Marko Papic: Markets Misread Trump - Here’s the Real Risk

Welcome to the latest episode of Rise UP! your essential weekly market recap where financial headlines meet real, actionable guidance and expert insight. Hosted by Rise Growth Partners’ Terri Kallsen, CFP®, and Joe Duran, CFA, this special edition features Grimes & Company’s Benjamin Wallace, CFA, and Todd A. Herman, CFP®. This week’s episode unpacks a dramatic shift in the financial landscape, triggered by tariff-driven volatility, skyrocketing Treasury yields, and growing questions around America’s role as a global safe haven. With investor confidence rattled and markets swinging wildly, we dive into what’s happening and how disciplined investors can stay focused and protect their portfolios in this volatile and highly uncertain times. In this episode: Why U.S. Treasury yields just posted their biggest 3-day spike since 2001 How tariff uncertainty and erratic policy are shaking investor confidence How to think clearly amid the chaos: plan-based investing vs emotional reactions Rebalancing strategies to realign risk and stay the course The #1 mistake investors make in volatile markets How to tell if your financial advisor is helping or hurting What to expect from earnings season and the Fed’s next move Don’t let the headlines shake your plan. Watch now to stay grounded, informed, and confident in your next financial move. Chapters: 1:48 - Buckle Up: Markets Are Wild. Let’s Break It Down 3:24 - What Just Happened?! Inside The Market Mayhem 10:20 - Three Power Moves to Stay Sane (and Smart) in This Market 15:50 - How the Pros Are Investing Right Now 20:12 - Small Caps, Big Trouble? Where to Look in This Shaky Market 25:24 - The Real MVP: How to Spot a Rock-Solid Financial Advisor 27:09 - Stop Obsessing: When (and How) to Actually Check Your Portfolio 28:08 - Does Your Advisor Pass the Stress Test? Here’s How to Tell 36:24 - What’s on the Financial and Economic Radar for Next Week? Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4js1UWj 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 #MarketVolatility #StockMarket #InterestRates #FederalReserve #Tariffs #InvestmentStrategy #FinancialPlanning #PortfolioManagement #Rebalance #SafeHaven #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

Are investors missing the most important macro shift in decades? In this must-watch interview, Julien Garran of the MacroStrategy Partnership joins Trey Reik to explain why the market has completely misread the economic agenda of the Trump 2.0 administration. Behind the headlines and media noise lies the “Real Trump Trade”, a radical restructuring of U.S. economic policy aimed squarely at reversing two generations of blue-collar decline. Key Topics: Why markets are reacting incorrectly to Trump’s return and what they’re missing How four key forces: trade, government spending, energy policy, and antitrust are being weaponized to reshape the economy Why Julien believes we’re headed first into a deflationary bust, followed by a reflationary boom What this means for the U.S. dollar, commodities, gold stocks, and Big Tech Why Julien sees AI as a bursting bubble, with commercial viability hitting a wall How Trump’s economic team may be willing to endure a recession to trigger long-term change This conversation offers powerful insights into what’s coming next and why the current investor playbook may be obsolete. Chapters: 1:30 - Behind the Curtain: How This Macro Boutique Sees the World 3:37 - The Real Trump Trade: Why Markets Got It All Wrong 9:05 - Globalization, Big Gov, & Big Tech: The 4 Forces Crushing the Middle Class 12:57 - Can the Blue-Collar Dream Be Revived? 14:33 - Big Government, Big Problem: The Hidden Tax on Prosperity 17:06 - Energy Fantasy vs. Economic Reality 20:28 - How Big Tech Monopolies Rigged the Game and Why That Might Be Ending 25:06 - Investing in the Populist Age: Winners, Losers, and Landmines 32:00 - Unpacking Trump’s Tariff Shock: Is Globalization Splintering? 37:06 - Populist Playbook: Grading Trump’s Economic Overhaul 43:50 - Markets Crashed With Reciprocal Tariffs, And That Might Just Be the Start 49:04 - Gold, Commodities & the Great Rotation: What Might Save Portfolios 51:11 - AI Bubble Trouble: The Hype No One Wants to See 1:02:55 - The Real Trump Trade Is Unwinding the Blue-Collar Squeeze Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3YoLTs2 Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH 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 #Trump #Macro #Economy #MacroStrategy #BlueCollar #Commodities #GoldStocks #AIbubble #Reflation #Deflation #Tariffs #USManufacturing #BigTech ________________________________________________________________________ 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

