Is U.S. Growth Dependent on AI CapEx?

💡 Positioning for 2026 without chasing hype? See how your portfolio holds up with a free review from Jonathan Wellum and his team at Rocklinc: https://bit.ly/45GPy89 After living through the dot-com bubble, Jonathan Wellum sees familiar warning signs emerging in today’s AI-driven market. But, he also sees opportunity where others aren’t looking. In this conversation with Jimmy Connor, Wellum, CEO of Rocklinc Investment Partners, shares his 2026 market outlook, explaining why investors don’t need to chase expensive AI stocks to benefit from the trend, why the U.S. economy remains best positioned for growth relative to the rest of the world, and why debt, rate cuts, and monetary policy continue to support gold and silver long-term. He also breaks down why Canada’s policy direction is actively pushing capital away, stifling future growth. If you are seeking a value-driven framework for navigating markets in 2026 without relying on hype, this is a can't-miss interview. 💡Get To Know Jonathan Wellum: https://youtu.be/ezMiX0FtZ7g 💡 Gold and silver aren’t trades — they’re protection. Buy physical gold and silver through Hard Assets Alliance: https://www.hardassetsalliance.com/?aff=WTH Chapters: 1:02 – What Surprised Jonathan the Most in 2025 2:55 – How to Invest in AI Without Overpaying 5:51 – Infrastructure, Energy & Commodities as AI Plays 12:31 – ⭐ Wealthion Golden Nugget: Why the U.S. Has the Strongest 2026 Growth Outlook 20:30 – Gold & Silver Positioning Heading Into 2026 27:45 – What Markets Might Be Missing on Oil 30:18 – Why Canada’s Policies Are Chasing Capital Away Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. #Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #MarketOutlook2026 #AIStockValuations #InvestingInAI #USEconomy #Gold #Silver #PreciousMetals #Inflation #FederalReserve #InterestRates #USDebtCrisis #ValueInvesting #Commodities #CanadaEconomy #MacroInvesting

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