Wealthion - Be Financially Resilient

Latest Episodes:

Inflation Disaster or Relief? Jared Dillian’s Dire Warning Jul 09, 2024

Show notes

Jared Dillian shares his urgent predictions on oil, inflation, the Fed, and the impact that the 2024 election could have on the economy. In this episode, host Andrew Brill is joined by Jared Dillian —author, trader, musician, entrepreneur, and educator. Jared discusses the pressing financial topics of today, including the potential impact of the upcoming election on oil prices, the current state and future of inflation, and the Federal Reserve's anticipated rate cuts. He also shares his bold predictions on market volatility and offers invaluable advice on how to protect your investments in these uncertain times. Sign up to receive Jared’s free weekly newsletter every Thursday: https://www.jareddillianmoney.com/go/JD053AF007/WEA TIMESTAMPS: 00:00 Introduction 01:12 Jared's latest book 02:19 Current state of the economy 03:25 NASDAQ and S&P performance 05:14 Volatility Warning 07:20 Jared's approach to market uncertainty 08:49 Importance of volatility in trading 10:12 Fed Testimony Expectations 11:32 How different presidential candidates affect investments 13:16 CPI and PPI Predictions 14:31 Yield Curve Analysis 18:08 Housing Market Insights 20:29 Recommendations for first-time home buyers 22:30 Jared's views on oil prices 23:41 Importance of gold in a portfolio 27:19 National Debt Concerns 31:45 AI and Market Trends 33:55 Protecting Your Portfolio 35:45 Closing

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

Bitcoin Exposed: Separating Fact from Fiction | John D’Agostino Jul 05, 2024

Show notes

When it comes to the crypto sector, how do you determine what’s fact and what’s fiction? John D’Agostino and Anthony Scaramucci discuss the future of Bitcoin and offer their advice on how to distinguish the truth behind crypto.

In this episode of ‘Speak Up,’ Anthony Scaramucci speaks with John D’Agostino, Head of Strategy at Coinbase Institutional, for an in-depth discussion on Bitcoin, blockchain technology, and the disinformation behind the evolving regulatory landscape.

John shares insights into the abundance of disinformation in the crypto space and its impact on investors and the market. The conversation also explores the unique attributes that make Bitcoin a revolutionary store of value, the future of digital assets, and practical investment advice for navigating today's volatile market.

TIMESTAMPS:

0:00 - Introduction

1:06 - John's Background

3:28 - Transition to Bitcoin and Blockchain

6:05 - Bitcoin's Unique Attributes

7:48 - The Age of Disinformation

9:58 - Advice on Distinguishing Truth in Crypto

12:02 - Importance of Bitcoin as a Store of Value

14:16 - US Regulation and Crypto

17:36 - Bitcoin Market Predictions

19:37 - Response to Peter Thiel's Bitcoin Comments

21:58 - Value of Other Cryptocurrencies

25:54 - Audience Q&A: Crypto Exchange Security

28:52 - Audience Q&A: Market Impact of Hurricanes

31:02 - Audience Q&A: Political Support for Crypto

34:39 - Actionable Investment Advice

35:36 - Closing Remarks

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

How To Buy T-Bills Direct From the US Treasury | Andrew Brill Jul 04, 2024

Show notes

SCHEDULE YOUR FREE PORTFOLIO REVIEW with Wealthion's endorsed financial advisors at https://www.wealthion.com Here's a quick explainer video for you about how to buy very short-dated US Treasurys, known as T-bills, directly from the US Treasury using the TreasuryDirect website. As you know if you’re a regular viewer on this channel,I’ve been making a lot of noise recently now that T-bills are offering yields around 5%. That’s a very big development, as investors who are concerned about today’s financial markets now have somewhere safe to park their capital, keep it relatively liquid, AND get paid a decent return on it. That hasn’t been the case for a long time. 1 year T-bill yields have been at record lows for much of the past decade, down near 0% for many years. The last time they were this high was 2006. And with the inflation rate, as measured by CPI, falling – it may not be very long before T-bills offer a positive real return when adjusted for inflation. Again, that hasn’t been the case for a very long time. I can’t tell you how many times I’ve had investors tell me “I’m too spooked by the turbulence of today’s uncertain markets. If I could just find a safe place to get a 4 to 5% return on my money for the time being, I’d be thrilled.” Well, that’s now possible given where short term yields are.