Are Trump’s dramatic tariffs simply a negotiation tactic rather than an intentional trade war? Marko Papic, Chief Strategist at BCA Research, joins Maggie Lake for a critical conversation explaining why markets have misunderstood Trump’s tariff policy from the beginning and what deeper macroeconomic risks investors should actually be focused on. Key Topics: How Trump has used extreme tariff threats as leverage, and why markets repeatedly fall for it What the rise of a multipolar world means for global markets and U.S. economic power The hidden but urgent risk investors are overlooking: a recession where bond yields stay high, undermining traditional market safety nets Why U.S. market outperformance is coming to an end as fiscal stimulus runs dry, exposing vulnerabilities investors aren’t ready for Marko’s bold call: why the U.S. dollar is at risk of a 30% decline, and how investors should reposition globally If today’s chaotic headlines have you concerned about markets, geopolitics, or the next big risk for your investments, this conversation is essential viewing. Chapters: 0:48 - Trump’s Tariff Bombshell: Bluff or Battle Plan? 9:14 - Who Really Has the Upper Hand in a Trade War? 18:24 - Inside Trump’s Mind: What’s the Endgame on Tariffs? 24:32 - The True Meaning of a Multipolar World 30:11 - Investors Beware: Navigating a New Multipolar World 34:28 - Economic Shock Therapy: Trump’s Dangerous Gamble 35:56 - Can the U.S. Treasury Market Survive Trump’s Policies? 40:16 - Fiscal Time Bomb: When Will Markets Revolt? 49:16 - Hunting for Value: Is It Time to Bet on Emerging Markets? 52:24 - Danger Ahead: The Biggest Risk No One Sees Coming Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4ide1pl Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Subscribe to Marko and Jacob Shapiro’s podcast, Geopolitical Cousins, here: https://podcasts.apple.com/za/podcast/geopolitical-cousins/id1802258017 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 #Trump #Tariffs #Geopolitics #GlobalEconomy #Macro #Markets #Dollar #Recession #InterestRates #BondMarket #MarkoPapic ________________________________________________________________________ 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

In Part II of our in-depth interview with renowned investor Lawrence Lepard, Trey Reik continues the conversation to explore why Larry believes gold stocks are poised for explosive upside, and why a looming sovereign debt crisis will force central banks back into money printing, an event he calls “The Big Print.” In this episode: The mining companies Larry believes could deliver asymmetric returns How he structures his portfolio across producers, developers, and drillers The valuation disconnect between gold prices and mining equities, and the key metrics he uses for valuing them Why silver miners may offer even more leverage and upside than gold miners Larry’s take on geopolitical risk, and why he sees overlooked opportunity in regions like Africa Whether rising tariffs could trigger the next global market event Later, Brett Rentmeester of Windrock Wealth joins the conversation to reflect on Larry’s interview, offering a portfolio manager’s view on the role of physical gold, silver, and Bitcoin in protecting capital in today’s fragile macro environment. Brett also discusses why gold miners have lagged the metal itself, and whether that disconnect is about to change. If you missed Part 1, be sure to watch it here: https://youtu.be/_-m1r5Ze7G4 Chapters: 0:24 - Why Betting on One Gold Stock Could Break Your Portfolio 2:48 - The #1 Metric Every Gold Stock Investor Should Know 4:27 - The Goldilocks Zone: Where Miners Really Shine 6:26 - Silver’s Secret Weapon and Platinum’s Potential 8:33 - Copper, Platinum & Staying in Your Lane 10:06 - Treasure Hunt: Investing Across the Global Map 13:07 - Are Gold Stocks Trying to Tell Us Something? 16:47 - Larry’s Ultimate Gold Stock Shopping List 21:22 - Brett Rentmeester’s Take on Gold, Bitcoin & Systemic Risk 23:07 - Is Gold’s Rally the Start of a Currency Crisis? 26:04 - Bitcoin vs. Gold: Who Wins the Safe Haven Battle? 27:51 - Why Even Conservative Investors Should Own Bitcoin 30:27 - Thoughts on Gold Mining Stocks 34:13 - Are Tariffs the Ticking Time Bomb for Global Markets? Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3FXeluF Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH 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 #GoldStocks #Silver #SilverStocks #HardAssets #GoldInvesting #Macro #Bitcoin #SoundMoney #PreciousMetals #GoldMining #SilverMining #LawrenceLepard #TheBigPrint ________________________________________________________________________ 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

