Wealthion - Be Financially Resilient

Wealthion
  • 4.4 (354)
  • 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

    "At the Sound of the Guns, Buy": Gen. Spider Marks & Peter Tchir on Iran, China & Critical Metals

    💡General Spider says at the sound of the guns, buy, and it starts with critical metals. Join Wealthion's Real Assets Community: https://wealthion.com/realassets Is the US running out of bombs? General Spider Marks of Academy Securities tells 250 Digital Asset Management CEO Chris Perkins yes, cites the Department of War's $200 billion readiness request, and argues this is the "sound of the guns" moment to buy defense and critical metals. Peter Tchir, also of Academy Securities, warns markets are too complacent about Iran as oil, diesel, LNG, and fertilizer pressures build, while Spider flips the consensus and argues China, far from winning this war, is actually its biggest strategic loser. They also cover rare earths, Intel, Europe's "whatever it takes" moment, the future of NATO, the expansion of the Abraham Accords, and why Israel is now the regional hegemon. Peter closes with his "ProSec" thesis, production for national security, and the case for shipbuilding, water, electricity, and the investment themes defining the next phase of deglobalization. 💡Peter warns markets are too complacent about Iran. Concerned about your portfolio? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/3QYpHUG 💡If this conversation has you thinking about hard assets, GBI Direct offers physical gold and silver: https://gbidirect.com/?aff=WTH 💡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: 1:19 - Iran in Focus: Are Markets Too Complacent? 11:28 - Inside Iran: Who's Really Pulling the Strings 16:16 - Time to Get Risk On? Reading the Market's Next Move 19:36 - ⭐️Wealthion Golden Nugget: The Nightmare Scenario — China's Shadow Over Iran 32:29 - Europe Awakens: A Surprising Bullish Case 36:11 - Is This the End of NATO? 41:33 - The Gulf, Israel, and the Abraham Accords' Next Act 44:06 - P4S: Why Production Is the New ESG 47:47 - America's Bomb Shortage: The Ultimate Buying Opportunity 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 #ChrisPerkins #SpiderMarks #PeterTchir #Iran #Geopolitics #DefenseStocks #RareEarths ________________________________________________________________________ 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

    52 min

  2. 1D AGO

    Ed D'Agostino: The Great Restructuring Has Begun - AI, Tariffs, China & the New Antifragile Asset

    💡Want to hear Ed, Louis Gave, David Rosenberg, Mark Mills, Liz Ann Sonders and more tackle The Great Restructuring in full? Exclusive offer for Wealthion viewers on Mauldin Economics' Strategic Investment Conference 2026: https://bit.ly/48lbKGt The old playbook is broken. In what is surely a preview of Mauldin Economics' Strategic Investment Conference 2026, Maggie Lake sits down with Ed D'Agostino, partner and macro team leader at Mauldin Economics, to compare takeaways from the economists, traders, and CEOs they've been speaking with about what Ed calls The Great Restructuring. They unpack the dispersion of opinion between voices like Ed Yardeni and Peter Boockvar, seasoned traders like Tony Greer and Jared Dillian saying "it's hard right now," and a CEO friend running a global manufacturer who has "never dealt with so many variables" between tariffs, policy whiplash, and Asian competition. Ed also relays Louis Gave's call that energy stocks are the new antifragile asset. A candid conversation about what questions investors should actually be asking right now. 💡If the Great Restructuring is here, hard-asset positioning matters more than ever. Join Wealthion's Real Assets Community: https://wealthion.com/getready https://wealthion.com/realassets 💡Worried your portfolio isn't built for a regime where correlations are breaking down? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4vUvgnp 💡With bonds no longer hedging stocks, real money is back on the table. GBI Direct: The Best Way to Invest in Gold and Silver: https://gbidirect.com/?aff=WTH 💡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: 1:22 - The Great Restructuring: Why Everything Feels So Unclear   3:18 - Beyond the K-Shaped Economy: What’s Really Driving the Disconnect   8:18 - Can We Still Trust the Data?   9:37 - Is AI a Familiar Cycle or a True Paradigm Shift?   15:48 - Have Tariffs Faded, or Are They Still the Real Story?   19:44 - Energy, AI, and Geopolitics: How Do You Invest Through It?   23:12 - What Are Investors Most Worried About Right Now?   24:51 - ⭐️Wealthion Golden Nugget: Defense or Opportunity - How Should Investors Play This Market?  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 #EdDAgostino #MaggieLake #GreatRestructuring #AI #Tariffs #MacroEconomy #EnergyStocks #StrategicInvestmentConference ________________________________________________________________________ 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

