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Wealthion - Be Financially Resilient

Wealthion - Be Financially Resilient

Wealthion

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.

779 - Wealth in Crisis Times: How Geopolitical Tensions Will Shape Your Investments
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  • 779 - Wealth in Crisis Times: How Geopolitical Tensions Will Shape Your Investments

    Learn more about the upcoming Mauldin Economics conference here: https://www.mauldineconomics.com/go/JM543Z17/WEA


    In this episode of Wealthion, Andrew Brill sits down with Ed D'Agostino of Mauldin Economics for a crucial discussion on the volatile economic landscape and how it impacts your investments.


    Amid rising geopolitical tensions, fluctuating markets, and the looming threat of a productivity boom, Ed shares expert insights on navigating these uncertain times. Learn about the significant themes driving the market, the impact of AI and reshoring, and strategic investment tips to safeguard and grow your wealth. Whether it's the rise of domestic oil production, the intricacies of global politics, or preparing for a market correction, this episode is packed with valuable information you won't want to miss.


    Stay till the end for Ed's take on the strategic investment conference and actionable advice for the turbulent decade ahead. For more wealth-building strategies and expert financial advice, subscribe to Wealthion and join our community of informed investors.


    Timestamps:

    0:00 - Introduction

    2:17 - Economic Landscape Overview

    4:15 - Geopolitical Tensions and Their Economic Impacts

    7:09 - Potential Conflicts and Investment Opportunities

    10:07 - Market Trends and Investment Strategies

    14:47 - Defensive Investment Opportunities

    17:27 - Federal Reserve's Interest Rate Strategy

    21:41 - The Job Market and Unemployment Rates

    25:04 - National Debt and Financial Stability

    30:08 - Addressing the Tax System and Debt Reduction

    32:59 - Strategic Investment Conference Details

    36:39 - Conclusion and Final Thoughts

    Wed, 27 Mar 2024 - 37min
  • 778 - The Part-Time Economy Illusion: Debunking the Job Market Hype | David Rosenberg

    In this episode, James Connor of Bloor Street Capital, and economic oracle David Rosenberg of Rosenberg Research, dive into the unsettling truths of the 2024 economy.


    Rosenberg reveals the potential for significant economic downturn and wealth erosion in 2024. With an uncanny blend of humor and insight, he exposes the misleading job reports, the phantom strength of the housing market, and the precarious position of the consumer credit bubble.


    This discussion stretches beyond the US, offering a grim look at Canada's economic pitfalls and the global implications of these trends. If you're looking for a wake-up call on the economic realities of 2024 and want to know how to safeguard your financial future in these turbulent times, this episode is a must-watch.


    Timestamps:

    00:00 - Intro

    02:46 - The False Prosperity of Today's Economy with David Rosenberg

    10:47 - The Truth Behind Job Reports: A Crisis in the Making

    14:09 - Interest Rate Illusions and the Fed's Tightrope

    24:38 - The Consumer Credit Bubble: On the Brink of Bursting

    33:33 - Decoding Inflation: The Hidden Reality

    37:07 - Navigating the Federal Debt Minefield

    39:51 - Canada's Economic Quagmire: A Warning to the World

    44:07 - The Housing Market Facade: A Looming Reset

    48:28 - Historical Echoes: Comparing Economic Cycles

    52:58 - Wrapping Up: Strategies for Financial Resilience

    Tue, 26 Mar 2024 - 53min
  • 777 - The Fed's Dovish Hold & The 2024 Rally

    In this episode, we dive deep into the complexities of the 2024 financial market with James Connor and Ben Laidler, Global Market Strategist at eToro, in this must-watch episode of Wealthion.


    From the Federal Reserve's latest moves to the surging debate over Bitcoin vs. traditional gold, Ben provides unparalleled insights into what these developments mean for your investments. Discover the hidden drivers behind the US economy's surprising resilience, the role of interest rate cuts in fueling market rallies, and how digital currencies are reshaping investment portfolios. Whether you're an experienced investor or just starting, this episode will equip you with the knowledge to make informed decisions in an ever-changing economic landscape.


    TIMESTAMPS

    0:05 Introduction to the Episode

    1:44 Market Worries and Concentration Risks

    2:53 Fed's Decision and Impact on Markets

    4:25 The Strength of the US Economy

    6:27 Recession Predictions: Hard Landing or No Landing?

