Show Notes
Inflation remains stubborn, interest rates are elevated, AI spending is exploding and global debt continues to climb. Jonathan Wellum says investors need to pay attention to what all of those forces could mean for markets — and for the purchasing power of their money.Jonathan Wellum, CEO and CIO of RockLinc Investment Partners, joins Maggie Lake to explain why he believes we are in a “debt bubble,” why higher inflation and interest rates could put pressure on stock valuations, and why massive investment in artificial intelligence could eventually lead to overinvestment, write-offs and financial damage.Wellum also explains why investors should focus on companies with pricing power and strong balance sheets, why he continues to favor hard assets such as gold, silver, copper and uranium, and why bonds could eventually become an attractive opportunity again if interest rates peak and the economy slows.Plus, Jonathan takes us inside his recent visit to the historic Prairie Creek mining project in Canada’s Northwest Territories — a remarkable silver and critical-minerals project originally developed by the Hunt brothers.In this conversation:• Why Jonathan Wellum says we’re in a debt bubble• What persistent inflation means for stock valuations• Why higher interest rates are putting pressure on the financial system• The risk of overinvestment in the AI boom• Why gold can help protect purchasing power• The structural case for silver, copper and uranium• Why investors shouldn’t completely give up on bonds• What Jonathan is looking for before extending bond duration• The extraordinary story of the Prairie Creek silver mine• How investors can build more resilient portfolios in volatile markets 💡 Jonathan Wellum warns that stubborn inflation, higher interest rates and a massive global debt burden could put increasing pressure on markets — making capital preservation and purchasing power more important than ever. Sign up for a free portfolio review with one of Wealthion’s trusted advisors to see whether your portfolio is positioned for a more volatile investing environment: https://bit.ly/4xFx2Jr Chapters:0:00 — We’re in a Debt Bubble0:19 — Jonathan Wellum on Inflation & Market Volatility1:01 — What Stubborn Inflation Means for Your Portfolio4:26 — Is “Buy the Dip” Becoming Dangerous?5:17 — AI Stocks, High Valuations & Coming Write-Offs7:17 — Why Wellum Says We’re in a Debt Bubble7:55 — Could Bonds Become a Great Trade Again?10:26 — Wealthion Membership11:01 — How Wellum Is Positioning in Bonds13:16 — Gold, Silver, Copper & the Commodity Opportunity15:30 — The $350 Trillion Global Debt Problem16:36 — Could Interest Costs Surpass Social Security?17:44 — Gold, Inflation & Financial Repression18:25 — The Demographic Crisis Investors Are Missing19:47 — Reshoring, Global Tensions & Protecting Purchasing Power22:05 — Where Wellum Sees Defensive Opportunities23:01 — Inside the Hunt Brothers’ Abandoned Silver Mine25:33 — Why Prairie Creek Could Come Back to Life27:31 — Is Wellum Investing in the Silver Mine?28:55 — How Investors Should Navigate What Comes Next
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#JonathanWellum #Inflation #Debt #Gold #AI #InterestRates #StockMarket #Investing #Silver #Commodities #FederalReserve #Wealthion________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. 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 and hosts, they are to be viewed as personal opinions and not as investment advic
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