Veteran investor Jonathan Wellum, CEO of Rocklinc Investment Partners, reveals urgent insights on looming financial challenges—from record-high stock valuations and inflation to escalating debt—that could impact your portfolio. In this eye-opening interview with James Connor, Jonathan explains why he disagrees with Jay Powell’s optimistic economic outlook, critiques Canada’s economic missteps, and explores how Warren Buffett’s cash strategy signals the need for caution. Learn why cash reserves, conservative investments, and safe-haven sectors like precious metals are essential for navigating economic uncertainty in the year ahead.
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Chapters:
1:23 - U.S. Economy Concerns
4:08 - U.S. Government High Spending & Deficit Impact
5:15 - Inflation and Fed’s Optimism
7:49 - Inflation Risks in 2025 Under Trump
10:19 - Stanley Druckenmiller’s Inflation Warning
12:36 - Could Inflationary Pressures Trickle Down?
15:03 - Energy and Oil Price Outlook
16:34 - The Insane Level Of Government Debt
18:08 - Jonathan Wellum and Warren Buffett’s Cash Strategy
20:06 - Rocklinc’s Investment Philosophy
23:55 - Canadian Market Challenges
25:45 - Opportunities In The Stock Market Today
28:00 - Precious Metals Equity Sector
31:47 - Canadian Economic Struggles
34:09 - Canadian Policy Critique
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