PODCAST · business
Worth Investing with Jonathan Wellum
by ROCKLINC Investment Partners
Get insights into the strategies and companies that are behind your portfolio with ROCKLINC Investment Partners.
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WEALTH FUND? What Wealth? | Jonathan Wellum on The Marc Patrone Show | 04.27.26
Rocklinc’s Jonathan Wellum on Carney’s “Sovereign Wealth” Fund, Capital Flight, and Rogers LayoffsHost Marc Patrone welcomes Rocklinc President and CEO Jonathan Wellum on his show, where they criticize Mark Carney’s proposed $25B “sovereign wealth” fund, arguing it is debt-funded, bureaucratic, prone to government picking winners and losers, and unlike Norway’s wealth fund. Canada should instead cut taxes, restrain spending, repay debt, and streamline regulations to restore predictability and attract private capital after significant capital flight and foregone projects. They also discuss reports that Rogers is offering buyouts to about half its workforce, attributing pressures to technology, competition (including satellite players), and fragmented media, and note that Rocklinc avoids telecom/media investments. 📖 **Chapters** ⏰00:00 Rocklinc ETF AD: https://www.youtube.com/watch?v=e34BGJZlqDA01:05 Host Intro and Anniversary02:13 Carney Debt Fund Breakdown05:05 Why It’s Not Norway05:54 Cronyism and Market Distortions10:23 Leveling the Resource Playing Field11:58 Rogers Buyouts and Telecom Shakeup15:14 Regulation, Competition, and AI Pressure16:40 Rocklinc Contact and Wrap Up👉 Click Here to Subscribe: https://www.youtube.com/@RockLincPartners?sub_confirmation=1*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/*Learn more about ROCKLINC: https://www.youtube.com/playlist?list=PLjbJS8-FZgaExMwLylSU6IOMMaSkT0y_POr visit our website: https://www.rocklinc.com=============================Connect with us=============================Get a free portfolio review with Jonathan Wellum and the ROCKLINC team: 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/rocklinc-investment-partners-inc-👉 YouTube: https://www.youtube.com/@RockLincPartnersWant help achieving your financial goals? Contact us:✉️ [email protected]📞 905.631.5462#ROCKLINC #PrincipledInvesting #RKLC #ValueInvesting #HardAssets #markcarney #cdnpoli*Disclaimer: The views expressed are those of ROCKLINC Investment Partners Inc. as of the date of recording and are subject to change. This material is for information only and is not investment, legal, or tax advice. ROCKLINC and/or its funds, including RKLC, may hold positions in any security discussed. Past performance is not indicative of future returns.
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The Inequality of Equalization | Jonathan Wellum on The Marc Patrone Show (04.20.26)
Canada's economic situation is bleak. As a nation, we seem more interested in redistributing a shrinking pie than growing ours. No surprise we have chased over $1 trillion in capital out of the country.You cannot grow productivity without investment. You cannot grow GDP without investment. And you cannot attract investment with high taxes, slow permitting, and a government that slow-walks every resource project it touches.Jonathan Wellum, CEO and CIO of Rocklinc Investment Partners, joins Marc Patrone on NewsTalk Sauga 960 to break down the numbers behind Canada's fiscal imbalance — and what it means for your portfolio.In this episode:(00:00) Rocklinc ETF Ad(00:53) Market Rebound Outlook(01:47) Valuations and Volatility Tips(04:06) War Risk and Market Mood(05:01) Ontario Becomes a Have-Not Province(06:18) Equalization Numbers Shock — $200B over 10 years, $100B+ to Quebec(09:12) If Alberta Leaves Canada — What Happens to the Dollar?(10:54) Protecting Your Portfolio From Canadian Concentration Risk(12:30) Capital Flight, Productivity, and the $1 Trillion Exit(16:03) Ontario and Trade Deal Risks — CUSMA, Auto Sector, Toyota(17:07) The Multiplier Effect of Losing Private Sector Jobs(18:33) How to Reach RocklincKey numbers discussed:$200 billion in equalization payments over the last 10 yearsOver $100 billion to Quebec aloneAlberta net negative $244 billion over 15 yearsCanada has chased $1 trillion+ in capital out of the country (RBC)Equalization payments now running at $25 billion per yearLearn more about Rocklinc Investment Partners: rocklinc.comROCKLINC Principled Equity ETF (TSX: RKLC): rocklinc.com/etfFree portfolio review: bit.ly/4anVNzdEmail: [email protected]: 905.631.5462Follow Rocklinc:X (Twitter): x.com/RocklincIPLinkedIn: linkedin.com/company/rocklinc-investment-partners-inc-Facebook: facebook.com/rocklincYouTube: youtube.com/@RockLincPartnersPlease see rocklinc.com for further information. This content is for informational purposes only.Copyright 2026 ROCKLINC Investment Partners Inc. All rights reserved.
