Jonathan Wellum: Global Markets are on a Knife’s Edge

<p>James Connor welcomes Jonathan Wellum, CFA, CEO of Rocklinc Investment Partners, for a deep dive into the critical issues facing global markets today. Jonathan shares where he is finding value for his clients as the markets sit “on a knife’s edge” and offers his take on why volatility isn’t going away anytime soon.</p> <p> Worried about the markets? Schedule your free portfolio review with Wealthion's endorsed financial advisors at https://www.wealthion.com</p> <p><br></p> <p>Timestamps:<br><strong>00:46 -</strong> <strong>Introduction and Markets/Macro Overview</strong><br><strong>01:35 - Japanese Carry Trade And Wobbles In Global Markets</strong><br><strong>06:12 - Higher Unemployment?</strong><br><strong>08:35 - Fed Rate Cut Expectations</strong><br><strong>13:02 - Warren Buffett’s Strategy: Cash Is King</strong><br><strong>17:19 - Rocklinc's Investment Approach</strong><br><strong>22:10 - Where is Jonathan Allocating Capital Now?</strong><br><strong>29:08</strong> - <strong>How Should Investors Proceed Going Forward?</strong></p> <p><br></p> <p>Connect with us online:<br>Website: <a href="http://www.wealthion.com/" target="_blank" rel="noopener noreferrer">www.wealthion.com</a><br>X: <a href="https://x.com/wealthion" target="_blank" rel="noopener noreferrer">https://x.com/wealthion</a><br>Instagram: <a href="https://www.instagram.com/wealthionofficial/" target="_blank" rel="noopener noreferrer">https://www.instagram.com/wealthionofficial/</a><br>LinkedIn: <a href="https://www.linkedin.com/company/wealthion/" target="_blank" rel="noopener noreferrer">https://www.linkedin.com/company/wealthion/</a></p>

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