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Jonathan Wellum

Founder and head of Rocklinc Investment Partners, a Canadian investment advisor; appears as the episode's featured guest to discuss precious metals, natural resources, and portfolio positioning.

Top 10 podcasts with Jonathan Wellum

Ranked by the Snipd community
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20 snips
Jul 2, 2025 • 1h 9min

Marko Papic: The U.S. Gravy Train Is Ending — Cut Your U.S. Exposure in Half?!

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.
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18 snips
Apr 1, 2025 • 1h 7min

"Tough" Times Ahead As Tariff War Drags Markets Into Uncertainty | 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.
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16 snips
Oct 8, 2025 • 51min

Runaway Debt & Deficits + AI Buildout = HUGE Demand For Hard Assets | Jonathan Wellum

In this discussion, Jonathan Wellum, founder of Rocklinc Investment Partners, shares insights on the alarming rise of global debt-to-GDP ratios and how it's driving interest in hard assets like gold and natural resources for inflation protection. He predicts a potential surge in gold prices and highlights the underappreciated value of miners. With AI's growing demands, he anticipates significant increases in the need for silver and copper. Wellum also addresses the promising prospects in beaten-down oil and gas stocks amid ongoing resource underinvestment.
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15 snips
Oct 21, 2025 • 34min

Jonathan Wellum: The Great Divide - U.S. Strength, Canadian Decline, and the AI Bubble & Gold Play

Jonathan Wellum, CEO and CIO of Rocklinc, shares his macro insights on investment trends. He highlights how U.S. pro-growth policies are attracting vast capital while Canada's overregulation hampers its economy. Wellum issues a caution about inflated AI valuations and stresses the importance of holding precious metals amid looming fiat debasement. He explains the potential in silver investment driven by rising demand and supply constraints, as well as his strategic portfolio allocations across key sectors.
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14 snips
Sep 4, 2025 • 1h 2min

Breakout Underway In Gold & Silver. How High Will They Go? | Jonathan Wellum

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.
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13 snips
Apr 4, 2025 • 32min

Larry McDonald: Investors Fleeing U.S. Markets - Where the Smart Money Is Going | Part II

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.
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10 snips
Sep 11, 2025 • 39min

Jonathan Wellum: Stocks Could Crash 40% as Debt Crisis Fuels Gold

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.
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5 snips
Sep 18, 2025 • 38min

Jonathan Wellum: Lessons from Buffett, Lynch & Decades of Value Investing

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.
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4 snips
Aug 20, 2025 • 22min

Jonathan Wellum: Canada vs. U.S. Stocks: Where Investors Should Put Their Money

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.
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4 snips
Oct 16, 2024 • 37min

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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