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The Market Waiting Game | | Jonathan Wellum on The Marc Patrone Show (04.07.26)
👉 Click Here to Subscribe:https://www.youtube.com/@RockLincPartnersJonathan Wellum, CEO and President of Rocklinc, joins us to discuss the latest Iran news and its impact on the economy. We examine the significant financial implications, particularly concerning oil prices and rising borrowing costs. This discussion is essential for anyone interested in investing and understanding global geopolitics.📖 Chapters⏰00:00 Rocklinc ETF AD: https://rocklinc.com/etf/00:00 Final Segment Kickoff00:20 Iran Tensions Hit Markets01:08 Investing Through Volatility03:08 Don’t Chase Oil Spikes04:18 Uranium and Nuclear Upside05:14 Canada Forecast Downgrade06:27 Ontario Debt Warning07:51 Industrial Carbon Tax Surge10:00 Media Narrative and Blame11:19 US Growth Versus Canada13:01 Government Bloat and Brain Drain14:10 Immigration and Policy Critique15:02 Rocklinc Contact and Wrap*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===========================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/ezMiX0FtZ7gFollow 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 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=258d98dbb7224257Disclaimer:Please see rocklinc.com for further information. This content is for informational purposes only.Copyright © 2026 ROCKLINC Investment Partners Inc. All rights reserved.#rocklinc #debt #gold #silver #iran #irannews #newstalk #valueinvesting
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Doug Ford’s Debt & the Risks of Tax-and-Spend Politics | The Marc Patrone Show (03.30.26)
👉 *Click Here to Subscribe:* https://www.youtube.com/@RockLincPartnersMark welcomes Jonathan Wellum, president and CEO of Rocklinc Investment Partners, to discuss recent market volatility tied to rising oil prices and conflict in Iran, before turning to Ontario politics and finances. Reacting to a Doug Ford clip and the latest provincial budget, Jonathan argues that Ontario has shifted from past prosperity to soaring debt approaching $500B and a roughly 40% debt-to-GDP ratio, blaming decades of governments and criticizing Ford for continuing large deficits, meddling in the economy, and backing failed battery investments. They say healthcare and education consume most of the spending yet remain dysfunctional, warn that rising interest costs will squeeze living standards, and compare Ontario’s lagging GDP performance to New York State and Alabama. The conversation also critiques Avi Lewis’s call to tax corporations and billionaires, arguing that such ideas would drive capital away. *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/00:50 Doug Ford is a Joke01:40 Ontario Debt Explosion04:20 Ford Not Conservative05:06 Education and Healthcare Failures06:49 Debt Interest and GDP Gap08:20 Why Ford Keeps Spending13:06 Avi Lewis Tax the Rich14:58 Capital Flight and Grocery Reality17:09 Rocklinc Contact and Wrap===========================*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/ezMiX0FtZ7gFollow 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 #debt #gold #silver #ontario #dougford #debt #deficit #newstalk #valueinvesting
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Market Volatility Provides Great Opportunities | Jonathan Wellum on The Marc Patrone Show (03.23.26)
👉 Click Here to Subscribe: https://www.youtube.com/@RockLincPartnersPlease 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=i2I7gqZlkyj83sbBWe are excited to announce the launch of the Rocklinc Principled Equity ETF, TSX:RKLC, a significant step forward in our approach to investing. This new ETF embodies our core equity strategy and commitment to sound portfolio management, providing a unique opportunity for those looking to grow their capital. Tune in to hear Jonathan Wellum discuss market performance and specific investments, offering valuable insights for navigating the stock market.