Jonathan Wellum: How I’m Investing in an Overpriced Market

Markets are near all-time highs, volatily is back, debt levels are soaring, and economic uncertainty is growing—is now the right time to be fully invested? Anthony Scaramucci welcomes Rocklinc Investment Partners CEO Jonathan Wellum to unpack his value investing strategy, why he’s keeping 25% cash on hand, and how to protect and grow your wealth in an overheated market.

🔹 In This Speak Up Interview:

✅ Are stocks too expensive? What today’s prices signal for investors

✅ Why holding cash can be a smart move – Liquidity vs. fear-based selling

✅ The biggest risks in 2025 – Debt, inflation, and interest rates

✅ Buffett’s strategy for uncertain markets – Lessons from the best investors

✅ Where to find real value – Investing wisely when prices are stretched

✅ How to stay disciplined & avoid emotional investing mistakes

📢 Watch now to learn how a professional and seasoned investor is navigating today’s ‘toppy’ market!

Chapters:

1:15 - Jonathan’s Market Outlook: Where Do We Stand?

02:20 - 25% Cash: Positioning for a Bear Market

04:20 - Bear vs. Bull: Market Perspectives

07:25 - Sticky Rates: The Fed’s Tightrope

09:02 - Mag Seven: Big Tech & Market Concentration

11:05 - Buffett’s Blueprint: Core Investing Principles

13:32 - Hunting Hidden Gems: Finding Undervalued Opportunities

14:35 - Global View: Emerging vs. Developed Markets

15:57 - Weathering the Storm: Long-Term Strategies for Volatility

17:29 - Indexing Insight: Buffett’s Case for Passive Investing

19:06 - Beyond Stocks: The Role of Alternative Assets

21:17 - Learning from the Best: Shaping Investing Success

22:34 - Book Talk: Influential Reads for Aspiring Investors

25:37 - Inside the Firm: Building a Successful Registerd Investment Advisor

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3D2Ytpp

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