Wealthion - Be Financially Resilient

Ronnie Stoeferle, partner at Incrementum AG and co-author of the In Gold We Trust report, joins Wealthion’s Trey Reik to explain why gold’s rally may be about much more than a normal bull market.Stoeferle argues that gold is signaling a deeper loss of trust in the dollar-based monetary system, as de-dollarization, inflation volatility, central bank buying, and rising geopolitical risk reshape the global financial order. He also explains why gold may be entering the public participation phase of its bull market — with institutional investors only beginning to wake up to the role gold can play in portfolios.In this conversation, Ronnie and Trey discuss whether the Pax Americana is coming to a close, why fiat currencies look different when measured in gold, whether this is a monetary revaluation rather than a normal gold cycle, and what the In Gold We Trust report reveals about the future of money.

💡Ronnie Stoeferle says gold’s rally may be signaling something much bigger than a normal bull market — a shift in trust, inflation, and the global monetary order. For deeper real-assets research and more of this interview on gold, commodities, and hard-asset investing, join Wealthion’s Real Assets Community: https://bit.ly/4vmK3Gb

💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion💡 To receive the In Gold We Trust report, sign-up and subscribe to IGWT for free at https://bit.ly/49BWl5j
Chapters:00:00 Cold Open: Gold, Bitcoin & Monetary Revaluation00:49 Introducing Ronnie Stoeferle & In Gold We Trust03:24 Why Gold Is Really About “Everything Else”04:52 Back To The Monetary Future: Why History Matters06:48 De-Dollarization & The Erosion Of Trust09:04 Gold’s Surge & The Dollar’s Loss Of Purchasing Power11:33 Gold Vs. Fiat: The Charts Investors Need To See12:44 Dow Theory & Gold’s Public Participation Phase15:58 — EXCLUSIVE Why Gold Is Not In The Mania Phase Yet18:49 — EXCLUSIVE FOMO, YOLO, Gonzo & The HALO Trade22:28 — EXCLUSIVE Is The Commodity Supercycle Finally Here?27:21 — EXCLUSIVE The Five Pillars Supporting Gold’s Bull Market35:53 — EXCLUSIVE Kevin Warsh, The Fed & Gold’s Next Catalyst43:53 — EXCLUSIVE The Six Vectors Of Gold Remonetization51:32 — EXCLUSIVE Gold, Bitcoin, Miners & The Future Of Hard Assets

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#Wealthion #Wealth #Finance #Investing #InvestmentAdvice #FinancialPlanning #WealthManagement #Gold #GoldInvesting #PreciousMetals #Commodities #Inflation #Dollar #DeDollarization #HardAssets #RealAssets #Markets #Macro #MonetaryReset
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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

SpaceX is preparing for one of the biggest IPOs in market history — and OpenAI and Anthropic may not be far behind.In this interview with Wealthion’s Maggie Lake, WindRock Wealth Management founder Brett Rentmeester explains why this is not a normal IPO cycle. These companies are already so large that they could become major components of the S&P 500, potentially affecting investors whether they buy the IPOs directly or simply own index funds.Brett breaks down the risks for retail investors, why most people may not get access to the actual IPO price, how lockups and insider selling can create pressure, and why trillion-dollar valuations leave little room for error.For investors chasing the next big tech trade, Brett’s warning is clear: this IPO wave may create huge opportunity — but it may also bring major market risk.
💡Brett Rentmeester says this IPO wave could affect investors whether they buy these companies directly or simply own index funds. To understand how your portfolio may be exposed, get a free review with Wealthion’s trusted financial advisors at https://bit.ly/4nXV9il
💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=WealthionChapters:00:00 Cold Open: The $3.5 Trillion IPO Wave00:28 SpaceX, OpenAI & Anthropic Set Up a Blockbuster IPO Year01:31 Why This IPO Cycle Is Different02:11 The IPO Market Has Changed Since the Dot-Com Era02:40 SpaceX Is Already 24 Years Old03:09 Could These Companies Join the Top 10 of the S&P 500?03:31 A Potential $3.5 Trillion Market Impact04:02 Why This Could Affect the Entire Stock Market05:23 How Bankers Price Mega-IPOs06:39 The Tesla IPO Comparison07:30 The Risk of Buying Late in the Growth Cycle08:04 Why Retail Investors May Not Get the IPO Price09:32 IPO Hype, Traders & Herding Mentality10:05 Why Some Investors Avoid the First Few Trading Days12:05 How Public-Market Scrutiny Changes the Game13:13 Why These Names Could Drive Index Funds14:50 Lockups, Insider Selling & Post-IPO Pressure16:14 Young Wealth, Innovation & the Next Market Leaders18:39 Fast-Track Index Inclusion and Passive Investor Exposure20:31 Active Management vs. Index Fund Risk21:12 Could Mega-IPOs Drain Capital From the Rest of the Market?21:58 Animal Spirits, Valuation Risk & the AI/Space Economy22:52 Don’t Get Married to the NarrativeConnect 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 #IPO #IPOs #IPOInvesting #StockMarket #Markets #TechStocks #PrivateMarkets #PublicMarkets #SpaceX #OpenAI #Anthropic #ArtificialIntelligence #AI #IndexFunds #SP500 #PassiveInvesting #ActiveManagement #RetailInvestors #MarketRisk #PortfolioStrategy #AssetAllocation #InnovationInvesting
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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

Fertilizer may be one of the most overlooked pressure points in the global economy — and Josh Linville says the current crisis is already hitting farmers hard.

