This episode is a clip of Jonathan Wellum and Marc Petrone, originally airing on October 22th, 2025.

Marc and Jonathan discuss volatility in the market. Jonathan explains some factors affecting the market movements including global politics, private credit, a profit-taking. Jonathan cautions investors to manage their risk appropriately in light of market volatility.

Marc and Jonathan also discuss the topic of inflation and the adjustments that economists can make to report inflation of 2-3%, while real rates could be as high as 2-3x what is reported.

The two also discuss the new anti-fraud policy the Canadian government is announcing and the potential risks to greater government oversight into Canadians' finances and the growing concern over Canada adopting a CDBC.

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This episode is a clip of Jonathan Wellum and Adam Taggart from Thoughtful Money, originally airing on October 8th, 2025.

The Debt-to-GDP ratio of the world's largest economies is rising at a frightening pace as reckless deficit spending has become the order of the day.This is increasingly pushing investors into asset classes that offer protection from the inflation/loss of fiat currency purchasing power that results.Meanwhile, the gargantuan buildout of processing power and electricity generation & transmission need for AI is unleashing a global era of "Mine, Baby, Mine".This, also, is enticing investors to own natural resources. Combined together, these two trends paint a very compelling picture of relentless demand for hard assets for the foreseeable future.So, how to take advantage of this trend?

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This episode is a clip of Jonathan Wellum and Marc Petrone, originally airing on October 6th, 2025.

In this week's episode, Jonathan and Marc discuss how the current administrations in Canada, both federally and provincially are pushing policy that drives away businesses and professionals from Canada. Companies aren't interested in the heavy taxation and regulation, and professionals are heading to the US in search for better opportunity.

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

Jonathan and Marc open the show discussing the amazing performance of gold. Jonathan speaks to how predictable this movement has been based on the global financial

situation.

They also discuss the stalling trade talks between Canada and the US. Jonathan argues that our leaders will need to be willing to offer compromise in order to reach an agreement and focus on economic growth.

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This episode is a clip of Jonathan Wellum and Marc Petrone, originally airing on September 22nd, 2025.

The Bank of Canada has long failed at its mandate to keep inflation to a reasonable level. It has allowed itself to become a highly politicized institution by bending to Ottawa's influence causing significant harm to Canadians that is felt in the cost of goods, food, housing and much more.

In this episode, Jonathan and Marc discuss central banks, ongoing trade negotiations with the US, and Carney's "deal" with Mexico.

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This episode is a clip of Jonathan Wellum and Wealthion's James O'Connor, originally airing on September 18th, 2025.

Value investing has created more wealth than any other strategy, but in today’s world of meme stocks, AI hype, and constant market noise, does it still work? In this interview, Jonathan Wellum, CEO of RockLinc Investment Partners, joins James Connor to explain why value investing remains the most reliable path to building wealth. He breaks down how focusing on fundamentals, patience, and discipline outperforms speculation and trading in the long run. Jonathan shares lessons from Warren Buffett and Peter Lynch, explains the power of compounding and tax efficiency, and shows how value investors avoid “torpedo stocks” that can wipe out portfolios. He also discusses today’s market challenges, from the dominance of the “Magnificent 7” to overlooked opportunities in sectors like precious metals.

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

Jonathan and Marc open to show discussing the massive market caps of companies like Alphabet reaching $3 trillion dwarfing the economies of some countries, including Canada.

They go on to discuss the harmful effects of an over inflated public sector, comparing and contrasting the general philosophies of Canadians and Americans. This comparison becomes all the more apparent as Canada's government promises an increase to new home builds - another disaster waiting to happen!

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This episode is a clip of Jonathan Wellum and Wealthion's Maggie Lake, originally airing on September 11, 2025.

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This episode is a clip of Jonathan Wellum and Wealthion's James O'Connor, originally airing on August 20, 2025.

Jonathan and James discuss aspects of the Canadian and US markets, and how investors should allocate their investments. 

Expect to learn: 

• Why the U.S. market is deeper, more diversified, and a global growth engine.
• Canada’s heavy reliance on commodities, and why this makes returns more cyclical.
• The impact of currency swings (CAD vs. USD) on cross-border returns.
• Tax considerations for Canadians buying U.S. stocks (and vice versa).
• Why U.S. markets have outperformed for decades — and whether that will continue.
• Hidden Canadian gems like Cameco, Franco-Nevada, and Wheaton Precious Metals, and global firms like Brookfield and Constellation Software.
• How ROCKLINC allocates today.

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This episode is a clip of Jonathan Wellum and Thoughtful Money's Adam Taggart, originally airing on September 3, 2025.



In the video, Jonathan and Adam discuss:

• What's driving the momentum in gold and silver

• How these trends may impact broader markets

• Why precious metals continue to remain an important part of a resilient portfolio

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