ROCKLINC Investment Partners

Worth Investing with Jonathan Wellum

Business EN ↓ 67 episodes

Get insights into the strategies and companies that are behind your portfolio with ROCKLINC Investment Partners.

Author

ROCKLINC Investment Partners

Category

Business

Podcast website

www.rocklinc.com

Latest episode

Jul 8, 2026

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Episodes

Ep: 42 | Understanding Inflation(w/Marc Petrone) 15.12.2025

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%). J...

Ep: 41 | The Importance of Free Speech (w/Marc Petrone) 09.12.2025

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 country Jona...

Ep: 40 | Bay St. vs Main St. - What's going on in the Canadian Economy? (w/Marc Petrone) 03.12.2025

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...

Ep: 39 | "Who Cares?" (w/Marc Petrone) 03.12.2025

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...

Ep: 38 | Precious Metals Update (w/Marc Petrone) 18.11.2025

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 socia...

Ep: 37 | Budget Incoming (w/Marc Petrone) 04.11.2025

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...

Ep: 36 | Ford Fumbles the Trade Deal (w/Marc Petrone) 27.10.2025

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...

Ep: 35 | The Great Divide - U.S. Strength, Canadian Decline, and the AI Bubble & Gold Play 22.10.2025

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 incentiv...

Ep: 34 | Managing Risk During Market Volatility (w/Marc Petrone) 22.10.2025

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...

Ep: 33 | Easy Case for Hard Assets 09.10.2025

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 purc...

Ep: 32 | Brain Drain (w/Marc Petrone) 06.10.2025

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 h...

Ep: 31 | Stalling Trade Talks (w/Marc Petrone) 02.10.2025

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 willin...

Ep: 30 | Snowballing Bad Policy (w/Marc Petrone) 22.09.2025

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...

Ep: 29 | The Case for Value Investing 19.09.2025

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 inve...

Ep: 28 | No Free Lunches (w/Marc Petrone) 16.09.2025

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 philosop...

Ep: 27 | Economy Stalling - Correction Coming? 15.09.2025

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 pressur...

Ep: 26 | Canada vs. U.S. Stocks: Where Investors Should Put Their Money 12.09.2025

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 ret...

Ep: 25 | Breakout Underway In Gold & Silver. How High Will They Go? 12.09.2025

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 silver How these trends may impact broader markets Why precious metals continue to remain an important part of a resilient portfolio Follow us on social media: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Ep: 24 | Public Sector Detox in the US (w/Marc Petrone) 12.09.2025

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 ov...

Ep: 23 | EI Is Up, But Elbows Are Down (w/Marc Petrone) 27.08.2025

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 US Carney drops the tough guy act - Canada drops retaliatory tariffs against the US in r...

Ep: 22 | The Artificial Economy (w/Marc Petrone) 18.08.2025

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 poise...

Ep: 21 | Market News & Long-Term Trends (from the Marc Petrone Show) 11.08.2025

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 d...

Ep: 20 | Capital Flows Where it is Respected 28.07.2025

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 Magnifi...

Ep: 19 | High Valuations, Tariffs, and Why Canada is Falling Behind 28.07.2025

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...

Ep: 18 | Probability of US Recession Shrinks 23.07.2025

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. Jon...

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