Wealthion - Be Financially Resilient

Latest Episodes:

Why Ethereum Will Power the Next Financial Revolution | Vivek Raman on ETH’s Future Jul 16, 2025

Show notes

Ethereum isn’t just “crypto”, it’s becoming the foundation of a new financial system.

In this in-depth interview, Chris Perkins (President of CoinFund) speaks with Vivek Raman (President & CEO of Etherealize) about why Ethereum is poised to transform how the world trades, settles, and owns assets.

Here’s what you’ll learn:

Why Ethereum is “digital oil” powering stablecoins, tokenization & DeFi
The investment case for ETH vs. Bitcoin
How layer 2 networks enable banks & institutions to build their own blockchains
What institutional adoption means for Wall Street & global markets
ETH tokenomics: deflationary supply, staking yield & value accrual
How treasury companies & ETFs are opening new on-ramps for ETH
The future of wallets, user experience, and mainstream adoption
Why regulatory clarity is the biggest unlock for blockchain growth

Concerned about Markets? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4eYeETA

Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH

Chapters:

00:54 - Vivek Raman’s Journey From Wall Street to Web3

02:42 - Etherealize: Building the Bridge Between Banks & Blockchain

04:26 - Ethereum Explained Like You’re Five

05:18 - The Magic Behind ETH: Tokens, Ledgers & Network Power

07:14 - Why ETH Could Be the Most Asymmetric Bet of Our Time

09:53 - Ethereum as a Strategic Commodity? Here’s the Case

11:48 - Stablecoins & Tokenized Assets: The Future of Finance

13:54 - ETH Tokenomics Uncovered: Burn, Staking & Scarcity

16:37 - Layer 2s & Custom Chains: Ethereum’s Secret Scaling Weapon

19:50 - Real-World Apps: Trading, Lending & DeFi’s Killer Use Cases

24:29 - The Big Risks: Regulation, Politics & Mass Adoption

27:12 - AI Meets DeFi: Agents, Global Dollars & the Future

29:54 - Inside Etherealize: Why Institutions Are Rushing In

33:07 - Ethereum Learning Hacks: Reports, “Digital Oil” & Deep Dives

35:08 - How to Get ETH Exposure: Token, ETF or Corporate Treasury?

38:47 - Stocks or Tokens? The Smart Way to Bet on ETH

39:53 - DeFi Onboarding 101: Wallets & Your First Steps

42:22 - What’s Next for Ethereum? Proof-of-Stake to Killer UX

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 #Ethereum #Crypto #Blockchain #DeFi #Stablecoins #Tokenization #Bitcoin #Web3 #AI #Layer2 #ETH

________________________________________________________________________

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

From Lobo Tiggre to Nomi Prins and Rudi Fronk: Experts Weigh In On Copper Tariff Jul 15, 2025

Show notes

Copper is at the center of a historic supply crunch, and President Trump’s surprise 50% tariff just sent shockwaves through global markets.

In this exclusive compilation from our Rick Rule Natural Resources Symposium 2025 interviews (more coming soon!), top investors, analysts, and mining executives reveal why copper is entering a long-term bull market, driven by:

Rising electrification & AI infrastructure demand
Declining global copper grades & stalled new projects
The U.S. Section 232 national security investigation into copper
Trump’s tariff will create a two-tier copper pricing system

Featuring:

Jason Jessup (Magna Mining CEO) – on why copper-focused juniors in stable jurisdictions are rare and valuable
Lobo Tiggre – on why tariffs are reshaping U.S. vs global prices
Dr. Nomi Prins – on Section 232 & China’s copper stockpiling
Rudi Fronk (Seabridge CEO) – on why copper prices must rise further before new supply comes online
Peter Grosskopf (SCP Resource Finance CEO) – on how tariffs may accelerate the supply crunch

Download our FREE Copper Investment Report here: https://wealthion.com/copper/

Concerned about Markets? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/44vAbiU

Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH

Access all Rick Rule Symposium 2025 content virtually: https://registration.allintheloop.net/register/event/rick-rule-symposium-2025-ccha?via=Rohit

Chapters:

3:37 - Jason Jessup: How I Met Rick Rule & Entered Mining

7:16 - Jason Jessup: Magna’s Surprising Metal Mix

9:54 - Jason Jessup: Copper’s Next 5-Year Boom

11:21 - Jason Jessup: Trump’s 50 % Tariff Shock

15:11 - Jason Jessup: Key Catalysts for Magna

17:06 - Lobo Tiggre: Nickel, Copper or Gold—Best Bet?

