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.

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.

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.

Jonathan Wellum, CEO of Rocklinc Investment Partners and a seasoned market commentator, shares insights on navigating investments in an AI-driven market. He warns against overpaying for AI stocks and suggests capitalizing on infrastructure and commodity plays instead. Wellum envisions robust U.S. growth in 2026, driven by supportive monetary policy and business-friendly regulations. He also explains why gold and silver remain essential for capital protection and critiques Canadian policies that deter investment, revealing a wealth of strategies for discerning investors.

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.

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 and CIO of Rocklinc Investment Partners, shares his expertise on protecting wealth in today's volatile market. He discusses the implications of historic debt and overvalued equity valuations, drawing parallels to the dot-com bubble. Wellum emphasizes the importance of cash reserves and disciplined investing, while identifying solid companies outside the AI craze. He also explains how gold and silver can safeguard purchasing power amidst currency debasement, making a compelling case for precious metals in your portfolio.

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.

Join Jonathan Wellum, CEO of Rocklinc Investment Partners and a keen expert on precious metals investing, as he shares insights on today's unsustainable debt levels and their potential impact on currencies. He discusses how increasing deficits bolster the case for gold and silver as monetary insurance. Wellum also highlights the advantages of royalty companies over miners and urges disciplined investment strategies amidst market volatility. Discover why he believes long-term demand for precious metals remains strong, regardless of short-term fluctuations.