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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.

  1. HACE 2 H

    Gold & Silver: A Lot Further To Go | John Waldie on Investing in the Precious Metals Bull Market

    💡Silver broke $40 and could soon outpace gold. Are you positioned? Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Gold has surged to $3,800 and silver has broken above $46, but according to John Waldie, Senior Portfolio Manager, of SCP Resource Finance, the precious metals bull market is only in the “fourth inning.” In this conversation with Trey Reik, Waldie explains why silver could soon outpace gold, why generalist investors and family offices are just beginning to enter the sector, and how mining financings are at record levels. He also shares how early-stage placements can deliver extraordinary returns and why miners remain undervalued even after the recent rally and breaks down the importance of resources, reserves, and feasibility studies in understanding mining company valuations. He also highlights the opportunities and risks in different mining jurisdictions, from Canada to West Africa.  💡Generalist investors and family offices are starting to enter gold & silver. Is your portfolio ready? Get a free review with Wealthion’s endorsed financial advisors: https://bit.ly/472drbq 💡Get your Free Gold Investing Report here: https://wealthion.com/gold 💡 Wealthion and SCP Resource Finance will bring together the world’s top silver experts this October in Toronto. Join our accredited investor list here to go in-person: https://wealthion.com/accredited/ Or, attend virtually, by buying your tickets here: https://www.eventbrite.com/e/wealthion-scp-global-silver-virtual-conference-2025-tickets-1685583779459 Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Gold #Silver #PreciousMetals #MiningStocks #Commodities #Markets #EconomicTrends #BullMarket #InflationHedge #ResourceInvesting #GoldInvesting #SilverInvesting ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. 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 and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

    45 min

  2. HACE 3 DÍAS

    Powell Warns: Don’t Count on Rate Cuts | Rise UP!

    💡Get Kevin's and Andy’s expert advice one-on-one with a free review of your portfolio. Go to https://www.wealthion.com/free and select Grimes & Company or OnePoint BFG Wealth Partners on the form. This week on Rise UP!, Rise Growth Managing Partner Terri Kallsen and CIO Joe Duran sit down with Kevin Grimes, CEO of Grimes & Company, and Andy Schwartz, CEO of OnePoint BFG Wealth Partners, to break down the biggest market stories investors need to watch. From Powell’s warning that rate cuts aren’t guaranteed, to the surge in new home sales, to quirky but telling economic indicators, Kevin and Andy unpack what these signals mean for the economy and your portfolio. Plus, they dive into the new IRS rules for 401(k) catch-up contributions and what they mean for high earners over 50. 💡Wealthion and SCP Resource Finance will bring together the world’s top silver experts this October in Toronto. Learn more about our Global Silver Conference here: https://wealthion.com/silverconference2025/ 💡Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://hardassetsalliance.com/?aff=WTH Chapters: 3:18 - A Great Balancing Act: The Fed Board’s Growing Split 7:27 - New Home Sales Reach a Three-Year High 13:37 - An Unconventional Economic Indicator 20:00 - Changing IRS Rules on 401(k) Catch-Up Contributions 21:02 - What Options Do I Have to Offset the Tax Hit with Changing Rules? 22:09 - What Can I Do if My Company Doesn’t Offer a Roth 401(k)? 24:04 - What’s the Best Way to Manage Required Minimum Distributions on Retirement Accounts? 26:20 - What to Watch Next Week: Employment Numbers 27:20 - What to Look for in the Manufacturing PMI and ISM Readings 29:30 - Should I Pay Closer Attention to the Services PMI and ISM Readings? Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ ________________________________________________________________________ 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 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. #RiseUP #Wealthion #Investing #Markets #FederalReserve #InterestRates #HousingMarket #RetirementPlanning #FinancialAdvice #EconomicIndicators #401k #InvestSmart #Finance Learn more about your ad choices. Visit megaphone.fm/adchoices

