Jonathan Wellum: How I’m Investing in an Overpriced & Volatile Market

Markets are near all-time highs, volatily is back, debt levels are soaring, and economic uncertainty is growing—is now the right time to be fully invested? Anthony Scaramucci welcomes Rocklinc Investment Partners CEO Jonathan Wellum to unpack his value investing strategy, why he’s keeping 25% cash on hand, and how to protect and grow your wealth in an overheated market.

🔹 In This Speak Up Interview:
✅ Are stocks too expensive? What today’s prices signal for investors
✅ Why holding cash can be a smart move – Liquidity vs. fear-based selling
✅ The biggest risks in 2025 – Debt, inflation, and interest rates
✅ Buffett’s strategy for uncertain markets – Lessons from the best investors
✅ Where to find real value – Investing wisely when prices are stretched
✅ How to stay disciplined & avoid emotional investing mistakes

📢 Watch now to learn how a professional and seasoned investor is navigating today’s ‘toppy’ market!

Get To Know: Rocklinc's Jonathan Wellum    • Get To Know: Rocklinc's Jonathan Wellum  

Investment Concerns? Get a free portfolio review from Jonathan Wellum at https://bit.ly/3D2Ytpp

Chapters:
1:15 - Jonathan’s Market Outlook: Where Do We Stand?
02:20 - 25% Cash: Positioning for a Bear Market
04:20 - Bear vs. Bull: Market Perspectives
07:25 - Sticky Rates: The Fed’s Tightrope
09:02 - Mag Seven: Big Tech & Market Concentration
11:05 - Buffett’s Blueprint: Core Investing Principles
13:32 - Hunting Hidden Gems: Finding Undervalued Opportunities
14:35 - Global View: Emerging vs. Developed Markets
15:57 - Weathering the Storm: Long-Term Strategies for Volatility
17:29 - Indexing Insight: Buffett’s Case for Passive Investing
19:06 - Beyond Stocks: The Role of Alternative Assets
21:17 - Learning from the Best: Shaping Investing Success
22:34 - Book Talk: Influential Reads for Aspiring Investors
25:37 - Inside the Firm: Building a Successful Registerd Investment Advisor

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