Josh Linville, Vice President of Fertilizer at StoneX Financial, joins Maggie Lake to explain why the feared “global famine” headlines may be overstated, but the fertilizer supply shock is very real. He breaks down why farmers are bearing the brunt of higher costs, how China’s fertilizer export restrictions are reshaping the market, and why pricing and supply problems could stretch into 2027.

Linville also explains why the Strait of Hormuz disruption, Russia/Ukraine fertilizer flows, urea shortages, and rising protectionism could create longer-term risks for food prices, supply chains, and investors watching real assets.

💡Josh Linville breaks down why fertilizer could be the next major real-assets risk hiding in plain sight. Join Wealthion’s Real Assets Community for exclusive research and interviews: https://bit.ly/49ZtdF2

💡Josh Linville says the fertilizer panic may be overblown — but farmers are already getting squeezed, and the impact could ripple through food prices and portfolios. Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/4vnNqNj

💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion

Chapters:
00:00 — Fertilizer Panic vs. Reality
00:38 — Why Fertilizer Suddenly Matters to Investors
00:59 — Are We Facing a Global Food Shortage?
01:13 — Why the Famine Headlines Are Overblown
02:28 — No Food Crisis, But Major Disruptions
03:02 — Fertilizer Prices Surge While Grain Prices Lag
03:58 — How Farmers Are Adjusting Fertilizer Use
05:12 — When Do Supply Chain Workarounds Break?
06:08 — Why This Shock Is So Hard to Forecast
06:36 — Urea Supply Risk and the Spring 2027 Warning
08:17 — Why Fertilizer Prices May Stay Higher
09:48 — China’s Underappreciated Fertilizer Risk
11:48 — Is Fertilizer Protectionism Spreading?
13:30 — Why the Choke Point Is Production and Shipping
14:27 — Could Government Intervention Become Structural?
15:43 — Why U.S. Urea Dependence Is a Problem
17:10 — Can America Ramp Up Fertilizer Production?
19:18 — Where Are the Fertilizer Entrepreneurs?
21:56 — Russia, Ukraine, and the Fertilizer Supply Chain
23:45 — Is There an Investment Play in Fertilizer?
24:47 — Could Fertilizer Costs Hit Food Prices?

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

George Goncalves, Head of U.S. Macro Strategy at MUFG, joins Maggie Lake to explain why the market may be underestimating a dangerous form of “stealth tightening.” Goncalves says the Fed may not have officially hiked rates — but the bond market has effectively done it for them. With borrowing costs still high, energy prices rising, consumers stretched, and equity markets trading “on their own planet,” he warns that the pressure is building beneath the surface. Could this be the moment when higher rates finally start to hurt? And if markets can no longer ignore the cost of funding, private credit risk, and stretched valuations — what breaks first? In this interview, Goncalves breaks down why the bond market is sending a warning, why recession odds could rise into the second half, and why investors may be facing a much weaker economic backdrop than the stock market suggests.

💡George Goncalves says “the markets hiked for the Fed” — and these high rates are starting to hurt. If you’re unsure how exposed your portfolio is, get a free review with Wealthion’s trusted financial advisors at https://bit.ly/4nXSzci

💡George Goncalves warns this may be a “stealth” tightening cycle — with higher rates, rising energy costs, and stretched markets increasing the risk that something eventually cracks. For exclusive real-assets research and interviews built for this kind of environment, join Wealthion’s Real Assets Community: https://bit.ly/4fMUE8P

💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion

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

Is the bond market really warning of a U.S. debt crisis — or are investors misreading a distorted market signal? Michael Green, Chief Strategist and Portfolio Manager at Simplify Asset Management, joins Maggie Lake to explain why passive investing, regulation, and hidden leverage may be warping the way markets price risk. He argues that what many see as a collapse warning in long-term bonds may actually be a mechanical consequence of how capital is being allocated. Green also breaks down why investors may be ignoring one of the clearest retirement opportunities in years, why liquidity is weakening beneath mega-cap stocks, and why he believes the “real craziness” in markets may still be ahead.

💡Michael Green warns that passive investing, hidden leverage, and distorted market signals may be leaving investors exposed to risks they don’t fully see. Make sure your portfolio is prepared — get a free review with Wealthion’s trusted financial advisors at https://bit.ly/4wYAhfe

💡Michael Green warns that broken market signals, passive investing flows, and hidden leverage could create serious risks for traditional portfolios. For investors looking beyond stocks and bonds, join Wealthion’s Real Assets Community for exclusive real-assets research and interviews: https://bit.ly/4v5NctY

Chapters:
00:00 — Michael Green’s Warning: Market Signals Are Broken
00:39 — Why Mike Wrote an Open Letter to the Treasury Secretary
01:04 — The Distortion Spreading Into the Bond Market
01:25 — Why a 5% 30-Year Bond Should Be Attracting Buyers
02:08 — Why Institutions Still Aren’t Changing Allocations
02:30 — How Passive Bond Indexing Creates Distortions
03:01 — Why Low-Coupon Bonds Are Being Ignored
03:36 — Are Investors Misreading the U.S. Debt Crisis?
04:47 — Passive Investing and the Breakdown of Price Signals
05:26 — Is the 60/40 Portfolio Really Dead?
06:12 — Why the 30-Year Bond May Help Retirees
07:04 — Why Investors Are Chasing Stocks Over Safer Yield
08:01 — Is the Government Bond Market Dysfunctional Globally?
09:27 — Mike’s “Golden Retriever” Explanation of Bond Prices
10:20 — Why Lower Bond Prices Don’t Mean Credit Distress

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