Jonathan Wellum: Global Markets are on a Knife’s Edge

James Connor welcomes Jonathan Wellum, CFA, CEO of Rocklinc Investment Partners, for a deep dive into the critical issues facing global markets today. Jonathan shares where he is finding value for his clients as the markets sit “on a knife’s edge” and offers his take on why volatility isn’t going away anytime soon.

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Timestamps:
00:46 - Introduction and Markets/Macro Overview
01:35 - Japanese Carry Trade And Wobbles In Global Markets
06:12 - Higher Unemployment?
08:35 - Fed Rate Cut Expectations
13:02 - Warren Buffett’s Strategy: Cash Is King
17:19 - Rocklinc's Investment Approach
22:10 - Where is Jonathan Allocating Capital Now?
29:08 - How Should Investors Proceed Going Forward?

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