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/00:56 Market Whiplash Today01:40 Oil Gold Volatility Explained02:45 Gold Pullback Advice04:04 Mining Stocks Opportunity05:10 Silver Copper Long-Term Case07:17 Canada Government Spending Surge08:48 Provinces Compared Alberta vs Nova Scotia09:26 Why Big Government Hurts Growth11:48 Bureaucracy Waste Consultants13:27 How to Contact Rocklinc14:10 Closing, Thanks, and SignoffAfter a strong year in markets, Rocklinc CEO Jonathan Wellum joins Marc Patrone to discuss recent volatility, including a sharp Dow rally, falling oil and gold prices, and the importance of staying patient, avoiding leverage, and owning a quality portfolio. Wellum argues gold’s pullback is normal after a rapid rise and says the long-term case remains intact due to worsening debt and currency erosion; he also highlights potential opportunities in major gold miners, royalty companies, silver (supported by industrial demand and supply deficits), and copper, noting equities have fallen more than the commodity price and could suit disciplined 1–3 year investors. The conversation then shifts to a Fraser Institute report on Canadian government spending as a share of GDP, which argues that public-sector growth is crowding out the private sector and contributing to stagnation.===========================*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/ezMiX0FtZ7gFollow 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 #debt #gold #silver #copper #oil #newstalk #valueinvesting
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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
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Canadians NEED Principled Investing in Time of Tumult | Jonathan Wellum (The Marc Patrone Show - 03.10.26)
*👉 *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/00:56 Introduction01:36 Non-Prime Lender Warning03:38 Consumer Debt and Defaults06:19 Oil Price Whiplash09:53 Canada Housing Stats12:02 Rates, Inflation, and Recession14:26 Startups and Brain Drain18:40 Rocklinc Contact and WrapAfter an introduction promoting Rocklinc Investment Partners for a no-obligation portfolio review, host Marc speaks with CEO Jonathan Wellum on Sauga Newstalk 960 (Tuesday, March 10). Wellum cites the sharp decline of non-prime consumer lender goeasy (GSY) and rising bad-loan charges as evidence Canadian consumers are under heavy debt pressure, which he expects to spill into housing via more defaults and potential 20–30% home price declines amid high price-to-income ratios and rising vacancies. They discuss recent oil price swings tied to Middle East tensions and shipping through the Strait of Hormuz, warning retail investors against short-term speculation and suggesting prices may settle below $80 over time. The conversation also covers weak GDP per capita, capital and talent moving to the U.S., and calls for lower taxes, less regulation, and more resource development in Canada.===========================*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 #cvalueinvesting
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Ep 50 | Oil Shock, ESG Backlash, and Canada’s Energy Future | 03.02.26 (The Marc Patrone Show)
👉 *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 49 | Elbows Up Isn't Working! | Jonathan Wellum on The Marc Patrone Show (02.23.26)
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=i2I7gqZlkyj83sbBLearn more about Rocklinc: https://www.youtube.com/playlist?list=PLjbJS8-FZgaExMwLylSU6IOMMaSkT0y_P or visit our website: https://www.rocklinc.comJonathan Wellum speaks about how Canada's economy is failing as it continues its asinine elbow-up approach with the US in his recent appearance on The Marc Patrone Show. 📖 Chapters ⏰0:00 - Rocklinc ETF AD: https://rocklinc.com/etf/0:52 - Elbows Up Isn't Working!===========================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 #bitcoin #dougford #elbowsup
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The Blockchain Gospel: How Bitcoin Revives Ancient Gnostic Ideas
*Please visit www.rocklinc.com for the latest prospectus, Fund Facts, and other information on the ROCKLINC Principled Equity ETF*Learn more about Rocklinc: https://www.youtube.com/playlist?list=PLjbJS8-FZgaExMwLylSU6IOMMaSkT0y_P or visit our website: rocklinc.comRocklinc CEO, Jonathan Wellum, draws a connection between these philosophical movements and the rise of "cryptocurrency," particularly Bitcoin ("btc"), and modern ideas, such as "transhuman design" and "posthumanism," echo ancient Gnostic concepts and their contemporary relevance.⏰ Timecodes ⏰0:00 - Introduction0:45 - #1: Rejecting the Physical World as the True Reality1:52 - #2: Dualism: Digital vs. Physical, Spirit vs. Matter3:11 - #3: Secret Knowledge and an Elite Group4:22 - #4: End-of-the-World View and a Big Reset5:31 - #5: Simplicity and Letting Go6:05 - #6: The Mysterious Savior Who Vanishes6:34 - The Hidden Physical Backbone of the Digital Revolution7:55 - Conclusion===========================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.