    8:37 Europe and UK Economic Outlook

    10:22 Real Estate and Inflation in the UK

    12:17 Recession in Germany and Europe's Economic Challenges

    14:35 China's Economic Slowdown and Global Impact

    17:25 Bitcoin and Digital Assets Analysis

    20:43 Gold as an Investment in the Current Economy

    24:26 Diversification: Bitcoin vs. Gold

    25:32 Risks to the Bull Market Thesis

    27:21 Closing Thoughts

    Sat, 23 Mar 2024 - 28min
  • 776 - Inflation, Debt, and the Dollar's Fate: Peter Schiff's Economic Forecast

    The Debt Crisis and Its Implications: Peter Schiff discusses the growth of the United States' national debt from $7 trillion to approximately $35 trillion and its consequences on the economy. He delves into the reasons behind this increase, highlighting the role of deficit spending and the Federal Reserve's actions in keeping interest rates artificially low. Schiff expresses concern over the sustainability of this debt accumulation and forecasts a looming financial crisis that could result from the inability to manage this debt effectively. Inflation and Monetary Policy: The conversation covers the topic of inflation in detail, with Schiff criticizing the Federal Reserve's policies, particularly the lowering of interest rates and quantitative easing. He argues that these measures, intended to finance government debt and stimulate the economy, have contributed to rising inflation rates. Schiff also discusses the potential for a more significant inflationary crisis as a result of continued monetary expansion and the devaluation of the currency. Gold vs. Bitcoin Debate: A significant portion of the episode is dedicated to the debate between gold and Bitcoin as investment assets and stores of value. Schiff, a well-known advocate for gold, outlines his skepticism towards Bitcoin, arguing that it lacks intrinsic value and is highly speculative. In contrast, he champions gold for its historical reliability as a hedge against inflation and its intrinsic value. The discussion also touches on Schiff's perspective on Bitcoin's role in the financial system and its comparison to gold. TIMESTAMPS:

    0:00 - Introduction

    0:30 - The Rate Cut Necessity

    1:27 - Deep Dive into the Debt Cycle

    2:40 - The Political Consequences of Debt

    6:33 - Inflation's Upward Trajectory

    8:19 - The Role of Technological Advancement

    11:34 - Fiscal Measures and Solutions

    14:39 - Trump's Economic Policies

    17:33 - The Future of Entitlements and Federal Spending

    23:09 - The Wealth Disparity and Inflation

    27:13 - Bitcoin vs. Gold Debate

    33:22 - The Antitrust Case Against Apple

    36:03 - Monetizing the Debt

    40:33 - The Commercial Real Estate Market

    43:22 - Recession Predictions and Economic Outlook for 2024

    50:42 - The Debate on Bitcoin as the New Gold

    Fri, 22 Mar 2024 - 58min
  • 775 - Nuclear Power's Return & What It Means for Your Portfolio

    SCHEDULE YOUR FREE PORTFOLIO REVIEW with Wealthion's endorsed financial advisors at https://www.wealthion.com


    In this episode of Wealthion, host James Connor and guest John Ciampaglia, CEO of Sprott Asset Management, dive deep into the compelling world of uranium investment, against a backdrop of escalating global demand and geopolitical tensions.


    Uncover the dynamics behind uranium's impressive performance and how the shifting energy landscape could shape your investment strategy.


    From the supply deficit challenges to nuclear power's pivotal role in a greener future, get expert insights on harnessing the potential of this critical resource for wealth growth and protection.


    Timestamps 

    00:00 - Introduction

    01:04 - Understanding Uranium's Supply Deficit

    03:48 - Global Nuclear Power Expansion: The China Effect

    06:19 - Securing Uranium: China's Strategic Moves

    08:38 - The U.S. Uranium Production Crisis

    10:36 - The Geopolitical Stakes in Uranium Supply

    13:48 - Kazakhstan & Cameco's Production Hurdles

    15:09 - The Market Dynamics of Uranium Pricing

    17:00 - How to Invest in Physical Uranium

    19:09 - Global Interest in Uranium Investments

    22:38 - The Nexus of AI, Data Centers, and Nuclear Energy

    23:43 - Comparing Nuclear with Solar and Wind Energy

    26:04 - The Reliability and Efficiency of Nuclear Power

    27:30 - Bullish Trends in Uranium: A Historical Perspective

    29:31 - Closing Thoughts and Wealthion Advisory

    Thu, 21 Mar 2024 - 30min
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