk, energy shocks, and global fragmentation. In this conversation, Chris Perkins, General Spider Marks, and Peter Tchir break down what’s really happening beneath the surface—from Iran and China to AI on the battlefield and the future of global supply chains. The key question: are markets fully pricing in the risks ahead? This isn’t just about geopolitics—it’s about how the global investment landscape is changing in real time. Learn more about your ad choices. Visit megaphone.fm/adchoices
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The AI Boom Is Real — But Investors Are Missing The Risk
Apr 2900:26:59Tap to summarizeThe AI revolution is real—but investing in it won’t be straightforward. In this conversation, Windrock Wealth Management founder Brent Rentmeester joins Maggie Lake to break down what may be the fastest technological shift in modern history—and why it’s creating both massive opportunity and serious risk for investors. From the rise of AI-native companies to the challenge of valuing innovation, Brent explains why traditional investment frameworks may no longer apply—and why a “barbell” strategy could be critical in navigating what he calls a transition between two worlds: an old system under strain and a new, technology-driven future. Learn more about your ad choices. Visit megaphone.fm/adchoices
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U.S. Stocks are at 1929-Level Extremes | The Hard Asset Hedge | Adrian Day
Apr 2800:22:47Tap to summarize💡FREE access to the full Adrian Day interview with Trey + more EXCLUSIVE real-assets content by joining Wealthion’s Real Assets Community: https://wealthion.com/realassets In this conversation, Trey Reik sits down with Adrian Day, to break down one of the most important — and under-discussed — risks in today’s market. As the Chairman and CEO of Adrian Day Asset Management, Adrian brings decades of global investing experience across equities, commodities, and income strategies—and his message right now is clear: U.S. equities are trading at some of the most extreme valuation levels in history — rivaling 1929 on multiple metrics. At the same time, rising oil prices, increasing corporate cost pressures, and growing signs of speculation beneath the surface could be setting the stage for a major shift in markets. So what’s really going on—and how should investors respond? 💡Thinking about adding hard assets to your portfolio? Get a free portfolio review with Wealthion's endorsed financial advisors at https://wealthion.com/free 💡Looking to diversify into hard assets? GBI Direct, The Best Way to Invest in Physical Gold and Silver: https://gbidirect.com/?aff=WTH 💡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: / wealthionofficial LinkedIn: / wealthion #Wealthion #Wealth #Finance #Investing #Macro #MacroEconomics #GlobalMarkets #StockMarket #MarketOutlook #MarketRisk #Valuations #USStocks #SP500 #Equities #PortfolioStrategy #AssetAllocation #InvestmentStrategy #FinancialPlanning #WealthManagement #TreyReik #AdrianDay #AdrianDayAssetManagement #Gold #GoldInvesting #GoldStocks #PreciousMetals #Commodities #HardAssets #Oil #Inflation #InterestRates #CentralBanks #GlobalRotation #ValueInvesting #InternationalMarkets #EmergingMarkets ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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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