James Connor welcomes Jonathan Wellum, CEO of ROCKLINC Investment Partners, to discuss Warren Buffett’s decision to build cash reserves, the overvaluation of tech stocks like Nvidia, and why precious metals might become key to protecting portfolios. Wellum also covers Buffett’s increasing exposure to energy stocks, concerns over baby boomers’ equity exposure, and the broader high market valuations. With markets on a complacent and continuous rise, could a significant shift be near?

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Chapters:

01:20 – Jonathan’s Take on the US Economy

03:36 – Nvidia & Tech Stock Overvaluation

09:53 – TD Bank and the Banking Sector

11:53 – The Level of Market Complacency

14:40 – Warren Buffett’s Cash Strategy

17:36 – Buffett’s Energy Investments

18:32 – Rocklinc’s Investment Strategy & Positions

23:25 – The Canadian Economy: In Rough Shape

30:21 - 2025 Canadian Elections Outlook

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