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Jonathan Wellum: Buffett Hoards Cash – Is a Market Shift Coming?

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Conteúdo fornecido por Wealthion. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Wealthion ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

James Connor welcomes Jonathan Wellum, CEO of ROCKLINC Investment Partners, to discuss Warren Buffett’s decision to build cash reserves, the overvaluation of tech stocks like Nvidia, and why precious metals might become key to protecting portfolios. Wellum also covers Buffett’s increasing exposure to energy stocks, concerns over baby boomers’ equity exposure, and the broader high market valuations. With markets on a complacent and continuous rise, could a significant shift be near?

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4ePKGQL

Chapters:

01:20 – Jonathan’s Take on the US Economy

03:36 – Nvidia & Tech Stock Overvaluation

09:53 – TD Bank and the Banking Sector

11:53 – The Level of Market Complacency

14:40 – Warren Buffett’s Cash Strategy

17:36 – Buffett’s Energy Investments

18:32 – Rocklinc’s Investment Strategy & Positions

23:25 – The Canadian Economy: In Rough Shape

30:21 - 2025 Canadian Elections Outlook

Connect with us online:

Website: https://www.wealthion.com

X: https://www.x.com/wealthion

Instagram: https://www.instagram.com/wealthionofficial/

LinkedIn: https://www.linkedin.com/company/wealthion/

#Wealthion #Wealth #WarrenBuffett #Investing #TechStocks #MarketRisk #PreciousMetals #Nvidia #EnergyStocks #Commodities #BankingSector #Finance #JonathanWellum #Economy #Markets #Investing #StockMarket #Finance #PreciousMetals

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854 episódios

Artwork
iconCompartilhar
 
Manage episode 445434783 series 2964597
Conteúdo fornecido por Wealthion. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Wealthion ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

James Connor welcomes Jonathan Wellum, CEO of ROCKLINC Investment Partners, to discuss Warren Buffett’s decision to build cash reserves, the overvaluation of tech stocks like Nvidia, and why precious metals might become key to protecting portfolios. Wellum also covers Buffett’s increasing exposure to energy stocks, concerns over baby boomers’ equity exposure, and the broader high market valuations. With markets on a complacent and continuous rise, could a significant shift be near?

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4ePKGQL

Chapters:

01:20 – Jonathan’s Take on the US Economy

03:36 – Nvidia & Tech Stock Overvaluation

09:53 – TD Bank and the Banking Sector

11:53 – The Level of Market Complacency

14:40 – Warren Buffett’s Cash Strategy

17:36 – Buffett’s Energy Investments

18:32 – Rocklinc’s Investment Strategy & Positions

23:25 – The Canadian Economy: In Rough Shape

30:21 - 2025 Canadian Elections Outlook

Connect with us online:

Website: https://www.wealthion.com

X: https://www.x.com/wealthion

Instagram: https://www.instagram.com/wealthionofficial/

LinkedIn: https://www.linkedin.com/company/wealthion/

#Wealthion #Wealth #WarrenBuffett #Investing #TechStocks #MarketRisk #PreciousMetals #Nvidia #EnergyStocks #Commodities #BankingSector #Finance #JonathanWellum #Economy #Markets #Investing #StockMarket #Finance #PreciousMetals

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

854 episódios

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