Wealthion - Be Financially Resilient

Liquidity is the lifeblood of financial markets, but what happens when it peaks? In this insightful interview, James Connor welcomes Michael Howell to explain why 2025 marks a critical turning point for global liquidity and expensive markets, how it could reshape investment opportunities, and the risks investors should know in the global macro landscape. Learn why gold, Bitcoin, and real assets are key to protecting your wealth, the growing dangers in U.S. and global debt markets, and how China’s economic slowdown could trigger global ripple effects. This is your essential guide to navigating what’s next in markets. Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3PMaVg6 Hard Assets Alliance - The Best Way to Invest in Gold and Silver - https://www.hardassetsalliance.com/?aff=WTH Chapters: 1:10 - Understanding Liquidity Flows: The Lifeblood of Markets 3:43 - Is Liquidity Just Money Printing? 5:53 - Navigating Global Economic Uncertainty: Regional Insights 12:22 - Janet Yellen’s Legacy: A Rating of Her Policies 15:55 - The Fed’s Tightrope: Rates, Inflation, and the Debt Trap 21:42 - Bond Vigilantes and the Risk of Financial Repression 27:29 - The US Dollar’s Strength: A Blessing or a Curse? 33:03 - Gold vs. Bitcoin: The Inflation Hedge Debate 39:22 - Preparing for the Next Liquidity Cycle: Investment Strategies 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 #Markets #Liquidity #GlobalEconomy #Bitcoin #Gold #Inflation #DebtCrisis #InvestmentStrategies #FederalReserve #ChinaEconomy #StockMarket ____________________________________ 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

The Federal Reserve faces mounting uncertainty, Trump’s sweeping economic policies are set to reshape markets, and the bond market remains under immense pressure—making 2025 a year of financial turbulence. In this insightful interview, Andrew Brill sits down with Jared Dillian to unpack the Fed’s 2025 outlook, the potential return of yield curve control, transformative tax reforms, and how global rebuilding efforts in Ukraine and California could drive demand for commodities. Jared also analyzes the risks of public and tech sector layoffs, stock market volatility, and offers actionable strategies to protect and grow your wealth during these uncertain times. Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/42nfMMm Get Jared’s insights on the markets and personal finance sent to your inbox every week at https://www.jareddillianmoney.com/go/JD053AF021/WEA Chapters: 1:32 - The Economy Today: Perspectives on Inflation and Growth 3:40 - A House Divided: Contrasting Fed Opinions 5:27 - Will Jay Powell Bend to Trump’s Pressure? 7:18 - Market Reactions: CPI, PPI, and Bond Movements 9:42 - The Trump Steepening: What’s Next for the Yield Curve? 11:12 - Yield Curve Control: Inflationary Consequences and Historical Context 13:20 - The Housing Conundrum: Prices, Supply, and Policy 15:22 - Economic Strains: Forbearance, Foreclosures, and Unemployment 18:06 - Cutting the Deficit: Layoffs, Debt, and Tough Choices 20:41 - Scott Besson’s Task: Fixing the Treasury’s Maturity Problem 23:24 - Commodities on the Rise: Weak Dollar, Big Rebuilds 26:11 - Trump’s Policy Playbook: Taxes, Tariffs, and Manufacturing 30:48 - Tariffs: A Costly Tax on the Consumer? 33:47 - Are Manufacturing Jobs the Future? 34:09 - Stock Market Outlook: Is Optimism Already Priced In? 36:04 - Beyond Stocks: Agriculture and Commodities 37:12 - AI and the Future of Jobs 38:04 - We’ll We Be Better Off in 2025? 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 #Economy #FederalReserve #TrumpEconomy #Markets #Inflation #Commodities #HousingMarket #BondMarket #TaxReform #EconomicOutlook #FinancialPlanning #StockMarket #EconomicPolicy #RebuildingEfforts #2025Predictions ____________________________________ 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

Welcome to your weekly dose of Rise UP!, where we break down the week's top market and economic events to help you stay ahead of the curve. In this episode, your hosts, Terri Kallsen, CFP®, and Joe Duran, CFA, along with special guest David Mandelbaum, Portfolio Manager at Bleakley Financial Group, will tackle the hottest financial topics. Here's what's on the agenda: Market Surges Amidst Economic Uncertainty: We analyze the S&P 500's surprising rally despite mixed economic signals, including rising inflation rates and strong earnings reports. Healthcare Sector's Unforeseen Dip: We examine the healthcare industry's unexpected underperformance and discuss if this presents a unique opportunity for savvy investors. Capital One's Consumer Controversy: We delve into the lawsuit against Capital One, exploring its implications for both consumers and investors. Plus, we'll address your burning questions on: Financial preparedness in the face of natural disasters Insurance dilemmas Economic forecasts for Canada and Japan Policy changes under the new administration Meet the Hosts: Terri Kallsen, CFP®, former head of Schwab Investor Services, Chair of the CFP Board, and Managing Partner at Rise Growth Partners. Joe Duran, CFA, serial entrepreneur, Goldman Sachs alum, and founder of Rise Growth Partners, one of the largest RIAs in the U.S. Don't miss out on this insightful episode filled with actionable advice and expert insights. Chapters: 00:00:00 - Introduction 00:02:17 - Market Performance and Economic Indicators 00:07:45 - Healthcare Industry Analysis 00:15:45 - Capital One Lawsuit 00:21:09 - Financial Preparedness for Disasters 00:29:29 - Insurance Concerns 00:30:32 - Economic Outlook: Canada and Japan 00:33:12 - Policy Implications and Portfolio Strategy 00:35:45 - Conclusion 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 #Markets #Economy #StockMarket #FinancialPlanning #MarketRecap #InvestmentTips #PersonalFinance #EconomicInsights #MoneyManagement #FedPolicy #MarketTrends ____________________________________ 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 official 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

What’s really driving the markets as we enter 2025? Sven Henrich, founder of NorthmanTrader, joins Anthony Scaramucci to deliver a no-holds-barred analysis of today’s fragile and liquidity-driven markets. In this in-depth conversation, Sven uncovers hidden risks, market distortions, and bold predictions that every investor needs to know. Discover the factors shaping the new year, including the Fed’s evolving role, geopolitical tensions, and the structural challenges posed by global inequality. Sven also shares his insights on Bitcoin’s trajectory, the growing impact of AI and automation, and strategies for managing risk in volatile markets. Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3Pz22GG Chapters: 0:23 - Welcome to Speak Up: Meet Sven Henrich 8:38 - Is an Economic Apocalypse on the Horizon? 18:57 - Geopolitical Risks: Trump, Tariffs, and Global Tensions 24:10 - Bold Predictions for 2025: What Lies Ahead 27:04 - Bitcoin’s Future: Bold Forecasts and Liquidity Ties 29:06 - Lessons Learned: What Changed My View on Markets 31:44 - Ten-Year Investment Strategies: Where to Focus 33:25 - Managing Risk: Tips for Volatile Assets Like Bitcoin 35:16 - AI and Automation: Reshaping the Workforce and Economy 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 #Markets #Economy #Bitcoin #Geopolitics #StockMarket #AI #Automation #RiskManagement #FinancialFreedom #2025Predictions #MacroTrends #Trading #EconomicOutlook ____________________________________ 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