EPISODE · Mar 4, 2026 · 16 MIN
Ep 50 | Oil Shock, ESG Backlash, and Canada’s Energy Future | 03.02.26 (The Marc Patrone Show)
from Worth Investing with Jonathan Wellum · host ROCKLINC Investment Partners
👉 *Click Here to Subscribe:* https://www.youtube.com/@RockLincPartners*Please visit https://www.rocklinc.com for the latest prospectus, Fund Facts, and other information on the ROCKLINC Principled Equity ETF: https://rocklinc.com/etf/ https://youtu.be/e34BGJZlqDA?si=i2I7gqZlkyj83sbB*Learn more about Rocklinc: https://www.youtube.com/playlist?list=PLjbJS8-FZgaExMwLylSU6IOMMaSkT0y_P or visit our website: https://www.rocklinc.com📖 Chapters ⏰0:00 - Rocklinc ETF AD: https://rocklinc.com/etf/00:56 Introduction01:34 Iran War Oil Shock03:33 Canada Energy Failure06:03 Vanguard Antitrust Case06:40 ESG Proxy Voting Impact09:23 Exxon Coal Pushback11:24 Vanguard Settlement Fallout12:39 Vancouver Land Rights Alarm15:09 Contact Rocklinc Wrap UpMarc welcomes Jonathan Wellum of Rocklinc Investment Partners to discuss market risks after a strong year, focusing on the war in Iran, the closure of the Strait of Hormuz, and oil’s jump to about $72.64, with implications for inflation and bond yields. They argue the situation highlights Canada’s failure to expand energy production and infrastructure, noting LNG imports from Australia to Canada’s east coast. Wellum explains an antitrust action brought by 13 Republican-led states against major index-fund firms over ESG-driven proxy voting, saying such policies can harm fiduciary returns; he cites Exxon’s pullback from green allocations and suggests the settlement sets a precedent and has already shifted proxy-voting control back toward pension funds. The conversation also covers a Juno News report on Vancouver-area land and concerns about property rights, investment deterrence, and B.C.’s deficits, before closing with Rocklinc contact details and a free portfolio review offer.===========================Connect with us! =============================Get a free portfolio review with Jonathan Wellum and the team at Rocklinc, visit: https://bit.ly/4anVNzdGet To Know Jonathan Wellum: https://youtu.be/ezMiX0FtZ7g*Follow us on social media:*👉 X: https://x.com/RocklincIP👉 Facebook: https://www.facebook.com/rocklinc👉 LinkedIn: https://www.linkedin.com/company/19148766/admin/dashboard/👉 YouTube: https://www.youtube.com/channel/UCvEh2n3BPa69TBsnVD1J1JQWant help achieving your financial goals? Contact us!: ✉️ [email protected], or 📞 call us 905.631.5462.===========================Subscribe and Listen to the Worth Investing Podcast HERE:📱 ===========================➡︎ YT: @RockLincPartners https://www.youtube.com/playlist?list=PLjbJS8-FZgaH4MJzgk5oC8AmmvbwO48ay➡︎ Spotify: https://open.spotify.com/show/7jvdMbs6xJImhFphSyCIAE?si=258d98dbb7224257*Disclaimer:* Please see rocklinc.com for further information. This content is for informational purposes only.Copyright © 2026 ROCKLINC Investment Partners Inc. All rights reserved.#rocklinc #iran #usa #oil
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Ep 50 | Oil Shock, ESG Backlash, and Canada’s Energy Future | 03.02.26 (The Marc Patrone Show)
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