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Ep 48 | Canada's Growing Debt Crisis (The Marc Patrone Show | 02.17.26)
Please visit www.rocklinc.com for the latest prospectus, Fund Facts, and other information on the ROCKLINC Principled Equity ETFLearn more about Rocklinc: https://www.youtube.com/playlist?list=PLjbJS8-FZgaExMwLylSU6IOMMaSkT0y_P or visit our website: rocklinc.comJoin Jonathan Wellum, CEO of Rocklinc Investment Partners, as he discusses crucial financial topics on "Worth Investing." This segment is from his most recent appearance on The Marc Patrone Show, which covers the free market, inflation, and infrastructure, offering insights into effective money management. Learn more about how these elements impact the broader economy and personal financial planning.Follow us on social media:*X: https://x.com/RocklincIPFacebook: https://www.facebook.com/rocklincLinkedIn: https://www.linkedin.com/company/19148766/admin/dashboard/YouTube: https://www.youtube.com/channel/UCvEh2n3BPa69TBsnVD1J1JQWant help achieving your financial goals? Contact us!Contact us: ✉️ [email protected], or 📞 call us 905.631.5462.Disclaimer:Please see rocklinc.com for further information. This content is for informational purposes only.Copyright © 2026 ROCKLINC Investment Partners Inc. All rights reserved.
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Ep. 47 | Analyzing Canada's Economic Path (The Marc Patrone Show | 02.09.26)
Please visit www.rocklinc.com for the latest prospectus, Fund Facts, and other information on the ROCKLINC Principled Equity ETFLearn more about Rocklinc: https://www.youtube.com/playlist?list=PLjbJS8-FZgaExMwLylSU6IOMMaSkT0y_P or visit our website: rocklinc.comJoin Jonathan Wellum, CEO of Rocklinc Investment Partners, as he discusses crucial financial topics on "Worth Investing." This segment is from his most recent appearance on The Marc Patrone Show, which covers the free market, inflation, and infrastructure, offering insights into effective money management. Learn more about how these elements impact the broader economy and personal financial planning.Follow us on social media:*X: https://x.com/RocklincIPFacebook: https://www.facebook.com/rocklincLinkedIn: https://www.linkedin.com/company/19148766/admin/dashboard/YouTube: https://www.youtube.com/channel/UCvEh2n3BPa69TBsnVD1J1JQWant help achieving your financial goals? Contact us!Contact us: ✉️ [email protected], or 📞 call us 905.631.5462.Disclaimer:Please see rocklinc.com for further information. This content is for informational purposes only.Copyright © 2026 ROCKLINC Investment Partners Inc. All rights reserved.
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Ep. 46 | Gold & Silver Turbulence (w/Marc Patrone)
This episode is a clip of Jonathan Wellum and Marc Patrone originally airing on February 02, 2026Jonathan Wellum, CEO of Rocklinc Investment Partners, analyzes the latest volatility in the precious metals market, its causes, and whether he still believes there is opportunity in the sector in 2026. Could a potential change in FED policy and leadership end the precious metals bull market? Tune in to find out.Follow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 45 | AI Valuations, U.S. Growth & Why Gold Still Wins in 2026
This episode is a clip of Jonathan Wellum and Wealthion host, Jimmy Connor originally airing on January 6, 2026After living through the dot-com bubble, Jonathan Wellum sees familiar warning signs emerging in today’s AI-driven market. But, he also sees opportunity where others aren’t looking.In this conversation with Jimmy Connor, Wellum, CEO of Rocklinc Investment Partners, shares his 2026 market outlook, explaining why investors don’t need to chase expensive AI stocks to benefit from the trend, why the U.S. economy remains best positioned for growth relative to the rest of the world, and why debt, rate cuts, and monetary policy continue to support gold and silver long-term. He also breaks down why Canada’s policy direction is actively pushing capital away, stifling future growth.Follow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 44 | Top Investing Trends for 2026
This episode is a clip of Jonathan Wellum and Thoughtful Money host, Adam Taggart originally airing on December 24, 2025Jonathan Wellum shares how he's positioning client capital for the year ahead & also takes live audience Q&AFollow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 43 | As Debt Grows, Precious Metals Will Keep Gaining Ground
This episode is a clip of Jonathan Wellum and Maggie Lake from Wealthion, originally airing on December 8th, 2025. In this conversation, Rocklinc Investment Partners CEO Jonathan Wellum delivers a stark warning on the global macro backdrop: debt levels that are no longer mathematically sustainable. With some economies approaching 300–400% debt-to-GDP, Wellum explains why this strain ultimately shows up in currency pressure, weaker growth, and rising demand for gold and silver as monetary insurance.Jonathan breaks down:How excessive deficits undermine fiat currencies over timeWhy gold and silver benefit when confidence in money erodesWhy volatility doesn’t invalidate the long-term precious metals thesisHow disciplined investors should think about allocation in fragile macro environmentsThis is not about short-term predictions — it’s about understanding the structural forces driving markets beneath the headlines.Follow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 42 | Understanding Inflation(w/Marc Petrone)
