Jonathan Wellum: Ask Me Anything - Protecting Wealth in an Overvalued Market

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Nov 5, 2025

Jonathan Wellum, CEO and CIO of Rocklinc Investment Partners, shares his expertise on protecting wealth in today's volatile market. He discusses the implications of historic debt and overvalued equity valuations, drawing parallels to the dot-com bubble. Wellum emphasizes the importance of cash reserves and disciplined investing, while identifying solid companies outside the AI craze. He also explains how gold and silver can safeguard purchasing power amidst currency debasement, making a compelling case for precious metals in your portfolio.

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INSIGHT

U.S. Is The Global Outlier

Global growth is weak across many regions, with the U.S. a relative exception due to capital inflows and regulatory differences.
Jonathan sees structural risks but believes U.S. incentives may sustain growth if they attract capital and talent.

INSIGHT

AI Hype Echoes Dot‑Com Valuations

Equity valuations, especially AI-related, are historically high and mirror past bubble dynamics like the dot-com era.
Even transformational firms cannot justify infinite growth priced into many current market caps.

ADVICE

Choose Durability Over Momentum

Avoid buying momentum-priced tech leaders when their valuations demand unsustainable long-term growth.
Instead, seek durable businesses trading at reasonable multiples that can weather downturns.

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💡Get a free portfolio review with Jonathan Wellum and the team at Rocklinc, visit: https://bit.ly/4qFE3Hb

Markets are expensive. Debt is historic. AI valuations are pricing in growth forever. So how do you protect and grow your wealth? In this Ask Me Anything, Rocklink CEO & CIO Jonathan Wellum answers these and more relevant and timely questions from viewers. He joins the channel’s executive producer, Mario Rodriguez, to discuss how to stay disciplined when hype and momentum dominate markets, why cash can be strategic, how to recognize when great companies are too expensive, and how to defend your purchasing power in the face of ongoing currency debasement, mountain debt, and fiscal deficits.

💡Get To Know Jonathan Wellum: https://youtu.be/ezMiX0FtZ7g

💡Protect your wealth and purchasing power with real gold and silver through Hard Assets Alliance: https://www.hardassetsalliance.com/?aff=WTH

Chapters:

1:07 - Is the Fed Cutting Too Soon or Right on Time?

3:47 - How Do Moats and Pricing Power Shield Us From Inflation?

7:47 - Recession Ahead, Or Can the U.S. Thread the Needle?

16:36 - Dot-Com-Level Valuations: Due for a Real Correction, And How Are You Positioning?

23:23 - Where Are You Finding Value Now: Sectors or Stocks That Still Make Sense?

28:41 - Why Carry 25% Portfolio Cash Levels: Waiting for Catalysts or Bargains?

32:22 - What Triggers a Sell? Jonathan’s Exit Discipline in Practice.

37:19 - ⭐️Wealthion Golden Nugget: Gold & Silver, Debasement Hedge or Upside Bet?

43:35 - Central Banks’ Gold vs. Treasuries: What Does this Shift Signal?

46:10 - Staying Disciplined When Hype Dominates: How Should Investors Keep Their Edge?

50:50 - Serious About Investing (Not Trading): Jonathan’s Must-Read Books.

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#Wealthion #Wealth #Finance #investing #AMA #AskMeAnything #JonathanWellum #Rocklinc #ValueInvesting #MacroInvesting #PortfolioStrategy #ProtectYourWealth #PurchasingPower #Gold #Silver #PreciousMetals #HardAssets #RecessionRisk #MarketOutlook #LongTermInvesting #CashStrategy #SellDiscipline

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