Wealthion - Be Financially Resilient

• It’s Now A Long-Term Buy the Dips Market | Rise UP!

  On a day where the S&P hit a new high and the “Big, Beautiful Bill” got passed, Rise UP host Terri Kallsen and Co-Host Joe Duran — Managing Partners at Rise Up Growth Partners — are joined by Grimes & Co. CEO and CIO Kevin Grimes for an in-depth look at the markets and what the bill means for your portfolio and wealth management. And everyone is affected. Plus, why Joe thinks we’re now in a long-term “buy the dips market” to discussions on the upside of the down dollar and the sectors the new trade deal with Vietnam affects, and much more! Get 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 3:38 S&P Record, Jobs & the Golden Cross 5:25 We’re in a Buy the Dips Environment 8:11 Dollar Off to Worst Start in 52 Years 9:11 The Upside and Downside of a Down Dollar 14:30 July 9th Tariff Deadline and What Sectors Benefit from Vietnam Trade Deal 18:33 The Market is Pricing in Tariff Success and the Sectors That are at Risk if Deals Don’t Get Done 22:20 When Good News is Bad News 25:14 The Big, Beautiful Domestic Policy Bill Will Affect You 27:00 Managing Your Investments and Wealth Planning with the Big, Beautiful Bill 33:35 Fixed Income at Risk with New Policy Adding Debt? 35:50 Healthcare Sector at Risk with New Policy? 37:50 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 #S&P500 #Dollar #Tariffs #Policy #BuyTheDip #TradeDeals #WealthManagement #Macro ________________________________________________________________________ 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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• Marko Papic: The U.S. Gravy Train Is Ending — Cut Your U.S. Exposure in Half?!

  BCA Research chief strategist Marko Papic says it’s time to halve your U.S. exposure! America’s post-pandemic out-performance, he argues, was “fueled by drunken-sailor spending”, and that fiscal sugar rush is ending. A Trump 2.0, Big Beautiful Budget deal that cuts entitlements could push bond yields lower, the dollar weaker, and global markets higher. In this fast-moving macro and geopolitcal tour with Maggie Lake, Papic lays out: Why Europe, Japan, and emerging markets are set to lead How a lower dollar reshapes every asset class Why tariffs are mostly negotiation theater Using gold and crypto to defend your cash, not replace equities Why Middle-East fireworks won’t jolt oil, and how U.S. taxpayers quietly secure China’s crude Stay for the second half, where Rocklinc’s Jonathan Wellum drills into tangible-asset plays and portfolio tactics. Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/40AKuj7 Get To Know: Rocklinc's Jonathan Wellum https://youtu.be/ezMiX0FtZ7g Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Chapters:00:23 - Big Beautiful Bill: Market Impact? 03:03 - Are Deficit Hawks Still Relevant? 06:43 - Can the Bill Actually Jump-Start Growth? 09:11 - Why Pressure Powell If Fiscal Policy Matters More? 10:36 - Quiet Bond Market—What Does It Mean for Stocks? 13:09 - Trump’s Tariff Threats: Bluff or Reality? 17:56 - Re-shoring vs Low Yields—Can Both Happen? 25:35 - Who Wins Most Under Trump’s Agenda? 32:37 - Europe vs U.S.: Is the Growth Story Shifting? 36:28 - Middle East Tensions: Any Market Shock? 42:05 - China’s Energy Weak Spot & Taiwan Risk 47:17 - Gold or Commodities—Best Dollar Hedge? 52:27 - Range-Bound Bonds: What About Equities? 56:55 - Global Value Hunt—Risk or Reward? 1:00:51 - Diversification Debate: Stocks vs ETFs 1:03:43 - Hard Assets Rising—Where’s the 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 #Macroeconomics #GlobalMarkets #Geopolitics #Gold #Dollar #Bonds #InterestRates #FiscalPolicy #China #Tariffs #USStocks #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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• Michael Oliver: This Market Rally Is a Trap, Get Ready for a Major Top Like in 2000 & 2007!