This episode is a clip of Jonathan Wellum and Marc Petrone, originally airing on December 15th, 2025. Canadian inflation numbers were reported this morning at 2.2%. This rate doesn't seem overly damaging, but Jonathan and Marc peel back the numbers. Savings on gasoline and travel (fewer people travelling) do not even come close to the rapid inflation in essential areas like groceries (4.7%). Jonathan gives his thoughts about the future of the inflation rate and cautions investors to make wise decisions to protect the purchasing power of their money. Follow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 41 | The Importance of Free Speech (w/Marc Petrone)
This episode is a clip of Jonathan Wellum and Marc Petrone, originally airing on December 8th, 2025. The employment numbers are not what they seem. Despite a reported gain of 54,000 jobs, this actually represented a loss of 9,000 full-time jobs and increase of 63,000 part-time jobs. There is a growing discontentment amongst especially young people trying to establish themselves in our countryJonathan and Mark go on to talk about Bill C-9 and its anti-free speech laws. Jonathan explains how issues of free speech negatively affect the economy and development of new technology and business.Follow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 40 | Bay St. vs Main St. - What's going on in the Canadian Economy? (w/Marc Petrone)
This episode is a clip of Jonathan Wellum and Marc Petrone, originally airing on December 1st, 2025. Marc and Jonathan open the show by discussing the launch of ROCKLINC's new ETF, the ROCKLINC Principled Equity ETF (RKLC) now trading on the TSX. Jonathan gives his thoughts on the recent GDP numbers. Jonathan explains how the TSX performance isn't always a strong indicator of the Canadian economy given that may businesses operate in other countries and commodities have bolstered much of the TSX's performance year to date which is removed from the experience of most Canadians buying goods and services. Follow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 39 | "Who Cares?" (w/Marc Petrone)
This episode is a clip of Jonathan Wellum and Marc Petrone, originally airing on November 24th, 2025. Join Jonathan and Mark as they continue to discuss the ongoing trade issues between Canada and the US. They discuss Carney's "Who Cares?" comment, pointing to the Prime Minister's attitude being a contributing factor to our lack of a deal. The USMCA comes to an expiration in the coming months, and if Carney doesn't take a more serious tune, we could find ourself facing greater challenges. Follow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 38 | Precious Metals Update (w/Marc Petrone)
This episode is a clip of Jonathan Wellum and Marc Petrone, originally airing on November 18rd, 2025. Jonathan recently attended a precious metals conference in Zurich, Switzerland. He shares some of his key insights from the conference with Marc , including ROCKLINC's continued focus on the precious metals space as governments continue to debase currencies around the world.Follow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 37 | Budget Incoming (w/Marc Petrone)
This episode is a clip of Jonathan Wellum and Marc Petrone, originally airing on November 3rd, 2025. Jonathan and Marc discuss the budget to be released on November 4th. Jonathan outlines what would be ideal to benefit Canadians and grow the economy. He contrasts that with his expectations for what will be included in the budget. Follow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 36 | Ford Fumbles the Trade Deal (w/Marc Petrone)
This episode is a clip of Jonathan Wellum and Marc Petrone, originally airing on October 27th, 2025. Jonathan and Marc open the show by discussing the disastrous ad that was aired by the Ontario provincial government that has compromised a potential trade deal between Canada and the US. They go on to discuss Canada's current exports and the need to develop our resource sector to come to deals that benefit Canadians. Jonathan and Marc also discuss the challenges that face the Canadian dollar in light of a potential interest rate reduction - inflation, unemployment, and stagnating economic growth.Follow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 35 | The Great Divide - U.S. Strength, Canadian Decline, and the AI Bubble & Gold Play
