Banks in Turmoil?: What This Means for Your Portfolio | Jonathan Wellum

Jonathan Wellum of Rocklinc Investment Partners shares crucial insights into navigating an unpredictable 2024 financial landscape.
In this episode of Wealthion, James Connor speaks with Jonathan Wellum, CEO of Rocklinc Investment Partners. Wellum provides his analysis of the current economy, markets and calls out the potential risks and opportunities for investors as we navigate an uncertain economic future.
From the stability of the banking sector to the threats of inflation and recession, Wellum offers practical strategies for protecting and growing your wealth in 2024. Don’t miss this critical discussion filled with actionable advice and expert predictions.
TIMESTAMPS:
00:00 - Introduction & Market Overview
01:40 - Background on Jonathan Wellum & Rocklinc Investment Partners
06:41 - Investment Approach & Portfolio Strategy
09:10 - Sectors & Stocks Jonathan Wellum Recommends
15:37 - Concerns Over Canadian Banks
20:39 - Impact of Work From Home on Real Estate
25:03 - Insights on the Canadian Economy
27:33 - US Economic Outlook & Stock Market Analysis
34:09 - Conclusion & How to Connect with Rocklinc
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At Wealthion, we show you how to protect and build your wealth by learning from the world’s top experts on finance and money. Each week we add new videos that provide you with access to the foremost specialists in investing, economics, the stock market, real estate and personal finance.
We offer exceptional interviews and explainer videos that dive deep into the trends driving today's markets, the economy, and your own net worth. We give you strategies for financial security, practical answers to questions like “how to grow my investments?”, and effective solutions for wealth building tailored to 'regular' investors just like you.
There’s no doubt that it's a very challenging time right now for the average investor. Above and beyond the recent economic impacts of COVID, the new era of record low interest rates, runaway US debt and US deficits, and trillions of dollars in monetary and fiscal stimulus stimulus has changed the rules of investing by dangerously distorting the Dow index, the S&P 500, and nearly all other asset prices. Can prices keep rising, or is there a painful reckoning ahead?
Let us help you prepare your portfolio just in case the future brings one or more of the following: inflation, deflation, a bull market, a bear market, a market correction, a stock market crash, a real estate bubble, a real estate crash, an economic boom, a recession, a depression, or another global financial crisis.
Put the wisdom from the money & markets experts we feature on Wealthion into action by scheduling a free consultation with Wealthion’s endorsed financial advisors, who will work with you to determine the right next steps for you to take in building your wealth.
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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 official 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.
#podcast #investing #inflation #bank

[@FreestyleJameZ]

Taxes paid to the government and banks are the same as savings in a bank. It functions as follows: The bank lends you money and charges interest that is obviously higher than the rate of inflation before paying you, the depositor, less interest. As a result, you will experience a net loss. That's why I enjoy investing, and my advisor usually produces returns that beat inflation!

[@bandboyAntonio]

We've all made mistakes at some point. we should consider financial planning

[@FreestyleJameZ]

True. My portfolio was diversified across several markets with the help of a financial planner, and were able to achieve over a million in net profit among high dividend yield equities, ETFs, and bonds. It is vital that you have a variety of exposure, including in firms that are currently generating cash flows.

[@bossqueen_lala3098]

Do you mind sharing your financial planner?

[@FreestyleJameZ]

*Leah* *Foster* *Alderman* You'll probably get more information if you do an internet search for her.

[@kevinhawthorne5257]

Great Video!

[@HRMColoniallifeinsurance]

I'm hoping there will be a housing crisis so I can buy cheaply when I sell a few houses in 2025. As a backup plan, I've been thinking about purchasing stocks. What advice do you have for choosing the best buying time? On the one hand, I continue to read and see trading earnings of over $500k each week. On the other side, I keep hearing that the market is out of control and experiencing a dead cat bounce. Why does this happen?

[@zsoltszopko9817]

Victoria gold down 83%

[@TomMe-nx8dk]

Just a long commercial

[@inflationmillionaire-df3mn]

wow these robot spammers are neverending

[@stedyone1090]

Canada So sad . Too bad. Cats win the Stanley Cup Canada economy in the crapper!😮

[@BloorStreetCapital]

It's Jimmy Connor, thanks for the comment! Yes I wish the Oilers won but some of the best hockey I have seen in years.

[@stedyone1090]

@@BloorStreetCapital Where was Conner McDavid in Game 7 ??? Polishing the Conn Smuthe award? LOL

[@GoFredBananass]

Speaking out both sides of your mouth