Wealthion - Be Financially Resilient

Latest Episodes:

Are AI Stocks and Oil Markets Key to Growing Your Portfolio? Jun 12, 2024

Show notes

Adam Johnson dives deep into the future of AI, oil markets, and smart investment strategies.

In this episode, James Connor welcomes Adam Johnson, portfolio manager of the Bullseye American Ingenuity Fund and former oil trader, to Wealthion. Adam gives his take on the transformative power of AI, the volatile nature of oil markets, and the critical investment opportunities that lie ahead.

From his days at Bloomberg to his current insights on market trends, Adam shares actionable advice on navigating today’s economic landscape. Whether you're an investor interested in tech or curious about the next big move in oil, this episode offers valuable guidance to protect and grow your wealth.

Timestamps:

00:00 - Introduction

01:00 - Economic outlook

06:50 - Investment Strategy

09:25 - Portfolio Breakdown

11:40 - AI Investments

14:30 - Managing Weightings

16:15 - Risks to AI Stocks

18:35 - AI's Market Influence

21:05 - Beyond AI: Robotics

23:15 - Clean Energy Challenges

26:30 - Cryptocurrency Insights

30:20 - Economic Outlook

34:40 - Inflation and Rates

38:50 - No Recession Fear

41:55 - Oil Market Analysis

46:55 - Conclusion

49:30 - Wrap-Up

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How to Beat Inflation with Private Markets | Michael Weisz Jun 11, 2024

Show notes

In this episode, Michael Weisz, Founder and CEO of Yieldstreet, joins Andrew Brill on Wealthion to reveal how private markets can protect your wealth and deliver superior returns. Weisz explains why traditional stocks and bonds are not enough and how alternative investments like private equity and credit offer a vital edge. Michael also explains how private markets have outperformed the S&P in every crisis since 2008. Discover how Yieldstreet makes elite investments accessible for everyone, helping you diversify your portfolio beyond public markets. Whether you’re an accredited investor or just looking to understand private markets, this episode is packed with insights to help you build wealth smarter and faster. Timestamps: 0:00 - Introduction and Overview 1:20 - Michael Weisz’s Background and the Birth of Yieldstreet 3:02 - What Are Alternative Investments? 4:32 - Yieldstreet’s Target Audience and Investment Approach 6:30 - Managing Volatility with Private Markets 9:44 - Elevator Pitch for Private Markets 11:36 - Mitigating Risks in Private Investments 14:38 - Yieldstreet’s Investment Support: Self-Directed or Guided 17:09 - How Private Markets Outperform in Crises 20:27 - Overcoming Barriers to Private Market Investments 25:49 - Exciting Opportunities in Private Credit and Equity 29:09 - Yieldstreet’s Partnership with Top Investment Managers 31:20 - Yieldstreet’s Growth and Customer-Centric Approach 35:41 - Future of Private Markets and Education’s Role 41:11 - Learn More about Yieldstreet

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Conflicting Job Numbers and Robinhood's Breakout | Next Week on the Trading Floor Jun 10, 2024

Show notes

"Before there was a roaring kitty pumping up GME, there was one man pumping up the stock market and his name is Jerome Powell." In this episode of Next Week on the Trading Floor, Andrew Brill and Justin Nugent discuss the current market trends and opportunities to watch. They analyze the conflicting job numbers and unemployment rate, and speculate on the Federal Reserve's upcoming actions. Justin predicts that the S&P 500 (SPY) will reach 6,000 in the longer term, going against the consensus of hedge fund predictions. Vale Resorts is identified as the stock in the penalty box due to missed earnings, while Robinhood is highlighted as a potential winner with its breakout from a long-standing range.

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Recession Worries, Roaring Kitty and Investing | Weekly Market Recap Jun 08, 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:

00:00 - Introduction

00:09 - Jim Rickards

Jim Rickards joined to discuss the latest in geopolitics and how they’ll play out economically. He also talked about the upcoming 2024 presidential election.

Full Episode: https://youtu.be/0Okuu_ynEgk

12:56 - Steve Hanke

Professor Steve Hanke joined us to discuss his view on the economy, interest rates and when he thinks a recession will hit. Plus, he shared his take on Warren Buffett’s investing style.

Full Episode: https://youtu.be/m-SAz3krGmE

23:30 - Peter Boockvar

On Speak Up with Anthony Scaramucci, Peter Boockvar explained his approach to fiscal and monetary policy. Boockvar also indicated the debt as being an unsustainable problem, and the baby boomer’s spending that could drive the spending off a cliff monetarily.

Full Episode: https://youtu.be/UpM6yQrSTtw

34:35 - Phil Rosen

Phil Rosen, Co-Founder and Editor of Opening Bell Daily joined to discuss the economy is his view as a reporter. He also touched on Roaring Kitty and what regulators can do about it.