    29 min

  3. 2D AGO

    Index Funds Are Broken & Stock Picking is Back | Jonathan Wellum

    💡Get a free portfolio review with Jonathan Wellum and the team at Rocklinc, visit https://bit.ly/3Qosh6m Passive flows are distorting price discovery, and Jonathan Wellum, CEO of Rocklinc, says the next few years will favor focused, active stock pickers who know their companies cold. In this interview with Maggie Lake, Wellum breaks down why the S&P 500 is really a bet on ten names, how "active share" separates true stock pickers from closet indexers, and why diversification beyond your best ideas just waters down returns. He also explains why copper, silver, and uranium may be more predictable than tech over the next five years as purchasing-power hedges against debt and fiat debasement. If you are heavy in index funds, this is a timely reset on where active management can add real alpha. 💡Get To Know Jonathan Wellum: https://youtu.be/ezMiX0FtZ7g 💡Want to go deeper on the hard-assets angle Jonathan Wellum covered? Wealthion’s Real Assets Community is free to join: https://wealthion.com/realassets 💡Jonathan Wellum calls protecting purchasing power his number one objective. Start with physical precious metals. GBI Direct - The Best Way to Invest in Gold and Silver: https://gbidirect.com/?aff=WTH 💡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: 00:54 - Why Is Now a Big Moment for Stock Pickers? 04:08 - Have We Lost True Price Discovery in Markets? 07:59 - Can Active Managers Actually Beat the Index? 09:58 - Are ETFs Really “Diversified”? 11:30 - Does Today’s Macro Chaos Favor Active Investors? 15:40 - Value vs Growth: Do You Need to Choose? 18:04 - ⭐️Wealthion Golden Nugget: The Forgotten Edge - Why Great Management Still Matters 21:16 - Portfolio Reset: Preparing for What’s Ahead 21:35 - Is Tech Still Investable Right Now? 23:57 - Commodities vs Tech: Where’s the Real Opportunity? 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 #JonathanWellum #MaggieLake #StockPicking #ActiveManagement #IndexFunds #ValueInvesting #SP500 #WarrenBuffett #HardAssets #Silver ________________________________________________________________________ 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

    27 min

  4. 3D AGO

    Mark Thornton: Gold Could Rise 'By Thousands of Dollars'

    💡If hyperinflation is coming, real assets are mandatory. Join Wealthion’s Real Assets Community: https://wealthion.com/realassets Mark Thornton, Senior Fellow at the Mises Institute, tells Trey Reich that we are on the on-ramp to the road to hyperinflation, and explains why gold and silver are headed back to new all-time highs. Mark breaks down the real mechanism behind gold's recent pullback during the Iran War: oil prices rising, CPI rising, and expected Fed rate cuts coming off the board. He argues the next Fed move will be a cut, not a hike, and walks through why the Austrian concept of malinvestment makes gold a mandatory portfolio asset until that tension resolves. Mark also points out that gold and silver miners are sitting on their best margins in years, now rivaling the Magnificent 7. He closes with his 2026 outlook: a narrowing gold-silver ratio, and gold prices that could rise by thousands of dollars. 💡Want a second opinion on your portfolio? Get a free review with Wealthion's endorsed financial advisors at https://bit.ly/3QBLjWO 💡Mark Thornton says gold could rise by thousands of dollars. Buy physical gold and silver at GBI Direct: https://gbidirect.com/?aff=WTH 💡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: 0:36 - Inside the Mises Institute: The Austrian Economics Playbook 6:06 - Why Gold Didn't Spike When the Bombs Fell on Iran 10:26 - The Fed's Next Move: A Cut, Not a Hike 17:31 - Is Gold's Pullback Just a Textbook Correction? 27:28 - The CPI Illusion: Why Inflation Stats Mislead Investors 33:03 - Malinvestment: The Hidden Time Bomb Under Markets 37:55 - ⭐️Wealthion Golden Nugget: The Fed's Rescue Reflex: Why Gold Becomes Mandatory 45:13 - Can the Fed Print Forever? The $20 Trillion Question 51:14 - The Dollar's Endgame and Gold's Coming Role 55:26 - On-Ramp to Hyperinflation: Mark's 2026 Outlook 59:51 - Miners Unleashed: The Case for Gold & Silver Equities 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 #Silver #FederalReserve #Hyperinflation #MarkThornton #MisesInstitute #AustrianEconomics #TreyReik  ________________________________________________________________________ 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

