Wealthion - Be Financially Resilient

Where are the best opportunities in commodities — and where can investors get burned?Jonathan Wellum breaks down how he approaches gold, silver, copper, uranium, rare earths and mining stocks, while explaining why some parts of the commodity sector can be highly cyclical and speculative.Wellum discusses why investors should understand their “circle of competence,” the risks of picking individual junior miners, and why ETFs or professionally managed vehicles may make more sense for gaining exposure to niche commodity themes.He also takes viewers inside the due-diligence process, explaining what professional investors look for before deciding whether a promising mining story is actually investable.
💡 Jonathan Wellum sees major opportunity across gold, silver, copper, uranium and other commodities — but warns that chasing speculative mining stories can quickly burn investors. He explains why discipline, quality and knowing your “circle of competence” matter more than ever in this commodity cycle. Join the Wealthion community for more on the forces shaping markets — and how to protect and grow your wealth: https://bit.ly/3SsSJgi
💡 Want to hear more from Jonathan Wellum? Watch our previous conversation with him for a deeper look at his investment philosophy, how he thinks about risk, and where he sees opportunity across today’s markets: https://www.youtube.com/watch?v=ezMiX0FtZ7g
Chapters: 00:00 Commodity Investing: How to Avoid Getting Burned00:24 Gold, Silver & Critical Minerals: Where’s the Opportunity?00:59 Why Commodities Are So Cyclical01:18 Copper, Uranium, Silver & Gold02:23 Rare Earths: Opportunity or Speculative Trade?03:32 Know Your Investing “Circle of Competence”03:47 Commodity ETFs vs. Junior Mining Stocks05:24 How Professional Investors Evaluate Mining Stocks

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#Commodities #Gold #Silver #Uranium #MiningStocks #Investing #RareEarths #Copper________________________________________________________________________
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.
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Grant Williams says gold has just beaten its inflation-adjusted 1980 peak for the first time in 45 years, and that is the sound of the "howling wolf" returning to the financial system. Why he tells investors to forget the price and simply own it.

Grant Williams joins Maggie Lake to revisit his gold-as-apex-predator thesis eight years on, using the reintroduction of wolves to Yellowstone as a metaphor for gold returning to a monetary system that has grazed itself bare since 1971. He explains why central bank behavior changed after 2022, why the old crisis reaction of buying dollars and treasuries is breaking down, and why he treats gold as protection for your purchasing power rather than a price to trade.

What Williams covers:
-The Yellowstone wolves, the trophic cascade, and gold as the financial system's apex predator
-Why central banks doubled their gold buying and began repatriating it after 2022
-How the old crisis playbook of buying dollars and treasuries is breaking down
-Why judging gold by a 20% move misses the point
-Weimar, and the difference between price and purchasing power
-Own versus buy, and where bullion ends and gold miners begin

CHAPTERS
0:00 The Yellowstone wolves and the trophic cascade
1:13 Gold as the apex predator, removed since 1971
3:23 Gold as the howling wolf: a warning to change behavior
5:16 How central bank behavior changed after 2022
8:22 Did we miss the peak in gold?
8:53 Why the 20% bear-market rule misses the point
12:07 Debasement and the case for owning gold
13:55 Own versus buy, and bullion versus gold miners

Grant Williams' core message is that protecting your purchasing power is a decision to own, not a trade to time. Making that decision inside a real portfolio, sizing gold and real assets against everything else you hold, is the practical next step, and it is what Wealthion membership is built for. It opens three doors: access to advisors who can help build real assets into your portfolio, and, for accredited investors, access to specialized funds. To see where you stand, start with a complimentary portfolio review: https://bit.ly/4ij9rJD

🚀 FOLLOW & JOIN WEALTHION:https://wealthion.com

🪙 MORE ON GOLD & THE DOLLAR:

Grant Williams: Gold's Real Role and the Dollar's Future: https://www.youtube.com/watch?v=8QXFjrNQtF4

Pierre Lassonde: Gold Is Replacing the Dollar: https://www.youtube.com/watch?v=JpjLPYxlny8

The Central Bank Gold Rush: What It Means For You: https://wealthion.com/news/the-central-bank-gold-rush-what-it-means-for-you-chris-mancini

#Gold #Investing #Dollar
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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

Veteran economist and market strategist David Rosenberg joins Maggie Lake to explain why he believes the U.S. economy is weaker than headline data suggests.

Rosenberg breaks down slowing growth, disinflation, labor-market weakness, the disconnect between strong corporate earnings and stagnant household income, and why AI spending may be masking broader economic softness.

He also makes the contrarian case that the Federal Reserve’s next move could ultimately be a rate cut—not another hike—and explains what investors should watch if the economy continues to lose momentum.