Full Episode: https://www.youtube.com/watch?v=2d4uNHo8bnI

41:32 - Marc LoPresti

And finally, On Next Week on the Trading Floor, Marc LoPresti joined to share some interesting stock suggestions through the lens of the unusual options activity.

Full Episode: https://youtu.be/oQlAta6o8KI

49:27- Closing

Did you like that episode? Hit the like button and let us know what you thought in the comments below!

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Are Central Banks Pointing to Disaster? | Peter Boockvar | Speak Up with Anthony Scaramucci Jun 07, 2024

Show notes

Are we on the brink of the next financial crisis? Peter Boockvar joins Anthony Scaramucci to explain central bank policies that could trigger economic turmoil and his outlook on the state of the economy.

Join Anthony Scaramucci in this episode of Speak Up, as he sits down with Peter Boockvar, Chief Investment Officer at Bleakley Financial Group and CNBC contributor. Boockvar shares his insights on the impact of central bank policies, the challenges posed by rising interest rates, and the potential for a financial crisis. During their discussion, Peter and Anthony also touch on the consequences of excessive government spending, the role of central banks in moderating inflation, and how each of these factors could lead to a significant economic downturn.

TIMESTAMPS:

0:00 - Introduction

 2:05 - US Housing Market

 3:29 - Fiscal & Monetary Policies 

6:40 - Political Perspectives 

9:26 - Government Spending Challenges 

11:22 - Investment Strategies 

13:02 - Bitcoin vs. Commodities

17:36 - Economic Crisis & Debt

22:01 - Viewer Questions

30:13 - Closing Remarks

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Stock Market Soars Despite Economic Turmoil - Phil Rosen Explains Jun 06, 2024

Show notes

Discover the hidden truths behind the stock market’s resilience, inflation's real impact, and the disruptive power of AI and meme stocks.

Join Andrew Brill as he interviews Phil Rosen, co-founder and editor of Opening Bell Daily. Phil is a seasoned financial reporter with experience working with Business Insider, Inc, and other financial outlets.

In this episode, Phil shares his expert insights on the current state of the US economy, highlighting the resilience reflected in the stock market despite widespread economic uncertainty. He addresses the discrepancy between official inflation statistics and the real-life impact on consumers, emphasizing how cumulative price gains are felt in everyday expenses.

The conversation also explores the fascinating world of meme stocks, focusing on the story of Roaring Kitty and GameStop. Phil discusses how a single trader's bold moves and the ensuing retail investor frenzy have disrupted traditional market dynamics, raising questions about market manipulation and sentiment-driven investments.

Additionally, Phil offers his perspective on the AI revolution, noting the relentless hype surrounding AI advancements and their potential long-term impact on the market.

TIMESTAMPS:

00:00 - Introduction

01:14 - Overview of Opening Bell Daily

03:07 - Current Economic Sentiments and Inflation

05:16 - Divergence Between Market Performance and Economic Data

08:45 - Impact of Interest Rates and Money Market Funds

12:14 - Stock Market Resilience and Future Projections

14:08 - Meme Stocks and Market Manipulation

19:23 - Fundamentals vs. Sentiment in Investing

23:50 - Employment Report and Economic Indicators

27:40 - Federal Reserve Policies and Their Lagging Effects

30:18 - The Hype and Future of AI

34:04 - Nvidia's Dominance in the AI Market

35:16 - Powering the AI Revolution

36:27 - Closing Remarks

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Steve Hanke's Dire Warning: Recession Inevitable as Money Supply Contracts Jun 05, 2024

Show notes

Professor Steve Hanke reveals why he believes a recession will strike the second half of 2024 and how you can protect your portfolio.

In this episode of Wealthion, host Andrew Brill welcomes back Steve Hanke, Professor of Applied Economics at Johns Hopkins University and former advisor to President Reagan.

Professor Hanke provides his in-depth analysis of the current economic landscape, breaks down the contraction of the money supply, rising unemployment, and the likelihood of an impending recession. Hanke critiques the Federal Reserve's recent actions, describing them as significant monetary blunders that have set the stage for an inevitable downturn. He explains how the Fed's overreaction to early 2020 events led to an unprecedented growth in the money supply, followed by a severe contraction, signaling a challenging period ahead. The conversation also dives into the rising national debt, currently at $35 trillion and increasing, and its potential consequences for future generations.

TIMESTAMPS:

00:00 - Introduction

01:26 - Economic slowdown

03:22 - Fed's monetary policy

06:23 - Interest rates & inflation

07:29 - Government stimulus

08:40 - Market perception

09:45 - Golden growth rate

12:57 - Banks & money supply

18:01 - Historical recessions

20:43 - Unemployment rise

22:54 - Market exuberance

26:36 - Pricing & wage growth

30:22 - National debt

33:13 - Inflation tax

35:04 - Debt crisis solutions

37:42 - Budget process issues

38:35 - Fiscal responsibility

39:50 - De-dollarization myths

41:57 - Gold hoarding

43:56 - Conclusion

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Jim Rickards on Biden’s Future, Geopolitical Conflicts, and the 2024 Election Jun 04, 2024

Show notes

In this episode of Wealthion, James Connor speaks with Jim Rickards, a renowned economist and bestselling author, who dives into the political and economic turmoil shaping the upcoming 2024 elections.

