In this conversation, Rocklinc Investment Partners CEO Jonathan Wellum delivers a stark warning on the global macro backdrop: debt levels that are no longer mathematically sustainable. With some economies approaching 300–400% debt-to-GDP, Wellum explains why this strain ultimately shows up in currency pressure, weaker growth, and rising demand for gold and silver as monetary insurance.

Jonathan breaks down:

* How excessive deficits undermine fiat currencies over time

* Why gold and silver benefit when confidence in money erodes

* Why volatility doesn’t invalidate the long-term precious metals thesis

* How disciplined investors should think about allocation in fragile macro environments

This is not about short-term predictions — it’s about understanding the structural forces driving markets beneath the headlines.

💡Get To Know Jonathan Wellum: https://youtu.be/ezMiX0FtZ7g

💡 Think the opportunity in precious metals is still early? Buy physical gold & silver with Hard Assets Alliance: https://www.hardassetsalliance.com/?aff=WTH

Chapters:

1:30 - Analyzing Current Valuations for Gold and Silver

5:06 - Why Volatility Doesn’t Break the Thesis on Gold

7:41 - Royalties vs Miners: Where Risk Really Is

10:18 - Rocklinc’s ETF Launch

12:30 - Overview of US Equity Valuations

15:34 - ⭐ Wealthion Golden Nugget: Discovering True Value in the Market

20:46 - Investing in Markets Outside the US

22:28 - Rocklinc’s Portfolio Rebalancing

25:58 - Crypto’s Major Drawdown—What’s Next for the Sector?

29:39 - What Is the Great Macro Risk Going into 2026?

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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

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