Wealthion - Be Financially Resilient

• Fundstrat's Mark Newton: Markets Are Rallying, Here’s Why It’s Just the Beginning

  Fundstrat’s Mark Newton joins Maggie Lake to break down why markets are rallying, and why technical analysis points to even more upside ahead. Despite recession fears and volatile headlines, Newton says the S&P 500 could hit 6,650 by year-end. He argues April marked peak fear and explains how charts (not narratives) reveal the real trends across stocks, bonds, crypto, and commodities. Key Topics Why the recent rally is more than just a bounce Treasury yields could fall below 4 % between June and September Tech and AI remain long-term secular winners Bitcoin may pull back before heading to $135-150 K by year-end Gold (target $3,750-3,800) and silver look strong heading into fall He also sees the U.S. dollar dipping to the low 90s before rebounding Chapters: 0:23 - How Can Technical Analysis Guide Us in a Headline-Driven Market?   3:13 - Why Is the S&P’s April Low a Launchpad?   8:04 - Is This ‘Sell the Rip’ or Still a Buying Opportunity?   9:26 - Which Sectors Will Lead the Next Leg Higher?   12:37 - Are U.S. Stocks Set to Outshine Global Markets?   14:13 - What Must Happen in Treasuries for Stocks to Climb?   18:38 - When Could 10-Year Yields Slide Below 4%?   21:00 - Do Charts Signal a Weaker Dollar Ahead?   23:26 - Is Bitcoin Really Decoupling from Risk Assets?   29:12 - Where Could Gold Head as Yields Fall?   31:35 - Is the Tech Rally Broader Than the ‘Mag 7’?   33:57 - Is the AI Boom a Bubble or a Secular Trend?   35:44 - Should Tesla Be Viewed as an AI Play?   Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4k1l0U4 Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.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/ #Wealthion #Wealth #Finance #Investing #StockMarket #TechnicalAnalysis #Treasuries #Bitcoin #Gold #Silver #AIStocks #S&P500 #Crypto #MarketOutlook #stocks #TA #Tariffs ________________________________________________________________________ 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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• Why the 60/40 Portfolio Is Failing & What to Own Instead | Brett Rentmeester

  Brett Rentmeester, founder of Windrock Wealth Management, says the classic 60/40 portfolio may be dangerously outdated, and it’s time to look into alternative investments to protect your wealth. In this conversation with Maggie Lake, he explains why investors must rethink diversification as we enter a new era of higher inflation, rising interest rates, and currency uncertainty. This isn’t about abandoning traditional assets but about complementing them with smarter, more resilient strategies. You’ll learn: Why future returns from stocks and bonds could disappoint How to defend your purchasing power, not just grow your portfolio balance 3 essential “crisis-resilient” assets Brett recommends for long-term safety The role of farmland, gold, silver, and Bitcoin in protecting wealth Where the real growth is: private lending, venture capital, and innovation-driven opportunities How tokenization could unlock liquidity in traditionally illiquid investments Chapters:0:43 - What Does True Diversification Really Mean? 2:20 - Are We Entering a Double-Drawdown Era for Stocks and Bonds? 4:28 - Inflation vs. Interest: Are Savers Still Losing Ground? 6:03 - Is Shifting into Defensive Stocks and Bonds Enough? 8:26 - Beyond 60/40: Which Alternatives Make Sense Now? 10:43 - Are Alternative Investments Actually Safer Than They Seem? 12:00 - Can Alternatives Deliver Both Safety and Upside? 14:23 - How Much Illiquidity Can Your Portfolio Handle? 17:32 - How Big Should Your Alternatives Allocation Be? 19:13 - What Risk Profile Fits Crypto and Tokenized Assets? Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3GP9ufH Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.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/ #Wealthion #Wealth #Finance #Investing #MacroInvesting #AlternativeInvestments #InflationProtection #Gold #Bitcoin #Farmland #AssetAllocation #InterestRates #PortfolioStrategy #FinancialFreedom #Bonds #Stocks ________________________________________________________________________ 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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  26:04
• Flash Market Report: FundStrat’s Mark Newton Reacts to U.S.-China Trade Deal & Markets Surging

  Stocks are ripping higher after news of a U.S.-China trade deal, but will it last? In this Wealthion Flash Market Report, Fundstrat’s Mark Newton joins Maggie Lake to react to the surprise announcement and explains why he believes this rally still has legs. Mark shares his outlook for tech stocks, treasury yields, and the dollar, and why June could bring a key market pullback even as the S&P targets 6,650 in 2025. Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/43puYIF Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.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/ #Markets #StockMarket #SP500 #TechnicalAnalysis #USChina #TradeDeal #InterestRates #Treasuries #Dollar #TechStocks #USA #China #Tariffs ________________________________________________________________________ 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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  13:56
• Tariffs Were the Earthquake…The Trade Tsunami is the Trouble | Rise UP!