Legendary gold investor Larry Lepard joins Trey Reik for Part I of a powerful two-part conversation on why gold is pressing to all-time highs, and what it signals about a potential collapse of our global fiat-based financial system. Larry breaks down the key themes of his new book The Big Print, explaining why the sovereign debt crisis is already here, why trust in fiat money is evaporating, and how sound money like gold, silver, and Bitcoin will be essential to surviving what’s coming. In this episode: Why gold’s breakout is the ultimate warning signal How the Federal Reserve system is at a breaking point Gold vs. Bitcoin: competition or complement? Why gold equities are misunderstood — and undervalued The smart way to position yourself now Don’t miss part II, coming out tomorrow! Chapters: 1:11 - How Larry’s Book Is Waking People Up 2:17 - The Big Print: Why Your Money Is Losing Value, and Fast 5:13 - Bitcoin vs. Gold: Frenemies in the Fight Against Fiat? 7:34 - Gold Is Exploding: Here’s What the Media Won’t Say 9:45 - The 3 Warning Signs You Can’t Ignore 12:29 - Quiet Gold Rush: The Wealthy Are Moving Fast 14:59 - Basel III: The Trigger No One’s Talking About 18:49 - Think You Missed Gold? Think Again 21:48 - $10,000 Gold? The Math That Might Surprise You 25:57 - When to Sell Gold: The Signal to Watch For 27:38 - Gold Stocks: Why They’re Worth the Trouble 33:31 - Gold Miners Burned You Before? This Time Is Different 36:46 - Gold Investing Mistake #1: Going All In on One Stock Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3FXeluF Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH 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 #Bitcoin #SoundMoney #LarryLepard #FederalReserve #SovereignDebt #GoldStocks #Macroeconomics #HardAssets #EconomicCrisis #Inflation _________________________________________________ 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

For years, gold was dismissed as a “pet rock.” Now, it’s being discussed as a strategic U.S. asset. In the premiere episode of The Wealthion Flash Market Report, Bristol Gold Group’s Trey Reik and Windrock’s Brett Rentmeester break down what could be a turning point for precious metals following U.S. Treasury Secretary Scott Bessent’s surprising comments to Tucker Carlson on gold’s role in the financial system. They also discuss the Trump administration’s market shocking tariffs, what they mean for financial markets, and how investors should position their portfolios. Topics discussed: Windrock’s defensive strategy: hard assets, low correlation, and liquidity What Trump’s tariff strategy means for markets in 2025 Gold reaching $15k? Could the U.S. revalue its gold reserves to reduce Treasury bond issuance? Why central banks are doubling down on gold Silver’s historic undervaluation and the gold/silver ratio Basel III’s hidden impact on gold as a Tier 1 asset Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4hYRGLP Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH 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 #PreciousMetals #GoldInvesting #Macro #MarketUpdate #CentralBanks #EconomicOutlook #HardAssets #GoldVsDollar #PortfolioStrategy #ScottBessent #Windrock  ________________________________________________________________________ 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

