Will 2025 bring another bull market or a long-overdue correction? James Connor sits down with Jonathan Wellum, CEO of ROCKLINC Investment Partners, to break down the risks of stock market overvaluation, the economic divide between the US and Canada, and the sectors poised for growth, including energy, uranium, and precious metals. Jonathan also examines how inflation, government deficits, and political shifts could reshape the markets in the year ahead. Don’t miss this essential guide to navigating 2025’s opportunities and challenges.
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Chapters:
1:39 - Is the US Stock Market Overvalued?
5:07 - Will the Bull Return For 2025?
9:19 - US Financial Stocks And Their Strong Performance During 2024
13:44 - How is Jonathan Positioning Portfolios for 2025?
16:02 - Will Inflation Return in 2025?
19:49 - Exploring China’s Economic Slowdown
22:09 - How Has Trudeau’s Government Impacted Canada?
27:59 - Canada’s Economic Difficulties
33:48 - Sectors Jonathan Is Bullish for 2025
38:56 - What Does the Future Hold for the US and Canadian Dollar?
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