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 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.

Jonathan Wellum, CEO of Rocklinc Investment Partners, provides eye-opening insights into looming financial threats, such as soaring stock valuations and inflation. He critiques the Fed's overly optimistic stance and warns of escalating government debt. Wellum also highlights Warren Buffett's cash strategy, emphasizing the need for reserves and conservative investments in uncertain times. With a focus on precious metals and undervalued stocks, he advocates for careful navigation through Canada’s challenging economic landscape.

Financial expert Marc Faber argues we're in a market bubble, predicting a major correction imminent. Jordi Visser discusses the implications of a defaulting US and the Fed's policies, while Jonathan Wellum reveals he believes inflation is higher than official figures suggest. Dylan Smith shares insights on anticipated Fed meeting strategies. Together, they dissect economic intricacies, from rising debt to real inflation rates, all signaling a tempestuous financial landscape ahead.

Jonathan Wellum, an experienced advocate for precious metals investment, shares his pressing concerns about inflation and the economy's true state. He challenges the credibility of official inflation statistics and warns of risks from potential Fed interest rate cuts. Wellum emphasizes the importance of investing in gold as a hedge against economic instability, especially considering the fragile banking sectors in the U.S. and Canada. He also critiques the high valuations of tech giants like Nvidia and Apple in the current market climate.

Anthony Scaramucci, an influential finance figure, joins Joe McCann, CEO of Asymmetric, to discuss potential rate cuts and his crypto outlook, especially regarding Solana. Peter Boockvar from Bleakley Financial Group analyzes economic disparities affecting income groups, while Jonathan Wellum outlines stock market challenges and Warren Buffett's strategy. The conversation also touches on how election outcomes might shape crypto regulation, real estate investment, and fiscal policies, providing a comprehensive view of today's financial landscape.

Join Jonathan Wellum, CFA and CEO of Rocklinc Investment Partners, as he navigates the precarious state of global markets. He discusses why volatility is here to stay and offers insights into Japan's recent rate hikes affecting investors worldwide. Learn how Warren Buffett's cash strategy is relevant today, and where to find value amidst uncertainty. Wellum also shares his cautious investment approach, focusing on gold, silver, and portfolio diversification, all while emphasizing the importance of informed decision-making during turbulent times.

Jonathan Wellum, CEO of Rocklink Investment Partners, shares his insights into the turmoil in commercial real estate. He discusses alarming trends such as soaring vacancy rates and plummeting property values. Jonathan emphasizes the systemic risks this sector poses to the broader economy, particularly in light of remote work's impact. He also reflects on market responses, including the financial strain on regional banks and the economic landscape in Canada, painting a cautionary yet hopeful picture for investors navigating these challenges.

Guest Jonathan Wellum, CEO of Rocklink Investment Partners, discusses the looming banking crisis, market volatility, US economy benefits for Canada, investment sectors like precious metals, Canadian housing market concerns, and the rationale for investing in gold. He also touches on Canadian politics and potential government change.

Jonathan Wellum, CEO of Rocklinc Investment Partners, discusses the stability of banks, inflation risks, and recession threats in the 2024 financial landscape. He shares insights on protecting and growing wealth, recommends sectors and stocks, and analyzes the impact of work from home on real estate. Wellum also provides economic outlooks for Canada and the US stock market.