Wealthion - Be Financially Resilient

Artificial intelligence may be the biggest technological revolution in decades—but according to Mark Mills, it won't replace the world's need for energy. It will dramatically increase it.

In this conversation with Maggie Lake, Mark explains why the AI boom could fuel a new era of demand for oil, electricity, and critical commodities, why many investors misunderstand the relationship between AI and energy, and how China's growing technological ambitions could reshape the global competitive landscape.

💡 Watch the full exclusive interview with Mark and access premium market insights by joining Wealthion's Real Assets Community: https://bit.ly/4fy5o9u

📺 For more of Mark Mills' insights, interviews, and media appearances, visit the National Center for Energy Analytics Media Center: https://energyanalytics.org/media

Chapters
00:00 Cold Open
00:39 Is China Really Catching the U.S. in AI?
02:56 Europe, China & the Technology Divide
05:14 Why Commodity Stocks Still Look Undervalued
06:39 The Next Commodity Bull Market
09:15 How AI Could Solve America's Productivity Problem
10:58 Why Inflation May Stay Under Control
END PREVIEW (Sign up to Wealthion's Real Assets Community for more: https://bit.ly/4fy5o9u)
*AI and the Next Commodity Supercycle
*Mark Mills' Top Investment Opportunities
*Why Energy Stocks Are Still Undervalued
*The Best Ways to Invest in the AI Energy Boom
*AI's Productivity Revolution
*Inflation vs. the Next Commodity Bull Market
*Argentina's Emerging Energy Opportunity
*Global Oil Supply and Energy Security
*AI, Power Infrastructure & Grid Investment Opportunities
*Why AI Could Strengthen the Economy Instead of Destroying Jobs

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#Wealthion #MarkMills #AI #ArtificialIntelligence #Energy #Oil #Commodities #China #Investing #MacroEconomics #Geopolitics #RealAssets
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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

Why do smart investors continue to make costly mistakes—even after years of experience? Former Wall Street trader and performance coach Evan Marks says the answer has less to do with markets and more to do with the way our brains process uncertainty, emotion, and pressure.In this conversation with Maggie Lake, Evan explains why successful investing isn't just about having better information—it's about making better decisions. Drawing on decades of experience coaching hedge fund managers, CEOs, professional athletes, and other elite performers, he explores why investors repeat the same mistakes, how emotions quietly influence every investment decision, and what separates consistently successful investors from everyone else.They discuss reacting versus responding, intuition versus impulsivity, overcoming self-sabotage, handling market volatility, learning from both success and failure, and practical techniques to improve decision-making when the stakes are highest.Whether you're managing a portfolio or simply trying to become a better decision-maker, this conversation offers a powerful framework for improving performance—both in markets and in life.
💡 As Evan Marks explains, successful investing isn't just about choosing the right investments—it's about mastering your decision-making process. Connect with one of Wealthion's trusted financial advisors to build a disciplined investment strategy designed for every market environment: https://bit.ly/4gQa38V
Chapters:00:00 Cold Open00:20 Meet Performance Coach Evan Marks00:50 Why Smart Investors Keep Making the Same Mistakes02:40 Reacting vs. Responding: The Mental Edge03:30 The Panic Attack That Changed Everything05:12 Why Success Can Create Blind Spots06:01 Learning From Success, Not Just Failure08:01 Intuition vs. Impulsivity08:59 Performance = Potential − Interference09:50 How to Stay Calm in Uncertain Markets14:02 Why Good Decisions Still Lose Money15:22 Why Every Trade Isn't Really Independent16:22 How Elite Investors Reset After Losses18:11 Anchoring Bias and Mental Traps19:35 The Gold Investor's Biggest Mistake21:29 It's Never About the Market—It's About You23:22 Why Successful People Must Recommit25:43 One Simple Habit to Reset Your Mind26:10 Final Thoughts

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
________________________________________________________________________
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

