Épisodes

  • You’re Not Broke — You’re Overspending | Jonathan Wellum
    May 4 2026
    💡Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/3R2Oxmq In this conversation, @JonathanWellum , CEO of Rocklinc Investment Partners, breaks down one of the most overlooked truths in building wealth: living below your means is a competitive advantage. Drawing on insights from Warren Buffett and Charlie Munger, Wellum explains why discipline, budgeting, and delayed gratification matter more than chasing returns — and how small daily decisions can dramatically impact your long-term financial future. From avoiding lifestyle inflation to harnessing the power of compounding, this is practical advice that goes beyond investing — it’s about creating optionality, reducing stress, and building a more meaningful life. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    11 min
  • 8% Interest Rates? Chris Vermeulen Warns the Bond Market Could Break
    May 1 2026
    Chris Vermeulen joins Maggie Lake to break down what’s really driving markets right now—and where the biggest risks may be hiding. Equities continue to climb, fueled by AI and strong momentum, but under the surface, warning signs are building. Chris explains why this could be a classic “melt-up” environment—and why investors shouldn’t ignore what’s happening in bonds, currencies, and commodities. From a potential surge in interest rates to a possible break in the bond market, this conversation covers the key signals that could shift markets quickly—and what to watch next.If you’re trying to understand where money is flowing and how to position for what’s coming, this is a must-watch. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    41 min
  • The World Is Repricing Risk — And Markets Aren’t Ready
    Apr 30 2026
    Markets are being pulled in two directions. On one side: AI, innovation, and strong momentum in tech. On the other: rising geopolitical risk, energy shocks, and global fragmentation. In this conversation, Chris Perkins, General Spider Marks, and Peter Tchir break down what’s really happening beneath the surface—from Iran and China to AI on the battlefield and the future of global supply chains. The key question: are markets fully pricing in the risks ahead? This isn’t just about geopolitics—it’s about how the global investment landscape is changing in real time. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    10 min
  • The AI Boom Is Real — But Investors Are Missing The Risk
    Apr 29 2026
    The AI revolution is real—but investing in it won’t be straightforward. In this conversation, Windrock Wealth Management founder Brent Rentmeester joins Maggie Lake to break down what may be the fastest technological shift in modern history—and why it’s creating both massive opportunity and serious risk for investors. From the rise of AI-native companies to the challenge of valuing innovation, Brent explains why traditional investment frameworks may no longer apply—and why a “barbell” strategy could be critical in navigating what he calls a transition between two worlds: an old system under strain and a new, technology-driven future. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    27 min
  • U.S. Stocks are at 1929-Level Extremes | The Hard Asset Hedge | Adrian Day
    Apr 28 2026
    💡FREE access to the full Adrian Day interview with Trey + more EXCLUSIVE real-assets content by joining Wealthion’s Real Assets Community: https://wealthion.com/realassets In this conversation, Trey Reik sits down with Adrian Day, to break down one of the most important — and under-discussed — risks in today’s market. As the Chairman and CEO of Adrian Day Asset Management, Adrian brings decades of global investing experience across equities, commodities, and income strategies—and his message right now is clear: U.S. equities are trading at some of the most extreme valuation levels in history — rivaling 1929 on multiple metrics. At the same time, rising oil prices, increasing corporate cost pressures, and growing signs of speculation beneath the surface could be setting the stage for a major shift in markets. So what’s really going on—and how should investors respond? 💡Thinking about adding hard assets to your portfolio? Get a free portfolio review with Wealthion's endorsed financial advisors at https://wealthion.com/free 💡Looking to diversify into hard assets? 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 Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: / wealthionofficial LinkedIn: / wealthion #Wealthion #Wealth #Finance #Investing #Macro #MacroEconomics #GlobalMarkets #StockMarket #MarketOutlook #MarketRisk #Valuations #USStocks #SP500 #Equities #PortfolioStrategy #AssetAllocation #InvestmentStrategy #FinancialPlanning #WealthManagement #TreyReik #AdrianDay #AdrianDayAssetManagement #Gold #GoldInvesting #GoldStocks #PreciousMetals #Commodities #HardAssets #Oil #Inflation #InterestRates #CentralBanks #GlobalRotation #ValueInvesting #InternationalMarkets #EmergingMarkets ________________________________________________________________________ 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
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    23 min
  • How to Pass Wealth to Your Kids the Right Way | Brett Rentmeester
    Apr 27 2026
    💡Want a second opinion on your family’s wealth plan? Schedule a free portfolio review with Brett or one of Wealthion’s endorsed financial advisors: https://bit.ly/4czcrOW You Asked, Brett Rentmeester Answers. The WindRock Wealth Management founder joins Maggie Lake to lay out a lifelong plan for passing wealth to the next generation, from a child's first 529 to multi-million-dollar estate transfers. He covers the $19,000 annual gift exclusion, how to accelerate five years of 529 contributions into one $95,000 deposit, a Roth IRA gifting strategy that forces young adults to start saving tax-free from day one, and the $15 million lifetime exemption. For higher-net-worth families, he also explains discounted gifting, minority-interest valuations, and how trusts and LLCs protect family wealth from divorces and lawsuits. 💡Get To Know Brett Rentmeester: https://youtu.be/feoem3afC7w 💡Join Wealthion’s Real Assets Community for EXCLUSIVE real-assets content and more: https://wealthion.com/realassets 💡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 #BrettRentmeester #MaggieLake #GenerationalWealth #EstatePlanning #529Plan #RothIRA #WealthTransfer #LegacyPlanning ________________________________________________________________________ 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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    9 min
  • "At the Sound of the Guns, Buy": Gen. Spider Marks & Peter Tchir on Iran, China & Critical Metals
    Apr 24 2026
    💡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
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    52 min
  • Ed D'Agostino: The Great Restructuring Has Begun - AI, Tariffs, China & the New Antifragile Asset
    Apr 23 2026
    💡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
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    29 min