Wealthion

:bulb:Get Alexis and Jon's great insights one-on-one with a free review of your portfolio. Go to https://www.wealthion.com/free and select OnePoint BFG Wealth Partners on the form. This week on Rise UP!, Rise Growth Managing Partner Terri Kallsen is joined by Alexis Miller, Director of Investment Research & Alternative Investments, and Jon Betlow, Partner & Wealth Advisor, at OnePoint BFG Wealth Partners, to break down the biggest stories shaping markets and portfolios right now. With PPI down but CPI still sticky, mortgage rates falling to an 11-month low, and U.S. retail sales and housing starts data on deck, Alexis and Jon unpack what this all means for inflation, the Fed's next move at the FOMC meeting next week, and your financial plan. They also tackle an increasingly common challenge: parents helping their adult children financially — from rent and student loans to down payments — and how to balance generosity today with securing your retirement and legacy. #RiseUP #Wealthion #Investing #Inflation #MortgageRates #FedRateCut #FinancialPlanning #Retirement #EstatePlanning #AlternativeInvestments #Markets #ParentingAndMoney #Wealth #Finance Chapters: 2:01 - This Week's Market Recap 3:35 - PPI & CPI for August Show a Divergence 6:45 - Weak Jobs, High Inflation… What Does This Mean for Fed Policy? 9:43 - Mortgage Demand in the US Spikes as Rates Fall 12:57 - An New Emerging Reality: Supporting Adult Children 15:01 - With Adult Children, How Should We Approach Estate Planning? 17:37 - Investment Strategies to Balance Supporting Grown Kids & Your Own Security 20:13 - How Can Young Parents Prepare to Help Support Children in the Future 21:50 - September FOMC Meeting: What to Expect 22:59 - US Retail Sales & Consumer Strength 24:15 - Housing Starts—How It Ties into the Broader Inflation Picture 25:19 - Concluding Thoughts ________________________________________________________________________ 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

Are Trump's tariffs now a bust? Will new data on a stalling labor market tilt the Fed more definitively toward rate cuts? This week on Rise UP!, Rise Growth Managing Partner Terri Kallsen and CIO Joe Duran sit down with Kevin Grimes, CEO & CIO of Grimes & Company, and Emily Wood, Principal and Wealth Manager at Grimes & Company, to break down the biggest stories shaping markets right now. With global bond yields surging to record highs in Japan, Europe, and the U.S., Trump's tariffs facing a Supreme Court showdown, and fresh signs of a cooling labor market, Kevin and Emily share what these shifts mean for investors, portfolios, and financial planning.

This week on Rise UP!, Rise Growth Managing Partner Terri Kallsen and CIO Joe Duran sit down with Alexis Miller, Director of Investment Research & Alternative Investments, and David Mandelbaum, Portfolio Manager and Wealth Management Advisor at OnePoint BFG Wealth Partners, to unpack the week's biggest market stories. From Trump's unprecedented firing of Fed Governor Lisa Cook, to Nvidia's Q2 earnings and tepid forecasts, India's steep 50% tariffs kicking in, and consumer confidence slipping in August, Alexis and David break down what these shifts mean for investors, portfolios, and the road ahead as we enter into a historically volatile period in markets. Get Alexis and David's great insights one-on-one with a free review of your portfolio. Go to https://www.wealthion.com/free and select OnePoint BFG Wealth Partners on the form. Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://hardassetsalliance.com/?aff=WTH 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. #MarketVolatility #PortfolioProtection #InvestorInsights #FederalReserve #InterestRates #WealthManagement #InvestingTips #Nvidia #AIStocks #GlobalTrade #IndiaTariffs #Diversification #Wealthion #Wealth #Finance #Investing Learn more about your ad choices. Visit megaphone.fm/adchoices

Wealthion welcomes Beth Kindig, CEO and Lead Tech Analyst at the I/O Fund, for a deep dive into Nvidia, AI, tech, and crypto investing. She joins Maggie Lake to explain why Nvidia is no longer just a chipmaker, but the backbone of the AI revolution, with its new Blackwell GPUs powering explosive data center growth and a potential $500 billion business by 2028, meaning the stock could still double from here. Beth also shares her disciplined crypto strategy, including a Bitcoin target of $130k and $200k, giving investors clear insights into where to focus in this fast-moving investment cycle.