💡 David Rosenberg warns the U.S. economy may be far more fragile than it looks, with labor-market weakness and an AI boom masking broader softness. He also explains why the Fed’s next move could be a rate cut, not another hike. Join the Wealthion community for more on the forces shaping markets — and how to protect and grow your wealth: https://bit.ly/3UKCU5m

📘 David Rosenberg’s first book, Bear in the Bull Ring, is expected to be released in early October. Drawing on four decades in markets, Rosenberg shares the lessons, risks, and investing principles that have shaped his career as one of Wall Street’s best-known contrarian voices. Pre-order Bear in the Bull Ring here: https://bit.ly/4bZ3sWx

Chapters:
00:00 David Rosenberg: Fed Rate Cuts & Economic Warning Signs
00:21 David Rosenberg on Bear in the Bull Ring
04:12 Will the Federal Reserve Cut Rates Next?
05:46 Weak GDP Growth & Falling Inflation
08:23 Why the U.S. Economy Is More Fragile Than It Looks
09:23 Labor Market Weakness Could Change the Fed’s Focus
10:08 Treasury Yields, Bond Markets & Inflation Uncertainty
13:53 Why Are S&P 500 Earnings Still So Strong?
16:51 AI Spending, Corporate Profits & Recession Risk
19:51 Is the AI Boom Masking a Weak Economy?
22:30 The Stock Market Wealth Effect & Consumer Spending
24:26 What Happens If Stocks Stop Rising?
25:34 Rising Real Rates Are a Threat to the Economy

Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
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#DavidRosenberg #Economy #FederalReserve #StockMarket #Recession #Inflation #InterestRates #AI #Investing #Markets
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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

David Woo says markets may be dangerously underpricing the risk of escalation around Iran and the Strait of Hormuz. He explains why Iran has an incentive to push crude toward $100–$120, why tougher U.S. action could be bullish for oil and bearish for stocks, and how a confrontation involving China could raise the stakes even further. Woo also breaks down the shifting Russia-Ukraine war, the opportunity he sees in defense stocks, mounting pressure on Europe—and why he remains long oil as geopolitical risks build.

💡 From the risk of $100–$120 oil and a renewed Iran showdown to rising pressure on stocks, China, Europe, and global defense markets, David Woo explains why investors may be underestimating how quickly geopolitical tensions could turn into a broader market shock. Join the Wealthion community for more conversations on the forces shaping markets — and how to protect and grow your wealth: https://bit.ly/4gER4xy

💡 Want more of David Woo’s independent macro, geopolitical, and market analysis? Follow his latest research and commentary at David Woo Unbound: https://www.davidwoounbound.com/

Chapters:
0:00 Oil to $120? David Woo’s Warning for Markets
0:21 Iran, the Strait of Hormuz & the Oil Shock
4:33 China Could Send Oil Higher and Stocks Lower
7:30 Wealthion Membership
8:48 Could the U.S.-Iran Conflict Escalate?
10:32 Are Markets Underpricing the Iran Risk?
14:17 Russia-Ukraine War: Is Russia Gaining Momentum?
18:33 Why David Woo Likes Defense Stocks
20:03 What a Stronger Russia Means for Europe
21:51 Europe’s Energy Crisis & China Trade War Risk
24:08 David Woo’s Portfolio: Oil, Bonds, AI & the Yen

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

The recession everyone feared still hasn’t arrived — and the stock market keeps defying the bears.

Ed Yardeni explains why he believes the U.S. economy remains resilient, why consumer spending and corporate earnings could keep the bull market moving higher, and why pessimistic investors may be missing what’s happening right in front of them.

He also breaks down how he’s thinking about stocks, bonds, gold and emerging markets — and why the biggest AI investment opportunity may be in the companies using artificial intelligence to drive productivity and profits.

Topics: stock market outlook, U.S. economy, recession, bull market, AI stocks, corporate earnings, consumer spending, investing, gold, bonds, emerging markets.

💡 From a recession that never arrived to resilient consumers, strong corporate earnings, and the next wave of AI-driven productivity, Ed Yardeni explains why the bull market may have more room to run — and how investors should think about stocks, bonds, gold, emerging markets, and the companies benefiting most from AI. Join the Wealthion community for more conversations on the forces shaping markets — and how to protect and grow your wealth: https://bit.ly/45sNWi5

Chapters:
0:00 Why the Bears Keep Getting This Market Wrong
4:35 Baby Boomers Are Keeping Consumer Spending Strong
6:49 Could a Bear Market Finally Break the Consumer?
8:47 Is the Stock Market Too Big to Fail?
11:11 AI, Productivity and the Future of Wages
14:16 Why the Perma-Bears Keep Getting It Wrong
15:25 Strong Earnings vs. Recession Fears
16:49 How to Invest: Stocks, Bonds, Gold & Emerging Markets
18:46 Why This Bull Market Is Different
19:35 The Biggest AI Investment Opportunities
20:15 AI Stocks: Financials, Cybersecurity & Healthcare

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/

#StockMarket #Recession #BullMarket #USEconomy #Investing #MarketOutlook #AIStocks #CorporateEarnings #ConsumerSpending #Gold #Bonds #EdYardeni
________________________________________________________________________
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