This episode is a clip of Jonathan Wellum and Thoughtful Money host, Adam Taggart originally airing on December 24, 2025

Jonathan Wellum shares how he's positioning client capital for the year ahead & also takes live audience Q&A
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This episode is a clip of Jonathan Wellum and Maggie Lake from Wealthion, originally airing on December 8th, 2025.

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.

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This episode is a clip of Jonathan Wellum and Marc Petrone, originally airing on December 15th, 2025.

Canadian inflation numbers were reported this morning at 2.2%. This rate doesn't seem overly damaging, but Jonathan and Marc peel back the numbers. Savings on gasoline and travel (fewer people travelling) do not even come close to the rapid inflation in essential areas like groceries (4.7%).

Jonathan gives his thoughts about the future of the inflation rate and cautions investors to make wise decisions to protect the purchasing power of their money.

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This episode is a clip of Jonathan Wellum and Marc Petrone, originally airing on December 8th, 2025.

The employment numbers are not what they seem. Despite a reported gain of 54,000 jobs, this actually represented a loss of 9,000 full-time jobs and increase of 63,000 part-time jobs. There is a growing discontentment amongst especially young people trying to establish themselves in our country

Jonathan and Mark go on to talk about Bill C-9 and its anti-free speech laws. Jonathan explains how issues of free speech negatively affect the economy and development of new technology and business.

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This episode is a clip of Jonathan Wellum and Marc Petrone, originally airing on December 1st, 2025.

Marc and Jonathan open the show by discussing the launch of ROCKLINC's new ETF, the ROCKLINC Principled Equity ETF (RKLC) now trading on the TSX.

Jonathan gives his thoughts on the recent GDP numbers. Jonathan explains how the TSX performance isn't always a strong indicator of the Canadian economy given that may businesses operate in other countries and commodities have bolstered much of the TSX's performance year to date which is removed from the experience of most Canadians buying goods and services.

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This episode is a clip of Jonathan Wellum and Marc Petrone, originally airing on November 24th, 2025.

Join Jonathan and Mark as they continue to discuss the ongoing trade issues between Canada and the US. They discuss Carney's "Who Cares?" comment, pointing to the Prime Minister's attitude being a contributing factor to our lack of a deal. The USMCA comes to an expiration in the coming months, and if Carney doesn't take a more serious tune, we could find ourself facing greater challenges.

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This episode is a clip of Jonathan Wellum and Marc Petrone, originally airing on November 18rd, 2025.

Jonathan recently attended a precious metals conference in Zurich, Switzerland. He shares some of his key insights from the conference with Marc , including ROCKLINC's continued focus on the precious metals space as governments continue to debase currencies around the world.

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This episode is a clip of Jonathan Wellum and Marc Petrone, originally airing on November 3rd, 2025.

Jonathan and Marc discuss the budget to be released on November 4th. Jonathan outlines what would be ideal to benefit Canadians and grow the economy. He contrasts that with his expectations for what will be included in the budget.

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This episode is a clip of Jonathan Wellum and Marc Petrone, originally airing on October 27th, 2025.

Jonathan and Marc open the show by discussing the disastrous ad that was aired by the Ontario provincial government that has compromised a potential trade deal between Canada and the US. They go on to discuss Canada's current exports and the

need to develop our resource sector to come to deals that benefit Canadians.

Jonathan and Marc also discuss the challenges that face the Canadian dollar in light of a potential interest rate reduction - inflation, unemployment, and stagnating economic growth.

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This episode is a clip of Jonathan Wellum and Wealthion's James O'Connor, originally airing on October 21st, 2025.

Is the U.S. quietly entering a new boom while Canada slips into a policy-driven slowdown? CEO and CIO of Rocklinc, Jonathan Wellum, joins James Connor to lay out a clear, data-grounded case: capital and industry are flowing back to America on pro-growth policy and tax incentives, while Canada’s over-regulation, carbon taxes, and hostility to energy have throttled investment and jobs. He also warns that AI-led valuations are stretched (S&P 500 PE of 30× vs a healthier 18–20×) and explains why his portfolios keep a sizable allocation to gold and silver as fiat currencies lose purchasing power.Topics include:

• Why U.S. policy (lower taxes, deregulation, onshoring) is attracting trillions in capital, and what that means for markets
• How Canada’s policy mix has driven away investment (including an estimated $670B in lost energy capital) and risks rising unemployment
• The AI bubble risk: why even great companies can’t command “infinite” prices forever
• Portfolio positioning for the next cycle: quality software, healthcare, data-center infrastructure, and a 28–30% position in precious metals
• The silver setup: constrained primary supply, rising industrial demand, and why shortages matter for investors
• The macro through-line: high debt loads imply long-run fiat debasement, own real assets

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