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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 time
• Why gold and silver benefit when confidence in money erodes
• Why volatility doesn’t invalidate the long-term precious metals thesis
• How disciplined investors should think about allocation in fragile macro environments

This is not about short-term predictions — it’s about understanding the structural forces driving markets beneath the headlines.

Video Length: 00:33:45

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