Intro

💡Get a free portfolio review with Jonthan Wellum and his team at Rocklinc by going here: https://bit.ly/3L4qLU8 

Is the U.S. quietly entering a new boom while Canada slips into a policy-driven slowdown? CEO and CIO of Rocklinc, Jonathan Wellum, joins James Connor to lay out a clear, data-grounded case: capital and industry are flowing back to America on pro-growth policy and tax incentives, while Canada’s over-regulation, carbon taxes, and hostility to energy have throttled investment and jobs. He also warns that AI-led valuations are stretched (S&P 500 PE of 30× vs a healthier 18–20×) and explains why his portfolios keep a sizable allocation to gold and silver as fiat currencies lose purchasing power.

Topics include:

• Why U.S. policy (lower taxes, deregulation, onshoring) is attracting trillions in capital, and what that means for markets
• How Canada’s policy mix has driven away investment (including an estimated $670B in lost energy capital) and risks rising unemployment
• The AI bubble risk: why even great companies can’t command “infinite” prices forever
• Portfolio positioning for the next cycle: quality software, healthcare, data-center infrastructure, and a 28–30% position in precious metals
• The silver setup: constrained primary supply, rising industrial demand, and why shortages matter for investors
• The macro through-line: high debt loads imply long-run fiat debasement, own real assets

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

💡If fiat currencies keep losing value, own what endures. Hard Assets Alliance makes it easy to invest directly in gold and silver: https://www.hardassetsalliance.com/?aff=WTH

💡 Wealthion and SCP Resource Finance will bring together the world’s top silver experts this October in Toronto. Join our accredited investor list here to go in-person: https://wealthion.com/accredited/ Or, attend virtually, by buying your tickets here: https://www.eventbrite.com/e/wealthion-scp-global-silver-virtual-conference-2025-tickets-1685583779459

💡Get SCP Resource Finance and Trey Reik’s deep-dive Silver investing report by joining our accredited investor list here: https://www.wealthion.com/accredited

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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.

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