AI spending is on pace to exceed $920 billion—but is Wall Street witnessing the start of a generational technology revolution or the early signs of another investment bubble?Windrock Wealth CIO Brett Rentmeester joins Maggie Lake to break down the unprecedented surge in AI infrastructure spending, why hyperscalers like Microsoft, Amazon, and Google continue pouring hundreds of billions into data centers, and whether investors should be worried that AI investment is getting ahead of demand.Brett also explains why he believes AI is still in its early innings, discusses the biggest risks facing today's market leaders, and shares his approach to portfolio management, including when to take profits, how to avoid concentration risk, and why disciplined investing matters more than chasing the hottest trend.
💡 Brett Rentmeester says disciplined investing matters more than chasing the hottest AI stocks. Find out if your portfolio is positioned for the long term with a free review from Wealthion's trusted financial advisors at https://bit.ly/3Trcaq0
💡 As AI accelerates demand for energy, metals, and infrastructure, stay ahead with exclusive research and interviews in Wealthion's Real Assets Community: https://bit.ly/4whwNng📄 Is AI building the future—or the next bubble? Dive deeper into Brett Rentmeester's investment thesis with WindRock Wealth's latest white paper, "The AI Capex Debate." It breaks down the bull and bear cases for AI infrastructure spending, evaluates whether the current capex boom is sustainable, and highlights the key risks and opportunities investors should be watching. Read it here: https://windrockwealth.com/the-ai-capex-debate/
Chapters:00:00 AI's $920 Billion Question: Bubble or Boom?02:16 Is AI Becoming the Next Dot-Com Bubble?03:58 Understanding the AI Ecosystem: Hyperscalers, OpenAI & Meg 707:35 How Should Investors Position for the AI Revolution?10:23 Public vs. Private AI Investing Opportunities12:31 Why Rebalancing Matters in an AI Bull Market14:53 How Professional Advisors Take Profits17:34 Don't Let Winning Stocks Become Portfolio Risks18:31 Is 80% in Tech Too Much?19:33 The Biggest Mistake Investors Make in Bull 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 #AI #ArtificialIntelligence #AIInvesting #TechStocks #StockMarket #DataCenters #OpenAI #Magnificent7 #AIBubble
________________________________________________________________________
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

When should you sell a stock that's been one of your biggest winners?

According to veteran portfolio manager Jonathan Wellum of ROCKLINC Investment Partners, the default answer is almost never...unless the investment thesis has fundamentally changed. In this conversation with Maggie Lake, Wellum explains why long-term investors often hurt returns by selling too early, chasing market trends, or reacting emotionally to volatility.

He outlines the three legitimate reasons to sell a stock, discusses why taxes shouldn't dictate investment decisions, explains how Warren Buffett approached trimming Apple, and shares why patience remains one of the greatest competitive advantages investors have. He also offers practical guidance on managing concentration risk, evaluating intrinsic value, and avoiding costly behavioral mistakes.

If you're wondering whether it's time to take profits—or simply stay the course—this interview provides a disciplined framework for making better investment decisions.

💡 Jonathan Wellum says the hardest investing decision isn't what to buy—it's knowing when to sell. Get a free portfolio review from Jonathan and the team at ROCKLINC to determine whether your biggest winners still deserve a place in your portfolio: https://bit.ly/4fktjJb

Chapters:
00:00 Why Selling Is So Difficult
01:05 The First Reason to Sell
02:02 When a Stock Gets Too Expensive
03:00 Finding Better Opportunities
03:50 Why Trimming Beats Selling Everything
04:35 The Tax Trap Investors Face
06:20 Don't Confuse Stocks With the Market
07:31 Risk Starts With What You Don't Know
09:57 Rules for Selling Winners
11:15 Patience Is Your Greatest Edge

Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
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#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #StockMarket #ValueInvesting #JonathanWellum #WarrenBuffett #LongTermInvesting #WealthBuilding #InvestSmart #Compounding #DividendInvesting #BehavioralFinance #FinancialEducation #PersonalFinance #Stocks #InvestingStrategy
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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

Is the U.S. stock market more overvalued than at any point in the last 150 years—except for 1927? Economist Mark Thornton, Senior Fellow at the Mises Institute, believes today's extreme valuations, rising leverage, and mounting fiscal pressures are creating the conditions for a major market reckoning.

In this conversation with Maggie Lake, Thornton explains why he sees elevated risks for equities, why he believes gold and silver may have already found a bottom despite recent weakness, and how shifting interest rate expectations, a weakening dollar, and growing government deficits could trigger a powerful rotation into precious metals. He also shares his controversial view on the Federal Reserve's true priorities and what investors should watch as markets navigate an increasingly uncertain macro environment.

💡 To watch Maggie's full interview with Mark Thornton + more exclusive content, join Wealthion's Real Asset community at https://bit.ly/3ReXl9s

💡 If Mark Thornton is right that today's stock market is approaching historic valuation extremes while gold and silver are building a long-term bottom, now may be the time to consider adding precious metals to your portfolio. Learn how to hold physical gold or silver in an IRA here: https://bit.ly/4flcE8m

💡 Get Wealthion's Exclusive Hard Assets interviews from behind the scenes of the 2026 Rick Rule Symposium by signing up to be an accredited investor: https://bit.ly/4wqkmpn

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 #Gold #Silver #MarketCrash #FederalReserve #InterestRates #Inflation #PreciousMetals #Macro #Economy #ValueInvesting #GoldMining #SilverMining
________________________________________________________________________
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