Wealthion’s Best Of 2024: Jonathan Wellum

Dec 31, 2024

In this discussion, Jonathan Wellum, a seasoned investment strategist, shares insights on the U.S. and Canadian economies. He highlights the resilience of the U.S. economy despite heavy deficit spending while discussing challenges faced by TD Bank amid regulatory constraints. Wellum cautions against investor complacency, urging a diverse portfolio with a focus on precious metals. He also explores investment strategies emphasizing strong competitive advantages in select sectors and delves into the benefits of concentrating on royalty companies like Franco Nevada and Wheaton Precious Metals.

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Intro

00:00 • 2min

Challenges and Future Opportunities for TD Bank

02:07 • 2min

Addressing Investor Complacency and Market Risks

04:07 • 3min

Investment Strategies Inspired by Proven Principles

06:54 • 3min

Strategic Focus in Royalty Company Investments

09:57 • 2min

As we wrap up the year and celebrate the festive season, we wanted to share some of our favorite moments from one of your favorite Wealthion interviews from 2024: Jonathan Wellum with James Connor. Enjoy!

All the best for a happy, healthy, and prosperous New Year!

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3W0fMxJ

Original interview, aired Oct 16, 2024:

https://youtu.be/I_HCntZkBWY

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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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