This episode is a clip of Jonathan Wellum and Wealthion's James O'Connor, originally airing on October 21st, 2025. Is the U.S. quietly entering a new boom while Canada slips into a policy-driven slowdown? CEO and CIO of Rocklinc, Jonathan Wellum, joins James Connor to lay out a clear, data-grounded case: capital and industry are flowing back to America on pro-growth policy and tax incentives, while Canada’s over-regulation, carbon taxes, and hostility to energy have throttled investment and jobs. He also warns that AI-led valuations are stretched (S&P 500 PE of 30× vs a healthier 18–20×) and explains why his portfolios keep a sizable allocation to gold and silver as fiat currencies lose purchasing power.Topics include:Why U.S. policy (lower taxes, deregulation, onshoring) is attracting trillions in capital, and what that means for marketsHow Canada’s policy mix has driven away investment (including an estimated $670B in lost energy capital) and risks rising unemploymentThe AI bubble risk: why even great companies can’t command “infinite” prices foreverPortfolio positioning for the next cycle: quality software, healthcare, data-center infrastructure, and a 28–30% position in precious metalsThe silver setup: constrained primary supply, rising industrial demand, and why shortages matter for investorsThe macro through-line: high debt loads imply long-run fiat debasement, own real assetsFollow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 34 | Managing Risk During Market Volatility (w/Marc Petrone)
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.Follow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 33 | Easy Case for Hard Assets
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?Follow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 32 | Brain Drain (w/Marc Petrone)
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. Follow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 31 | Stalling Trade Talks (w/Marc Petrone)
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. Follow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 30 | Snowballing Bad Policy (w/Marc Petrone)
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. Follow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 29 | The Case for Value Investing
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. Follow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 28 | No Free Lunches (w/Marc Petrone)
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!Follow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 27 | Economy Stalling - Correction Coming?
This episode is a clip of Jonathan Wellum and Wealthion's Maggie Lake, originally airing on September 11, 2025. Is America headed for a recession? ROCKLINC's Jonathan Wellum joins Maggie Lake to warn that the U.S. economy is slowing to “stall speed,” debt is spiralling out of control, and overvalued markets could face a 30–40% correction. He highlights gold and the debt crisis, Fed pressure to cut rates, and the risks of AI-driven stock mania. At the same time, Wellum highlights major opportunities in copper, nickel, and uranium as AI and electrification fuel unprecedented demand for energy and resources. His message: brace for short-term pain, but prepare for long-term gain with hard assets and disciplined investing.Follow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 26 | Canada vs. U.S. Stocks: Where Investors Should Put Their Money
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.Follow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 25 | Breakout Underway In Gold & Silver. How High Will They Go?
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 silverHow these trends may impact broader marketsWhy precious metals continue to remain an important part of a resilient portfolioFollow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 24 | Public Sector Detox in the US (w/Marc Petrone)
This episode is a clip of Jonathan Wellum and Marc Petrone, originally airing on September 8th, 2025. Jonathan and Marc open the show discussing Jonathan's upcoming speaking engagement to the Christian Embassy in Ottawa in early October where Jonathan will speak about the debt crisis, Canada's crossroads, and energy opportunities available to our nation. Together, Jonathan and Marc mull over the growing energy demands the world faces through growing electrification and AI. The demand for Canadian energy is higher than ever, but leaders refuse to develop the space. All the while growing our national debt.Jonathan and Marc also touch on Canada/US negotiations, US monetary policy, Canada Jobs reports, and more.Follow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 23 | EI Is Up, But Elbows Are Down (w/Marc Petrone)
This episode is a clip of Jonathan Wellum and Marc Petrone, originally airing on August 25, 2025. The number of Canadians on EI has increased over 11% year to date. Mark and Jonathan discuss the ramifications of immigration on the Canadian job market, comparing the Canadian government's approach to that of the USCarney drops the tough guy act - Canada drops retaliatory tariffs against the US in recognition of the need to have reasonable negotiations with the US. Canadian consumer spending is down as citizens feel the pain of inflation and slow growth on incomes Follow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 22 | The Artificial Economy (w/Marc Petrone)
This episode is a clip of Jonathan Wellum and Marc Petrone, originally airing on August 18, 2025. Marc and Jonathan start by discussing the issues with Air Canada and ROCKLINC's thoughts on the air travel industry The market seems to be expecting a cut in interest rates to come out of the Federal Reserve in the coming months. Jonathan also shares thoughts on what areas of the markets are poised to do well if a peace agreement is reached with Russia and Ukraine. Jonathan explains how commitment to the green agenda at a government level inflates the public sector while squashing the private sector and killing wealth. Follow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 21 | Market News & Long-Term Trends (from the Marc Petrone Show)
