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Jonathan Wellum

CEO of ROCKLINC Investment Partners, providing insights into market trends and investment strategies.

Top 10 podcasts with Jonathan Wellum

Ranked by the Snipd community
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4 snips
Oct 16, 2024 • 38min

Jonathan Wellum: Buffett Hoards Cash – Is a Market Shift Coming?

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.
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Oct 19, 2024 • 50min

Market Recap: Market Shock Ahead? | Defensive Investments | Recession | Liquidity

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.
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Nov 13, 2024 • 45min

The Fed Is Wrong: Economic & Market Risks Loom - Protect Your Wealth!

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.
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Jan 2, 2025 • 47min

Boom or Bust? Jonathan Wellum’s 2025 Market & Economic Insights

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.
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Dec 31, 2024 • 13min

Wealthion’s Best Of 2024: Jonathan Wellum

In this discussion, Jonathan Wellum, a seasoned investment strategist, shares insights on the U.S. and Canadian economies. He highlights the resilience of the U.S. economy despite heavy deficit spending while discussing challenges faced by TD Bank amid regulatory constraints. Wellum cautions against investor complacency, urging a diverse portfolio with a focus on precious metals. He also explores investment strategies emphasizing strong competitive advantages in select sectors and delves into the benefits of concentrating on royalty companies like Franco Nevada and Wheaton Precious Metals.
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Aug 31, 2024 • 49min

Weekly Recap: Market Crash? Fed Outlook, Debt Crisis & Inflation Reality

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.
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Aug 28, 2024 • 41min

Jonathan Wellum: Inflation is Higher & The Economy is Weaker Than You Think

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.
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Aug 17, 2024 • 45min

Weekly Recap: Crypto Outlook, Recession Alerts, and the US Election

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.
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Aug 13, 2024 • 36min

Jonathan Wellum: Global Markets are on a Knife’s Edge

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.
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Aug 1, 2024 • 45min

The Commercial Real Estate Crisis | Jonathan Wellum

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.