Wealthion - Be Financially Resilient

Wealthion
  • 4.4 (356)
  • Investing
  • Updated Semiweekly

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. 19h ago

    Jonathan Wellum: The Biggest Mistake Investors Make With Winning Stocks

    When should you sell a stock that's been one of your biggest winners? According to veteran portfolio manager Jonathan Wellum of ROCKLINC Investment Partners, the default answer is almost never...unless the investment thesis has fundamentally changed. In this conversation with Maggie Lake, Wellum explains why long-term investors often hurt returns by selling too early, chasing market trends, or reacting emotionally to volatility. He outlines the three legitimate reasons to sell a stock, discusses why taxes shouldn't dictate investment decisions, explains how Warren Buffett approached trimming Apple, and shares why patience remains one of the greatest competitive advantages investors have. He also offers practical guidance on managing concentration risk, evaluating intrinsic value, and avoiding costly behavioral mistakes. If you're wondering whether it's time to take profits—or simply stay the course—this interview provides a disciplined framework for making better investment decisions. 💡 Jonathan Wellum says the hardest investing decision isn't what to buy—it's knowing when to sell. Get a free portfolio review from Jonathan and the team at ROCKLINC to determine whether your biggest winners still deserve a place in your portfolio: https://bit.ly/4fktjJb Chapters: 00:00 Why Selling Is So Difficult 01:05 The First Reason to Sell 02:02 When a Stock Gets Too Expensive 03:00 Finding Better Opportunities 03:50 Why Trimming Beats Selling Everything 04:35 The Tax Trap Investors Face 06:20 Don't Confuse Stocks With the Market 07:31 Risk Starts With What You Don't Know 09:57 Rules for Selling Winners 11:15 Patience Is Your Greatest Edge 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 #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #StockMarket #ValueInvesting #JonathanWellum #WarrenBuffett #LongTermInvesting #WealthBuilding #InvestSmart #Compounding #DividendInvesting #BehavioralFinance #FinancialEducation #PersonalFinance #Stocks #InvestingStrategy ________________________________________________________________________ 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

  2. 1d ago

    Mark Thornton: The Most Overvalued Stock Market Since 1927? Why Gold Could Win Next

    Is the U.S. stock market more overvalued than at any point in the last 150 years—except for 1927? Economist Mark Thornton, Senior Fellow at the Mises Institute, believes today's extreme valuations, rising leverage, and mounting fiscal pressures are creating the conditions for a major market reckoning. In this conversation with Maggie Lake, Thornton explains why he sees elevated risks for equities, why he believes gold and silver may have already found a bottom despite recent weakness, and how shifting interest rate expectations, a weakening dollar, and growing government deficits could trigger a powerful rotation into precious metals. He also shares his controversial view on the Federal Reserve's true priorities and what investors should watch as markets navigate an increasingly uncertain macro environment. 💡 To watch Maggie's full interview with Mark Thornton + more exclusive content, join Wealthion's Real Asset community at https://bit.ly/3ReXl9s 💡 If Mark Thornton is right that today's stock market is approaching historic valuation extremes while gold and silver are building a long-term bottom, now may be the time to consider adding precious metals to your portfolio. Learn how to hold physical gold or silver in an IRA here: https://bit.ly/4flcE8m 💡 Get Wealthion's Exclusive Hard Assets interviews from behind the scenes of the 2026 Rick Rule Symposium by signing up to be an accredited investor: https://bit.ly/4wqkmpn 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 #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #StockMarket #Gold #Silver #MarketCrash #FederalReserve #InterestRates #Inflation #PreciousMetals #Macro #Economy #ValueInvesting #GoldMining #SilverMining ________________________________________________________________________ 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

