762 episodes
Wealthion - Be Financially Resilient Wealthion
-
- Business
-
-
4.7 • 37 Ratings
-
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.
-
Market Boom: Rate Cuts & Bitcoin to $100,000? | Tom Lee
Will Bitcoin surge past $100,000 by 2025? Discover why Co-Founder and Head of Research at Fundstrat Global, Tom Lee, believes now is the time to invest, his predictions on the market and Bitcoin's future.
In this episode of ‘Speak Up,’ Anthony Scaramucci sits down with Tom Lee, Co-Founder and Head of Research at Fundstrat Global. Tom shares his insights on the current economic climate, explores the potential for significant Fed rate cuts, and why he believes small cap stocks are set for a major rally. Lee also makes a bold prediction that Bitcoin could hit $100,000 by the end of the year.
Fundstrat’s Tom Lee is one of the leading strategists on Wall Street and his famed Granny Shots stock list has outperformed the S&P by MORE than 100% since inception.
Anyone interested in full access to Tom Lee’s institutional-grade research – including daily videos, market alerts, webinars, and fireside chats with CEOs and industry leaders – can sign up at fsinsight.com.
Exclusive to Speak Up listeners, you can access all of Tom’s research at no cost for 30 days! Learn more here: https://bit.ly/speakup-tomlee
Timestamps:
0:00 - Introduction
2:42 - Federal Reserve Rate Cuts Discussion
3:37 - Why Tom Lee is Bullish on Small Cap Stocks
5:21 - Bill Dudley's Comments on Rate Cuts
6:22 - Fed Rate Cut Scenarios
7:45 - Market Predictions for 2030
9:54 - Concerns About US Debt
10:44 - Bitcoin's Performance and Future
14:09 - Geopolitical Impacts on Markets
16:12 - Election Predictions
18:42 - Regulatory Shifts in Crypto
20:18 - Investment Advice: Small Cap Stocks
22:07 - Viewer Q&A: Gold Investments
23:23 - Viewer Q&A: Short-term Cash Investments
24:49 - Viewer Q&A: Rolling Over 401k to IRA
26:00 - Viewer Q&A: Bitcoin Market Cap Predictions
27:33 - Viewer Q&A: Crypto Use Cases
28:40 - Conclusion -
How to Build Wealth & Avoid Taxes Like a Pro | Mark Kohler
In episode of Wealthion, Andrew Brill speaks with renowned CPA and lawyer Mark Kohler. As the founder and senior partner at KKOS Lawyers, Mark is dedicated to helping people financially achieve their American dream. Kohler shares his expert strategies on how to build and protect wealth through smart tax and legal planning.
Some of the key strategies they discuss include:
How to utilize Roth IRAs from an early age
The benefits of side hustles and rental properties
Advanced tax strategies to minimize liabilities
Did you like this video? Hit the like button and let us know in the comments!
Timestamps:0:00 - Introduction
0:27 - Does the American Dream Still Exist?
2:24 - Teaching Financial Responsibility to Kids
5:04 - Benefits of Early Roth IRA Contributions
8:27 - The Rise of Side Hustles and Wealth Building
10:06 - Real Estate Investment Strategies
12:48 - Choosing the Right Type of Real Estate
15:41 - Partnering for Real Estate Investments
17:57 - Self-Directed IRA for Real Estate
20:44 - Setting Up LLCs for Self-Directed IRAs
22:04 - The Importance of Revocable Living Trusts
24:17 - Advantages of S Corporations for Subcontractors
26:48 - Converting 401k to Roth IRA
30:44 - Tax-Free Wealth with Roth IRA
33:17 - Alternative Investment Strategies: Hard Money Lending
35:31 - Investing in Cryptocurrency with Self-Directed IRA
38:10 - Upcoming Crypto Tax Summit Details
40:04 - Political Impacts on Tax Legislation
41:48 - Closing -
US Economy Warning Signs: Bret Kenwell on Volatility, Consumer Health, & Investing
Get ahead of market trends with Bret Kenwell's expert analysis on stocks, crypto, and the economy.
