Jonathan Wellum

Marko Papic, Chief Strategist at BCA Research, highlights that the era of U.S. economic dominance is fading, urging listeners to reduce U.S. exposure. He critiques post-pandemic spending as unsustainable, predicting a lower dollar and stronger global markets ahead. Discussing tariffs as mere negotiation tactics, he emphasizes gold and crypto for preserving cash. Jonathan Wellum from Rocklinc Partners then shares insights on investing in tangible assets like uranium, stressing the need for a resilient portfolio amid economic volatility.

Jonathan Wellum, Founder and CEO of Rocklinc Investment Partners, shares insights on navigating market uncertainty shaped by tariffs and trade tensions. He discusses the impact of the Trump administration's policies on U.S.-Canada relations and emphasizes the importance of investing in precious metals during volatile times. Jonathan also highlights a cautious investment strategy, focusing on resilient businesses and the advantages of gold and silver. His perspective on adapting revenue models amid tariffs offers crucial guidance for investors seeking stability.

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.

Larry McDonald, founder of The Bear Traps Report, warns that U.S. sanctions are driving global central banks toward gold, signaling a structural decline of the dollar. He discusses how the S&P 500 might plunge as capital shifts to precious metals and emerging markets. Jonathan Wellum adds insights on maintaining significant cash reserves, investing wisely in royalty companies, and the broader implications of potential recession. They also explore reshoring and the economic impact of Trump's policies on the U.S. market.

In this discussion, Jonathan Wellum, Founder and CEO of Rocklinc Investment, warns of a looming stock market crash driven by the soaring debt crisis. He predicts a potential 30-40% correction while exploring the growing significance of gold, silver, copper, and uranium in today’s economy. Wellum highlights the risks of overvalued markets, particularly in the AI sector, and urges listeners to focus on hard assets for long-term financial resilience. His insights emphasize strategic investing amidst economic uncertainty.

Jonathan Wellum, CEO of RockLinc Investment Partners and a seasoned value investor, dives into the timeless principles of value investing. He explains how focusing on fundamentals triumphs over market speculation and the importance of patience. Drawing inspiration from legends like Warren Buffett and Peter Lynch, he highlights the significance of tax efficiency and risk management. Wellum also discusses today's market dynamics, including the 'Magnificent 7' and untapped potential in precious metals, making a strong case for why value investing endures.

In a deep dive with Jonathan Wellum, CEO of RockLinc Investment Partners, listeners explore the stark contrasts between Canadian and U.S. stock markets. Wellum highlights the U.S.'s exceptional depth and technology dominance, while Canada leans heavily on commodities, making it cyclical. He discusses the impact of currency swings on returns and shares valuable insights on tax considerations for cross-border investments. Plus, discover hidden treasures in the Canadian market like Cameco and Franco-Nevada, and hear about Wellum's current allocation strategy.

Jonathan Wellum, CEO of ROCKLINC Investment Partners, shares his insights on Warren Buffett's strategy of hoarding cash amidst current market valuations. He discusses the overvaluation of tech stocks like Nvidia and highlights the importance of precious metals for portfolio protection. Wellum also raises concerns about baby boomers' equity exposure and emphasizes the potential for a significant market shift. He further explores Buffett's growing interest in energy investments and the economic challenges faced in Canada.

David Rosenberg, an esteemed economist and president of Rosenberg Research, teams up with Jonathan Wellum, CEO of Rocklinc Investment Partners, to discuss bold predictions for the financial future. Rosenberg asserts that gold could soar to $6,000 as the U.S. dollar falters and central banks turn to gold. They delve into the mispricing of Treasuries versus stocks, the implications of rising U.S. debt, and the shift towards global investments in Europe and Asia. Together, they emphasize the necessity for investors to rethink strategies amidst evolving economic landscapes.

David Woo, CEO of David Wu Unbound and former top Wall Street analyst, raises alarms about potential market shocks from escalating Israel-Iran tensions. Jonathan Wellum of Rockling critiques market complacency and stresses defensive investment strategies. Tian Yang, founder of Variant Perceptin, introduces the concept of 'Schrödinger's Recession,' highlighting the complex state of the U.S. economy. Michael Nicoletos from DeFi Advisors discusses how global liquidity influences the U.S. economy and the enduring strength of the dollar.