Wealthion - Be Financially Resilient Wealthion

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

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

"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.

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



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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

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