Jonathan Wellum

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.

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.

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.

Jonathan Wellum, CEO of RockLinc, shares eye-opening insights into the turbulent Canadian economy following the recent election. He explains how Donald Trump's comments surprisingly bolstered the Liberals' victory. Wellum warns of a looming crisis characterized by a collapsing GDP and a weakening dollar. He also highlights troubling trends in the U.S. housing market and international trade. His investment strategy for 2025? A whopping 28% cash and a focus on precious metals to navigate through uncertainty.

Join financial experts Jesse Felder, founder of The Felder Report, and Jonathan Wellum, CEO of Rocklinc Investment Partners, as they dissect current market turmoil. Felder warns that stocks, bonds, and the U.S. dollar are mispriced, suggesting a significant market reset is imminent. He argues the S&P 500 is overvalued and highlights risks like inflation and a potential bond market revolt. Wellum shares insights on maintaining a hefty cash position and identifies where value still exists in this volatile landscape.

Join Jonathan Wellum, CEO of Rocklink Investment Partners and a seasoned investment strategist, as he navigates the complexities of today's overpriced markets. He discusses his strategy of holding 25% cash to buffer against uncertainty and warns of looming risks like rising debt and inflation. Wellum shares insights on value investing, finding hidden gems, and the wisdom of legendary investors like Buffett. Delve into the importance of discipline in investing and learn how to stay resilient in turbulent times.

Jonathan Wellum, CEO of Rocklink Asset Partners, discusses the impending cracks in the financial system amidst soaring global debt. He highlights why gold is regaining its status against fiat currencies and the significant shift of smart money towards precious metals. Wellum addresses the risks posed by central bank policies, the implications of the $36 trillion U.S. debt crisis, and the impact of geopolitical tensions on market stability. Listeners gain insights into how to strategically position their portfolios for the upcoming volatility.

Jonathan Wellum, CEO of ROCKLINC Investment Partners, shares his expert insights on the potential market landscape in 2025. He discusses the risks of stock market overvaluation and highlights sectors poised for growth, like energy and uranium. Wellum analyzes inflation trends and government deficits, along with the economic divide between the U.S. and Canada. He provides strategies for navigating these challenges and emphasizes the importance of positioning portfolios for an uncertain economic climate.