Join host James Connor with guest Bill Smead, the insightful money manager from Smead Capital Management, as they discuss the pressing issues facing today’s investors.


In this episode, they discuss the looming dangers of a market bubble, the realities of escalating inflation, and the untapped potential of oil investments. Learn how you can shield and grow your wealth in a volatile economic climate. Don't forget to like, subscribe, and hit the bell icon for more financial wisdom from Wealthion!


Timestamps:
0:00 Introduction
1:37 What is Value Investing?
2:40 Views on Passive Investing
6:01 Economic Overview and Historical Context
10:18 Interest Rates Discussion
14:12 Smead on Inflation and Investment Strategies
19:20 Historical Comparison to Oil Shocks
30:00 Bitcoin's Future and Comparison to Gold
32:26 Where Smead is Investing Now
38:31 Warren Buffett's Influence and AGM
40:09 Closing Remarks

Oil Soars, Bitcoin Teeters: Inflation's Grip Tightens

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In this Weekly Market Recap, Andrew Brill reflects on the interviews that took place on Wealthion over the past week in another Wealthion Weekly Market Recap!


TIMESTAMPS:
00:00 - Introduction
00:10 - David Lin 
On Speak Up, David Lin spoke with Anthony Scaramucci about truflation, the state of the economy and shared some wisdom from Warren Buffett and Charlie Munger
Full Episode: https://www.youtube.com/watch?v=qh_FyFqidEg


12:25 - Jonathan Wellum
Jonathan Wellum of RockLinc talked with Wealthion this week to share his views on the economy, how the consumer is feeling and the unstainable debt levels.
Full Episode: https://www.youtube.com/watch?v=-zdbcJTXhic


23:58 - Chris Mancini
Chris Mancini of Gabelli Funds joined to discuss gold, why central banks are hoarding the precious metal and its comparison to Bitcoin
Full Episode: https://www.youtube.com/watch?v=HPZpTDXKUaQ


33:26 - Stephen McBride
And finally, Stephen McBride, Chief Strategist of RiskHedge, joined to chat about AI, the biotech world, and the impact they can have in the future. 
Full Episode: https://www.youtube.com/watch?v=7Y2nYW0USIU


Did you like that episode? Hit the like button and let us know what you thought in the comments below!


We are partnering with SALT to offer our Wealthion community an exclusive opportunity to access a full day of top-tier financial insights and networking opportunities — all from the comfort of your own home and at a fraction of the cost of attending in person. Learn more here: https://wealthion.com/lp/salt24conference/

Uncontrollable Debt, Truflation and Artificial Intelligence | Weekly Market Recap

How is inflation impacting the average consumer, and what does it mean for the wealth gap? David Lin, Host of The David Lin Report, joins Anthony Scaramucci on 'Speak Up' to discuss the significant impact of inflation on everyday consumers, the widening divide in wealth and his own investment strategies to help build and protect your portfolio.


In this episode of Speak Up, David Lin provides his overview of the current state of the economy and its impact on investors and consumers. David and Anthony dive into the latest trends shaping markets, touch on the role of fiscal policies have on wealth distribution, and the critical steps you need to further grow your wealth and stay ahead during volatile times.


We are partnering with SALT to offer our Wealthion community an exclusive opportunity to access a full day of top-tier financial insights and networking opportunities — all from the comfort of your own home and at a fraction of the cost of attending in person. Learn more here: https://wealthion.com/lp/salt24conference/


TIMESTAMPS
0:00 - Introduction
2:15 - David Lin’s Background and The David Lin Report
4:00 - Current Macro Economy: Disinflation Trends
7:20 - Impact of Retail Price Cuts
9:45 - Trueflation vs. Official Inflation Data
12:15 - Geopolitical Impacts on the Economy
15:30 - Insights from Warren Buffett and Charlie Munger
18:30 - Cryptocurrency Market Developments
22:10 - Audience Q&A;: Technical Analysis for Bitcoin
24:40 - Central Banks Buying Gold
28:00 - Actionable Investment Advice
31:15 - Closing Remarks

Consumers, Inflation, and the Great Wealth Divide | David Lin | Speak Up with Anthony Scaramucci

What’s the safer investment, Bitcoin or gold? Chris Mancini of Gabelli Funds breaks down why gold might be your safest investment and why central banks are stocking up on physical gold amid economic uncertainty.