    1h 5m

  5. 4D AGO

    David Woo: Trump Has One Week. Then $120 Oil.

    💡If oil hits $120 and the dollar hegemony cracks, real assets are the answer. Join Wealthion's Real Assets Community: https://wealthion.com/realassets Markets are rallying, but are investors completely misreading the risks? Maggie Lake sits down with David Woo @DavidWooUnbound to break down the escalating Iran conflict, rising U.S. and China tensions, and what it all means for global markets. Woo argues the current ceasefire is only a tactical pause before a much larger escalation, and that Trump's 60-day War Powers clock runs out next week. From the Strait of Hormuz to a proxy war between superpowers, David lays out a scenario where Brent hits $120, the S&P falls 7 to 10 percent, and gold enters its "most bullish environment." 💡David sees the S&P falling 7 to 10 percent if Trump escalates next week. Concerned about your portfolio? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4vHXCAX 💡David lays out the "very bullish environment for gold" forming right now: stocks down, oil up, Fed frozen. GBI Direct, the best way to invest in physical gold and silver: https://gbidirect.com/?aff=WTH 💡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: 1:29 - Why the Market Is Wrong About Iran 6:28 - The US-China Proxy War Nobody's Naming 7:55 - Why Smart Money Is Drinking the Kool-Aid 12:17 - The Real Prize: Control of the Strait of Hormuz 20:02 - The Market Shock Coming in Seven Days 24:09 - China's Cushion vs. America's Clock 28:22 - The 60-Day War Powers Countdown 31:31 - Dollar Hegemony Hangs in the Balance 36:39 - Who Is Acceptable to Guard the Strait? 38:23 - Stagflation 2.0 and the 1970s Playbook 41:48 - ⭐️Wealthion Golden Nugget: Gold, Bonds, and the Fed's Impossible Choice 44:39 - Why Europe Is Toast Either Way 46:08 - The Decisive Battlefield Is in Space 49:25 - How to Position When Nothing Is Clear 50:37 - A Wall Street Veteran's First Novel 53:19 - Is the System Really Rigged? 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 #DavidWoo #MaggieLake #IranWar #StraitOfHormuz #OilPrice #Gold #Geopolitics #StockMarket #Fed ________________________________________________________________________ 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

    1 hr

  6. APR 17

    Where Most Financial Advisors Drop the Ball | Chris Casey

    💡Get a free portfolio review with Chris Casey and the team at WindRock by going here: https://bit.ly/4crk9ux You Asked, Chris Casey Answers… How often should your financial advisor actually be calling you? Chris Casey joins Maggie Lake to break down the four factors that determine communication frequency: client preference, portfolio complexity, market conditions, and investment activity. He explains where most advisors drop the ball, why picking up the phone is a lost skill, and what clients can do to get more value from every interaction. If you've ever wondered whether your advisor is doing enough, this short conversation gives you the questions to ask and the expectations to set. 💡Get to Know Chris Casey: His Journey, Strategy, and Financial Philosophy: https://www.youtube.com/watch?v=l2DdcqtoBYs 💡Join Wealthion’s Real Assets Community for EXCLUSIVE real-assets content and more: https://wealthion.com/real-assets 💡Protect your wealth with real Gold and Silver through GBI Direct: https://gbidirect.com/?aff=WTH 💡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 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 #ChrisCasey #MaggieLake #FinancialAdvisor #PersonalFinance #RetirementPlanning #MoneyManagement #FinancialLiteracy #MoneyTips #FinancialFreedom #WealthBuilding #InvestorEducation #FinancialAdvice ________________________________________________________________________ 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 min