    36 min

  3. HACE 4 DÍAS

    Why Investors And Tech Will Turn to Natural Gas | Chris Casey

    💡Thinking about energy exposure? Get a free portfolio review with Chris Casey and the team at WindRock at: https://bit.ly/3KpYPcZ Electricity demand in the U.S. is set to soar as AI, EVs, and cryptocurrency put unprecedented strain on the power grid. Chris Casey of WindRock Wealth Management tells Maggie Lake why natural gas is the fastest, cheapest, and cleanest solution, and why it remains undervalued despite these bullish trends. He explains how LNG exports and equities offer investors unique opportunities, while also highlighting the risks of oversupply, oil price swings, and long-term competition from nuclear. Casey argues this is an early-stage megatrend that could even become a major political issue as electricity prices rise. 💡Get your Free Gold Investing Report here: https://wealthion.com/gold 💡 Wealthion and SCP Resource Finance will bring together the world’s top silver experts this October in Toronto. Join our accredited investor list here to go in-person: https://wealthion.com/accredited/ Or, attend virtually, by buying your tickets here: https://www.eventbrite.com/e/wealthion-scp-global-silver-virtual-conference-2025-tickets-1685583779459 💡Get to Know Chris Casey: His Journey, Strategy, and Financial Philosophy: https://www.youtube.com/watch?v=l2DdcqtoBYs Chapters: 0:39 - Why Nat Gas Now? The Demand Dynamics 1:48 - Why Electrification Puts Gas Center Stage 2:39 - What’s Changed? AI, EVs & Data Centers Driving Demand 4:45 - Is the EV Shift Bigger Than We Think? 5:49 - Why Natural Gas Looks Like the Fastest Grid Fix 8:23 - If It’s So Bullish, Why Is the Price Still “Cheap”? 11:10 - Washington’s Role: How Policy Is Shaping Nat Gas 12:08 - How Should Investors Play It—Futures or Equities? 14:26 - Pure Plays vs. Integrated: Picking Your Exposure 15:53 - ⭐️Wealthion Golden Nugget: What Inning Are We In? Early Days of a Megatrend 17:42 - Key Risks: Oversupply, Oil Linkages, Nuclear & Politics Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Energy #NaturalGas #Commodities #AI #EVs #Crypto #Electricity #PowerGrid #LNG #Markets #EconomicTrends ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. 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 and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

    21 min

  4. HACE 5 DÍAS

    Gold vs Bitcoin: Which Asset Will Truly Protect Your Wealth? | Alan Hibbard & Trey Reik

    💡 Protect your wealth outside the financial system, buy and store physical gold and silver safely with Hard Assets Alliance: https://www.hardassetsalliance.com/?aff=WTH Gold and Bitcoin are both near record highs, but which is the stronger hedge in today’s fragile financial system? In this Wealthion exclusive, the channel’s executive producer, Mario Rodriguez, speaks with gold veteran Trey Reik and GoldSilver host Alan Hibbard to explore the similarities and differences between these two alternative assets. They discuss why central banks are stockpiling gold, whether Bitcoin can truly become a safe haven, and how both protect against money printing and the ubiquitous “everything bubble.” The guests also debate government overreach, the lessons from FDR’s gold confiscation, and whether the next monetary system will be anchored by gold, Bitcoin, or both.   💡See how gold or Bitcoin might fit into your portfolio with a free review from Wealthion’s endorsed financial advisors at https://bit.ly/4pCfwlG 💡Get your Free Gold Investing Report here: https://wealthion.com/gold 💡 Wealthion and SCP Resource Finance will bring together the world’s top silver experts this October in Toronto. Join our accredited investor list here to go in-person: https://wealthion.com/accredited/ Or, attend virtually, by buying your tickets here: https://www.eventbrite.com/e/wealthion-scp-global-silver-virtual-conference-2025-tickets-1685583779459 Chapters: 02:01 - Gold vs. Bitcoin: Why Do People Compare Them? 04:06 - Did They Hedge? How Gold & Bitcoin Performed in Turbulent Years 06:45 - Scarcity or “Arduous”? What Really Drives Value 09:37 - The Grind of Gold: Trey Responds to “Arduous” 12:43 - Safe Haven Test: Is Bitcoin There Yet? 20:59 - What’s Powering Today’s Rallies in Gold and Bitcoin? 26:57 - From Retail to Nation-States: The Adoption Path 29:21 - 1933 Redux? Confiscation, Taxes, and What’s Actually At Risk 33:55 - ⭐️Wealthion Golden Nugget: The Next Monetary System: Gold Backing or Bitcoin Rails? 38:35 - Portfolio Mix: If You Had 10% for Gold + Bitcoin 41:12 - Generational Divide—or Convergence—Between Gold Bugs & Bitcoiners 47:26 - 5–10 Year Outlooks: Quick Takes on Gold and Bitcoin Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Gold #Bitcoin #Crypto #SafeHaven #Markets #Dollar #CentralBanks #PreciousMetals #Hedging #MonetarySystem #EconomicCrisis ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. 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 and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

