Image Source: Pixabay

Markets may be hitting new highs, but Jonathan Wellum, CEO of Rocklink Investment Partners, warns that valuations are stretched and investors need to be selective. In this interview with James Connor, he explains where he’s still finding value, how Trump’s tariffs and trade policies are reshaping the global economy, and why Canada risks falling further behind the United States.

Key insights from this conversation:
 • Why U.S. markets remain resilient despite rising tariffs and slowing consumers
 • How Trump’s lower taxes, deregulation & reshoring policies are strengthening America
 • Why meme stock speculation is a trap for retail investors
 • Where Jonathan sees real opportunity
 • His candid take on the Federal Reserve and why it distorts the free market
 • The structural problems holding back Canada’s economy compared to U.S. growth

Video Length: 00:39:39

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