This episode is a clip of Jonathan Wellum and Marc Petrone, originally airing on August 11, 2025. Marc and Jonathan discuss issues in the renewable energies market that have resulted from the policies that many governments have put in place. Contrasting with some of the new policies from the Trump administration that focus on innovation. They also discuss the tension between the growth in AI and digitization and the push for renewable energy. As AI grows, the demand for energy grows with it. Jonathan gives some thoughts on the precious metals sector. Shorter term optimism has allowed the price to come off a bit, but long-term the trends continue to support the rising value of gold. Follow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 20 | Capital Flows Where it is Respected
This episode is a clip of Jonathan Wellum and Marc Petrone, originally airing on July 28, 2025. Jonathan and Marc discuss the recent deal between the EU and USA and the ramifications for Canada including the potential baseline tariffs of 15%Marc and Jonathan also chat about the state of American interest rates and what we could see coming out of the fed in the next few months.Much of the Magnificent 7 stocks report earnings this week as well. In general, companies have been reporting strong earnings and growth this season. Jonathan ends by giving an overview of ROCKLINC's process to helping clients build wealth - contact ROCKLINC today to learn more!Follow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 19 | High Valuations, Tariffs, and Why Canada is Falling Behind
This episode is a clip of Jonathan Wellum and Wealthion's James O'Connor, originally airing on July 24, 2025. On Wealthion's YouTube channel.In this interview with Wealthion’s James Connor, Jonathan delves into his continued sources of value, discusses the impact of Trump’s tariffs and trade policies on the global economy, and explores the risks Canada faces in falling further behind the United States. Here are some key insights from the conversation:U.S. Market ResilienceA Strengthening American EconomyMeme Stock SpeculationReal Market OpportunitiesFederal Reserve DistortionStructural Economic Challenges in CanadaFollow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 18 | Probability of US Recession Shrinks
This episode is a clip of Jonathan Wellum and Marc Petrone, originally airing on July 21, 2025. Jonathan and Marc chat about the debt situation of the provincial level in Canada, comparing Ontario's reckless spending with Alberta's responsible conservatism leading to economic growth. Jonathan also discusses the difficult concept of politicians that own investment assets in the economy. Jonathan points out that the key issues at play for Prime Minister Carney are the lack of transparency and his extensive relationships which could be leveraged to influence policy out of self-interest. Earnings season is well underway - the results show declining taxes and regulation costs leading to positive business growth and a strengthening of the US economy due to Donald Trump's policies.Follow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 17 | Carney Presses Pause on Trade War
This episode is a clip of Jonathan Wellum and Marc Petrone, originally airing on July 14, 2025. Jonathan and Marc discuss Prime Minister, Mark Carney's personal investment holdings and huge conflicts of interest this creates as he creates policy for Canada. It's summer vacation - the Prime Minister takes a holiday in the midst of one of the biggest negotiations in our nation's historyMarc and Jonathan also discuss the potential of President Trump's tariffs to lead to some long-term benefits. Follow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 16 | Buy, Hold, Sell: Jonathan Wellum on the Rules of Smart Investing
This episode is a clip of Jonathan Wellum and Wealthion's Trey Reikh, originally airing on June 30, 2025. On Wealthion's YouTube channel.In this in-depth interview, Jonathan shares ROCKLINC’s disciplined investment approach to build long term wealth for clients. He covers:How to find durable businesses in the right industriesWhy he relies on conservative DCF valuationThe power of compounding and tax deferralWhen to sell: mistakes, overvaluation, or better opportunitiesHow he sizes positions and builds portfoliosReal-world case studies from Amazon, Burford Capital, GROY, and Franco-NevadaFollow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 15 | America is Open for Business
This episode is a clip of Jonathan Wellum and Marc Petrone, originally airing on July 7, 2025. President Trump's Big Beautiful Bill has passed. In this episode, Jonathan and Marc Petrone discuss the potential effects this will have on the market and pressures that will be place on Canada to be able to compete with American Businesses. Follow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 14 | Carney Backs Down on Digital Services Tax
