Wealthion
Wealthion - Be Financially Resilient
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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Episodes
Jonathan Wellum: Inflation is Higher & The Economy is Weaker Than You Think 28.08.2024 41:13
Jonathan Wellum shares his concerns about the true state of inflation and the economy, making a compelling case for investing in precious metals to hedge against the economic weakness he foresees and the staggering amount of government debt. In this insightful interview with James Connor, the CEO of ROCKLINC Investment Partners questions the reliability of official inflation data, warns of the dan...
Rate Cuts and Recession Risks - Is the Fed Too Late? | Dylan Smith 27.08.2024 53:28
Dylan Smith, VP and Senior Economist at Rosenberg Research, joins Wealthion’s Andrew Brill to discuss the current state of the economy, the Fed’s next moves, and whether a recession is inevitable. Dylan also delves into the normalization of the post-pandemic labor market, the divergence between old-economy and green-economy commodities, risks and opportunities in markets like U.S. Treasuries, and...
Weekly Recap: Gold’s Comeback, Recession Looms, & Private Equity Bubble Warnings 24.08.2024 41:30
In this week’s edition of Wealthion’s Weekly Market Recap, Andrew Brill shares the most compelling moments from our expert guests this week. Rick Rule explains gold’s 20% surge and the economic policies behind it, Steve Hanke discusses why a shrinking U.S. money supply signals a looming recession, and Jared Dillian warns of a potential private equity bubble. Plus, Andrew Perillo offers advice on...
Andrew Parrillo: Mastering the Art of Long-Term Investing 23.08.2024 50:55
After a multi-decade career in investment management, Andrew Parrillo uncovers the psychological and financial strategies essential for growing and protecting your wealth. In this wisdom-packed episode of Speak Up with guest host James Connor, Andrew, the founder of Victory Road Advisors, emphasizes the power of long-term investing, the advantages of dollar cost averaging in equities, and why unde...
Gold: The Ultimate Hedge Against Soaring U.S. Debt | Rick Rule 22.08.2024 47:47
James Connor sits down with Rick Rule, Founder and CEO of Rule Investment Media, to uncover why gold remains the ultimate defense against reckless government spending and skyrocketing federal debt. Rick explains how the staggering U.S. debt load is unpayable and can only be eroded away through inflation, positioning gold as the best hedge. In this in-depth conversation, the expert in natural resou...
Jared Dillian: There is a Bubble in Private Equity 21.08.2024 32:53
In this eye-opening conversation, Jared Dillian, editor of The Daily Dirtnap, warns Wealthion’s Andrew Brill about a massive bubble in the private equity sector that he believes could easily trigger widespread economic and market disruption. Known for his contrarian insights and ability to take the temperature of markets, Dillian also delves into why he thinks the bearish sentiment in commodities...
Steve Hanke: The Fed is Behind the Curve - Recession is Inevitable 20.08.2024 47:55
James Connor welcomes Professor Steve Hanke for a thought-provoking conversation exploring why we’re headed for recession and its implications for an overheated stock market, while also suggesting a safe asset investors should consider under this scenario. The renowned professor of applied economics at Johns Hopkins University issues a stark warning about the U.S. economy, stating that we’re “runn...
Weekly Recap: Crypto Outlook, Recession Alerts, and the US Election 17.08.2024 44:46
Andrew Brill shares the most compelling moments from our interview guests this week — in the latest edition of Wealthion’s Market Recap. In a conversation with Anthony Scaramucci, Joe McCann, Founder and CEO/CIO of Asymmetric, discusses the potential for an upcoming 50 bps rate cut, the economy, and his outlook for Solana and crypto. Peter Boockvar, CIO at Bleakley Financial Group, breaks down the...
Running the World’s Top-Performing Fund: Crypto Meets Macro Mastery | Joe McCann 16.08.2024 40:36
Joe McCann, Founder, CEO, and CIO of Asymmetric—2023’s top-performing hedge fund globally—joins Anthony Scaramucci on Speak Up for a deep dive into all things crypto, Solana, global macro, and much more. Few professional money managers can match the returns Joe McCann has achieved by betting on Solana and other crypto investments. He describes his approach to Anthony as global macro expressed thro...
Election 2024: Trump Trades and Harris Hedges 15.08.2024 42:17
Andrew Brill is joined by Chris Casey, Founder of WindRock Wealth, to discuss the 2024 U.S. presidential election’s impact on markets and the economy—from cryptocurrency and cannabis regulation to real estate investing strategies and Federal Reserve policy. Learn Chris’s valuable insights on how Trump and Harris could shape the economy, influencing spending, taxes, tariffs, and thus, your investme...
Peter Boockvar: The ‘Death by a Thousand Cuts’ Economy 14.08.2024 37:41
Andrew Brill sits down with Peter Boockvar, CIO of Bleakley Financial Group and author of ‘The Boock Report’ on Substack, to gather his expert insights on what lies ahead for a global economy facing multiple challenges. Peter also explores recent market volatility, Fed rate cut expectations, the fading hype in AI stocks, and why inflation may be more persistent than many expect—plus much more. Inv...
Jonathan Wellum: Global Markets are on a Knife’s Edge 13.08.2024 36:31
James Connor welcomes Jonathan Wellum, CFA, CEO of Rocklinc Investment Partners, for a deep dive into the critical issues facing global markets today. Jonathan shares where he is finding value for his clients as the markets sit “on a knife’s edge” and offers his take on why volatility isn’t going away anytime soon. Worried about the markets? Schedule your free portfolio review with Wealthion's end...