  In a riveting and in-depth analysis of the first trade deal made between the U.S. and another country since tariffs were announced — Rise UP’s Managing Partner Terri Kallsen and Grimes & Company’s Principal and Wealth Manager Emily Wood and Research Director and Portfolio Manager Ben Wallace, take a look at what the deal means for both markets and the economy, and if it is a signal that the U.S. will be able to avoid recession and/or stagflation. With incredible insights on market indicators, what history has shown, and an explanation of the Tariff Earthquake and the resulting Trade Tsunami that will hit American shores in a matter of weeks, this week’s Rise UP can’t be missed. Chapters: 2:17 - We Have a Tariff Deal—What Happens Next? 4:01 - Will A Trade Deal Help Stave Off Recession? 6:10 - Market Reaction to Deal 6:35 - Managing Liquidity Through Volatility & Creating Income Streams 7:40 - How Much Cash Should You Have to Protect Yourself From Volatility 8:27 - Mother’s Day- Why Moms Matter Even More Than You Think 9:20 - Working Moms, Finances and the Finance Industry 15:48 - Buying the Dip Debate 20:55 - Volatility & 529 College Plans 24:11 - Have the Markets Hit Bottom? Wealthion Viewers Vote 25:25 - When We Might See Volatility Next 27:00 - Timing the Market & Using Dollar Cost Averaging to Figure It Out 29:00 - What History Tells Us About Hitting Market Bottom 30:15 - Next Week: Inflation Indicators 31:49 - The Trade Tsunami is Coming 32:57 - Next Week’s Empire State Manufacturing Survey — The Tsunami Warning System 35:00 - Next Week: Watching Market Volatility and Why It’s Normal Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3F1FnRE Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.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/ #Wealthion #Wealth #Finance #Investing #Tariffs #TradeWar #MarketVolatility #Recession #Stagflation #InvestmentStrategy #EconomicOutlook #FinancialNews #DollarCostAveraging #WealthManagement ________________________________________________________________________ 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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  42:01
• Brandy Maben: How the Wealthy Are Preparing for Volatility, Taxes, and Inflation

  Are you letting fear or outdated strategies sabotage your portfolio? In this important interview, Brandy Maben of Windrock Wealth Management joins Maggie Lake to reveal how the wealthiest investors prepare for volatility, inflation, and taxes, and what everyday investors can learn from them. Brandy explains why: Treasuries aren’t the safe haven they once were Tax planning (not market timing) is your biggest edge Sitting on cash may be riskier than investing Gold, farmland, and private credit are essential inflation hedges Most people completely misjudge their true risk tolerance She also breaks down misunderstood tax strategies like Roth conversions, donor-advised funds, and how to prepare for the looming 2026 tax sunset. If you’re unsure whether your portfolio can survive what’s coming, this episode is your wake-up call. Chapters: 0:20 - Big Picture: Managing 2025’s Market Roller-Coaster 1:48 - Beyond 60/40: Portfolio Priorities for 2025 4:41 - Guarding Against Inflation’s Whiplash 6:25 - Safe Haven or Sinking Ship? The Treasury Debate 8:03 - Getting into Gold: Too Late or Just in Time? 10:05 - Preserve Capital or Chase Growth Amid Volatility? 12:30 - The Biggest Tax Mistakes Investors Make 16:59 - Should You Go Global? Weighing International Diversification 18:31 - Are You Really as Risk-Tolerant as You Think? 20:58 - Sitting on Cash: Safety Net or Silent Killer? 23:47 - Favorite Tax-Smart Vehicles Revealed 27:02 - Building a Battle-Ready Plan: Key Questions to Ask Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4m1zC73 Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.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/ #Wealthion #Wealth #Finance #Investing #Inflation #TaxPlanning #Gold #Farmland #FinancialPlanning #SmartMoney #Markets #Volatility ________________________________________________________________________ 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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  32:01

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