Gold & Silver Rally: Monetary System Resetting or Just Another Bubble? | Jonathan Wellum

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Jan 27, 2026

Jonathan Wellum, CEO & CIO of Rocklinc Investment Partners, is an investment manager focused on precious metals and real assets. He discusses whether the gold and silver surge reflects monetary-system stress or a bubble. Talks cover using metals as collateral amid debt and currency debasement, managing volatility and rebalancing winners, mining-stock risks, and a possible commodity supercycle tied to electrification.

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INSIGHT

Metals Signal Systemic Monetary Stress

Gold and silver gains reflect deep structural stress in the global monetary system rather than mere hype.
Jonathan Wellum sees long-term demand drivers like debt, debasement, and industrial uses supporting metals.

ADVICE

Trim Winners To Stay Within Target

If your metals allocation becomes oversized, trim to your target weighting rather than chasing further gains.
Set a pre-defined allocation and rebalance disciplinely to avoid emotional overexposure.

ADVICE

Start Small And Dollar-Cost Average

Establish an initial position now and dollar-cost average the remainder over 6–12 months.
Avoid trying to perfectly time a pullback and use a systematic approach instead.

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💡Get a free portfolio review with Jonathan Wellum and the team at Rocklinc, visit: https://bit.ly/4aiy7NS

Gold and silver have surged to historic highs, and many investors are asking the same question: is this a bubble, or a warning?

In this conversation, Jonathan Wellum, CEO & CIO of Rocklinc Investment Partners, explains why today’s move in precious metals is not driven by hype, but by deep structural stress in the global monetary system.

Jonathan argues that gold and silver are increasingly being treated as real collateral in a world burdened by unsustainable debt, currency debasement, and geopolitical fragmentation. But he also cautions that even in a long-term bull market, volatility, pullbacks, and emotional decision-making can destroy returns. Rather than chasing price spikes, Jonathan makes the case for discipline, diversification, and owning real assets with lasting value as the global financial system enters a period of stress and potential reset.

💡Get To Know Jonathan Wellum: https://youtu.be/ezMiX0FtZ7g

💡Own Physical Gold & Silver as Long-Term Collateral. Secure precious-metal ownership through Hard Assets Alliance: 👉 https://www.hardassetsalliance.com/?aff=WTH

Chapters:

00:38 - Is This Gold & Silver Run Sustainable, or already a Bubble?

03:14 - Rebalancing Winners: How to Take Profits Without FOMO

07:40 - Missed the Move: Wait for a Pullback or Dollar-Cost Average In?

09:25 - Mining Stocks: The Next Leg Up, or the Wild West?

13:51 - Beyond Gold & Silver: Copper, Nickel, and a Commodity Supercycle?

16:28 - “Picks and Shovels”: Who Else Benefits From the Commodity Demand Boom?

19:21 - ⭐️Wealthion Golden Nugget: What’s the Biggest Risk Right Now?

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