Jason is currently in Denver at a Joe Dispenza retreat, discusses upcoming topics for the episode, focusing on the economy, markets, and real estate. Specifically, he mentions two U.S. real estate markets, one in Florida and one in Texas, that are approaching "crash levels," defined as a 25% price reduction, despite national appreciation. He concludes with a reminder for listeners to register for an upcoming master class on JasonHartman.com which happens every second Wednesday of each month!

Jason then welcomes Paul Marino, Chief Revenue Officer at Themes ETFs. They begin with a discussion of economic and investment themes. Marino offers a bullish outlook on the U.S. economy, even amidst global uncertainties. He specifically highlights investment opportunities in financials, metals (especially gold miners and silver), artificial intelligence, uranium, and transatlantic defense companies. They conclude with a shared optimistic vision for future prosperity driven by technological advancements and a focus on positive market indicators.

#PaulMarino #ThemesETFs #DonaldTrump #USPolitics #GlobalEconomy #Recession #Inflation #ArtificialIntelligence #ETFs #Gold #Uranium #DefenseCompanies #NATO #Bitcoin #InvestmentOpportunities

Key Takeaways:

1:33 Clip of the Day: Direct VETO power

2:45 Markets that are approaching crash levels

4:22 JasonHartman.com/Wednesday

Paul Marino interview:

4:39 Trump and Machiavelli

7:14 What it means to investors

12:06 Trump vs. Powell

17:23 Positive anything, better than negative nothing?

22:16 What is the investment plan

23:10 Where are we going?

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