  Is the recent S&P 500 rally a bull trap? Momentum expert Michael Oliver says yes, and the consequences could be brutal. In this powerful interview with James Connor, Oliver draws eerie parallels to the 2000 and 2007 tops, warning that the market’s internal structure has already broken, and investors are being lulled into a false sense of security. Key Topics: Why this “new high” in the S&P and NASDAQ is a dangerous illusion The collapse of leadership among the Magnificent 7 stocks Why momentum says sell, even as prices rise The U.S. dollar breakdown nobody is talking about A potential panic in the bond market that could force the Fed’s hand How commercial real estate defaults and soaring debt could set off a crisis Why silver may double to $60–$70 by year-end, and miners may outperform The commodity breakout that few investors are prepared for Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3GttYKZ Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Chapters: 0:29 - Is the S&P’s “New High” Just a Head-Fake? 7:54 - Does Momentum Say Sell? 11:12 - If Big Tech Isn’t Leading, Who Is? 12:39 - Is Consumer Spending Cracking? 19:44 - Is the Dollar About to Break Decades of Support? 25:19 - Why Aren’t Job Losses Showing Up Yet? 29:00 - Is the Fed Cornered Politically? 32:06 - July FOMC: Cut, Hold, or Panic? 40:42 - What’s Really Driving Oil’s Volatility? 47:20 - Are We Seeing a Widening Top in Stocks? 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 #Gold #Silver #Commodities #StockMarket #MarketCrash #DollarCollapse #Recession #MomentumAnalysis #MichaelOliver ________________________________________________________________________ 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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• Buy, Hold, Sell: Jonathan Wellum on the Rules of Smart Investing

  How do top investors decide when to buy, sell, or hold a stock, and stick with it for decades? In this deep-dive interview, Jonathan Wellum, CEO of RockLinc Investment Partners, breaks down the exact investment process he’s used for 35 years to deliver long-term wealth for clients. Wellum walks us through: How to identify durable and great businesses in the right industries Why discounted cash flow (DCF) is his go-to valuation tool, and how he applies it conservatively The power of compounding and tax deferral (the Buffett formula in action) When to sell a stock, from mistakes to overvaluation to better opportunities How he sizes positions, builds portfolios, and navigates market hype with discipline Real-world examples from Amazon, Burford Capital, GROY, and Franco-Nevada Get a free portfolio review with Jonathan Wellum at https://bit.ly/4erNlRd Get To Know: Rocklinc's Jonathan Wellum https://youtu.be/ezMiX0FtZ7g Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Chapters: 0:13 - The 6-Point Trigger: How Rocklink Decides to Buy   8:57 - “Macro vs. Micro”: Does Timing Really Beat Valuation?   11:19 - Cash on the Sidelines or All-In? Rocklink’s Stance   16:13 - Pulling the Plug: The Exact Moment Rocklink Sells   24:38 - Beyond DCF: The Valuation Hacks Rocklink Swears By   37:25 - Turning Rocks, Not Portfolios: Ideal Holding Periods   44:37 - Mastering Market Psychology: Keeping Fear in Check  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 #ValueInvesting #StockMarket #FinancialFreedom #LongTermInvesting #WarrenBuffett #PortfolioManagement #Compounding #InvestorMindset #MarketDiscipline ________________________________________________________________________ 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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• The Knives are Out for Powell! | Rise UP!

  In this week’s Rise UP! Host Terri Kallsen, Managing Partner of Rise Growth Partners is joined by Bleakley Financial CIO Peter Boockvar and CEO Andy Schwartz for a riveting conversation revolving around the questions: is the recession risk off, the internal battle for Fed Chair Powell’s job and the ramifications of “easy money” and a big win for A.I. in court that makes investing in it potentially more attractive. Plus, a great debate over do you need a wealth manager versus doing everything on your own? It’s a conversation you don’t want to miss. Key Takeaways: Why the S&P is at a Record High How to Know if We’ve Avoided Recession and Stagflation The Risks that Come with Rate Cuts and Easy Money How Wealth Managers Make You More Money Than They Cost You Get Peter and Andey’s great insights one-on-one with a free review of your portfolio. Go to https://www.wealthion.com/free and select Bleakley Financial on the form. Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Chapters 2:15 Boockvar: Why the S&P is at a Near Record High 4:20 Rally Isn’t Because of Great Economic Data 5:05 Don’t Try to Time the Market and Opportunities 6:35 Boockvar: How to Know if we Have Avoided Recession/Stagflation 9:15 Fed Chair Jerome Powell’s Testimony to Congress and the Fed Governor’s Revolts 11:35 The Pros and Cons of Rate Cuts 13:40 Big Win for A.I. and for A.I. Investors 16:25 Should Your Portfolio Lean Into A.I. — and a deep dive into Amazon, Google 20:00 Do You Really Need a Wealth Manager—a Debate 20:56 If Index Funds Outperform Portfolio Managers Why Do I Need An Advisor? And the Difference Between Portfolio Managers and Wealth Managers 24:51 How Can a Wealth Manager Help Me During Big Life Changes Like Divorce 27:50 How Can You Find a Wealth Manager that is Right for You? 31:55 What to Watch for 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 #Stocks #Recession #FederalReserve #AIMarket #JeromePowell #RateCuts #S&P500 #MarketOutlook #WealthManagement #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

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