
Jonathan Wellum: As Debt Grows, Precious Metals Will Keep Gaining Ground
8/12/2025
0:00
35:30
đĄ Wondering if your portfolio is positioned for a world of rising debt and currency stress? Get a free portfolio review with Jonathan Wellum and the team at Rocklinc: https://bit.ly/48HGHE3
In this conversation, Rocklinc Investment Partners CEO Jonathan Wellum delivers a stark warning on the global macro backdrop: debt levels that are no longer mathematically sustainable. With some economies approaching 300â400% debt-to-GDP, Wellum explains why this strain ultimately shows up in currency pressure, weaker growth, and rising demand for gold and silver as monetary insurance.
Jonathan breaks down:
* How excessive deficits undermine fiat currencies over time
* Why gold and silver benefit when confidence in money erodes
* Why volatility doesnât invalidate the long-term precious metals thesis
* How disciplined investors should think about allocation in fragile macro environments
This is not about short-term predictions â itâs about understanding the structural forces driving markets beneath the headlines.
đĄGet To Know Jonathan Wellum: https://youtu.be/ezMiX0FtZ7g
đĄ Think the opportunity in precious metals is still early? Buy physical gold & silver with Hard Assets Alliance: https://www.hardassetsalliance.com/?aff=WTH
Chapters:
1:30 - Analyzing Current Valuations for Gold and Silver
5:06 - Why Volatility Doesnât Break the Thesis on Gold
7:41 - Royalties vs Miners: Where Risk Really Is
10:18 - Rocklincâs ETF Launch
12:30 - Overview of US Equity Valuations
15:34 - â Wealthion Golden Nugget: Discovering True Value in the Market
20:46 - Investing in Markets Outside the US
22:28 - Rocklincâs Portfolio Rebalancing
25:58 - Cryptoâs Major DrawdownâWhatâs Next for the Sector?
29:39 - What Is the Great Macro Risk Going into 2026?
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. 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, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. 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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