Thoughtful Money with Adam Taggart

Breakout Underway In Gold & Silver. How High Will They Go? | Jonathan Wellum

14 snips
Sep 4, 2025
Jonathan Wellum, founder of ROCKLINC Investment Partners and a seasoned investor in precious metals, dives into the current gold and silver surge. He discusses the macroeconomic factors behind rising prices and shares investment strategies amidst market volatility. Wellum emphasizes the importance of thorough research and discipline in navigating the mining landscape and highlights the risks associated with political changes in countries like Mexico. The conversation touches on the cyclical nature of speculation and offers insights for both novice and seasoned investors.
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INSIGHT

Macro Drivers Behind Precious Metals

  • Jonathan argues debt, deficits, and fiat strain make precious metals a necessary portfolio holding.
  • He sees prolonged monetary pressure as a structural driver for gold and silver appreciation.
ADVICE

Prioritize Quality And Prudence

  • Buy high-quality precious-metals companies and be prudent about managers and jurisdictions.
  • Avoid speculative gambling; focus on firms that can preserve capital and reinvest wisely.
INSIGHT

Converging Forces Lifting Metals

  • Multiple forces converged to lift metals: central bank buying, trade realignment, and monetary debasement.
  • Central-bank gold purchases and eroding purchasing power reinforce demand for hard assets.
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