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.

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 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.

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.

In this conversation, Jonathan Wellum, CEO of Rocklink Investment Partners and investment expert, explores the state of high market valuations and the implications for investors. He caution about the risks of meme stock speculation while identifying specific sectors with genuine value. Wellum also discusses how U.S. trade policies and tariffs are reshaping the economy, the Federal Reserve's impact on market stability, and the challenges Canada faces in maintaining competitiveness against the U.S. economy.

Jonathan Wellum, CEO of RockLinc Investment Partners, brings 35 years of expertise in wealth-building to the conversation. He reveals how to identify durable businesses and uses discounted cash flow (DCF) as his valuation tool of choice. Wellum discusses the importance of compounding, tax deferral, and knowing when to sell stocks based on overvaluation or emerging opportunities. Real-world examples from Amazon and other companies illustrate his disciplined approach to investing and portfolio management!

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.