Wealthion δημόσια
[search 0]
Περισσότερα
Download the App!
show episodes
 
Loading …
show series
 
Wealthion’s Andrew Brill sits down with Variant Perception’s CEO, Tian Yang, to unpack his intriguing concept of a “Schrödinger’s Recession,” where the U.S. economy continues growing despite traditional recessionary signals flashing red. Tian also explains why the Fed’s preemptive rate cuts were the right move and how resilient household balance sh…
  continue reading
 
James Connor welcomes Jonathan Wellum, CEO of ROCKLINC Investment Partners, to discuss Warren Buffett’s decision to build cash reserves, the overvaluation of tech stocks like Nvidia, and why precious metals might become key to protecting portfolios. Wellum also covers Buffett’s increasing exposure to energy stocks, concerns over baby boomers’ equit…
  continue reading
 
David Woo joins James Connor to warn that a highly likely Israel-Iran war will send oil prices soaring to $100 and trigger significant market volatility. In this interview, David, a former top Wall Street macro analyst and CEO of David Woo Unbound, explains why geopolitical risks are the highest he’s seen in decades and shares what investors could …
  continue reading
 
In this week’s edition of Wealthion’s Weekly Market Recap, Andrew Brill highlights key insights from our expert guests: Christopher Vermeulen examines the broader macro picture, focusing on oil and offering chart analysis for uranium. Michael Gayed explains why traditional models may no longer apply in today’s economy and touches on the debt crisis…
  continue reading
 
In this inspiring Speak Up conversation, Anthony Pompliano shares key lessons from his new book: How To Live An Extraordinary Life. He and Anthony Scaramucci dive into how to take control of your life with agency, optimism, and a winning approach to Bitcoin and crypto. The multifaceted Pomp, an entrepreneur, CEO, and founder of Professional Capital…
  continue reading
 
Ram Ahluwalia joins Andrew Brill to dive into how AI will reshape industries, creating massive opportunities for some and existential challenges for others. Ram, Lumida Wealth’s co-founder and CEO, also critiques the Fed’s recent rate cut, warning that it could lead to economic overheating because the U.S. economy remains resilient. From AI themati…
  continue reading
 
Andrew Brill welcomes Michael Gayed to explain why liquidity has overtaken traditional fundamentals as the primary driver of market performance. Michael, Portfolio Manager at Tidal Financial Group and Publisher of The Lead-Lag Report, highlights the misaligned incentives that keep liquidity flowing and distort market pricing alongside the Federal R…
  continue reading
 
Institutions are quietly unloading billions in stocks, signaling a potential market reset or recession ahead, warns Chris Vermeulen to host James Connor. In addition to his macro insights, Chris, the Founder and CIO of The Technical Traders, provides a chart trading analysis extravaganza of key investment sectors and equities like the S&P 500, NASD…
  continue reading
 
In this week’s edition of Wealthion’s Weekly Market Recap, James Connor highlights key insights from our expert guests: David Rosenberg warns of an impending recession, highlighting clear signs of economic contraction, while Chris Casey sounds the alarm on a looming U.S. solvency crisis. Jeremy Schwartz analyzes China’s stimulus and U.S. growth out…
  continue reading
 
David Rosenberg joins Anthony Scaramucci on Speak Up to warn and explain why a recession is looming. Highlighting the dangers of a widespread “soft landing” complacency and overexposure to equities, David, the Founder and President of Rosenberg Research, draws parallels to past crises and explains why current conditions are setting investors up for…
  continue reading
 
Is the U.S. on the brink of a solvency crisis? Chris Casey joins Andrew Brill to discuss the worrying solvency risk posed by rising debt and unchecked deficit spending and the Federal Reserve’s likely response: more money printing. Chris, the Founder and Managing Director of WindRock Wealth Management, unpacks why inflation is likely to persist and…
  continue reading
 
Wealthion’s Andrew Brill welcomes Geo Chen to unpack why the current macro setup is highly bullish for global markets, driven by the Fed’s rate cuts, positive U.S. economic data, and China’s aggressive stimulus efforts. The author of the Fidenza Macro Newsletter also shares his updated views on key asset classes like gold, oil, and bitcoin, and exp…
  continue reading
 