20:58 - Lobo Tiggre: Electrification—Hype or Huge Tailwind?

23:31 - Nomi Prins: Section 232—What It Means for Copper

24:09 - Rudi Fronk: Why Copper Isn’t the Star Yet

25:58 - Peter Grosskopf: Tariffs, AI & Copper’s Price Future

27:04 - Peter Grosskopf: Is the U.S. Sitting on Hidden Copper?

27:37 - Peter Grosskopf: Magna Mining—A Sleeper Opportunity

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 #Copper #CopperInvesting #Commodities #Metals #TrumpTariff #Electrification #AI #SupplyChain #MiningStocks #JuniorMiners #CommoditySupercycle

________________________________________________________________________

Learn more about your ad choices. Visit megaphone.fm/adchoices

E.B. Tucker: Capitalism Is Over. This Is the New System (and How to Beat It) Jul 14, 2025

Show notes

Is capitalism over? In this explosive interview with James Connor, investor and author E.B. Tucker argues we’re no longer living in a market-driven world—we’re living in a rigged, financialized system that can never be allowed to fail.

E.B. breaks down what this means for your investments, your mindset, and your future. From the illusion of recessions to the rise of FedCoin and CBDCs, Tucker shares how to thrive in a permanently distorted economy and why those still clinging to the old rules are falling behind.

Discover his unique perspective on:

How he builds long-term wealth using a simple pie chart allocation strategy
Why he buys both Bitcoin and physical gold and avoids the hype
The collapse of private equity’s playbook and what it signals
The silver market’s structural flaws
The importance of lifelong learning and rejecting a “victim mindset”

Concerned about Markets? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3IKRlQU

Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH

Chapters:

0:18 - Is the Economy Broken or Booming?

6:33 - Is a Recession Still on the Horizon?

11:18 - What’s Driving the S&P’s Record Run?

17:55 - Which Megatrends Should Investors Watch?

23:33 - How Do You Safely Buy Physical Gold?

27:35 - Why Aren’t Gold Stocks Leveraging the Rally?

32:48 - Is Bitcoin Overtaking Gold for Millennials?

37:08 - Wealthion Golden Nugget: Will Silver Finally Smash Its $50 Ceiling?

44:09 - What Could a Fed-Backed Digital Dollar Mean?

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 #Gold #Bitcoin #Mindset #Macroeconomics #FinancialFreedom #CBDC #Inflation #Recession #Money #Economy

________________________________________________________________________

Learn more about your ad choices. Visit megaphone.fm/adchoices

Hot Markets Call for a Cool-Headed Approach | Rise UP! Jul 11, 2025

Show notes

This week, Nvidia has crossed the $4 trillion threshold in market cap while US stocks continue to march upward—all seems relatively well in the markets, right? However, as US equity valuations continue to balloon, investors should consider how that might pose problems for their portfolios down the line. Rise Up! host Terri Kallsen, managing partner at Rise Up Growth Partners, is joined by Bleakley Financial CEO Andy Schwartz and portfolio manager David Mandelbaum for a wide-ranging, level-headed look at the markets and what it all means for your money.

They explore Nvidia’s dominance in the stock markets and the potential risks behind “the taco trade” as well as why healthcare might be one of the most undervalued sectors in today’s overheated market. As markets continue to reach new highs with fervor, they dive deep into what smart investing looks like right now.

Plus: What retail investors need to know before jumping into private equity, the implications of new tariffs on pharmaceuticals and copper, and whether Elon Musk’s recent chaos is a red flag for Tesla shareholders.

Get personalized insights from experts like Andy and David with a free review of your portfolio. Go to https://www.wealthion.com/free and select Bleakley Financial Group under “Advisor Preference.”

Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH

Chapters:

1:48 - NVIDIA’s Reaches Record-Breaking $4 Trillion Market Cap

5:47 - Trump’s Announcement to Impose 200% Tariffs on Pharmaceuticals

8:24 - Robinhood’s and SoFi’s Efforts to “Democratize Private Equity”

13:14 - Elon Musk’s Terrible, Horrible, No Good, Very Bad Week

17:57 - Why Would Stocks Being Overvalued Actually Be a Problem?

20:44 - What Sectors Are Currently Undervalued and Present Opportunities?

23:27 - How Can I Add Non-US Exposure to My Portfolio?

25:56 - Should There be Anything Concerning in Next Week’s Earnings Reports?

27:04 - How Could Next Week’s Economic Data Drops Affect Markets Going Forward?

