Is a Recession Coming?
Ray Dalio says we’re heading for a debt spiral. Apollo Global predicts the biggest boom in U.S. history. Who’s right? It doesn’t matter—if you’re positioned correctly. In this dynamic duo episode, Caleb and Aaron break down how everyday investors can take control of their financial future, no matter what headlines scream.
Learn why diversification is broken, how ultra-wealthy investors are allocating capital (hint: it's not where your financial advisor told you), and the PRIME framework for making strategic moves through chaos. This one is for anyone who’s serious about escaping Wall Street dogma and actually owning their exit.
TAKEAWAYS
- Recession doesn’t destroy wealth—it redistributes it
- Wall Street "diversification" no longer protects you
- The ultra-wealthy are holding cash for opportunity—not fear
- Hard assets and private equity outperform public markets long-term
- Trusting your portfolio to a salaried advisor is risky
- Use the P.R.I.M.E. framework: Pause, Review, Identify, Move, Evaluate
FOLLOWS
CHAPTERS
00:00 – Ray Dalio vs. Apollo Global: Who’s Right?
01:45 – Why You Can’t Rely on Predictions
03:58 – Recessions Don’t Destroy Wealth — They Move It
06:12 – Why “Diversification” No Longer Works
09:40 – How the Ultra-Wealthy Are Actually Allocating Capital
13:32 – What Tiger 21 Investors Are Doing with Their Portfolios
17:50 – Why Your Financial Advisor May Be Misleading You
20:28 – The PRIME Framework: Pause. Review. Identify. Move. Evaluate.
26:43 – Final Thoughts: Own Your Exit, Own Your Wealth
KEYWORDS
Ray Dalio, Apollo Global, Tiger 21, investing in a recession, private equity, alternative investments, PRIME framework, hard assets, portfolio strategy, financial freedom, OakIQ, Own The Exit
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