In this episode of Wealthion, host James Connor is joined by Bret Kenwell, an investment and options analyst at eToro. Together, they delve into the latest market trends, discussing everything from the soaring highs of AI stocks to the evolving landscape of cryptocurrencies like Bitcoin and Ethereum. Bret also shares his insights on the health of the US economy, the consumer market, and potential impacts of Federal Reserve policies. Whether you're a seasoned investor or just starting out, this episode is packed with valuable information to help you build and protect your wealth.
TIMESTAMPS:
00:00 - Introduction
01:27 - US Banks & Earnings Season
03:00 - Consumer Spending & Economic Health
03:35 - Real Estate Market Analysis
04:45 - AI Stocks & Valuations
07:23 - US Economy & GDP Concerns
12:20 - Inflation & Federal Reserve Policies
15:39 - Cryptocurrency Insights: Bitcoin & Ethereum
20:14 - Options Trading Trends
21:45 - Roaring Kitty & Market Impact
22:54 - Upcoming Earnings & Economic Data
25:57 - Conclusion -
How to Buy Gold
Have you ever wondered how you can purchase gold? Wealthion's James Connor breaks down how to purchase this valuable precious metal as an asset. Discover how to buy and store gold and from this video. Learn everything you need to know about buying gold and as an investment.
SCHEDULE YOUR FREE WEALTH CONSULTATION with Wealthion's endorsed financial advisors here: https://www.wealthion.com/ -
Market Recap: Banking Crisis, Cars and Financial Armageddon
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- Intro0:09- Speak Up: Is Financial Armageddon Near?Full episode:https://youtu.be/h1tCxiedQD8
10:34- Banking Crisis Ahead: What This Means for Market VolatilityFull episode: https://youtu.be/Ba1uUn6OoXM
20:10- Avoid Financial Failure: The Ultimate Retirement StrategiesFull episode: https://youtu.be/REQmOmD38KA
28:58- Avoid These Used Car Scams! Insider Tips from a Car DealerFull episode: https://youtu.be/oS5Xr1hQ99k
37:12- Closing -
Is Financial Armageddon Near?
Discover why gold is a must-have asset, its surprising outperformance, and the threats your portfolio could face in an upcoming financial Armageddon.
In this episode of Wealthion, Anthony Scaramucci talks with Steven Feldman, CEO of Gold Bullion International (GBI). They discuss gold, the markets, the looming threats facing the economy, and the best strategies to safeguard your portfolio during such volatile economic times.
Steven also shares his thoughts on upcoming rate cuts by the Fed, the importance of not being complacent while investing, and the role of gold as a hedge against government chaos.
Be sure to hit the like button and let us know in the comments what topics you'd like us to discuss in upcoming episodes.
TIMESTAMPS:
00:00 - Introduction
02:26 - Economic Overview
04:46 - Gold Outperforming the S&P 500
07:35 - Economic Growth & Recession Predictions
09:15 - Rate Cuts on the Horizon
10:53 - The Impact of American Complacency
13:30 - Bitcoin & Cryptocurrency Discussion
17:35 - Geopolitical Implications & NATO
19:18 - Reordering of Global Alliances
22:11 - 2024 US Presidential Election Predictions
24:59 - The Role of AI in Gene Therapy
27:20 - Investment Advice & Portfolio Management
30:43 - Calmness in Investment Strategy
31:49 - Wealthion Advisors & Closing Remarks
Customer Reviews
Solid Information
Overall this is a solid podcast, worth the time. Their regular guests, such as Lance, Stephanie, are excellent. The host Adam is knowledgeable. On the downside, he interrupts, and his questions can drag on and on. I find myself tapping ahead (a lot) before the guest finally gets to respond. Less is more!
What a joke!
I thought this was a serious investment podcast until they decided to have Don Lemon on as a guest.
Excellent!
Great guests, great host and so valuable for retail DIY investors. Thank you, Adam!