In this episode, James Connor speaks with Chris Mancini, Associate Portfolio Manager of the Gabelli Gold Fund.

Chris breaks down why he thinks investors should consider gold and gold equities as a crucial part of their portfolios, especially during times of economic uncertainty. 

Discover why central banks are aggressively buying gold, the potential for stagflation, the ongoing debate between gold and Bitcoin as a store of value and more!

Did you like this episode? Check out Chris Mancini’s recent interview with Sean Boyd, the chairman of Agnico-Eagle Mines linked here: https://www.youtube.com/watch?v=qQf1YlTp8ZU

Hit the like button and let us know what you want to see in future episodes in the comments!


TIMESTAMPS:



Why Central Banks Are Hoarding Gold | Chris Mancini

Are we on the brink of an economic collapse? Jonathan Wellum of RockLinc Investment Partners says that the debt is getting completely out of control. Wellum says the debt is growing 'at an unsustainable rate, and that we're adding a trillion dollars every 100 days. 


Join host James Connor as he interviews Jonathan Wellum, CEO of RockLinc Investment Partners. They'll discuss alarming debt crisis, the economic outlook for the U.S. and Canada, and what strategies you should consider to protect and grow your wealth in these uncertain times.


TIMESTAMPS:
0:00 - Introduction
0:45 - Jonathan Wellum’s Overview of the Economy
2:10 - U.S. Economic Uncertainty and Consumer Confidence
5:00 - Signs of Pressure on the U.S. Consumer
7:46 - Federal Debt Concerns
8:49 - The Impact of Trillion-Dollar Deficits
10:00 - Why Debt Levels Matter
11:21 - Investment Strategy: Balancing Risk and Opportunity
15:00 - The State of the Canadian Economy
17:37 - Effects of High Immigration and Policy Failures
19:39 - Government Spending and Its Impact
22:00 - Canadian Housing Market Outlook
25:00 - The Strain on Canadian Banks
27:00 - Stock Market Investment Strategies
28:04 - Sectors and Stocks to Watch
31:32 - Why Choose Royalty Companies
35:00 - Investing in Oil and Gas
37:06 - Avoiding Canadian Banks and Telcos
39:41 - Investment Challenges for Canadians
41:07 - Turning Around the Canadian Economy
42:52 - Closing Remarks and Contact Information

Jonathan Wellum: 'Debt Increasing By $1 Trillion, Every 100 Days'

When will we hit a 2% inflation target? Lyn Alden reveals the critical challenges the central banks face, discusses the political shifts impacting Bitcoin, and the major threats being posed to the economy.


In this episode of Speak Up, Lyn Alden, a renowned macroeconomist and author, joins Anthony Scaramucci for a deep dive into the latest challenges facing the economy. Lyn discusses the political shifts impacting Bitcoin, the potential approval of the Ethereum ETF, and the major fiscal deficits that pose a threat to the economy. 


She explains why traditional finance is struggling to adapt and how emerging market traits are appearing in developed countries. Discover the looming debt crisis and learn essential strategies to protect your investments. 


TIMESTAMPS:
0:00 - Introduction
1:51 - Political Shifts in Crypto
2:37 - Ethereum ETF 
3:29 - Mainstream Acceptance of Macro Views
4:19 - Recency Bias in Financial Markets
5:31 - Play Acting as Federal Reserve Chairman
6:49 - Impact of Fiscal Policies on the Economy
10:15 - Politicians and Economic Truths
12:33 - Potential Debt Crisis and Investor Preparations
16:59 - Are We Going to Be Okay?
18:13 - Future of Gold and Bitcoin Investments
19:50 - Closing Remarks

Oil Soars, Bitcoin Teeters: Inflation's Grip Tightens

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