Are the U.S. and global markets on the edge of a massive regime change? In this high-impact Part II, The Bear Traps Report founder and bestselling author Larry McDonald shares with James Connor a dire warning: U.S. sanctions and Trump’s tariffs are forcing global central banks to ditch U.S. treasuries for gold, the dollar is entering a structural decline, and a coming economic slowdown could pull the S&P 500 down to the low 4,000s. He breaks down where capital is headed and why gold, silver, oil, and emerging markets will be the big winners. Then, Rocklinc’s Jonathan Wellum shares his thoughts on Larry’s interview and his firm’s portfolio strategy. He explains why he holds nearly 30% cash, favors investing in royalty companies over miners, and avoids European exposure in favor of select value stocks. The conversation also tackles reshoring, structural inflation, Trump’s likely economic pivot, and what investors should do now to prepare. Chapters: 0:24 - Golden Rush: Is It Time to Bet Big on Precious Metals? 1:37 - Sanction Shockwaves: Why Central Banks Are Forced into Gold 2:25 - Mining for Value: Gold Stocks Trading at Bargain Prices 3:29 - The Gold Paradox: Why Aren’t Miners Keeping Up? 5:27 - Silver’s Great Frustration: Will It Ever Shine Again? 6:57 - What’s Next for the Fed Under Trump? 8:07 - Dollar in Decline: Is the US Currency Losing Its Grip? 9:48 - America’s Manufacturing Meltdown: Jobs Gone Overseas 10:26 - Recession Red Flags: Preparing for the Big US Slowdown 11:16 - Canada: Emerging Market or Economic Misstep? 12:22 - Wall Street Secrets: Behind the Scenes with Top Investors 14:53 - Jonathan Wellum Shares His Thoughts On Larry’s Insights 19:35 - Investing in Uncertainty: Picking Winners and Holding Cash 24:22 - Crash or Correction? Predicting the Next Market Move 26:09 - Canada’s Crossroads: Critical Election and Economic Realities If you missed part I of this insightful interview, watch it here: https://youtu.be/BAAobevohdI Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/41WYWTY Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH 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 #HardAssets #Macroeconomics #MarketCrash #Recession #FedPivot #DollarCrisis #CentralBanks #Commodities #EmergingMarkets #ValueInvesting #PortfolioStrategy #InterestRates #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