    54 min

  5. HACE 6 DÍAS

    Grant Williams: Why Gold Shines & the Dollar’s Future Is at Risk

    💡Gold isn’t a trade, it’s protection. Start securing your wealth today with Hard Assets Alliance, The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Grant Williams joins Wealthion’s Trey Reik to explain why the global debt crisis and the dollar’s fragility are reshaping the financial system. Grant reveals why the freezing of Russia’s reserves marked a turning point, how BRICS nations are exploring alternatives, and why central banks are buying record amounts of gold. For Williams, gold isn’t a trade; it’s wealth preservation, a way to protect purchasing power and prepare for a world of headwinds rather than tailwinds that’s coming. This conversation is part of Wealthion’s Gold Interview Series, a special lineup this month featuring some of the most important voices in precious metals. If you want to understand the future of money, the role of gold, and how to think like an investor in uncertain times, this interview is essential viewing.   💡Protect your wealth in a world of debt and uncertainty. Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3IDNGEW 💡Get your Free Gold Investing Report here: https://wealthion.com/gold 💡 Wealthion and SCP Resource Finance will bring together the world’s top silver experts this October in Toronto. Join our accredited investor list here to go in-person: https://wealthion.com/accredited/ Or, attend virtually, by buying your tickets here: https://www.eventbrite.com/e/wealthion-scp-global-silver-virtual-conference-2025-tickets-1685583779459 Chapters: 0:38 - Intro: Why This Conversation Matters Today 2:10 - First Time at Rick Rule’s Conference? 4:13 - Debt Limits: Are We Finally at the End of the Line? 5:31 - De-Dollarization: Has the Shift Already Begun? 7:54 - BRICS: Real Dollar Rival or Just Talk? 10:19 - China’s Cross-Border System & Gold’s Role 12:26 - When Would Gold Stop Being a “Must-Own”? 14:02 - 1980 Playbook: Are There Times Not to Own Gold? 16:24 - Will the Fed Monetize America’s Debt? 18:22 - Grant’s Take on Gold Stocks 18:41 - Portfolio Mix: How Much Gold Is “Right”? 19:50 - Beyond Gold: What Should Investors Focus On Now? Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Gold #Silver #PreciousMetals #DollarCrisis #DebtCrisis #CentralBanks #BRICS #DeDollarization #WealthPreservation #Markets ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. 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 and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

    25 min

  6. 22 SEP

    Inside the $1.65B Solana Bet | Kyle Samani on Forward Industries & the Future of Finance

    💡As finance moves on-chain, is your portfolio ready for the future of markets? Get a free review with Wealthion’s endorsed financial advisors at Solana isn’t just about speed, it’s building Internet Capital Markets that could transform finance into a 24/7, on-chain system. In this Wealthion interview, Kyle Samani, Co-Founder of Multicoin Capital and Chairman of Forward Industries, joins Chris Perkins to explain why he raised $1.65 billion to pioneer the world’s first fully on-chain public company. He breaks down how tokenized equities, on-chain dividends, and Solana’s 8% staking yield could rival Wall Street’s traditional model. From meme coins as cultural stress tests to regulatory momentum and consolidation ahead, Kyle reveals why Solana may be the future of global markets.   💡 Wealthion and SCP Resource Finance will bring together the world’s top silver experts this October in Toronto. Join our accredited investor list here to go in-person: https://wealthion.com/accredited/ Or, attend virtually, by buying your tickets here: https://www.eventbrite.com/e/wealthion-scp-global-silver-virtual-conference-2025-tickets-1685583779459 Chapters: 1:01 - The Biggest Raise in Crypto History? 1:25 - From Origins to Outperformance: Kyle’s Multicoin Story 2:33 - Solana Unpacked: Building the “Internet of Capital Markets” 5:49 - From Meme Coins to Market Giants: How Big Can It Get? 10:07 - Why Build a Solana Treasury Company Right Now 15:34 - Tokenized Equity: Timeline, Roadblocks, and Breakthroughs 16:50 - Foundation vs. Forward: Who’s Driving the Mission? 18:21 - ⭐️Wealthion Golden Nugget: Where Yield Comes From and How It Supercharges NAV 21:03 - Targets and Ambitions: SOL Holdings & Staking Revenues 21:38 - Yield Isn’t Free: Managing Risks in the Model 24:03 - Why Galaxy, Jump, and Multicoin Joined Forces 27:45 - Inside a $1.65 Billion Raise: How It Happened So Fast 28:13 - What Makes This Digital Asset Trust Different? 30:26 - M&A in Crypto: Rollups or a “Game of Thrones”? 31:37 - The Next 12–18 Months: Defining Success in the Market 32:28 - ETFs, Tokens, or Trusts: Which Vehicle Wins? 33:38 - Looking Ahead: Why the Next Decade in Crypto Looks Obvious Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Solana #Crypto #Cryptocurrency #Blockchain #DeFi #Yield #Markets #WallStreet #Tokenization #DigitalAssets ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. 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 and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

    37 min

  7. 19 SEP

    Fed’s 25 bps Cut Explained: Investing, Debt & Housing Insights | Rise UP!

