Runaway Debt & Deficits + AI Buildout = HUGE Demand For Hard Assets | Jonathan Wellum

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Oct 8, 2025

In this discussion, Jonathan Wellum, founder of Rocklinc Investment Partners, shares insights on the alarming rise of global debt-to-GDP ratios and how it's driving interest in hard assets like gold and natural resources for inflation protection. He predicts a potential surge in gold prices and highlights the underappreciated value of miners. With AI's growing demands, he anticipates significant increases in the need for silver and copper. Wellum also addresses the promising prospects in beaten-down oil and gas stocks amid ongoing resource underinvestment.

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INSIGHT

Gold Is Underowned By Western Investors

Average investor allocation to gold remains tiny (around 0.5% of portfolios).
Wellum highlights the sector's small market cap (roughly $600B) and room for institutional flows.

INSIGHT

Coverage And Indexes Limit Gold Flows

Institutional coverage and index inclusion have limited gold equities' flows.
Wellum expects major firms to increase coverage if gold trends persist, drawing more capital into the sector.

ADVICE

Secure Silver Exposure For Industrial Demand

Anticipate rising industrial demand for silver from AI, electrification, and EVs.
Wellum recommends strategic exposure to silver and related royalty companies because supply growth lags demand.

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The Debt-to-GDP ratio of the world's largest economies is rising at a frightening pace as reckless deficit spending has become the order of the day.This is increasingly pushing investors into asset classes that offer protection from the inflation/loss of fiat currency purchasing power that results.Meanwhile, the gargantuan buildout of processing power and electricity generation & transmission need for AI is unleashing a global era of "Mine, Baby, Mine".This, also, is enticing investors to own natural resources. Combined together, these two trends paint a very compelling picture of relentless demand for hard assets for the foreseeable future.So, how to take advantage of this trend?Jonathan Wellum, founder of Rocklinc Investment Partners, Thoughtful Money's endorsed Canadian financial advisor, shares how his firm is positioning.For the details, watch this video.

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