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

Feb 21, 2025

Join Jonathan Wellum, CEO of Rocklink Investment Partners and a seasoned investment strategist, as he navigates the complexities of today's overpriced markets. He discusses his strategy of holding 25% cash to buffer against uncertainty and warns of looming risks like rising debt and inflation. Wellum shares insights on value investing, finding hidden gems, and the wisdom of legendary investors like Buffett. Delve into the importance of discipline in investing and learn how to stay resilient in turbulent times.

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INSIGHT

Market Overview

North American markets, especially the U.S., are currently expensive.
Geopolitical uncertainty adds complexity to the investment landscape.

ADVICE

Cash Management

Hold some cash to mitigate volatility and capitalize on future opportunities.
Deploy cash strategically when good discounts appear, allowing for swift action.

INSIGHT

Bear Case for Market

High debt-to-GDP ratio globally and large budget deficits pose significant risks.
The current economic situation seems unsustainable, hinting at a potential market correction.

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