Jonathan Wellum: Stocks Could Crash 40% as Debt Crisis Fuels Gold

10 snips

Sep 11, 2025

In this discussion, Jonathan Wellum, Founder and CEO of Rocklinc Investment, warns of a looming stock market crash driven by the soaring debt crisis. He predicts a potential 30-40% correction while exploring the growing significance of gold, silver, copper, and uranium in today’s economy. Wellum highlights the risks of overvalued markets, particularly in the AI sector, and urges listeners to focus on hard assets for long-term financial resilience. His insights emphasize strategic investing amidst economic uncertainty.

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INSIGHT

Debt Will Erode Fiat Currencies

Wellum highlights debt as the central, intractable problem that will erode fiat currencies over time.
He says this macro backdrop justifies owning hard assets like gold and silver as hedges.

ADVICE

Prepare For Fed Rate Cuts

Expect Fed rate cuts under political and economic pressure and be prepared for a sizeable move.
Position portfolios for easier policy but remain cautious about stretched asset prices.

INSIGHT

Market Breadth Is Misleading

Markets are narrow and index heavy, driven by a few mega-cap tech names while breadth underneath is weak.
High P/Es could compress to the teens in a recession, implying a 30–40% market correction.

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💡Get a free portfolio review with Jonathan Wellum and the team at Rocklinc, visit: https://bit.ly/3KjAdT6

Is America headed for a recession? Rocklinc’s Jonathan Wellum joins Maggie Lake to warn that the U.S. economy is slowing to “stall speed,” debt is spiraling out of control, and overvalued markets could face a 30–40% correction. He highlights gold and the debt crisis, Fed pressure to cut rates, and the risks of AI-driven stock mania. At the same time, Wellum highlights major opportunities in copper, nickel, and uranium as AI and electrification fuel unprecedented demand for energy and resources. His message: brace for short-term pain, but prepare for long-term gain with hard assets and disciplined investing.

💡Trey Reik will be hosting a Webinar on gold and gold investing next Wednesday, 9/17. Send him your questions to info@wealthion.com or go to https://wealthion.com/how-to-invest-in-gold/

💡Get your Free Gold Investing Report here: https://wealthion.com/gold

💡Wealthion and SCP Resource Finance will bring together the world’s top silver experts this October in Toronto. Learn more about our Global Silver Conference here: https://wealthion.com/silverconference2025/

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

💡Protect your wealth with gold & silver at Hard Assets Alliance: https://www.hardassetsalliance.com/?aff=WTH

Chapters:

1:08 - Is America’s Economy Hitting the Brakes?

3:53 - Tariffs, Rate Cuts & Immigration: Do They Even Matter Yet?

7:03 - Can Washington Escape the Debt Trap?

10:23 - Fed Crossroads: Cut, Hold, or Higher-for-Longer?

11:55 - Markets on Edge: Bubble or Justified Boom?

15:00 - AI Mania: True Game-Changer or Next Tech Bust?

18:11 - Gold on Fire: Hype or Historic Shift?

20:45 - Missed the Run? Smart Ways to Play Gold & Silver Now

23:07 - ⭐️Wealthion Golden Nugget: Beyond Gold - Are We Entering a Commodity Upswing?

26:01 - Uranium’s Big Comeback: Can Nuclear Energy Power the Future?

29:34 - Don’t Hide, Rotate: Smart Equity Plays for Today’s Market

32:35 - Jonathan’s Fall 2025 Playbook: His Top Picks and Portfolio Strategy

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#Wealthion #Wealth #Finance #Investing #Economy #Markets #Recession #StockMarket #Gold #Silver #DebtCrisis #FederalReserve #InterestRates #Commodities #Uranium #Copper #AI #Energy

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