Weekly Recap: Global Market Shock - What You Need To Know 10.08.2024 46:20
This week began with strong bearish sentiment across the economy and markets. But with positive economic updates and a stock market rebound, could the bulls be back? Join Andrew Brill as he dives into these developments and more in this week's Wealthion Weekly Market Recap, featuring insights from our latest interview guests! This episode is sponsored by BetterHelp. Give online therapy a try at be...
Raoul Pal: This Market Sell-Off Is A Gift 09.08.2024 38:00
Raoul Pal joins Anthony Scaramucci on "Speak Up" for an insight-packed, can’t miss conversation. The legendary investor, CEO & Co-Founder of Real Vision and Global Macro Investor, shares why recession fears and market bearishness are overblown, why volatility in crypto should be taken advantage of, and how the business cycle is just turning up now, with central banks reducing rates and increasing...
How to Overcome High Interest Rates in Real Estate | Dave Meyer 08.08.2024 43:59
Learn how to navigate high interest rates, discover profitable deals, and implement winning strategies for long-term real estate wealth. In this episode, Andrew Brill interviews David Meyer, Head of Real Estate Investing at BiggerPockets, to uncover the secrets of real estate success in today’s economy. This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/Wealthion...
Why the US Economy is Unstoppable with Ed Yardeni 07.08.2024 49:25
In this episode of Wealthion, host James Connor is joined by Ed Yardeni, president of Yardeni Research, to discuss the current state of the global economy and financial markets. Despite recent turbulence, Yardeni provides a surprisingly optimistic outlook, highlighting the resilience of the US economy and his predictions for the coming years. With insights on the Fed's policies, the impact of infl...
Navigating Volatility: Adam Johnson on Inflation, Rate Cuts, and AI Stocks 06.08.2024 44:35
In this episode of Wealthion, guest host Andrew Brill interviews Adam Johnson, portfolio manager of the Bullseye American Ingenuity Fund and author of the Bullseye Brief Investment Newsletter. Adam provides keen insights into the current state of the economy, discussing inflation trends, the impact of rate cuts, and the volatility in tech stocks. He also shares his strategies for navigating market...
Market Mayhem: What You Need to Know 05.08.2024 22:12
In this episode of Wealthion, host Andrew Brill sits down with Adam Johnson, the portfolio manager of the Bullseye American Ingenuity Fund and author of the Bullseye Brief Investment Newsletter. With the markets in turmoil, Adam shares his insights on how to navigate these turbulent times, revealing his strategies for calming investor nerves and identifying buying opportunities amidst the chaos. A...
Weekly Recap: Bitcoin, Rate Cuts and Inflation 03.08.2024 44:54
In this Weekly Market Recap, Andrew Brill reflects on the interviews that took place on Wealthion over the past week in another Wealthion Weekly Market Recap! This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/Wealthion and get on your way to being your best self. TIMESTAMPS: 0:00- Opening 0:18- Speak Up: Caitlin Long 13:20- The Commercial Real Estate Crisis 22:23...
Decentralized Banking: How Crypto Can Solve the Problem of Consolidation | Caitlin Long 02.08.2024 54:11
In this episode of “Speak Up,” guest host Andrew Brill joins Wall Street veteran Caitlin Long, Founder & CEO of Custodia Bank, as they discuss the world of Bitcoin. The two also explore the ongoing battle between the crypto industry and Elizabeth Warren's views on the potential for cryptocurrency to be used for spying and money laundering. Did you like this episode? Hit the like button and let us...
The Commercial Real Estate Crisis | Jonathan Wellum 01.08.2024 45:03
In this episode of Wealthion, James Connor hosts Jonathan Wellum, CEO of Rocklink Investment Partners, to discuss the unfolding crisis in commercial real estate. Jonathan provides a his perspective into the challenges facing the sector, including high vacancy rates, plummeting property values, and the systemic risks posed by these trends. Did you like this video? Let us know in the comments! This...
Why Gold is Set to Soar | Kathy Lien 31.07.2024 34:14
If the Fed were to cut rates, will the price of gold surge? In this episode, James Connor sits down with Kathy Lien, Managing Director of BK Asset Management and renowned author of "Prop Trading Secrets,” and host of the BK Traders YouTube channel. Kathy shares her expert insights on the US economy, gold prices, and her global market outlook. Did you like this video? Let us know in the comments! T...
Will Cutting Rates Ignite Inflation? | James Bianco 30.07.2024 51:55
In this episode of Wealthion, James Connor sits down with Jim Bianco of Bianco Research to discuss the latest market trends and economic indicators. Bianco shares his expert analysis on the Fed's upcoming rate cuts, the surprising resilience of U.S. banks, and the potential impact of AI on the economy. With growing concerns over commercial real estate and the persistent strength of consumer spendi...
Weekly Recap: Bitcoin, The Fed and Consumer Health 27.07.2024 42:02
In this Weekly Market Recap, Andrew Brill reflects on the interviews that took place on Wealthion over the past week in another Wealthion Weekly Market Recap! Timestamps: 0:00- Opening 00:17- ‘Speak Up’: Tom Lee Full Episode: https://youtu.be/znHVPu0jp7M 10:58- Mark Kohler Full Episode: https://youtu.be/Nsg691trNBs 26:12- Bret Kenwell Full Episode: https://youtu.be/TW33FS6QrmY 36:07- How to invest...
Market Boom: Rate Cuts & Bitcoin to $100,000? | Tom Lee 26.07.2024 34:26
Will Bitcoin surge past $100,000 by 2025? Discover why Co-Founder and Head of Research at Fundstrat Global, Tom Lee, believes now is the time to invest, his predictions on the market and Bitcoin's future. In this episode of ‘Speak Up,’ Anthony Scaramucci sits down with Tom Lee, Co-Founder and Head of Research at Fundstrat Global. Tom shares his insights on the current economic climate, explores th...
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