China’s stimulus and the Fed’s rate cut aim to boost their economies—will it be enough? Jeremy Schwartz, WisdomTree’s Global Chief Investment Officer, joins James Connor to discuss their impact on markets, the global economy, and where the risks and opportunities lie. They explore whether these moves can prevent a recession, stock market valuations…
  continue reading
 
In this week’s edition of Wealthion’s Weekly Market Recap, Andrew Brill highlights key insights from our expert guests: Tavi Costa discusses the Fed’s aggressive rate cuts and the mounting recession signals in the yield curve. Daniel Lacalle reveals the “hidden recession” already affecting major global economies and how dedollarization would devast…
  continue reading
 
Speak Up’s Anthony Scaramucci welcomes former Federal Reserve Bank of Atlanta President and CEO Dennis Lockhart to explore the echoes of the 2008 financial crisis and how they still resonate in today’s economy. Lockhart shares insider insights into the Fed’s bold response with quantitative easing, critical lessons learned, and how those actions con…
  continue reading
 
Andrew Brill welcomes renowned economist Daniel Lacalle, PhD, to discuss the unsustainable trajectory of the U.S. and major global economies, which are already experiencing a private-sector “hidden recession.” Lacalle, Chief Economist at Tressis, unpacks how massive government spending and loose central bank policies are inflating short-term GDP gr…
  continue reading
 
WindRock Wealth Management’s Director, Brandy Maben, joins Wealthion’s Andrew Brill to share essential insights on estate planning, life insurance, and financial strategies to safeguard your wealth during life’s most unexpected events. Learn how proper planning can ease emotional and financial burdens, especially during difficult times like death o…
  continue reading
 
Crescat Capital Macro Strategist Tavi Costa explains how rising U.S. interest payments and unchecked fiscal spending have trapped the Federal Reserve, forcing last week’s aggressive rate cut that could reignite inflation and weaken the U.S. dollar. As recession risks grow and equity markets hit peak valuations, he joins James Connor to unpack why c…
  continue reading
 
In this week’s edition of Wealthion’s Weekly Market Recap, Andrew Brill shares the most compelling insights from our expert guests. From the state of the federal budget to why credit card rates aren’t regulated, EJ Antoni dives into key fiscal challenges. Michael Howell explores the economic slowdown in China and rising U.S. debt levels, while Noel…
  continue reading
 
Anthony Scaramucci sits down with Noelle Acheson, author of the Crypto is Macro Now newsletter, for an insightful conversation exploring how Bitcoin and gold are the ideal hedges for these chaotic times of political instability, inflation, and rising economic inequality. They also discuss Noelle’s forecast for Bitcoin, stagflation risks, the rise o…
  continue reading
 
Immediately after the Fed announced its 50 bps interest rate cut, Vincent Deluard, Director of Global Macro at StoneX, joined Maggie Lake for a live broadcast to discuss its impact on financial markets and the economy. If you missed Wealthion's special broadcast, now is the time to catch up on Vincent’s expert insights and learn what this rate cut …
  continue reading
 
Is the Federal Reserve’s shift in focus setting the stage for a major liquidity increase? Renowned global liquidity expert Michael Howell, Founder and CEO of CrossBorder Capital, joins James Connor to discuss the Fed’s economic concerns, its upcoming policy pivot, and the resulting boost in global liquidity, asset prices, and inflation. He also div…
  continue reading
 
E.J. Antoni, PhD, Economist and Research Fellow at the Heritage Foundation, explains why the Fed’s plan to cut interest rates won’t solve deeper economic problems—such as runaway government borrowing and record deficits—that threaten American financial stability. He uncovers how the Fed is at loggerheads with the US Treasury, creating a dangerous c…
  continue reading
 
In this week’s edition of Wealthion’s Weekly Market Recap, Andrew Brill shares the most compelling insights from our expert guests. Michael Kao explains why he’s skeptical of a rate cut and its potential to reignite inflation. Caitlin Long discusses how cryptocurrency could challenge traditional financial systems amidst excessive regulation. Jared …
  continue reading
 
Is the future of crypto under attack? Caitlin Long, Founder and CEO of Custodia Bank, joins Anthony Scaramucci to reveal how political forces and regulatory battles are creating a challenging path for the crypto industry in the U.S. From the difficulties facing crypto entrepreneurs to why Bitcoin could power the AI economy. Caitlin shares her insid…
  continue reading
 
