Markets may be hitting new highs, but Jonathan Wellum, CEO of Rocklink Investment Partners, warns that valuations are stretched and investors need to be selective. In this interview with James Connor, he explains where he’s still finding value, how Trump’s tariffs and trade policies are reshaping the global economy, and why Canada risks falling further behind the United States.
Key insights from this conversation:
• Why U.S. markets remain resilient despite rising tariffs and slowing consumers
• How Trump’s lower taxes, deregulation & reshoring policies are strengthening America
• Why meme stock speculation is a trap for retail investors
• Where Jonathan sees real opportunity
• His candid take on the Federal Reserve and why it distorts the free market
• The structural problems holding back Canada’s economy compared to U.S. growth
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Chapters:
0:37 - Q2 Earnings Are Crushing It: Time to Buy or Take Profits?
6:52 - Hidden Gems: Where the Real Value Lies Right Now
11:26 - Your Winning Edge: Bottom-Up Picks or Big-Picture Trends?
12:50 - Nvidia at $4 Trillion: Still Room to Run or Bubble Territory?
14:38 - Apple’s Stumble: Perfect Buying Opportunity or a Value Trap?
16:29 - Meme Stocks Are Back: Smart Money Signal or Market Madness?
18:40 - The U.S. Economy, Built on Strength or Running on Fumes?
22:39 - Next Week’s Fed Decision: Will Powell Blink and Cut Rates?
24:06 - Wealthion Golden Nugget: What If Powell Gets Fired? Could Markets Melt Down?
26:23 - $2.5B Fed HQ Renovation: Smart Investment or Total Waste?
28:12 - Mark Carney for Canada: Visionary Leader or More of the Same?
31:37 - Can Canada Really Build Its Future? Resources vs. Reality
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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.
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