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Worth Investing with Jonathan Wellum
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63 episodes
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Podcast Overview
Get insights into the strategies and companies that are behind your portfolio with ROCKLINC Investment Partners.
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Publishing Since
3/21/2025
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Recent Episodes
June 10, 2026
Canada's Job Surge Hiding Bigger Problems | Jonathan Wellum on The Marc Patrone Show (06.08.26)
<p><strong>SpaceX IPO Buzz, Canadian Jobs & Investment, and the West's "Empathy" Problem</strong></p><p>Jonathan Wellum, President & CEO of Rocklinc Investment Partners, joins Marc Patrone on News Talk Sauga 960 AM for a wide-ranging conversation covering the biggest stories in markets and Canadian economic policy.</p><p>On the SpaceX IPO: Jonathan breaks down the speculation around combining SpaceX and Tesla, why Tesla's valuation is driven by robotics and autonomous driving, and how Starlink has become the backbone of SpaceX's revenue. He also explores ideas like space-based data centers and Elon Web Services — and delivers a clear-eyed warning to investors: high pricing, IPO hype, and volatility are coming. Patience and dollar-cost averaging are the play.</p><p>On the Canadian economy: May's 88,000-job gain looks good on the surface — but the longer-term picture tells a different story. Private-sector weakness, declining manufacturing, and a growing capital investment gap versus the United States are quietly eroding Canada's productivity and competitiveness. Jonathan explains why capital has been leaving Canada and what it will take to bring it back.</p><p>On the West's "empathy" problem: the conversation closes with a frank discussion of immigration, values, and whether the principles that built Western prosperity are being protected or quietly abandoned.</p><p><strong>Get a free portfolio review with Jonathan Wellum and the Rocklinc team:</strong><a href="https://bit.ly/4anVNzd">https://bit.ly/4anVNzd</a></p><p><strong>Rocklinc Principled Equity ETF (TSX: RKLC):</strong><a href="https://rocklinc.com/etf">https://rocklinc.com/etf</a></p><p><strong>Learn more about Rocklinc:</strong><a href="https://www.rocklinc.com">https://www.rocklinc.com</a></p><p><strong>Connect with Rocklinc:</strong>Spotify: <a href="https://open.spotify.com/show/7jvdMbs6xJImhFphSyCIAE">https://open.spotify.com/show/7jvdMbs6xJImhFphSyCIAE</a>YouTube: <a href="https://www.youtube.com/@RockLincPartners">https://www.youtube.com/@RockLincPartners</a>X: <a href="https://x.com/RocklincIP">https://x.com/RocklincIP</a>Facebook: <a href="https://www.facebook.com/rocklinc">https://www.facebook.com/rocklinc</a>LinkedIn: <a href="https://www.linkedin.com/company/rocklinc-investment-partners">https://www.linkedin.com/company/rocklinc-investment-partners</a></p><p>📞 905.631.5462 | ✉️ <a href="mailto:info@rocklinc.com">info@rocklinc.com</a></p><p>This content is for informational purposes only. Please see rocklinc.com for further information.</p><p>Copyright © 2026 ROCKLINC Investment Partners Inc. All rights reserved.</p><p><br></p>
June 4, 2026
Canada IS in Recession | The Marc Patrone Show (06.01.26)
<p><strong>Click Here to Subscribe:</strong> <a href="https://www.youtube.com/channel/UCvEh2n3BPa69TBsnVD1J1JQ"> / @rocklincpartners </a></p><p>Please visit <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbmFOY3VwQjhacC1jRDVSeDVlMnhsbDJnbVRtUXxBQ3Jtc0trbnkwTVFoaWFGcnB6Z2xCYU9RTmd6aGZIb19SM01zUkIzUTZWWUVDU3FvdGlmaXZnRnZJM0RaNmlodlZ2UkdLNnQ0SlVodmZqWU8tVXp0RHpkeGFwWS1QMzdlUU82elBJZ0NTa2tnNnJBS2pOaE9Vaw&q=https%3A%2F%2Fwww.rocklinc.com%2F&v=fbWWtuqzBSU" target="_blank" rel="nofollow">https://www.rocklinc.com</a> for the latest prospectus, Fund Facts, and other information on the ROCKLINC Principled Equity ETF: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkJFZkpoc0pyeHAyWkttWkI0VUNPY3dJcXQ0Z3xBQ3Jtc0tuQk5OT0czRHY1MEIwakZVT0ZlQ29jMVJjVUxMU0h2ajBDUk5FM3lWT0dJTkJHdWV3eThSWlR3T19UT0xvWWp0ell3LU5NU0prNWJseS11eGRMMnI4SHFsU1B6MVFuME9Da29CZDFYODFGYjVqUjU3SQ&q=https%3A%2F%2Frocklinc.com%2Fetf%2F&v=fbWWtuqzBSU" target="_blank" rel="nofollow">https://rocklinc.com/etf/</a></p><p>📖<strong> Chapters</strong>⏰<a href="https://www.youtube.com/watch?v=fbWWtuqzBSU">00:00</a> RKLC ETF: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa2tYeTV5YlNGbEpyYmVtT0I1OGxLYzhIWnBVUXxBQ3Jtc0tsNElxQ0YwcHpiUDdKdWVFdTlOaWpMR1ViVEJDT3ZKdzVsRjZXdEF0MWdDQVExbXJjUXB5M2xWamJ0U1plTHY2M1NjTGlVTi1qcVlrMW9VR3ExdXVCRFl3NUt1Ujl3WU52dFhtd3lkaTU1Z1ZlOFFzZw&q=https%3A%2F%2Frocklinc.com%2Fetf%2F&v=fbWWtuqzBSU" target="_blank" rel="nofollow">https://rocklinc.com/etf/</a><a href="https://www.youtube.com/watch?v=fbWWtuqzBSU&t=49s">00:49</a> </p><p>Show Returns and Theme<a href="https://www.youtube.com/watch?v=fbWWtuqzBSU&t=109s">01:49</a> Asylum Housing Funding Debate<a href="https://www.youtube.com/watch?v=fbWWtuqzBSU&t=151s">02:31</a> Government Duty and Morality<a href="https://www.youtube.com/watch?v=fbWWtuqzBSU&t=234s">03:54</a> Immigration and Voter Incentives<a href="https://www.youtube.com/watch?v=fbWWtuqzBSU&t=337s">05:37</a> Wealth Redistribution Critique<a href="https://www.youtube.com/watch?v=fbWWtuqzBSU&t=400s">06:40</a> Is Canada in a Recession?