Rickards provides his insights on whether President Biden might be replaced before the Democratic National Convention and the implications for the economy and investor sentiment. He also covers the ongoing geopolitical tensions in the Middle East, Ukraine, and China.

Rickards states, "Biden’s future as the nominee is uncertain." This episode also explores:

* The likelihood of Biden being replaced at the DNC.

* The geopolitical landscape and its influence on US politics.

* The state of the economy heading into the 2024 elections.

* Strategies for investors to navigate the political and economic uncertainties.

Tune in to hear Rickards' expert analysis and prepare yourself for what lies ahead in the 2024 elections. For more from Jim Richards, check out his newsletter linked here: https://pro.paradigm-press.info/m/2327065

TIMESTAMPS:

00:00 - Introduction

01:25 - Geopolitical turmoil

04:00 - Russia-Ukraine war

13:50 - Economic sanctions impact

16:40 - Biden DNC replacement

19:58 - 60s vs. now comparison

25:23 - Conclusion

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Unpacking the Week Ahead: Winning Trades & Key Insights | Next Week on the Trading Floor Jun 03, 2024

Show notes

In this episode, Andrew Brill and Marc LoPresti dissect the latest PCE data, discuss the surprising strength in consumer discretionary stocks like Birkenstock and Best Buy, and explore the implications of profit-taking in major tech stocks like Nvidia. We also review past predictions and unusual options activity, offering transparency and learning opportunities for our viewers. Join us for in-depth discussions, expert opinions, and the top stock picks for the week ahead. Keywords market trends, unusual options activity, stock picks, economy, market performance, AI, technology stocks --------------------- At Wealthion, we show you how to protect and build your wealth by learning from the world’s top experts on finance and money. Each week we add new videos that provide you with access to the foremost specialists in investing, economics, the stock market, real estate and personal finance. We offer exceptional interviews and explainer videos that dive deep into the trends driving today's markets, the economy, and your own net worth. We give you strategies for financial security, practical answers to questions like “how to grow my investments?”, and effective solutions for wealth building tailored to 'regular' investors just like you. There’s no doubt that it's a very challenging time right now for the average investor. Above and beyond the recent economic impacts of COVID, the new era of record low interest rates, runaway US debt and US deficits, and trillions of dollars in monetary and fiscal stimulus stimulus has changed the rules of investing by dangerously distorting the Dow index, the S&P 500, and nearly all other asset prices. Can prices keep rising, or is there a painful reckoning ahead? Let us help you prepare your portfolio just in case the future brings one or more of the following: inflation, deflation, a bull market, a bear market, a market correction, a stock market crash, a real estate bubble, a real estate crash, an economic boom, a recession, a depression, or another global financial crisis. Put the wisdom from the money & markets experts we feature on Wealthion into action by scheduling a free consultation with Wealthion’s endorsed financial advisors, who will work with you to determine the right next steps for you to take in building your wealth. SCHEDULE YOUR FREE WEALTH CONSULTATION with Wealthion's endorsed financial advisors here: https://www.wealthion.com/ Subscribe to our YouTube channel https://www.youtube.com/channel/UCKMeK-HGHfUFFArZ91rzv5A?sub_confirmation=1 Follow us on Twitter https://twitter.com/wealthion Follow us on Facebook https://www.facebook.com/Wealthion-109680281218040 ____________________________________ 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 official 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.

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Uncontrollable Debt, Truflation and Artificial Intelligence | Weekly Market Recap Jun 01, 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:

00:00 - Introduction

00:10 - David Lin

On Speak Up, David Lin spoke with Anthony Scaramucci about truflation, the state of the economy and shared some wisdom from Warren Buffett and Charlie Munger

Full Episode: https://www.youtube.com/watch?v=qh_FyFqidEg

12:25 - Jonathan Wellum

Jonathan Wellum of RockLinc talked with Wealthion this week to share his views on the economy, how the consumer is feeling and the unstainable debt levels.

Full Episode: https://www.youtube.com/watch?v=-zdbcJTXhic

23:58 - Chris Mancini

Chris Mancini of Gabelli Funds joined to discuss gold, why central banks are hoarding the precious metal and its comparison to Bitcoin

Full Episode: https://www.youtube.com/watch?v=HPZpTDXKUaQ

33:26 - Stephen McBride

And finally, Stephen McBride, Chief Strategist of RiskHedge, joined to chat about AI, the biotech world, and the impact they can have in the future.

Full Episode: https://www.youtube.com/watch?v=7Y2nYW0USIU

Did you like that episode? Hit the like button and let us know what you thought in the comments below!

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