Wealthion - Be Financially Resilient

💡Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/49R1cPT

In part two of Open Position with Steven Feldman, Steven and the  Founder of Rosenberg Research, David Rosenberg delve into AI and extreme market imbalances. Steven worries that unlike past technological revolutions, AI is uniquely threatening because it directly replaces human cognitive labor, while David calls it "the most disruptive innovation" in history. They also discuss the economic metrics that show stock prices are irrationally priced compared to bonds. Steven suggests real assets are the only true safe haven right now and David lays out his portfolio balance while recommending  his contrarian, hard-asset heavy "Bond, Bullion, and Barbell" strategy to protect against an eventual economic and political reckoning.

💡Sign up for David’s newsletter or any of his valuable services by going to rosenbergresearch.com

Chapters:
1:27 The Data that Shows AI will be “The Most Disruptive Innovation in History” and the Potential Negative Economic Fallout from it
7:24 The Data Behind David’s Push Back Common Inflation Views and How to Invest for it
10:45 David’s 3 Philosophies
11:45 The Data David Says Supports Bonds Over Equities
14:35 Steven’s Counter Argument and  Why Real Assets are the Only True Safe Haven
19:35 David’s Gold View and the Data Behind A $6k Valuation
25:41 David’s Portfolio Mix
28:30 Steven’s Gold View and Data Supporting Upside
30:25 What’s Keeping David Up at Night
35:45 "There’s Going to be a Reckoning"
38:14 What is David Solving 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 #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement
________________________________________________________________________
IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
 
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
 
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
 
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices

💡Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/4uKXY8y

In this deep conversation between two of the most experienced men in the real assets economy, GBI & Wealthion CEO Steven Feldman hosts Rosenberg Research and Associates economist David Rosenberg for a revealing foray into the current markets and the future. They discuss the fact that financial markets are in a state of "unprecedented imbalance" and highlight the significant disconnect between headline economic data and the reality for the average person. David Rosenberg has a major warning for baby boomers, including stagnation in nearly every sector while Steven asks the provocative question — is a bear market what investors need?

CHAPTERS
2:00 David’s Financial Strategy Foundation
5:12 Have A Plan B
7:27 Why Investors Aren’t Changing Positions and the Problems That Come with that
12:17 Markets Are Due for a Heart Attack
14:33 “We’re Living Through One of the Top 3 Manic Markets in History”
23:30 Is A Bear Market What Investors Need?
26:45 There are K’s Everywhere
27:28 How AI Plays Into the Future

💡Join Wealthion’s Real Assets Community for exclusive real-assets research and interviews: https://wealthion.com/realassets

Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/

#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement
________________________________________________________________________
IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
 
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
 
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
 
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices

💡Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/42BHhAC

Jonathan Wellum joins Maggie Lake to break down why today’s market looks dangerously stretched — from AI-driven speculation to passive investing distortions — and why he believes investors should be paying much closer attention to real assets, active management, and the emerging commodity supercycle. With recent inflation data showing price pressures remain stubborn and unrelenting, Wellum argues the market may be underestimating the staying power of inflation — and the risks hiding beneath the surface of the stock market rally.

💡Join Wealthion’s Real Assets Community for exclusive real-assets research and interviews: https://wealthion.com/realassets

CHAPTERS:
0:00 Inflation Is More Persistent Than We Think
1:29 Wellum’s Inflation Outlook for 2026
4:00 The Global Debt Crisis Is “Intractable”
6:01 How to Think About Bonds and Duration
7:02 Gold, Commodities, and Protecting Purchasing Power
9:06 Copper, Silver, and the AI Buildout
11:26 The AI Arms Race and Big Tech Spending
12:46 Be Careful Chasing AI Stocks
17:23 Are We in a Commodity Supercycle?
24:21 Buffett, Berkshire, and Dry Powder

Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/

#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement
________________________________________________________________________
IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
 
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
 
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
 
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices

💡Want to see more of this interview, including Rudi's take on copper, gold, silver, and the future of real assets? Join Wealthion’s Real Assets Community for exclusive real-assets research and interviews, including Wealthion's Virtual conference, an "Insiders Guide Into Investing in Real Assets." https://bit.ly/4ttENPy
Copper is pushing toward record highs — even as Middle East uncertainty, market volatility, and global growth fears dominate headlines. In this conversation, Trey Reik speaks with Rudi Fronk, President & CEO of Hycroft Mining, about why copper’s strength may be sending a major signal for investors. Fronk breaks down the growing demand for critical metals, the supply pressures facing the mining industry, and why hard assets could become increasingly important in the years ahead. Is copper warning us about what’s coming next?
Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/

#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement
________________________________________________________________________
IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
 
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
 
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
 
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices

Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/4eZ6nkvProfessor Steve Hanke joins Wealthion to break down the high-stakes Trump–Xi summit, China’s growing leverage over critical minerals, and why investors may be underestimating the next inflation shock. Hanke warns that Beijing’s dominance in key metals and minerals gives China a powerful hand in negotiations — and could leave the U.S. vulnerable at a critical moment for markets, supply chains, and national security. He also explains why inflation risks may be building again, what the Fed may be getting wrong, and how investors should think about protecting their portfolios in a world of rising geopolitical and monetary instability.
Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/

#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement
________________________________________________________________________
IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
 
While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
 
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
 
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices