Jonathan Wellum, CEO and CIO of RockLinc who specializes in value and natural-resources investing, shares why long-term, 3–5 year fundamentals matter more than daily headlines. He explores energy and supply-chain shifts, how geopolitical shocks affect markets differently, and the role of precious metals and real assets in disciplined portfolios.
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insights INSIGHT
Invest In The Inevitable Not The Imminent
Focus on what is inevitable not what is imminent when investing in volatile times.
Jonathan Wellum filters decisions by 3–5 year fundamentals to avoid buying into temporary headline-driven price spikes.
volunteer_activism ADVICE
Recheck Your Investment Thesis Before Reacting
Revisit why you own a company and whether that thesis changed before acting on headlines.
If prices drop due to fear, use it as opportunity only when long-term fundamentals remain intact.
insights INSIGHT
Conflict Accelerates Energy Supply Chain Shifts
Major conflicts shift supply chains and accelerate preexisting trends like sourcing energy from safer regions.
Wellum expects North American energy and uranium demand to rise as trade routes and security concerns reshape flows.
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💡 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
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