<a href="https://www.youtube.com/watch?v=fbWWtuqzBSU&t=527s">08:47</a> Investment Flight and Productivity<a href="https://www.youtube.com/watch?v=fbWWtuqzBSU&t=688s">11:28</a> CBC Recession Clip Reaction<a href="https://www.youtube.com/watch?v=fbWWtuqzBSU&t=846s">14:06</a> Business Confidence and Wrap Up</p><p>Rocklinc CEO Jonathan Wellum joins Marc Patrone on News Talk Sauga 960 (June 1, 2026) for a sharp final-segment conversation on three issues converging on the Canadian middle class. They open with the federal government's willingness to spend public dollars on housing for asylum claimants while Canadians face a housing crisis of their own — Jonathan calls it immoral and an abdication of the state's core duty to protect its own citizens. The conversation widens into the broader pattern of redistributive policy that hammers seniors and long-time taxpayers while creating new dependency-based voting blocs.</p><p>Then the central question: Is Canada in recession? CBC says "technical" — Jonathan says the data is unambiguous. Two consecutive quarters of negative GDP growth. Real per-capita growth under 0.6% per year over the last decade once you adjust for population and honest inflation. Business investment in machinery, equipment, and IP has fallen below 2015 levels as a share of the economy. Capital per worker is declining. And the RBC report stands — over $1 trillion in net investment outflow over the last 10 years, with $2 leaving for every $1 invested. Jonathan unpacks what's actually broken in Ottawa's economic playbook, why the gap between Canada and the U.S. on GDP per capita keeps widening, and what it will take to rebuild business confidence in this country.</p><p><strong>Learn more about Rocklinc:</strong> <a href="https://www.youtube.com/playlist?list=PLjbJS8-FZgaExMwLylSU6IOMMaSkT0y_P"> </a></p><p><a href="https://www.youtube.com/playlist?list=PLjbJS8-FZgaExMwLylSU6IOMMaSkT0y_P">• Who We Are </a> or visit our website: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbTFGWXloZUx3aW9fZ2ZFSms5Q05tS0xFa2lnUXxBQ3Jtc0tsSW9yNGMwQnlDVGpKN3dqSWl4VDhrMHo5Z01NTEw3MzF0dWQtOHdJRlJLQnduVnFscVpTMDJIeGQzaFNuRXRyRTJ5R0tTRjd5YVhPcU5zZDBBVXdlVUhoRW9OREFvVGs0NFZ3OGw4am1IR1VCUjJfYw&q=https%3A%2F%2Fwww.rocklinc.com%2F&v=fbWWtuqzBSU" target="_blank" rel="nofollow">https://www.rocklinc.com</a><a href="https://www.youtube.com/hashtag/worthinvesting">#WorthInvesting</a> <a href="https://www.youtube.com/hashtag/rocklinc">#Rocklinc</a> </p><p><br></p><p><a href="https://www.youtube.com/hashtag/valueinvesting">#ValueInvesting</a> <a href="https://www.youtube.com/hashtag/principledinvesting">#PrincipledInvesting</a> <a href="https://www.youtube.com/hashtag/canadianeconomy">#CanadianEconomy</a> <a href="https://www.youtube.com/hashtag/recession">#Recession</a> <a href="https://www.youtube.com/hashtag/capitalflight">#CapitalFlight</a> <a href="https://www.youtube.com/hashtag/jonathanwellum">#JonathanWellum</a> <a href="https://www.youtube.com/hashtag/marcpatroneshow">#MarcPatroneShow</a> <a href="https://www.youtube.com/hashtag/rklc">#RKLC</a></p>
May 27, 2026
Canada’s Housing Market Mayhem: Rising Rates, Falling Prices | The Marc Patrone Show (05.19.26)
<p>*👉 *Click Here to Subscribe:* https://www.youtube.com/@UCvEh2n3BPa69TBsnVD1J1JQ</p><p>*👉 *WATCH MORE Worth Investing:* https://www.youtube.com/playlist?list=PLjbJS8-FZgaH4MJzgk5oC8AmmvbwO48ayCanada's housing market is in shambles.Marc Patrone speaks with Jonathan Wellum, CEO of Rocklinc Investment Partners, about real estate as an investment amid falling home values, rising property taxes, weak economic growth, inflation near 3%, and increasing unemployment. Wellum argues many municipalities have uncontrolled spending, pushing taxes higher even as prices fall, and says rising bond yields are lifting interest rates and straining highly leveraged homeowners as mortgages renew, potentially driving another 10–20% price decline in vulnerable areas. He advises buyers to be patient and sellers to price realistically. They also discuss corporate homebuyers gaining tax advantages that can outbid individuals, efforts to limit large corporate purchases, and why investors like Charlie Munger and Warren Buffett favor compounding in stocks over housing while still valuing disciplined, balanced homeownership.</p>
63 total episodes available
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