29:05 - “Crypto Week” Comes to Washington

31:33 - G20 Finance Ministers to Meet Soon in South Africa

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 #Stocks #StockMarket #USStocks #AIMarket #Nvidia #SP500 #TechBubble #MarketOutlook #WealthManagement #ElonMusk #Tesla #TariffNews #EconomicOutlook #G20 #Robinhood #Sofi #PrivateEquity #TrumpAdministration

________________________________________________________________________

Learn more about your ad choices. Visit megaphone.fm/adchoices

Dr. Doom: We’re In For An Epic Economic Collapse Where Not Even The Wealthy Are Safe Jul 10, 2025

Show notes

In this stark and sometimes disturbing discussion, Jimmy Connor speaks with “Dr. Doom” Marc Faber, who offers his brutally honest assessment of the global and U.S. economies, asserting that while financial markets may be at all-time highs, the real economy is struggling, particularly for the middle and lower classes. He says the severe wealth inequality exacerbated by central bank interest policies that — contrary to popular belief, actually inject more liquidity into the hands of the wealthy — even as the middle class is about to be hit by what he says is an unfair tax due to tariffs. Faber also goes hard at politicians and weighs in on Elon Musk’s new party, while discussing the decline of the U.S. dollar's long-term purchasing power, preferring precious metals like gold, silver, and platinum as stable anchors against currency debasement. Ultimately, Faber warned that the current path of excessive government intervention and wealth disparity is creating an "unstable environment" that could eventually have severe repercussions, even for the super-rich.

Key Takeaways:

Why The Financial Markets are Not the Economy
Manufacturing Hasn’t Shrunk in the U.S., the Jobs Have
Elon Musk’s Party Could Sway Elections
Monetary Easing Helps the Wealthy
Why Gold and Precious Metals are the Safe Bet
Wealth Inequality is at an All-Time High and Will Lead to Disaster, Even for the Rich

Looking to buy physical gold? Our Partners at Hard Assets Alliance Can Help: https://www.hardassetsalliance.com/?aff=WTH

Time to Review Your Investments? Our Expert Portfolio and Wealth Managers Will Do It For Free. Go to wealthion.com/free and fill out the form

Chapters:
0:30 – How’s Life in Thailand for Marc Faber?

2:33 – Is a Global Economic Storm Brewing?

14:40 – The Mystery Behind America’s Job Market

20:18 – How Clueless Politicians End Up in Power

23:17 – What’s Really Ahead for the U.S. Economy?

27:38 – Can Elon Musk Fix U.S. Politics?

29:29 – Why Banks Are Booming in a Supposed Crisis

34:01 – Is the Dollar’s Dominance Coming to an End?

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 #investing #finance #markets #crash #marketcrash #war #wwIII #wealthtransfer #twotieredstate #wealthinequality #gold #silver #platinum #ElonMusk #americaparty #usdollar #globaleconomy #canada #germany #trudeau #trump #marcfaber #drdoom #gloomboomdoomreport #gloomboomdoom #dr.doom

________________________________________________________________________

Learn more about your ad choices. Visit megaphone.fm/adchoices

Jordi Visser Believes Stablecoins are the Bridge to the New Financial System Jul 10, 2025

Show notes

In this eye-opening and insightful discussion, Chris Perkins, Managing Partner and President of CoinFund and macro thinker and founder of Visserlabs, Jordi Visser, explore the profound impacts of AI and crypto on the future of the global economy and investment landscape. Jordi argues we will soon see a significant societal and financial shift: that traditional business cycles are dead, the Fortune 500 will not exist and Stablecoins are the bridge to the future. Thanks to legislation like the “Genius Act” and “Clarity Act”, Jordi feels investors and financial institutions will see Stablecoins as a critical bridge between traditional and digital investing — and give an accessible money alternative to people in countries with volatile currencies. Jordi and Chris also talk about ALT coins, including what they see as a big boom coming for Ethereum and Robinhood’s breakthrough act to take private equity public through tokenization. Takeaways: Why Jordi Believes a Political and Financial Revolution is Coming Robinhoods, Robin Hood Like Move to Take Private Equity, Public How the Genius Act Will Save the U.S. Dollar and Make It and Stablecoins the Global Currency of the Future The Huge Upside for Ethereum 1:15 What Jordi is Talking to Chat GPT About Right Now 2:50 The Business Cycle is Dead 5:00 The Big, Beautiful Bill = Same Old Money Printing 6:30 Elon Musk’s New Party & Why a Revolution is Coming 11:20 Why the 2030s Will Be A Graveyard for the Fortune 500 14:00 The Next Investing Revolution? Private Equity Going Public Through Tokenization 17:50 The Genius Act & How It Ensures the U.S. Dollar Will Be a Reserve Currency Forever 21:47 The Future is Stablecoin to Defi to AI and the Impact on Developing Nations 27:15 The Next Big Thing: FX (Forex=Foreign Exchange) 30:30 AI Will Destroy Established Businesses & Bitcoin Will Be the Only Game in Town 32:45 What About ALT Coins? And an Ethereum Boom to Come? 38:45 Tom Lee’s New ETH Treasury Company Bitmine and the Eruption of Treasury Companies 42:50 The Fortune 500 Company That Won’t Die 43:27 The Clarity Act Jordi says he’s been talking to ChatGPT about our insatiable appetite for Copper. Get our Free Report on Investing in Copper here https://wealthion.com/copper/ and watch our video with some of the biggest Copper miners and junior miners here Subscribe to our YouTube Channel: https://www.youtube.com/@Wealthion Follow us on X: https://x.com/wealthion Follow us on Facebook: https://www.facebook.com/Wealthion Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://wealthion.com/free/ Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://hardassetsalliance.com/?aff=WTH ____________________________________ 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

