Wealthion - Be Financially Resilient

💡FREE access to the full John Ciampaglia interview with Maggie + more EXCLUSIVE real-assets content by joining Wealthion’s Real Assets Community: www.wealthion.com/getready The U.S. government now considers about 75% of the periodic table to be critical. That’s not just a statistic — it’s a signal that the global economic system is changing. In this conversation, John Ciampaglia, CEO of Sprott Asset Management, explains why the world is shifting from globalization to resource competition and how the breakdown in U.S.–China relations is driving a new era of strategic stockpiling, supply chain fragmentation, and commodity scarcity. He also breaks down: * Why gold is being sold (and why that’s not bearish) * How China is converting Treasuries into hard assets * Why uranium and nuclear energy could be major winners * The return of Cold War-style stockpiling * Why even small capital flows into commodities could drive outsized returns This deep dive into the new commodity supercycle is a must-watch to understand this evolving era in markets. 💡 Markets reacting to headlines, not fundamentals? Build a resilient strategy with a free portfolio review from Wealthion’s endorsed financial advisors: https://bit.ly/4scACHg 💡 While central banks accumulate hard assets, are you? Buy physical gold & silver through GBI Direct: https://gbidirect.com/?aff=WTH 💡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: 1:20 - War’s Impact on Commodities & Supply Chains 5:15 - China’s Strategy: Converting Treasuries to Hard Assets 9:53 - An Energy Shock & Rising Commodity Cost Curve 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 #Commodities #Gold #Uranium #Macro #Geopolitics #China #Inflation #Mining #Energy #HardAssets #CommoditySupercycle #SupplyChain #Markets ________________________________________________________________________ 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

💡 Worried about how your portfolio will hold up in the next 10–20% drawdown? Get a free portfolio review from Jonathan and the Rocklinc team: https://bit.ly/41bB6Cz What should investors do when markets fall 10–20%… or more? Jonathan Wellum breaks down the four critical strategies every investor and advisor needs during a market drawdown. From controlling emotional reactions to focusing on valuation, asset allocation, and long-term discipline, he explains why volatility isn’t the real risk and how downturns can actually create opportunity. Drawing on lessons from Warren Buffett, Charlie Munger, and Peter Lynch, Wellum shows why most investors underperform during volatility and how to avoid costly mistakes driven by fear and FOMO. 💡Get To Know Jonathan Wellum: https://youtu.be/ezMiX0FtZ7g 💡 Drawdowns are inevitable—how you protect your portfolio matters. Buy physical gold & silver through GBI Direct: https://gbidirect.com/?aff=WTH 💡Join Wealthion’s Real Assets Community for EXCLUSIVE real-assets content and more: www.wealthion.com/getready 💡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 #StockMarket #MarketCrash #InvestingTips #ValueInvesting #LongTermInvesting #WealthManagement #PortfolioStrategy #FinancialAdvice #MarketVolatility #InvestSmart ________________________________________________________________________ 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

