Wealthion - Be Financially Resilient

John Ciampaglia, CEO of Sprott Asset Management and metals/commodities expert, outlines a shift from globalization to resource competition. He discusses strategic stockpiling, supply chain fragmentation, and why countries are converting financial assets into physical metals. Topics include gold flows, China’s hard-asset strategy, rising energy costs from infrastructure damage, and uranium’s resurgence.

Jonathan Wellum, an experienced investment advisor and portfolio manager, shares practical guidance for 10–20% market drops. He stresses emotional discipline and valuation-focused thinking. Topics include behavioral traps and FOMO, smart asset allocation and cash reserves, and why patient, low-turnover strategies often win during volatility.

Peter Boockvar, CIO at OnePoint BFG Wealth Partners and macro markets commentator, explains why every commodity now matters for national security. He discusses a new regime of persistent inflation, long-term commodity repricing, and higher-for-longer interest rates. He also covers supply-chain shifts, national stockpiling, and the risks this creates for equities, housing, and credit.

Jonathan Wellum, CEO and CIO of RockLinc who specializes in value and natural-resources investing, shares why long-term, 3–5 year fundamentals matter more than daily headlines. He explores energy and supply-chain shifts, how geopolitical shocks affect markets differently, and the role of precious metals and real assets in disciplined portfolios.

Trey Reik, a gold market specialist with decades analyzing precious metals and macro drivers, explains why gold’s recent selloff puzzled investors. He breaks down why geopolitical shocks often spark volatility, outlines three core long-term drivers for gold, and traces the 2024–25 rally plus the size and recovery of the correction.

Brett Rentmeester, an investment pro specializing in portfolio construction and real assets, explains why piling into similar funds can turn your portfolio into an expensive indexed clone. He discusses overlapping holdings, inflated fees, the limits of stocks-and-bonds, and why adding fundamentally different assets and global exposure matters. Short, sharp, and eye-opening on what true diversification looks like.

Ed Yardeni, economist and investment strategist known for market-cycle analysis, explains why he favors foreign equities over the U.S. He discusses going global after a war-driven pullback. He covers oil price effects, reasons to be cautious on China, and opportunities in emerging markets, Europe, and Japan.

Trey Reik, precious-metals specialist focused on gold and hard assets. David Woo, macro strategist reporting from Israel on geopolitics and economic tradeoffs. Joe Zacks, geopolitical intelligence analyst on Iran and regional risks. They discuss the Iran conflict’s regional stakes, the Strait of Hormuz leverage, U.S.-China proxy dynamics, market pricing of escalation, and why gold and Fed actions matter now.

Larry Lepard, managing partner focused on macro and precious-metals investing, shares bold calls on gold and silver. He talks about buying through sharp pullbacks. He discusses money printing, rising deficits, miners’ volatility, and why corrections can be rare entry points. Short, assertive takes on market timing and precious-metals positioning.

Jacob Shapiro, geopolitical analyst focused on global conflict and energy, explains how the Iran war reshapes geopolitics. He discusses how lifted oil sanctions give Putin temporary relief. He warns chaos in a nuclear-armed Russia is the real risk. He outlines a contrarian bull case for Europe as it reorients on energy, defense, and trade.