  3. 2d ago

    Peter Boockvar: The AI Spending Bubble Is Cracking

    Is Wall Street chasing the wrong side of the AI boom?Peter Boockvar, Chief Investment Officer at OnePoint BFG Wealth Partners, joins Maggie Lake to explain why the real bubble isn't artificial intelligence itself—it's the massive capital spending fueling the AI race.In this wide-ranging conversation, Boockvar discusses why investors should be cautious about semiconductor stocks, how China's rapidly advancing AI and memory-chip companies could pressure profit margins, and why he believes the market is entering a new phase where stock selection matters more than simply owning the hottest sector.Peter also explains why rising real interest rates are sending an important message, why government debt and deficits are becoming a bigger concern for markets, and why he continues to view gold as an attractive long-term investment despite its recent pullback.Whether you're investing in AI, technology, precious metals, or the broader market, this conversation offers valuable insights into the risks—and opportunities—that could shape the next phase of the investment cycle.💡 As AI drives unprecedented demand for commodities and infrastructure, stay ahead with Wealthion's Real Assets Community for exclusive interviews, research, and investment insights: https://bit.ly/4yGqhrV 💡 Peter Boockvar believes gold's recent pullback is driven by higher real rates—not a broken long-term thesis. Learn how physical gold and silver can fit into a diversified portfolio by speaking with one of Wealthion's trusted advisors: https://bit.ly/4pk8jHa 💡 Want Peter Boockvar's daily macro analysis? Subscribe to The Boock Report on Substack for institutional-quality insights on markets, the economy, commodities and investing: https://peterboockvar.substack.com/ Chapters: 00:00 Peter Boockvar's Biggest Market Warnings00:29 Why Investing Is Getting Harder02:17 Is the AI Trade Becoming a Bubble?05:05 Why Micron & Memory Stocks Could Be at Risk06:30 China's Growing AI Threat10:53 Are Investors Ignoring China's Competition?12:33 Tariffs, Trust & Global Supply Chains14:27 Why Peter Won't Buy AI Memory Stocks17:00 Banks, Consumer Staples & Where He's Investing Now20:21 Inflation, Earnings & The Fed's Next Move23:35 Why Bond Yields Keep Rising25:06 Debt, Deficits & Why Gold Is Still a Buy27:08 Japan's Bond Market Could Shake the World32:15 Final Thoughts 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 #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement ________________________________________________________________________ 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

  4. 4d ago

    Chris Casey: The Market Is Ignoring the Biggest Risks Ahead

    Markets may appear calm, but are investors overlooking the risks building beneath the surface? In this conversation, Chris Casey joins Maggie Lake to discuss why today's economy may be more fragile than headline data suggests. They explore the long-term consequences of rising government debt, persistent fiscal deficits, inflation, and monetary policy—and why Casey believes investors should think beyond the next quarter when positioning their portfolios. 💡Concerned about rising interest rates, inflation, and mounting government debt? Get a free portfolio review from Wealthion's trusted financial advisors to see if your investments are positioned for today's macro risks: https://bit.ly/4wAtYgD Chapters: 00:00 Cold Open: A Solvency Crisis? 00:20 Meet Chris Casey 00:34 Is AI Really Deflationary? 01:38 Does the Fed Have an Inflation Problem? 03:37 Why Chris Expects Higher Interest Rates 05:05 Trump vs. the New Fed Chair 06:29 Will Kevin Warsh Really Stay Hawkish? 08:00 Can the Fed Actually Reform Itself? 09:03 Will Higher Rates Trigger Another Crisis? 09:50 Are Bonds Too Risky Right Now? 11:15 Final Thoughts 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 #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement ________________________________________________________________________ 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

  5. Jul 9

    Supercycle = Gold & Silver to 7X. Jeff Currie with Steven Feldman on Open Position

    10K Gold, $300 Silver, Carlyle Senior Advisor and Co-Chair of Abaxx Markets’ Jeff Currie joins Wealthion CEO Steven Feldman on Open Position and gives the data that he says shows why the current Supercycle will have precious metals reaching 7X. Plus, the thing we’re all missing in the conversations around investing in AI and why tech innovation and China are keeping Jeff up at night. Plus he details his new oil and gas company and explains why commodities offer better value than most investments. Hint-Cash is King. Chapters: :30 10K Gold, $300 Silver and the 7X Supercycle 5:00 What We’re All Missing in the AI Investment Conversation 10:00 The Difference Between AI and Other Historical Tech Advances 13:20 Jeff’s New Company "1947 Oil & Gas" and Why Commodities Make Cash King 20:27 What’s Keeping Jeff Up At Night? Tech Innovation and China 25:30 What Is Jeff Solving For? 💡 Get Wealthion's Exclusive Hard Assets interviews from behind the scenes of the 2026 Rick Rule Symposium by signing up to be an accredited investor at https://bit.ly/3R7ouuT . Videos will be released the week of July 13th. 💡 If Jeff Currie's outlook on energy, precious metals and the share of commodities in your portfolio has you asking questions about your investment strategy, connect with Wealthion's endorsed financial advisors for a free portfolio review: https://bit.ly/4gRXFFo 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 #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement ________________________________________________________________________ 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

