Due Diligence: Management and Execution

💡 Reacting to headlines or sticking to a long-term plan? Get a free review of your portfolio from Jonathan and the RockLinc team: https://bit.ly/4sK4gVq Markets are reacting to every headline from war in Iran to shifting commodity prices, but according to Jonathan Wellum, that’s exactly where investors go wrong. In this conversation with Maggie Lake, the Rocklinc CEO & CIO explains why reacting to short-term events can destroy returns, and why the real edge comes from focusing on what is inevitable, not what is imminent. Jonathan breaks down how disciplined, long-term investors filter out noise, avoid chasing temporary price spikes, and stay anchored to 3–5 year fundamentals even during periods of extreme volatility. 💡Get To Know Jonathan Wellum: https://youtu.be/ezMiX0FtZ7g 💡 If you're positioning for long-term macro shifts, consider owning real assets. Secure physical gold & silver through GBI Direct: https://gbidirect.com/?aff=WTH 💡Join Wealthion’s Real Assets Community for EXCLUSIVE real-assets content and more: www.wealthion.com/getready 💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion Chapter List: 1:09 - “Inevitable vs Imminent” Thinking in Investing 3:46 - How Does the War in Iran Affect the Canadian Economy? 7:16 - Energy & Supply Chain Shifts as an Investment Theme 11:57 - How to Do Due Diligence on Company Management 14:43 - Reviewing the TSX Performance 19:08 - ⭐ Wealthion Golden Nugget: Reiterating the Long-Term Case for Gold 23:48 - Value Investing: Staying Disciplined in Volatile Markets 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 #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #StockMarket #Macro #Gold #Silver #Commodities #ValueInvesting #LongTermInvesting #MarketVolatility #Finance #InvestingStrategy ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.   While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.   We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.   The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

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