Markets have tanked following President Trump’s announcement of sweeping global tariffs yesterday. The S&P 500 and Nasdaq experienced their worst day since 2020, and the small caps index, the Rusell 2000, has entered Bear Market territory. In this special edition of Rise Up!, we bring immediate reaction and expert analysis from Peter Boockvar and Scott Schwartz of Bleakley Financial Group. Join hosts Terri Kallsen and Joe Duran from Rise Growth Partners and our guests as we break down: Why are markets reacting so violently to Trump’s reciprocal tariff announcement The broader economic consequences of these tariffs in the U.S., from supply chains to recession risk Whether this tariff shock could trigger a global recession Which sectors and stocks are getting hit hardest, and if now’s the time to buy the dip Safe havens like gold, treasuries, and cash: are they back in favor? How investors should position themselves in the face of rising economic and market uncertainty This is one of the most consequential days for markets in years. Don’t miss this timely and insightful conversation about what it all means and how to position your portfolio now. Recorded LIVE on April 3rd, 2025. We want to hear from you! What would you like to see on Wealthion? Please take our poll here: https://www.youtube.com/post/UgkxtJvEEM4j_eRy7iT---EJ_mbkp1En1P0O Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4i4v7pg Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH 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 #MarketCrash #TrumpTariffs #Tariffs #TradeWar #EconomicOutlook #FinancialNews #PortfolioStrategy #LiveFinance #PeterBoockvar #Recession #BearMarket ____________________________________ 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 U.S. debt crisis is spiraling and Larry McDonald says the market hasn’t priced it in. With over $37 trillion in debt and $1 trillion in annual interest payments, the U.S. is barreling toward what McDonald calls a “Liz Truss moment”: a surge in bond issuance that could trigger market chaos. In this eye-opening interview, The Bear Traps Report founder and bestselling author joins James Connor to explain why we’re entering a stagflationary regime eerily similar to the 1970s and why your portfolio needs to adapt. Topics discussed in part I: Why the U.S. faces a debt-driven crisis of confidence The real S&P 500 earnings (hint: it’s not $270, but much lower) A $4 trillion rotation out of Big Tech How capital is fleeing U.S. markets and into global value Why hard assets like gold, oil, copper, and coal are set to outperform What “financial repression” means for your money Don’t miss part II of this insightful and actionable interview coming out tomorrow! Chapters: 0:54 - Why Panama? Inside Larry’s Strategic Move 2:22 - What Investors Are Really Worried About Right Now 5:34 - The U.S. Debt Spiral: Can It Be Financed? 9:59 - The Coming “Liz Truss” Shock for U.S. Bonds 12:04 - Inflation Won’t Quit: Can the Fed Keep Up? 13:41 - Is the U.S. Headed for Recession or Just Slowing Down? 16:47 - Bond Market Whiplash: What the Volatility Signals 20:52 - TLT, Bonds, and a World of Higher Rates 22:11 - Global Capital Is Moving—Here’s Where It’s Going 24:16 - S&P in Trouble? The Earnings Crash Nobody’s Pricing In 26:46 - Betting on Gold: Why the Smart Money’s Watching It What would you like to see on Wealthion? We want to hear from you! Please take our poll here: https://www.youtube.com/post/UgkxtJvEEM4j_eRy7iT---EJ_mbkp1En1P0O Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/41WYWTY Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH 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 #DebtCrisis #Stagflation #Gold #HardAssets #SovereignDebt #MarketCrash #EconomicCrisis #CapitalFlight #MacroInvesting #FinancialRepression #S&P500  ________________________________________________________________________ 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

Major tariff announcements are coming April 2nd and markets are holding their breath. Is this the beginning of a renewed trade war? Or is it just a high-stakes negotiation tactic? In this special edition of Rise Up, Rise Growth Partners’ Joe Duran and Terri Kallsen are joined by investment veterans Peter Boockvar of Bleakley Financial Group and Benjamin Wallace of Grimes & Co. to unpack what’s really going on and how you should respond as an investor. - The two possible tariff paths and their vastly different market implications - Why uncertainty, not tariffs themselves, is the market’s biggest enemy - The strange logic of Trump’s communication style: showmanship as a good sign? - Why reversibility matters: could this all be walked back in weeks? - What smart investors should do now: rethinking risk, value stocks, and diversification Chapters: 1:41 – The Tariff Countdown Begins: What’s Really at Stake? 3:20 – Two Roads Diverge: Which Tariff Path Will Trump Take? 5:09 – Tax or Tactic? Decoding the Real Agenda 8:23 – Will It Stick? Reading the Tea Leaves on Tariff Permanence 11:44 – Trump Takes the Stage: Showbiz or Serious Policy? 13:26 - Investor Pulse: Navigating Client Concerns 15:27 - Strategic Calm: Charting Your Next Move What would you like to see on Wealthion? We want to hear from you! Please take our poll here: https://www.youtube.com/post/UgkxtJvEEM4j_eRy7iT---EJ_mbkp1En1P0O Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3FQIT1b 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 #Tariffs #StockMarket #Trump #MarketUpdate #TradeWar #EconomicOutlook #InvestorTips #GlobalMarkets #April2 ________________________________________________________________________ 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