  6. Jul 8

    The AI Boom Has a Fatal Flaw

    From war in the Middle East to AI's insatiable demand for power, Carlyle Senior Advisor and Co-Chair of Abaxx Commodity Exchange, Jeff Currie says the Commodity Supercycle is far from over. Joining Wealthion CEO Steven Feldman on Open Position, Currie explains why investors shouldn't get distracted by oil's day to day volatility and why it's the "Revenge of the Old Economy", gives insights into the commodity sectors he's watching and reveals exactly how much exposure to commodities every portfolio should have. Part 1 of 2. 💡 Get Wealthion's Exclusive Hard Assets interviews from behind the scenes of the 2026 Rick Rule Symposium by signing up to be an accredited investor at https://bit.ly/3R7ouuT .Videos will be released the week of July 13th. 💡 If Jeff Currie's outlook on energy, precious metals and the share of commodities in your portfolio has you asking questions about your investment strategy, connect with Wealthion's endorsed financial advisors for a free portfolio review: https://bit.ly/4gRXFFoChapters::30 Why Commodities2:58 Why Commodities Don’t Get More Attention From Investors and Why They Should5:35 The 2020 Start of the Current Supercycle, What’s Accelerating it and Why it’s The Revenge of the Old Economy9:08 The Demand Side of the Supercycle12:55 Price Momentum, Overshooting and Proper Portfolio Positioning17;30 Commodity Sectors to Watch and Why the Roll is Crucial20:06 The New Generation of Investing Products Jeff is Creating23:15 Preview to Part 2: Why Jeff is Very Bullish on Gold 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 #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement ________________________________________________________________________ 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

  7. Jul 2

    Francis Hunt: America Is Entering a Slow Decline—And Investors Need to Adapt

    For years, investors have been rewarded by simply buying America—but Francis Hunt of The Market Sniper argues that era may be coming to an end. In this interview with Maggie Lake, Hunt explains why U.S. exceptionalism could gradually fade as rising debt, persistent currency debasement, and shifting global capital flows reshape the investment landscape. He warns that relying solely on American assets may leave investors exposed and makes the case for jurisdictional diversification, gold, and precious metals as protection against a weakening fiat system. 💡 If Francis Hunt's outlook on gold, global diversification, and shifting economic leadership has you rethinking your investment strategy, connect with Wealthion's endorsed financial advisors for a free portfolio review: https://bit.ly/4gRXFFo 💡 Interested in the investment case for gold, precious metals, and real assets? Join Rick Rule's Natural Resource Symposium to hear from some of the world's top mining executives, macro thinkers, and resource investors: https://cvent.me/XOqdLa?via=Wealthion 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 #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #Gold #Macro #Economy #FinancialMarkets #Dollar #Inflation #AI #China #PreciousMetals #MarketOutlook #GlobalMarkets #DollarDebasement #CentralBanks #Geopolitics #Recession #AssetAllocation #InvestSmart ________________________________________________________________________ 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

  8. Jul 1

    Claudia Sahm: "There Are Problems Under the Hood"

    She’s the woman behind the famous Sahm Rule — an economic indicator that flags when a recession is ahead — and on a day we saw a slowdown in hiring and just one day prior to the new jobs report, Claudia Sahm, who spent 12 years as an economist at the Fed, sits down with Maggie Lake and gives her expert insights into jobs and “job hugging”, a potential recession, AI and an insider’s view into Kevin Warsh and the new Fed. If you want to know what’s ahead, it’s a must see interview. 💡 Claudia Sahm explains why a recession isn't her base case—but that doesn't mean investors should be complacent. Get a free portfolio review with Wealthion's endorsed financial advisors to prepare for multiple economic scenarios: https://bit.ly/4bmDXOq 💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion Chapters: 00:00 Claudia Sahm: Why She's Not Predicting a Recession 03:57 Is the Stock Market Propping Up the Economy? 07:34 The Truth About Today's Labor Market 08:25 Will AI Actually Destroy Jobs? 10:44 Why Hiring Has Stalled Despite a Strong Economy 13:40 Should the Fed Overhaul Economic Data? 18:36 Is the Federal Reserve About to Stop Communicating? 23:29 Why Less Fed Transparency Could Backfire 27:20 Is the Fed Turning More Hawkish on Inflation? 31:38 Does the Fed Change Policy Because of Elections? 34:12 Final Thoughts 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 #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #Economy #Recession #FederalReserve #Fed #Inflation #InterestRates #LaborMarket #Jobs #AI #StockMarket #USEconomy #EconomicOutlook #Macro #Markets #EconomicData #MonetaryPolicy #Employment ________________________________________________________________________ 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

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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.

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