Wealthion continues its August Silver Interview Series with David Morgan, publisher of The Morgan Report and one of the world's top silver experts. He joins Trey Reik to explain why silver is the ultimate “underdog metal”, essential to modern industry, yet representing only 0.02% of the global financial system, and why its tiny market size makes it uniquely vulnerable to explosive price moves. Morgan breaks down silver's constrained supply, the critical $50 breakout level, and how past manias like the Hunt Brothers and GameStop reveal what could happen next.   

Will AI change everything, or are markets repeating the 1999 .COM bubble? In this insightful interview, Brett Rentmeester, Founder & Managing Director of WindRock Wealth Management, tells Maggie Lake why markets are caught between the explosive rise of AI and the crushing weight of debt and money printing. He warns that today's valuations echo the dot-com bubble, why most investors are dangerously underexposed to gold, silver, and farmland, and why these hard assets may be the ultimate safe haven.

Contrarian investor and Cornell professor Dave Collum delivers one of his starkest warnings yet: the “everything bubble” has left markets more fragile than at any point in modern history, and the Fed can't save us this time. In this explosive interview with James Connor, Collum explains why he believes the S&P 500 could face a 70% correction, and why the next downturn won't be a quick “V-shaped recovery.”

Is there a bubble in markets driven by AI, and should you be concerned? This week on Rise UP!, Rise Growth Managing Partner Terri Kallsen sits down with Grimes & Company CEO/CIO Kevin Grimes and Financial Advisor Christopher Deeley to unpack the biggest stories moving markets ahead of Fed Chair Jay Powell's highly anticipated Jackson Hole address. From the U.S. government weighing a stake in Intel, to Warren Buffett's bold $5M UnitedHealthcare buy, to the sweeping new flexibility in 529 education savings plans, Kevin and Chris break down what these developments mean for investors and portfolios in today's volatile market. Get Chris and Kevin'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. Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://hardassetsalliance.com/?aff=WTH Chapters: 1:49 - What's Going on with Intel? 6:46 - The Warren Buffett Effect and the Healthcare Sector 12:16 - 529 Plan Changes and the Expansion of Qualified Education Expenses 15:48 - How to Invest When Concerned About a Market Bubble 18:57 - What Other Options Are Out There Aside from the Mag7? 24:27 - What Are Some Good Long-Term Investments for High Risk Tolerance? 30:08 - Jay Powell's Jackson Hole Address - Any Surprises to Come? 31:35 - Consumer Confidence and GDP Revisions Next Week 32:29 - What to Watch For: PCE Reading 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. #Magnificent7 #BigTech #AIStocks #TechInvesting #StockBubble #Markets #Investing #Portfolio #StockMarket #WealthManagement Learn more about your ad choices. Visit megaphone.fm/adchoices

Wealthion continues its August Silver Interview Series with The Market Sniper, Francis Hunt. His message is clear: silver's time is here. In this powerful conversation with Wealthion's Trey Reik, Hunt warns that the global debt crisis is spiraling into a full reset, but also explains why silver may be on the verge of its most important breakout in decades. He shows how silver could soon slingshot past $40, break through $50, and race toward triple-digit territory, all driven by fiat debasement, surging industrial demand, and tightening supply. Francis doesn't just share his views, he walks us through his technical and chart analysis on screen, breaking down silver, gold, the U.S. Dollar, and more in detail. His analysis reveals both the short-term risks of pullbacks and the long-term explosive potential for precious metals.

Should you invest in Canada or the United States? In this Wealthion interview, RockLinc Investment Partners CEO Jonathan Wellum explains the critical differences between the two markets and where investors can still find overlooked opportunities in Canada. The U.S. dominates with unmatched size, liquidity, and technology leadership, while Canada remains concentrated in energy, resources, and banks. This creates very different risk/return profiles for investors. Jonathan covers: Why the U.S. market is deeper, more diversified, and a global growth engine. Canada's heavy reliance on commodities, and why this makes returns more cyclical. The impact of currency swings (CAD vs. USD) on cross-border returns. Tax considerations for Canadians buying U.S. stocks (and vice versa). Why U.S. markets have outperformed for decades — and whether that will continue. Hidden Canadian gems like Cameco, Franco-Nevada, and Wheaton Precious Metals, and global firms like Brookfield and Constellation Software. How Wellum allocates today: ~65% U.S., ~35% Canada & Europe.  