This episode is a clip of Jonathan Wellum and Marc Petrone, originally airing on June 30, 2025. The Carney government has dropped the digital services tax - Jonathan and Marc chat about the ongoing negotiations between Canada and the US. Going over the Canadian government's weakness in the conversation thus far and offering the strengths Canada has that our government could be leveraging to reach a deal. Jonathan talks about how ROCKLINC approaches investment in Canada in particular sectors, while leveraging where the economic growth is available. Follow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 13 | Markets Hanging On Despite Uncertainty
This episode is a clip of Jonathan Wellum and Marc Petrone, originally airing on June 23, 2025. Jonathan and Marc discuss the situation in the Middle East and how it has been affecting the markets. Jonathan highlights ROCKLINC's view identifying trends with a 3-5 year time horizon to effectively compound wealth. Jonathan and Marc discuss the energy markets as well including the global demand for oil, the energy demands of AI, and the challenges brought on by the push of electric vehicles. Follow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 12 | A Farewell to the Richard Syrett Show
This episode is a clip of Jonathan Wellum and Richard Syrett from the Richard Syrett show, originally airing on May 27, 2025. President Trumps Big Beautiful Bill has severe ramifications for taxes on US investments held by Canadians. Jonathan warns caution as well as patience to see exactly what the final bill will hold before making adjustments to your portfolioJonathan and Richard also consider the issues that lie ahead for Canada as layoffs continue to grow and the economy continues to slow. Our politicians are making big promises, but Canadians want the details to how improvements will actually be made!How should investors prepare? Jonathan advises to manage spending, pay down debt, and have a sound investing strategy to make your money work for you!Lastly, Jonathan and Richard share a goodbye as the Richard Syrett show draws to a close in the coming days. Jonathan and the team at ROCKLINC wish Richard all the best in his next endeavour!Follow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 11 | Why Do Precious Metals Businesses Trade At Such Low Valuations?
Why do precious metals businesses trade at low valuations? Get ignored? Or are vilified? This episode is a recorded presentation of Jonathan Wellum's investment thesis for the precious metals sector from the SME conference 2025. Jonathan outlines:The bigger picture: The foundation of the western world's moral and ethical framework has been deeply rooted in Judeo-Christian values. This framework is fundamental to understanding the value of humanity, and our role as stewards of the earth and its resources.Environmentalism: That is, extreme environmentalism. This worldview is willing to sacrifice the needs of people, viewing them as parasites to the earth. This view in its extreme devalues humanity and undermines growth and development. Opportunities driving commodities market: Such as increased digitization, growing energy demands, the green transition, and AIValuations the sector: stocks in the mining and energy sectors are trading cheap relative to the commonly chased tech stocks while offering exceptional growth. Fiat currency continues to lose its value as governments recklessly spend growing the disparity in the debt to GDP ratio. And gold's lasting ability to protect and grow wealth, demonstrated by gold's outperformance of the S&P500 since 2000. Follow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 10 | Gold: The Ultimate Sleuth Against Financialization (On the Richard Syrett Show)
This episode is a clip of Jonathan Wellum and Richard Syrett from the Richard Syrett show, originally airing on May 12, 2025. The US and China may be nearing a trade agreement. Jonathan and Richard discuss trade negotiations between the US and China and the effects on the global economy. Jonathan and Richard ponder how Canada can work with the US to move forward in productive ways rather than fuelling the antagonism that has dominated the discussion to date. The relationship in the price between gold and oil is indicating pressure in the global economy and could signal major recession. Jonathan gives insight into what this could mean and how to protect your portfolio. Follow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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Ep: 9 | Canada's Economy in Big Trouble?
This episode is of Jonathan Wellum and Wealthion's James Connor originally airing on April 29, 2025. Canada’s future is at a turning point. In this hard-hitting interview, RockLinc CEO Jonathan Wellum joins James Connor to expose the hidden forces behind the results of yesterday’s Canadian election and why economic storm clouds are gathering fast on both sides of the border.Jonathan reveals:How Donald Trump’s comments helped the Liberals winWhy Canada’s economy is sliding into crisis (GDP collapse, weak dollar, capital flight)The dangerous slowdown brewing in U.S. housing, shipping, and consumer spendingThe global trade reset is reshaping markets, and how to position your portfolioHis 2025 strategy: 28% cash, 20% precious metals, and focus on resilient businessesFollow us on social media: X | Facebook | LinkedIn | YoutubeWant help achieving your financial goals? Contact us!
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