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Ethereum isn’t just “crypto”, it’s becoming the foundation of a new financial system.

BCA Research chief strategist Marko Papic says it’s time to halve your U.S. exposure! America’s post-pandemic out-performance, he argues, was “fueled by drunken-sailor spending”, and that fiscal sugar rush is ending. A Trump 2.0, Big Beautiful Budget deal that cuts entitlements could push bond yields lower, the dollar weaker, and global markets higher.

Could Trump’s tariffs push China to the brink and trigger the next global crisis? In this must-watch conversation, market strategist Ed Yardeni joins James Connor to break down the explosive mix of politics, policy, and market volatility shaping 2025. Yardeni explains why he believes U.S. stocks may have already bottomed, why gold is back in favor, and how Trump’s trade agenda could have massive unintended consequences, including rising tension with China and the risk of conflict over Taiwan.

Jim Rogers, legendary investor, best-selling author, and co-founder of the Quantum Fund, joins Anthony Scaramucci for an insightful conversation on why today’s market euphoria signals danger. With most global markets near all-time highs, Jim draws on his 60 years of investing experience to explain why things will take a turn for the worse. He discusses how human behavior drives bubbles and why now may be the time to protect your wealth by reconsidering your exposure to overvalued markets. Rogers also shares his thoughts on gold, silver, the value of travel, advice for young investors, today’s geopolitical tensions, and why he believes Asia will dominate the 21st century.

In this week’s edition of Wealthion’s Weekly Market Recap, Andrew Brill highlights key insights from our expert guests:

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.

Host James Connor welcomes Jonathan Wellum, CFA, CEO of Rocklinc Investment Partners, for a deep dive into the critical issues facing global markets today and what investors should do to survive these uncertain times. Jonathan explains why “the markets are on a knife’s edge,” why volatility is not going away anytime soon, and shares where he is finding value for his clients in these market conditions.