Oil & Gas Uncertainty: The War in Iran Strains Global Markets | Jonathan Wellum on The Marc Patrone Show (03.16.26)

*👉 *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*⏰00:00 Rocklinc ETF AD: https://rocklinc.com/etf/00:54 Market Rally and Oil Drop01:37 Oil Futures and War Risk02:42 Private Real Estate Funds04:06 Gated Funds Liquidity Crunch06:10 Bubble Risks and Write Downs06:56 Canada Slowdown and Inflation07:49 Discretionary Spending Slump09:07 US Economy and Trump Policies11:03 Poilievre Auto Pact Proposal12:50 Canada Auto Industry Stakes14:05 Japan Energy Deal Fallout16:02 RockLinc Contact and WrapRocklinc CEO, Jonathan Wellum, joins Marc Patrone to talk about the recent price volatility in oil and gas thanks to the war in Iran. However, with oil futures months out near $60, suggesting markets expect hostilities with Iran to ease and the Strait of Hormuz to remain open. Jonathan also warns about private real estate funds: roughly $80B has flowed in; about 40% is now in gated funds that limit redemptions; yields have been cut; and potential write-downs may come as Canada’s economy softens. They link easing inflation to weak growth and reduced discretionary spending, contrast conditions with a stronger U.S. economy, discuss Pierre Poilievre’s auto production-for-duty-free-sales proposal, and criticize Canada’s energy policy amid Japan’s $56B U.S. energy deal. ===========================*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/UCvEh2n3BPa69TBsnVD1J1JQ*Want help achieving your financial goals? Contact us today!*✉️ [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 #newstalk #valueinvesting