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

Oil Price Shocks: Nicholas Colas Warns of Economic Spiral Jul 03, 2024

Show notes

Nicholas Colas, Co-Founder of DataTrek Research, provides critical insights on the current economic climate, inflation, and potential market downturns. In this episode of Wealthion, Andrew Brill hosts Nicholas Colas, Co-Founder of DataTrek Research and Former Chief Market Strategist at Convergex Group. Colas offers his expert insights on the current state of the economy, highlighting the risks of inflation and a potential market crash. He provides valuable advice on how investors can navigate these turbulent times and protect their wealth. Join us as we delve into the indicators pointing towards economic slowdown, discuss strategic investment approaches, and explore what the future holds for the market. TIMESTAMPS: 00:00 - Introduction 01:03 - Current Economic Climate Analysis 03:00 - Oil Price Shocks and Recession Risk 04:42 - Market Performance and Potential Pullback 07:50 - Volatility and the VIX 09:01 - Discrepancy Between Economists and Market Analysts 10:16 - Small Caps Performance 12:25 - Growth vs. Value Stocks 16:24 - Indicators of Economic Slowdown 20:24 - Predictions on Rate Cuts 23:05 - Job Market and Fed Focus 25:28 - Earnings Season Expectations 27:26 - Sector Performance and Expectations 28:49 - Impact of US Elections on Investments 30:12 - Concerns About National Debt 34:00 - Inverted Yield Curve 35:13 - AI Craze and Market Impact 37:29 - Small Cap Opportunities in AI 38:12 - Conclusion

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

'A Recession Is Inevitable' | Peter Boockvar Jul 02, 2024

Show notes

Peter Boockvar discusses the inevitability of a recession and essential strategies to protect your wealth.

In this episode of Wealthion, host James Connor speaks with Peter Boockvar, Chief Investment Officer of Bleakly Financial Group and editor of The Boock Report. Boockvar provides a deep dive into the economic landscape, highlighting the inevitability of a recession, the potential for a massive market correction, and shocking insights on inflation.

TIMESTAMPS:

00:00 - Introduction

01:36 - Discussion on Q1 GDP and consumer behavior

04:40 - Disparity in consumer spending and economic conditions

06:52 - Expected Q2 GDP and economic predictions

09:08 - Discussion on Core Durable Goods

09:25 - Inflation and its impact

13:04 - Concerns about oil prices and economic implications

14:54 - Fed rate cuts and economic predictions

16:59 - Stock market performance and AI-related stocks

21:25 - Views on generative AI and market returns

22:13 - Asset allocation recommendations

24:21 - Commodity investments and their rationale

26:15 - Conclusion

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

Recession Risks and The Fed’s Policies | Michael Green’s Critical Analysis Jun 28, 2024

Show notes

Are the Federal Reserve’s policies failing us? Listen to Michael Green's expert analysis on the Fed, inflation, the economy and more.

In this episode of ‘Speak Up,’ join Anthony Scaramucci as he speaks with financial markets expert Michael Green.

Michael Green pulls no punches, revealing his stark realities of the current economic landscape. He explains the failures of Fed policies and how they are driving us toward a potential recession.

Also, discover the hidden impacts of inflation, the bifurcation in the economy, and learn why the average investor might be in more trouble than they realize.

Timestamps:

00:00 Introduction

00:39 Michael Green’s Background

01:52 Economic Overview and Inflation

04:08 National Debt and Fiscal Policy

06:45 Investment Strategy in a High Debt Environment

10:38 Monetary Policy and Inflation Drivers

14:32 Comparing Current Economy to 2008 Crisis

16:55 Investment Discipline and Strategies

21:01 Bitcoin and Gold Analysis

29:13 Audience Questions

36:10 Housing Market Predictions

38:27 Closing Remarks

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

The Failing Fed, Banks and Rising Rates Jun 28, 2024

Show notes

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

0:27- David Rosenberg Full Episode: https://youtu.be/F90byjYWK5E

9:42- Speak Up - Michael Green

Full Episode: https://youtu.be/VXxfNvLMQRU

18:00 - Jonathan Welllum

Full Episode: https://youtu.be/oilH2II4VfM

30:00 - Ben Laidler

Full Episode: https://youtu.be/LFAszr3A3FA

38:10 - Jon Najarian

Full Episode: https://youtu.be/sLWXICICRX0

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

David Rosenberg: 'Our Economy is Running on Borrowed Time – Severe Fallout Ahead’ Jun 27, 2024