    💡 Get Emily and Matt’s great insights one-on-one with a free review of your portfolio. Go to https://www.wealthion.com/free and select Grimes & Company on the form. This week on Rise UP!, Rise Growth CIO Joe Duran is joined by Emily Wood, Head of Financial Planning at Grimes & Company, and Matt Morse, Chief Equity Strategist at Grimes & Company, to break down the biggest stories in markets this week. Diving into the Fed’s 25 basis point rate cut and the market rally to new highs, Emily and Matt offer their insight into where they see interest rates, the AI trade, and real estate going next and what it means for your portfolio. Additionally, they offer practical strategies for managing debt, including student loans and credit cards, in today’s changing interest rate environment. 💡Wealthion and SCP Resource Finance will bring together the world’s top silver experts this October in Toronto. Learn more about our Global Silver Conference here: https://wealthion.com/silverconference2025/ 💡Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://hardassetsalliance.com/?aff=WTH Chapters: 1:51 - First Rate Cut of the Year! The Fed Cuts 25bps 10:28 - The AI Trade & Its Frothy Valuations Continue 15:54 - Interest Rates & Real Estate 20:48 - Debt Management as Borrowing Increases & Credit Scores Fall 22:22 - How Can I Invest and Pay Down Debt Simultaneously? 24:36 - When Do I Prioritize Debt Repayment vs Investing? 26:43 - How Do I Juggle Multiple Debts & Investing? 30:49 - What to Watch Next Week: PCE, GDP, & Fed Presidents’ Speeches Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ ________________________________________________________________________ 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 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. #RiseUP #Wealthion #Wealth #Finance #FederalReserve #RateCuts #Markets #Investing #FinancialPlanning #DebtManagement #HousingMarket #AIstocks Learn more about your ad choices. Visit megaphone.fm/adchoices

    37 min

  8. 18 SEP

    Jonathan Wellum: Lessons from Buffett, Lynch & Decades of Value Investing

    💡Want expert guidance from a proven value investor? Get a free portfolio review with Jonathan Wellum at https://bit.ly/3Vl85S7 Value investing has created more wealth than any other strategy, but in today’s world of meme stocks, AI hype, and constant market noise, does it still work? In this interview, Jonathan Wellum, CEO of RockLinc Investment Partners, joins James Connor to explain why value investing remains the most reliable path to building wealth. He breaks down how focusing on fundamentals, patience, and discipline outperforms speculation and trading in the long run.  Jonathan shares lessons from Warren Buffett and Peter Lynch, explains the power of compounding and tax efficiency, and shows how value investors avoid “torpedo stocks” that can wipe out portfolios. He also discusses today’s market challenges, from the dominance of the “Magnificent 7” to overlooked opportunities in sectors like precious metals.  💡Get To Know: Rocklinc's Jonathan Wellum https://youtu.be/ezMiX0FtZ7g 💡Get your Free Gold Investing Report here: https://wealthion.com/gold 💡Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH 💡 Wealthion and SCP Resource Finance will bring together the world’s top silver experts this October in Toronto. Join our accredited investor list here to join us in-person: https://wealthion.com/accredited. To attend virtually, buy your tickets here: https://www.eventbrite.com/e/wealthion-scp-global-silver-virtual-conference-2025-tickets-1685583779459 Chapters: 0:55 - What Exactly Is Value Investing?   3:54 - How Long Is a “Long-Term” Hold? 5:38 - Day Trading vs. Value: What’s the Real Difference? 7:22 - How Value Investing Tunes Out the Noise 14:20 - Berkshire’s Scorecard: How Has Warren Buffett Performed? 16:32 - Taxes: The Hidden Investing Return Killer 19:59 - Canada Check: Capital Gains Up North 20:40 - Risk Management: Avoiding Portfolio Torpedoes 26:26 - Mag 7 & ETFs: Is Fundamental Value Still Relevant? 31:08 - ⭐️Wealthion Golden Nugget: The Big Benefits of Value Investing Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #ValueInvesting #WarrenBuffett #PeterLynch #StockMarket #LongTermInvesting #Compounding #Taxes #RiskManagement #Magnificent7 #PreciousMetals #Gold #Silver #JonathanWellum ________________________________________________________________________ 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 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

    38 min
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