The money printer isn't stopping, and Arthur Hayes says that means Bitcoin and DeFi are only just getting started. In this in-depth interview hosted by CoinFund's Chris Perkins, the BitMEX Co-Founder and renowned macro thinker, shares why he's fully invested in crypto, why Bitcoin is still the best asset in history, and how U.S. policy could drive a $25 trillion stablecoin boom. Hayes breaks down: Powell vs. Trump: why politics, not economics, will dictate Fed policy. How endless money printing will fuel Bitcoin's next major surge. Why stablecoins could become the ultimate U.S. weapon, and reshape global finance. The coming trillion-dollar explosion in DeFi and his favorite projects now. Ethereum vs. Solana: what it will take to win the Layer 1 battle. The rise of digital asset corporations (DACs) and passive index flows. Why U.S. derivatives markets may never catch up to offshore exchanges. If you want to understand the forces that will shape the next crypto bull run, this is a conversation you don't want to miss.

What happens when the Federal Reserve collides with political pressure from the White House? Jim Bianco, President of Bianco Research, joins Maggie Lake to break down the Fed–Trump showdown, the risks of premature rate cuts, and why long-term yields could rise even if the Fed eases. Bianco explains why weak jobs numbers don't mean recession, how tariffs could reignite inflation, and why markets must adjust to a new era of lower returns across stocks, bonds, and cash — the “4-5-6 market.” He also shares his views on: Bonds & interest rates: Why cutting rates could backfire Stocks & valuations: Retail investors driving momentum, risks for Mag-7 AI & growth: Short-term hype vs. long-term productivity gains Global shift: Why Europe looks cheap — but still can't rival U.S. tech Crypto: Ethereum and altcoins gaining ground on Bitcoin Gold & silver: Precious metals making a strong comeback This is a must-watch for anyone trying to understand where markets are headed in 2025, and how to position your portfolio in a changing investment cycle.  

In a special edition of Rise UP! OnePoint BFG CIO Peter Boockvar leads a lively conversation covering inflation warnings, stock valuations and where the bargains are, and why a sagging healthcare sector is actually exciting. Joined by OnePoint CEO Andy Schwartz and Wealth and Portfolio Manager David Mandelbaum, the team also deep dives into whether or not the U.S. has a data reporting problem and how to fix it, tariffs and their effects and the chances of a Fed cut come September and how it affects portfolio planning. Get Peter, Andy and David's great insights one-on-one with a free review of your portfolio. Go to https://www.wealthion.com/free and select One Point BFG on the form. Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://hardassetsalliance.com/?aff=WTH Chapters: 00:41 - What Would a Cut in Rates Mean for Those with Fixed Income Portfolios? 6:03 - How Tariffs Would Impact Healthcare and Medical Supplies 9:38 - How to Invest in a Time of High Valuations 14:28 - Do We Have a Data Problem? 18:48 - What Are the Pros and Cons of Capturing Jobs Data on a Quarterly Basis? 21:06 - Investing in the Healthcare Sector 28:20 - What to Watch Next Week 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 #StockMarket #MarketNews #Economy #EconomicOutlook #Inflation #InterestRates #FederalReserve #PortfolioManagement #MarketAnalysis #InvestmentStrategy #FinancialMarkets #GlobalEconomy ________________________________________________________________________ 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

Is silver finally ready to explode higher? Crescat Capital's Tavi Costa joins Wealthion's Trey Reik to share why he believes silver is entering a powerful new bull market, and why most investors still don't see it coming. From surging industrial demand for solar and AI infrastructure, to a historic supply crunch and under-the-radar central bank buying, Tavi explains why silver may be the most undervalued macro asset on the planet.

Is silver finally ready to explode higher? Crescat Capital's Tavi Costa joins Wealthion's Trey Reik to share why he believes silver is entering a powerful new bull market, and why most investors still don't see it coming. From surging industrial demand for solar and AI infrastructure, to a historic supply crunch and under-the-radar central bank buying, Tavi explains why silver may be the most undervalued macro asset on the planet.

