How to stay disciplined as a value investor

💡Get a free portfolio review with Jonathan Wellum and the team at Rocklinc, visit: https://bit.ly/4qFE3Hb

Markets are expensive. Debt is historic. AI valuations are pricing in growth forever. So how do you protect and grow your wealth? In this Ask Me Anything, Rocklink CEO & CIO Jonathan Wellum answers these and more relevant and timely questions from viewers. He joins the channel’s executive producer, Mario Rodriguez, to discuss how to stay disciplined when hype and momentum dominate markets, why cash can be strategic, how to recognize when great companies are too expensive, and how to defend your purchasing power in the face of ongoing currency debasement, mountain debt, and fiscal deficits.

💡Get To Know Jonathan Wellum: https://youtu.be/ezMiX0FtZ7g

💡Protect your wealth and purchasing power with real gold and silver through Hard Assets Alliance: https://www.hardassetsalliance.com/?aff=WTH

Chapters:

1:07 - Is the Fed Cutting Too Soon or Right on Time?

3:47 - How Do Moats and Pricing Power Shield Us From Inflation?

7:47 - Recession Ahead, Or Can the U.S. Thread the Needle?

16:36 - Dot-Com-Level Valuations: Due for a Real Correction, And How Are You Positioning?

23:23 - Where Are You Finding Value Now: Sectors or Stocks That Still Make Sense?

28:41 - Why Carry 25% Portfolio Cash Levels: Waiting for Catalysts or Bargains?

32:22 - What Triggers a Sell? Jonathan’s Exit Discipline in Practice.

37:19 - ⭐️Wealthion Golden Nugget: Gold & Silver, Debasement Hedge or Upside Bet?

43:35 - Central Banks’ Gold vs. Treasuries: What Does this Shift Signal?

46:10 - Staying Disciplined When Hype Dominates: How Should Investors Keep Their Edge?

50:50 - Serious About Investing (Not Trading): Jonathan’s Must-Read Books.

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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.

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