Show notes

Join James Connor as he sits down with renowned economist David Rosenberg of Rosenberg Research to discuss the dark clouds looming over the US and Canadian economies.

Despite recent highs in the S&P and Nasdaq, Rosenberg warns of imminent economic downturns that could have devastating effects. From rising delinquency rates in consumer credit to the bursting of the Canadian housing bubble, tune in to discover a what lies ahead for our economy and your portfolio.

TIMESTAMPS:

00:00 - Introduction

01:00 - David Rosenberg's View on US Economy

04:00 - GDP Growth and Consumer Behavior

08:45 - Impact of Government Spending

12:04 - Housing Market Analysis

14:39 - Federal Reserve Policies

16:56 - Potential US Recession

18:52 - Canadian Economy Deep Dive

28:22 - Canadian Housing Bubble

30:02 - Canadian Politics and Economy

33:07 - Stimulating the Economy

36:12 - Investment Strategies for the Future

41:22 - Closing

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

Ben Laidler: Prepare for a Market Shake-Up! Inflation & Interest Rates on the Rise Jun 26, 2024

Show notes

Is a market shake-up upon us? Ben Laidler of eToro joins to share his insights on the current economic volatility and shares critical strategies to navigate markets and rising inflation.

In this episode, Ben Laidler, Global Market Strategist at eToro, joins host Andrew Brill the the current economic landscape. From the implications of rising inflation and interest rates, to the sectors poised for growth amidst volatility, Laidler shares his expert analysis and actionable strategies regarding the economy. Ben also provides his insights into investment opportunities for 2024 and the risks posed by geopolitical tensions.

TIMESTAMPS:

0:00 - Introduction

1:47 - US Economic Outlook

3:33 - Impact of Rising Inflation and Interest Rates

6:00 - Economists vs. Market Strategists

7:34 - Predictions on Interest Rate Cuts

9:17 - Sector and Thematic Investment Implications

10:46 - Idiosyncratic Earnings Cycle

12:06 - Tech Sector Insights: Nvidia and AI

16:21 - Energy Sector and AI

19:25 - Up-and-Coming Sectors

20:34 - Consumer Confidence and Economic Indicators

22:21 - Fed's Performance

23:22 - US Debt and Deficit Concerns

25:57 - Oil Prices and Geopolitical Risks

29:32 - Global Perspective on US Elections

31:11 - Cryptocurrency Outlook

34:38 - Summary and Market Outlook

35:13 - Conclusion

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

Banks in Turmoil?: What This Means for Your Portfolio | Jonathan Wellum Jun 25, 2024

Show notes

Jonathan Wellum of Rocklinc Investment Partners shares crucial insights into navigating an unpredictable 2024 financial landscape. In this episode of Wealthion, James Connor speaks with Jonathan Wellum, CEO of Rocklinc Investment Partners. Wellum provides his analysis of the current economy, markets and calls out the potential risks and opportunities for investors as we navigate an uncertain economic future. From the stability of the banking sector to the threats of inflation and recession, Wellum offers practical strategies for protecting and growing your wealth in 2024. Don’t miss this critical discussion filled with actionable advice and expert predictions. TIMESTAMPS: 00:00 - Introduction & Market Overview 01:40 - Background on Jonathan Wellum & Rocklinc Investment Partners 06:41 - Investment Approach & Portfolio Strategy 09:10 - Sectors & Stocks Jonathan Wellum Recommends 15:37 - Concerns Over Canadian Banks 20:39 - Impact of Work From Home on Real Estate 25:03 - Insights on the Canadian Economy 27:33 - US Economic Outlook & Stock Market Analysis 34:09 - Conclusion & How to Connect with Rocklinc

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