“I think this could be way bigger than the internet.” CoinFund's Seth Ginns describes the opportunity ahead for crypto, predicting the market cap could grow at least 10× in the next few years. In this in-depth conversation with Chris Perkins, Seth explains how Digital Asset Treasuries (DATs) are becoming Wall Street's bridge into crypto, unlocking staking yields, DeFi income, and permanent capital advantages ETFs can't match. He breaks down how DATs defend against NAV discounts with buybacks, cash reserves, and M&A, and why strong management teams are critical for success. You'll also hear why institutional flows, macro tailwinds, and a pro-crypto U.S. policy could power massive growth, how AI + crypto could spawn the next wave of DATs, and why a global M2 liquidity signal that leads Bitcoin's price by ~100 days has him bullish. Plus, Seth shares his vision for an on-chain equity market that could transform capital formation worldwide.  

The markets are at a crossroads, will stocks power to new highs or face a painful bear market? In this in-depth and chart-filled interview, Chris Vermeulen of The Technical Traders tells James Connor why we're at a critical tipping point, with technical signals flashing both opportunity and risk. Chris breaks down his outlook for the S&P 500, NASDAQ, gold, silver, the U.S. dollar, Bitcoin, oil, interest rates, and major financial stocks, and explains why the Magnificent Seven are masking underlying market weakness. He warns that the combination of strong gold prices and rising yields could be signaling dangerous economic trouble ahead. Key Topics: - Is this the next 2007-style top? - Magnificent Seven vs. the rest of the market - Why Chris is avoiding FOMO and waiting for confirmation - Gold, silver, and top miners (Newmont, Agnico) - Why Bitcoin could spike to $136K - U.S. dollar bottoming, 10-year yield warning - Bearish outlook for oil - Risks facing retirees and long-term investors

Cannabis stocks are down 80–90% from their all-time highs, and most investors have walked away. But could that set the stage for one of the biggest contrarian trades in years? In this insightful interview, WindRock Wealth Management's Chris Casey tells Maggie Lake why he believes the cannabis sector is now trading like a distressed asset in a high-growth market.  Despite being a $30B+ industry with widespread legalization in over 40 U.S. states, cannabis companies remain federally shackled by restrictive tax rules, blocked banking access, and a ban on interstate commerce.

Is there a correction coming? In this week's Rise UP! Rise Growth Managing Partner Terri Kallsen leads an insightful conversation with Grimes & Company CEO/CIO Kevin Grimes and CFP & Wealth Manager Emily Wood on markets, manufacturing, and companies under Trump's microscope. Plus, why Kevin expects a potentially 50 basis point kick by the Fed, how there's money to be made on undervalued stocks through re-shoring, and then a deep dive into the new executive order that allows Alternative investments like Bitcoin, Gold, Private Credit, and more to be part of your 401k. Get Emily and Kevin'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. Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Chapters: 2:20 - Buckle Up! The Market's Being Taken for a Wild Ride 6:36 - Trump's Now Targeting Intel & Banks 9:38 - Is American Manufacturing Making a Comeback? 15:25 - What Are Considered Alternative Investments? Do I Need Them? 20:04 - What Percentage of My Portfolio Should Be in Alternatives? 21:02 - What Opportunities in Alternatives Should I Consider? 23:48 - Tariff Watch for China - Will a Deal Come Through? 25:31 - Important Data Drops Next Week: CPI & PPI 27:38 - July's U.S. Real Earnings Report to Come Out Soon 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 #MarketCorrection #401k #RetirementPlanning #AlternativeInvestments #FederalReserve #Inflation #Bitcoin #Stocks #Economy #CPI #InterestRates ________________________________________________________________________ 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

Is the biggest opportunity in natural resources still ahead? In this high-conviction interview, John Waldie, Senior Portfolio Manager at SCP Resource Finance, joins Trey Reik to explain why we're still early in the resource bull market—and where the smart money is moving now. From silver's breakout potential to rare earths, uranium, and early-stage gold exploration, Waldie outlines why SCP is seeing 3x gains and why investors should pay close attention. Waldie also reveals how SCP's team moves faster than big banks: getting boots on the ground, spotting major discoveries, and financing them before the rest of the market catches on. He explains how deals like a $400M U.S. Department of Defense investment into MP Materials are reshaping the future of resource supply chains, and why silver could soon leave gold in the dust. Key insights: • Why silver could break through $40, and go much higher • How SCP identifies early-stage deals before anyone else • Why U.S. national security is driving rare earth and uranium investments • The SCP private client model: Access to private placements & asymmetric upside • What central banks, BRICS, and de-dollarization mean for gold's future • Why generalist investors haven't arrived, and why that's bullish