  7. APR 16

    Mish Schneider: Inflation, Recession, or Both? Watch the Dollar, Silver & Sugar

    💡 Want to follow the signals Mish is watching in silver, gold, AG, and natural gas? Join Wealthion's Real Assets Community: https://wealthion.com/real-assets Mish Schneider, Chief Market Strategist at MarketGauge.com, joins Maggie Lake to map one of the most confusing macro environments investors have faced in years. Mish explains why the most important signals right now are price-based, especially the dollar, yields, the gold/silver ratio, sugar, semiconductors, and consumer stocks. She breaks down why the hard-asset story is compelling, how tech and energy remain connected, and what could tip markets toward recession or renewed inflation. Mish also shares the setups she's watching in silver, gold, crypto, ag commodities, and natural gas, including why she'd buy silver aggressively if the gold-silver ratio breaks 56. 💡Mish is watching the dollar, yields, consumer stocks, and the gold-silver ratio before making her next moves. Want to know where you stand? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/3QIS2OF 💡Protect your wealth with physical Gold and Silver through GBI Direct: https://gbidirect.com/?aff=WTH 💡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: 1:15 - War Rages, Markets Rally: What the Hell Is Going On? 6:08 - Is Inflation Delayed, or Is the Economy Just Adapting? 9:05 - The Indicators Signaling a Commodity Supercycle 12:11 - The Dollar Weapon: Mish's Biggest Fear 17:36 - The Supply-Demand Mismatch Brewing in Commodities 22:46 - Where the Biggest Macro Risk Really Lives 24:10 - Crypto Crosses the 50-Day: Time to Jump In? 26:05 - Gold at $5,000: Buy the Dip or Wait? 27:35 - ⭐️Wealthion Golden Nugget: Mish's Most Convicted Trades Right 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 #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #MishSchneider #MaggieLake #Dollar #Gold #Silver #NaturalGas #Commodities #HardAssets #Inflation #Recession #Stagflation #FederalReserve #InterestRates #Bitcoin #Ethereum #Crypto #Semiconductors #MacroOutlook #GoldSilverRatio #Sugar #DXY #TradingSetups ________________________________________________________________________ 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

    33 min

  8. APR 15

    SaaSpocalypse: A Tradeable Panic or a Permanent Reset? | Chris Casey

    💡Is your portfolio positioned for sectors that can get permanently repriced? Get a free portfolio review with Chris and the team WindRock: https://bit.ly/4vw245F Chris Casey joins Maggie Lake to explain why SaaS stocks have crashed 30 to 60% since February and what it means heading into earnings season. He argues the real threat is not software demand alone, but the seat-based SaaS business model, as AI agents could reduce the number of paying users many platforms rely on. Chris breaks down where investors may still find resilient software companies, especially those with proprietary data, vertical integration, and mission-critical workflows. He also explains why this looks more like a trading opportunity than a long-term all-clear, and why parts of the sector may have been permanently repriced. 💡Get to Know Chris Casey: His Journey, Strategy, and Financial Philosophy: https://www.youtube.com/watch?v=l2DdcqtoBYs 💡Join Wealthion’s Real Assets Community for EXCLUSIVE real-assets content and more: https://wealthion.com/real-assets 💡Protect your wealth with real Gold and Silver through GBI Direct: https://gbidirect.com/?aff=WTH 💡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: 1:09 - Software Stocks Under Siege Heading Into Earnings 2:19 - Separating the Winners From the Wreckage 5:18 - Who Survives When AI Eats the Business Model? 7:20 - Do Any Software Companies Still Have a Real Moat? 9:44 - Could AI Actually Be a Tailwind for SaaS? 10:25 - ⭐️Wealthion Golden Nugget: Does Size Matter in the Software Shakeout? 12:16 - Can These Stocks Ever Get Back to Their Highs? 13:40 - What Comes After Software Eats the World? 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 #ChrisCasey #MaggieLake #SaaS #SoftwareStocks #TechStocks #ArtificialIntelligence #AI #StockMarket #MarketOutlook #EarningsSeason ________________________________________________________________________ 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

    17 min
See All (1.2K)

Hosts & Guests

4.4
out of 5
354 Ratings

About

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.

Information

You Might Also Like