DiscoverWealthion - Be Financially ResilientJonathan Wellum: Ask Me Anything - Protecting Wealth in an Overvalued Market
Jonathan Wellum: Ask Me Anything - Protecting Wealth in an Overvalued Market

Jonathan Wellum: Ask Me Anything - Protecting Wealth in an Overvalued Market

Update: 2025-11-05
Share

Description

💡Get a free portfolio review with Jonathan Wellum and the team at Rocklinc, visit: https://bit.ly/4qFE3Hb




Markets are expensive. Debt is historic. AI valuations are pricing in growth forever. So how do you protect and grow your wealth? In this Ask Me Anything, Rocklink CEO & CIO Jonathan Wellum answers these and more relevant and timely questions from viewers. He joins the channel’s executive producer, Mario Rodriguez, to discuss how to stay disciplined when hype and momentum dominate markets, why cash can be strategic, how to recognize when great companies are too expensive, and how to defend your purchasing power in the face of ongoing currency debasement, mountain debt, and fiscal deficits.




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




💡Protect your wealth and purchasing power with real gold and silver through Hard Assets Alliance: https://www.hardassetsalliance.com/?aff=WTH




Chapters:


1:07 - Is the Fed Cutting Too Soon or Right on Time?


3:47 - How Do Moats and Pricing Power Shield Us From Inflation?


7:47 - Recession Ahead, Or Can the U.S. Thread the Needle?


16:36 - Dot-Com-Level Valuations: Due for a Real Correction, And How Are You Positioning?


23:23 - Where Are You Finding Value Now: Sectors or Stocks That Still Make Sense?


28:41 - Why Carry 25% Portfolio Cash Levels: Waiting for Catalysts or Bargains?


32:22 - What Triggers a Sell? Jonathan’s Exit Discipline in Practice.


37:19 - ⭐️Wealthion Golden Nugget: Gold & Silver, Debasement Hedge or Upside Bet?


43:35 - Central Banks’ Gold vs. Treasuries: What Does this Shift Signal?


46:10 - Staying Disciplined When Hype Dominates: How Should Investors Keep Their Edge?


50:50 - Serious About Investing (Not Trading): Jonathan’s Must-Read Books.




Connect with us online:


Website: https://www.wealthion.com


X: https://www.x.com/wealthion


Instagram: https://www.instagram.com/wealthionofficial/


LinkedIn: https://www.linkedin.com/company/wealthion/




#Wealthion #Wealth #Finance #investing #AMA #AskMeAnything #JonathanWellum #Rocklinc #ValueInvesting #MacroInvesting #PortfolioStrategy #ProtectYourWealth #PurchasingPower #Gold #Silver #PreciousMetals #HardAssets #RecessionRisk #MarketOutlook #LongTermInvesting #CashStrategy #SellDiscipline




________________________________________________________________________


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 advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.


 


We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.


 


The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Comments 
In Channel
loading
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Jonathan Wellum: Ask Me Anything - Protecting Wealth in an Overvalued Market

Jonathan Wellum: Ask Me Anything - Protecting Wealth in an Overvalued Market

Wealthion