Wealthion - Be Financially Resilient

Chris Casey, founder and managing director of Windrock Wealth Management who specializes in trade policy and macro markets, explains the Supreme Court tariff decision and why markets barely blinked. He discusses limits on alternative tariff tools. Short takes cover effects on small businesses, potential political/legal fallout, and whether this ruling raises or eases policy-driven volatility.

Jonathan Wellum, a financial advisor and investment expert, shares six must-ask questions before hiring someone to manage your money. He covers fiduciary duty and conflicts, hidden and all-in fees, investment philosophy and portfolio construction, credentials to verify, in-house products versus peer options, and communication expectations.

Brett Rentmeester, a WindRock financial advisor who specializes in retirement and tax planning, explains why having taxable, traditional IRA/401(k), and Roth accounts matters. He outlines the three account types and how their mix gives tax flexibility. Hear real client stories about distribution pitfalls and practical tips on building Roth and taxable reserves and consolidating 401(k)s.

Louis Gave, founding partner and CEO of GaveKal Research, is a macro investor focused on China, commodities, and currencies. He argues China built an energy edge and structurally benefited from the trade war. He explains why the yuan’s rise signals a policy shift. He discusses capital flows favoring Asia and emerging markets, and contrasts Asia with Latin America as investment opportunities.

Jonathan Wellum, CEO and CIO of Rocklinc, is a value investor focused on portfolio discipline and economic moats. He discusses what real moats look like in an AI-disrupted market. Short takes cover patience through volatility, where to invest in energy and electrification, why to avoid pure AI bets, valuation risks and the case for cash, hedges and gold.

Tavi Costa, co-founder and CEO of Azoria Capital, a mining and real-assets investor, shares why precious metals and miners are still early in the cycle. He highlights miners’ tech-like margins and low exploration budgets. He discusses a potential US dollar breakdown, a commodity and emerging-markets surge, and why Latin America and junior miners offer compelling opportunities.

Rick Rule, veteran natural-resources investor known for mining and energy expertise, shares bold takes on copper, uranium, and rare earths. He explains why copper faces a decade-long supply gap and rising demand. He discusses how higher uranium term prices and contracts reshape producer economics. He gives a stark, selective view on which rare-earth projects might actually get built.

Brett Rentmeester, founder of Windrock Wealth Management focused on tech, defense, and the orbital economy. He argues the AI race is moving to space. Topics include energy limits for AI, satellites doing compute, launch as critical infrastructure, and how geopolitics is reshaping space-related investment risks.

Rick Rule, a veteran resource-sector investor known for contrarian natural-resource and precious-metals investing, discusses selling discipline after big metals gains. He explains why he trimmed physical silver and rotated into relative value. He outlines a macro case for real assets, warns about dollar debasement, and shares a bullish multi-year view on precious metals and selected energy equities.

Jonathan Wellum, CEO and CIO at Rocklinc known for commodity and real-asset investing, sketches why commodities are volatile yet structurally supported. He discusses supply shortfalls from underinvestment, rising demand from AI and electrification, geopolitics and permitting, and practical ways to gain exposure while avoiding leverage and mining pitfalls.