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Market Recap: Bitcoin | Market Bubble | Market Fragility | Commodities

Markets have soared over the past two years, with an extra push after Trump’s U.S. election victory—but is this euphoria masking deeper risks? James Connor sits down with Ron William, CFTe, Founder & Principal Market Strategist at RW Advisory, who shares his insightful analysis and exclusive chart presentation to uncover late-stage market signals, historical parallels to 2008, and inflationary trends that could reshape 2025 and beyond. Learn how behavioral sentiment drives market dynamics, why Bitcoin’s momentum may reverse, and where commodities fit into the picture. Packed with actionable insights, this must-watch interview will prepare you for the challenges and opportunities ahead.

Jason Trennert, CEO, Chief Investment Strategist, and Co-Founder of Strategas Research Partners, joins Wealthion’s Andrew Brill to discuss the U.S. debt crisis, fiscal policy, inflation risks, and the Federal Reserve’s challenges. With $36 trillion in national debt, surging interest payments, and inflation not fully gone, is America facing a fiscal reckoning? Trennert explains how short-term funding, monetary policy, and market trends are shaping the nation’s financial future. Don’t miss this expert take on what’s next for the economy, housing, markets, and your wealth.

Steve Hanke, Professor of Applied Economics at Johns Hopkins University, joins James Connor to reveal the economic and political fallout of the Fed’s monetary missteps. From post-COVID inflation and rising wealth inequality to the 2024 election, Hanke unpacks how these policies reshaped the U.S. economy and secured Trump’s victory. He predicts a 2025 recession driven by money supply contraction and explores geopolitical risks and tensions, including China’s growing dominance in critical global industries.

Gordon Johnson, CEO & Founder of GLJ Research, joins James Connor to deliver a compelling analysis of why inflation is set to surge and how key economic indicators are flashing recessionary warnings. He delivers a sharp critique of Federal Reserve policies, highlights the growing disconnect between the stock market and the real economy, and explains why he’s now even more bearish about Tesla. Gordon also expands on investment strategies to protect your wealth in an inflationary environment and explains why he’s very bullish on uranium and nuclear power.

David Rosenberg, Founder of Rosenberg Research, issues a bold warning about an impending market bubble burst, citing “stupid expensive” valuations as markets buy in the impact of Trump’s policy agenda. He joins Anthony Scaramucci in this exclusive post-election interview to explain why inflation, political polarization, and soaring debt levels could destabilize the economy, leaving investors exposed to serious risk. Rosenberg advises shifting to safe-haven assets like gold and bonds to protect against the fallout he sees as inevitable. He also discusses how geopolitical conflicts, particularly with Iran and U.S.-China tensions, add further volatility to an already uncertain market. A must-watch Speak Up conversation!

Michael Binger, who oversees $6.5 billion in assets, shares essential investment strategies to navigate today’s market risks. From inflation concerns and recession threats to the potential impact of election outcomes, Binger offers insights into balancing growth and protection in your portfolio. Learn why he believes in a balanced 60/40 investment approach, his take on international markets like China and Brazil, and the importance of separating politics from financial planning. Whether you’re preparing for retirement or looking to secure your wealth, this conversation provides actionable advice for uncertain economic times

In this eye-opening interview, Larry McDonald predicts a surge in inflation and energy prices, driven by global fiscal policies, geopolitical risks, and rising energy demand from AI-driven technology. The best-selling author and Founder of The Bear Traps Report explains why traditional investment strategies won’t work in this new economic landscape, which is transitioning from the 2010-2020 market environment to one more like 1968-1981, with sustained inflation and commodity booms. Larry also unpacks why focusing on hard assets like oil, uranium, and precious metals is crucial for protecting your wealth in this new economic and market paradigm.

Andrew Brill welcomes renowned economist Daniel Lacalle, PhD, to discuss the unsustainable trajectory of the U.S. and major global economies, which are already experiencing a private-sector “hidden recession.” Lacalle, Chief Economist at Tressis, unpacks how massive government spending and loose central bank policies are inflating short-term GDP growth while creating long-term risks, including persistent inflation, unmanageable public debt, and debasement and potential loss of confidence in the U.S. dollar, as reflected in the S&P 500 and the price of gold. He highlights the growing disparity between strong headline figures and the struggles faced by everyday citizens, as inflation disproportionately affects the lower and middle class and small businesses. Lacalle advocates for pro-growth private sector policies and warns that only by curbing debt and inflation can a sustainable economic future be secured.

Crescat Capital Macro Strategist Tavi Costa explains how rising U.S. interest payments and unchecked fiscal spending have trapped the Federal Reserve, forcing last week’s aggressive rate cut that could reignite inflation and weaken the U.S. dollar. As recession risks grow and equity markets hit peak valuations, he joins James Connor to unpack why commodities like oil and gold are poised to thrive, offering critical insights into the economic challenges and opportunities ahead.