Is gold leading the charge into a massive new bull market, and is silver about to follow with an explosive breakout? In this must-watch interview, technical analyst Jordan Roy-Byrne, founder of The Daily Gold, joins Wealthion's Trey Reik to break down the historic signals he's seeing in the charts. From gold's breakout versus the 60/40 portfolio this March to the looming slingshot setup in silver, Jordan shares why he believes the precious metals market is entering a rare “sweet spot” for outsized gains. He also explains his process for identifying high-quality junior miners with 5X+ upside, and why now is the time for smart risk management and selective trimming. Key insights: Why gold's breakout could send prices to $8,000, or even $20,000 long term The 45-year silver base that could trigger a slingshot move to $100 or even $1k! What gold's performance vs. stocks and bonds tells us about capital flows Why intermarket analysis beats short-term noise How to build and manage a winning junior miner portfolio

Is the U.S. economy as strong as it looks, or are we being misled by flawed data? In this hard-hitting interview, Gavekal co-founder and CEO Louis-Vincent Gave joins James Connor to unpack the growing disconnect between economic headlines and financial reality. They explore why job numbers keep getting revised, why inflation feels worse than reported, and how the Federal Reserve's credibility is being questioned, even from within. Louis also shares why he believes the U.S. dollar is entering a long-term decline, and why the narrative around China's economic weakness is both overstated and misunderstood. Key insights include: Why the U.S. dollar is losing its safe-haven status What falling U.S. confidence means for markets Why China's stock market may be the biggest bull run nobody believes in Why China's energy strategy is leaving the West behind Why a surge in energy prices could wreck portfolios overnight And how a weak dollar + capital flight is creating huge tailwinds for emerging markets, commodities, and value stocks Don't miss this macro masterclass from one of the most respected global strategists in the world.

Is crypto just hype, or the foundation of the next financial revolution? Brett Rentmeester, Founder and Managing Director at WindRock Wealth Management, joins Maggie Lake to reveal why he's been investing in crypto for over a decade, and why he believes we're only in the early innings of this transformation. In this interview, Brett breaks down the four key categories of crypto—from Bitcoin's role as a digital store of value to decentralized finance (DeFi), fast-growing consumer platforms like Solana, and the explosive potential of AI-powered blockchain networks. He also shares why tokenized assets and stablecoins could permanently change how money moves.

As markets slumped, tariffs increased, and disappointing unemployment numbers landed, the Rise UP! Team asks, should you be worried? Rise Growth Managing Partner Joe Duran is joined by OnePoint BFG Wealth Partners, Managing Partner Scott Schwartz, and Director of Investment Research Alexis Miller to break down what happened in markets this week and what smart investors are doing right now to stay ahead. They discuss why diversification is finally beating Big Tech, how rebalancing helped them nearly bottom-tick the April dip, and what they're doing now as markets are still too high and risks keep rising. Plus, why healthcare stocks remain compelling, and how tariffs may quietly squeeze earnings or impact consumer wallets. Get Scott and Alexis' great insights one-on-one with a free review of your portfolio. Go to https://www.wealthion.com/free and select OnePoint BFG Wealth Partners on the form. Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Chapters: 2:54 - Markets Are Now Taking a Hit 10:07 - Pharma and Healthcare Sectors Are Under Fire 14:47 - Coinbase Is Tokenizing “Everything” 18:35 - What Will Tariffs Ultimately Affect - Company Earnings or Consumer Wallets? 22:20 - When Will We Know We've Overcome Stagflation? 23:37 - How Much Do I Need for Liquidity Needs + Can a Wealth Manager Help? 26:25 - What Data Investors Should Pay Attention to 27:31 - Atlanta Fed President to Speak Next Week & Fed Fund Rates 28:42 - Pharma Earnings to Come Out - What to Watch for 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 #StockMarket #Rebalancing #Tariffs #Diversification #HealthcareStocks #SmartInvesting #MarketRisk #FedWatch #AIStocks #Stagflation #Tokenization ________________________________________________________________________ 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

In this must-watch conversation, Robert Leshner, CEO and co-founder of SuperState and creator of the DeFi protocol Compound, shares his bold vision for how tokenized securities could reshape global markets and rock the financial world. Hosted by Chris Perkins, President of CoinFund, this insightful interview dives into: Why tokenization will reduce costs, increase transparency, and enable instant settlement (T+0) SuperState's Opening Bell program to bring public company stocks on-chain How crypto-native investors are driving a new era of capital markets Why direct listings on blockchains could challenge traditional IPOs The SEC's evolving framework for tokenized assets, and why Robert is optimistic The rise of Digital Asset Treasuries (DATs) as a workaround to offer crypto exposure through public equities Whether you're in TradFi, DeFi, or Web3, this is a front-row seat to the future of finance.

