Jonathan Wellum: High Valuations, Tariffs & Why Canada Is Falling Behind

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

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Chapters:
0:37 - Q2 Earnings Are Crushing It: Time to Buy or Take Profits?
6:52 - Hidden Gems: Where the Real Value Lies Right Now
11:26 - Your Winning Edge: Bottom-Up Picks or Big-Picture Trends?
12:50 - Nvidia at $4 Trillion: Still Room to Run or Bubble Territory?
14:38 - Apple’s Stumble: Perfect Buying Opportunity or a Value Trap?
16:29 - Meme Stocks Are Back: Smart Money Signal or Market Madness?
18:40 - The U.S. Economy, Built on Strength or Running on Fumes?
22:39 - Next Week’s Fed Decision: Will Powell Blink and Cut Rates?
24:06 - Wealthion Golden Nugget: What If Powell Gets Fired? Could Markets Melt Down?
26:23 - $2.5B Fed HQ Renovation: Smart Investment or Total Waste?
28:12 - Mark Carney for Canada: Visionary Leader or More of the Same?
31:37 - Can Canada Really Build Its Future? Resources vs. Reality

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