Peter Boockvar warns that while markets look great, economic growth doesn’t Jul 08, 2025

Show notes

In this in-depth interview with Maggie Lake, chockfull of investing advice, Peter Boockvar, CIO of Bleakley Financial and Editor of the popular Substack the “Boockvar Report” offers crucial insights into the markets and the U.S. economy. With significant concerns over the impact of tariffs and a belief that valuations haven’t priced in the risk… he believes with Q1 and Q2 2025 GDP growth averaging a mere 1%, we're "knocking on the doors of a recession,” Peter highlights compelling opportunities in international equities and commodities including specifics on oil, precious metals and real estate. He also says the years of “set it and forget” it are passed and active portfolio management is the future as traditional S&P 500 returns are unlikely to be repeatable in the coming decade.

Takeaways:
Why Peter Is Concerned About Tariffs
Why The Mag 7 Is Now The Mag 3.5
International Equities Will Have Upside For Years
Why Peter Believes We’re In A Bond Bear Market
The Commodities Peter Thinks Have Upside Now

Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH

Want Peter and Bleakley to review your portfolio? Go to wealthion.com/free, fill out the form, and ask Bleakley Financial

:00 Tariffs and Taxes — Why Even a 10% Tariff is Troublesome
3:50 Doing the Math on Tariffs & Growth
5:00 Valuations & Risk, Retail vs Institutional Investors & Buying the Dip
7:45 The Mag 7 Trade Has Turned into 3 and a Half
10:40 The Upside to Investing Outside the U.S.
16:39 Proof The U.S. Dollar Is Losing It’s Reserve Currency Status And The Effects on Treasuries
27:46 The Sectors Peter is Watching-OIL
31:15 Hard Assets-Silver
32:35 Hard Assets-Uranium
35:45 Hard Assets-Real Estate and Peter’s Picks
42:45 What Peter’s Worried About and What He Thinks Works
44:06 Recession Is Knocking On The U.S.’s DoorConnect 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/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Copper Stocks are Fluctuating Now, But Analysts Say There is the Potential For Long-Term Gain Jul 07, 2025

Show notes

We're launching our month-long deep dive into Copper as an investment. A crucial element in the development of AI components, EVs, and green energies, copper is on the move. But with global inventories plummeting and some stocks taking a dip as investors take short-term profits, what is its future? In this special episode, Wealthion partners with SCP Resource Finance to talk to some of the biggest copper miners in the world about their projects and the future of Copper. Want to learn more? Sign up to get our free report on copper here: https://wealthion.com/copper/ Key Takeaways: - Copper is a much-needed resource and many countries are making it easier to mine it - High-quality copper ore discoveries - The different types of mines and mining methods - The systems needed to mine, process and ship copper - Mining and Junior Mining Companies, their structure and investments Want to learn more about investing in copper? Go to wealthion.com/free, fill out the form, and ask for SCP Resource Finance Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Chapters: 1:10 - XXIX Metal outlines its mining work in Quebec and Ontario 13:43 - Pan Global Metals on the upside it sees in Argentina and Colombia 22:08 - Pampa Metals mine in Andalucia, just 30 minutes from Seville 31:18 - Arras Minerals on its Kazakhstan project 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 #copper #copperinvesting #coppermining #investing #metals #preciousmetals #batterymetals #EVs #electric vehicles #greenenergy#Tesla ________________________________________________________________________ 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