💡 Worried inflation and higher rates could impact your portfolio? Get a free portfolio review with Wealthion’s endorsed financial advisors: https://bit.ly/4dVKEJl “Every commodity now is critical.” Nations are finding they need more across the board... and they can't be without them. In this conversation with Maggie Lake, Peter Boockvar, CIO of OnePoint BFG Wealth Partners, explains why the global economy has entered a new structural regime—one defined by persistent inflation, elevated commodity prices, and higher-for-longer interest rates. Following geopolitical disruptions and supply chain shocks, Boockvar argues that countries are shifting toward stockpiling and resource security, driving a long-term repricing across energy, metals, and critical materials. Even if prices pull back in the short term, the underlying trend remains intact. He also warns that markets may be underestimating the consequences: if inflation remains sticky and commodities stay elevated, interest rates may not fall as expected, creating pressure across equities, housing, and credit. Key topics: * Why every commodity is now critical * The case for structurally higher inflation * Why interest rates may stay elevated * What this means for equities and the global economy * Commodities, supply chains, and geopolitical risk 💡 Looking to hedge inflation and currency risk? Secure physical gold & silver with GBI Direct: https://gbidirect.com/?aff=WTH 💡Join Wealthion’s Real Assets Community for EXCLUSIVE real-assets content and more: www.wealthion.com/getready 💡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 Chapter List: 1:01 - The Market Rally vs. Geopolitical Reality 5:41 - Why This Rally Won’t Reach New Highs 10:43 - Fragile U.S. Economy Beneath the Surface 12:42 - A New Supply Chain Reality: The Commodity Stockpiling Era Begins 19:03 - ⭐ Wealthion Golden Nugget: Bond Market Risks & Gold's Reset 24:12 - Defense Spending & the Future of Warfare 26:31 - Asia Outlook & Global Adjustments 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 #PeterBoockvar #Inflation #Commodities #MacroOutlook #InterestRates #Gold #EnergyMarkets #GlobalEconomy ________________________________________________________________________ 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

💡 Reacting to headlines or sticking to a long-term plan? Get a free review of your portfolio from Jonathan and the RockLinc team: https://bit.ly/4sK4gVq Markets are reacting to every headline from war in Iran to shifting commodity prices, but according to Jonathan Wellum, that’s exactly where investors go wrong. In this conversation with Maggie Lake, the Rocklinc CEO & CIO explains why reacting to short-term events can destroy returns, and why the real edge comes from focusing on what is inevitable, not what is imminent. Jonathan breaks down how disciplined, long-term investors filter out noise, avoid chasing temporary price spikes, and stay anchored to 3–5 year fundamentals even during periods of extreme volatility. 💡Get To Know Jonathan Wellum: https://youtu.be/ezMiX0FtZ7g 💡 If you're positioning for long-term macro shifts, consider owning real assets. Secure physical gold & silver through GBI Direct: https://gbidirect.com/?aff=WTH 💡Join Wealthion’s Real Assets Community for EXCLUSIVE real-assets content and more: www.wealthion.com/getready 💡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 Chapter List: 1:09 - “Inevitable vs Imminent” Thinking in Investing 3:46 - How Does the War in Iran Affect the Canadian Economy? 7:16 - Energy & Supply Chain Shifts as an Investment Theme 11:57 - How to Do Due Diligence on Company Management 14:43 - Reviewing the TSX Performance 19:08 - ⭐ Wealthion Golden Nugget: Reiterating the Long-Term Case for Gold 23:48 - Value Investing: Staying Disciplined in Volatile Markets 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 #StockMarket #Macro #Gold #Silver #Commodities #ValueInvesting #LongTermInvesting #MarketVolatility #Finance #InvestingStrategy ________________________________________________________________________ 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

💡 Confused by gold’s recent moves? Get a free portfolio review with Wealthion’s endorsed financial advisors and position for what actually drives markets: https://bit.ly/4s2Vkcy Why isn’t gold acting like a safe haven during geopolitical chaos? In this conversation with Maggie Lake, Trey Reik breaks down why gold’s recent price action is confusing investors and why geopolitics may actually be one of the least reliable reasons to own gold. Instead, Reik points to three core drivers that have powered gold’s long-term bull market. While geopolitical events may bring short-term traders into the market, they often create volatility rather than sustained upside. And despite recent volatility and sharp corrections in both gold and silver, Reik argues the fundamental case for precious metals remains intact, but investors may need to look past short-term noise to see it clearly. 💡Join Wealthion’s Real Assets Community for EXCLUSIVE real-assets content and more: www.wealthion.com/getready 💡 Rising energy prices and inflation risks are back in focus. Hedge with physical gold & silver through GBI Direct: https://gbidirect.com/?aff=WTH 💡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 #Gold #GoldPrice #PreciousMetals #Macro #Inflation #FederalReserve #Commodities #Silver #Markets ________________________________________________________________________ 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