In part 3 of our month-long deep dive into Copper as an investment, we're hearing from the leaders of four of the most closely watched copper mining companies in the world. A crucial element in the development of AI components, EVs, and green energies, copper is on the move. But with global inventories plummeting and some stocks taking a dip as investors take short-term profits, what is its future? In this special episode, Wealthion partners with SCP Resource Finance to talk to some of the biggest copper miners in the world about their projects and the future of Copper.  Want to learn more? Sign up to get our free report on copper here: https://wealthion.com/copper/ Key Takeaways: Copper is a much-needed resource, and there are opportunities in Canada and Africa  Details on operations in Ontario, Quebec, Botswana, and Zambia Magna Mining, NexMetals, Midnight Sun Mining, and Cygnus Mining, their structure and investments Want to learn more about investing in copper miners? Go to https://wealthion.com/free/ fill out the form, and ask for SCP Resource Finance Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Chapters: 1:04 - Magna Mining (TSXV: NICU) – Low-cost production in Sudbury with government support and infrastructure 11:02 - Next Metals (TSXV: NEXM, uplisting to NASDAQ) – Backed by Frank Giustra, relaunching a past-producing giant in Botswana 20:36 - Midnight Sun Mining (TSXV: MMA) – Near-term oxide production and exploration alongside First Quantum in Zambia 30:18 - Cygnus Metals (ASX: CY5) – High-grade copper-gold deposit in Quebec with billion-dollar potential and regional upside 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 #Copper #CopperStocks #Mining #Commodities #CriticalMinerals #BatteryMetals #ResourceInvesting #Zambia #Botswana #Canada #Quebec ________________________________________________________________________ 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

U.S. stocks are hitting all-time highs, but can the rally continue? According to Adam Johnson, portfolio manager of the Bullseye American Ingenuity Fund, the answer is a resounding yes. In this high-energy interview, Adam makes the bullish case for American innovation, explains why AI is the most transformative force of our time, and names the companies poised to dominate the next decade. From autonomous trucking and warehouse robotics to Tesla's humanoid factory workers, Adam reveals the real-world AI applications already disrupting industries—and how investors can position for it. He also shares how he manages risk, takes profits, and navigates volatility in a market full of mixed signals.

In this special edition of Rise UP, we present a curated collection of our most valuable insights on long-term investing, navigating life's changes, and building genuine financial resilience. Whether you're preparing for retirement, navigating market volatility, or reassessing your financial strategy after a major life event, this episode distills the timeless advice every investor and every financially savvy person needs to take control of their future and achieve success in their financial goals. Get a free one-on-one portfolio review from the expert teams at OnePoint and Grimes: https://wealthion.com/free For the full conversations, check out our Rise UP! playlist here: https://www.youtube.com/playlist?list=PL7vUOWh5dtHMYWHRkgp8uk53vjtdfVmgy Chapters: 1:09 - Think Long-Term: Have a Game Plan for Your Portfolio 4:42 - Always Consider Your Time Horizon 6:27 - Volatility: Diversify & Meet Your Liquidity Needs 7:10 - Rebalance Your Portfolio as Needed 9:36 - Don't Time the Market 12:24 - Buy on Down Markets 13:16 - Don't Sell Without a Plan to Buy 14:24 - Delegate Financial Responsibility 18:29 - Navigating Life Changes with Financial Repercussions 20:23 - Having Liquidity on Hand for Expenses 23:08 - What Your Retirement Portfolio Looks Like 25:51 - Servicing Your Debt 29:05 - When Is the Right Time to Retire? 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 #RiseUP #FinancialWisdom #LongTermInvesting #PortfolioStrategy #RetirementPlanning #FinancialFreedom #MarketVolatility #LifePlanning #InvestingAdvice #TimelessTips #MoneyMatters #WealthBuilding ________________________________________________________________________ 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