It’s Now A Long-Term Buy the Dips Market | Rise UP! Jul 03, 2025

Show notes

On a day where the S&P hit a new high and the “Big, Beautiful Bill” got passed, Rise UP host Terri Kallsen and Co-Host Joe Duran — Managing Partners at Rise Up Growth Partners — are joined by Grimes & Co. CEO and CIO Kevin Grimes for an in-depth look at the markets and what the bill means for your portfolio and wealth management. And everyone is affected. Plus, why Joe thinks we’re now in a long-term “buy the dips market” to discussions on the upside of the down dollar and the sectors the new trade deal with Vietnam affects, and much more!

Get Kevin’s great insights one-on-one with a free review of your portfolio. Go to https://www.wealthion.com/free and select Grimes & Company on the form.

Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH

Chapters

3:38 S&P Record, Jobs & the Golden Cross

5:25 We’re in a Buy the Dips Environment

8:11 Dollar Off to Worst Start in 52 Years

9:11 The Upside and Downside of a Down Dollar

14:30 July 9th Tariff Deadline and What Sectors Benefit from Vietnam Trade Deal

18:33 The Market is Pricing in Tariff Success and the Sectors That are at Risk if Deals Don’t Get Done

22:20 When Good News is Bad News

25:14 The Big, Beautiful Domestic Policy Bill Will Affect You

27:00 Managing Your Investments and Wealth Planning with the Big, Beautiful Bill

33:35 Fixed Income at Risk with New Policy Adding Debt?

35:50 Healthcare Sector at Risk with New Policy?

37:50 What to Watch Next Week

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 #StockMarket #S&P500 #Dollar #Tariffs #Policy #BuyTheDip #TradeDeals #WealthManagement #Macro

________________________________________________________________________

Learn more about your ad choices. Visit megaphone.fm/adchoices

Marko Papic: The U.S. Gravy Train Is Ending — Cut Your U.S. Exposure in Half?! Jul 02, 2025

Show notes

BCA Research chief strategist Marko Papic says it’s time to halve your U.S. exposure! America’s post-pandemic out-performance, he argues, was “fueled by drunken-sailor spending”, and that fiscal sugar rush is ending. A Trump 2.0, Big Beautiful Budget deal that cuts entitlements could push bond yields lower, the dollar weaker, and global markets higher.

In this fast-moving macro and geopolitcal tour with Maggie Lake, Papic lays out:

Why Europe, Japan, and emerging markets are set to lead
How a lower dollar reshapes every asset class
Why tariffs are mostly negotiation theater
Using gold and crypto to defend your cash, not replace equities
Why Middle-East fireworks won’t jolt oil, and how U.S. taxpayers quietly secure China’s crude

Stay for the second half, where Rocklinc’s Jonathan Wellum drills into tangible-asset plays and portfolio tactics.

Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/40AKuj7

Get To Know: Rocklinc's Jonathan Wellum https://youtu.be/ezMiX0FtZ7g

Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH

Chapters:
00:23 - Big Beautiful Bill: Market Impact?

03:03 - Are Deficit Hawks Still Relevant?

06:43 - Can the Bill Actually Jump-Start Growth?

09:11 - Why Pressure Powell If Fiscal Policy Matters More?

10:36 - Quiet Bond Market—What Does It Mean for Stocks?

13:09 - Trump’s Tariff Threats: Bluff or Reality?

17:56 - Re-shoring vs Low Yields—Can Both Happen?

25:35 - Who Wins Most Under Trump’s Agenda?

32:37 - Europe vs U.S.: Is the Growth Story Shifting?

36:28 - Middle East Tensions: Any Market Shock?

42:05 - China’s Energy Weak Spot & Taiwan Risk

47:17 - Gold or Commodities—Best Dollar Hedge?

52:27 - Range-Bound Bonds: What About Equities?

56:55 - Global Value Hunt—Risk or Reward?

1:00:51 - Diversification Debate: Stocks vs ETFs

1:03:43 - Hard Assets Rising—Where’s the Opportunity?

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 #Macroeconomics #GlobalMarkets #Geopolitics #Gold #Dollar #Bonds #InterestRates #FiscalPolicy #China #Tariffs #USStocks #EmergingMarkets

_______________________________________________________________________________

Learn more about your ad choices. Visit megaphone.fm/adchoices

Our TOPPODCAST Picks

Follow Us

Stay Connected

Wealthion – Be Financially Resilient

Related Podcasts

Links

Stay Connected