Warren Pies, Founder of 3Fourteen Research and Portfolio Manager of the $FCTE ETF, joins Jared Dillian, Founder of Jared Dillian Money and The Daily Dirt Nap, for an insightful discussion on the Fed’s upcoming rate cut, the future of the economy, and their trading strategies. The two market veterans also delve into a potential resurgence of inflati…
  continue reading
 
Psy Ko joins Andrew Brill to share how he transformed his life from $110K in debt to financial freedom through the FIRE Movement. Now a finance coach and expert at @FIREPsyChat, Psy emphasizes the importance of taking responsibility for your financial future, building financial literacy, and making intentional changes to spending and saving habits.…
  continue reading
 
Michael Kao joins Wealthion’s Andrew Brill to warn that next week’s signaled Fed rate cut will likely have unforeseen consequences: a resurgence of inflation and market instability amidst what he calls a “Vodka Red Bull” bifurcated economy. In this insightful interview, the retired hedge fund manager and writer at Kaoboy Musings defies consensus by…
  continue reading
 
In this week’s edition of Wealthion’s Weekly Market Recap, Andrew Brill shares the most compelling insights from our expert guests. Lobo Tiggre explains why he believes commodities are signaling that a recession is already here and presents his bullish case for gold and uranium. Brent Johnson discusses the painful implications of de-dollarization f…
  continue reading
 
Brent Johnson, CEO of Santiago Capital, joins Anthony Scaramucci for a deep-dive conversation that reveals the painful realities of attempting de-dollarization and the enduring global power of the US dollar. Brent, renowned for his “Dollar Milkshake Theory,” also shares unique insights on Bitcoin, his outlook on China's economy, advice for young fi…
  continue reading
 
Brett Rentmeester unpacks why renting is becoming the preferred choice for many Americans, making the “build-to-rent” model very attractive to real estate investors. Brett, the Founder and Managing Director of WindRock Wealth Management, joins Wealthion’s Andrew Brill for a thought-provoking conversation on the shifting landscape of real estate in …
  continue reading
 
Adam Johnson discusses the current state of the economy and markets, highlighting positive factors such as GDP growth, lower inflation, rate cuts, and earnings growth. He predicts multiple rate cuts by the Fed but not as aggressively as the market expects. He also emphasizes the importance of staying invested and not trying to time the market. John…
  continue reading
 
There are plenty of signs flashing recession, warns Lobo Tiggre, CEO of The Independent Speculator. He joins James Connor to explain why a recession is already here and why gold and uranium could have significant upside during this downturn. The contrarian investor also breaks down key economic indicators, critiques the Fed’s actions, and shares wh…
  continue reading
 
In this week’s edition of Wealthion’s Weekly Market Recap, Andrew Brill shares the most compelling moments from our expert guests this week. Marc Faber thinks the market is in a bubble and due for a sizable correction, while Jordi Visser delves into Fed policy and a slowly defaulting US. Jonathan Wellum provides insights into what he perceives is t…
  continue reading
 
Macro investor Jordi Visser joins Anthony Scaramucci to discuss how AI and tech are destroying the economic business cycle, potentially making recessions a thing of the past. Jordi, the former President and CIO of Weiss Multi-Strategy Advisers, shares his insights on the upcoming lower-rate Fed regime, his outlook for Bitcoin, the impact of market …
  continue reading
 
Marc Faber, editor of the Gloom, Boom & Doom report, delivers a stark warning about the global economy and financial markets, urging caution and sharing strategies for investors to protect their wealth. In this thought-provoking conversation with James Connor, the renowned contrarian investor—also known as Dr. Doom—explains why he believes markets …
  continue reading
 
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 reliab…
  continue reading
 
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 o…
  continue reading
 
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 equi…
  continue reading
 
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 …
  continue reading
 
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 …
  continue reading
 
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 w…
  continue reading
 
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 warnin…
  continue reading
 
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…
  continue reading
 
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 a…
  continue reading
 
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…
  continue reading
 
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 mo…
  continue reading
 
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? Schedu…
  continue reading
 
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 sponso…
  continue reading
 
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,…
  continue reading
 
Loading …

Οδηγός γρήγορης αναφοράς