Jonathan Wellum: AI Valuations, U.S. Growth & Why Gold Still Wins in 2026

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After living through the dot-com bubble, Jonathan Wellum sees familiar warning signs emerging in today’s AI-driven market. But, he also sees opportunity where others aren’t looking.

In this conversation with Jimmy Connor, Wellum, CEO of Rocklinc Investment Partners, shares his 2026 market outlook, explaining why investors don’t need to chase expensive AI stocks to benefit from the trend, why the U.S. economy remains best positioned for growth relative to the rest of the world, and why debt, rate cuts, and monetary policy continue to support gold and silver long-term. He also breaks down why Canada’s policy direction is actively pushing capital away, stifling future growth.

If you are seeking a value-driven framework for navigating markets in 2026 without relying on hype, this is a can't-miss interview.

💡Get To Know Jonathan Wellum: https://youtu.be/ezMiX0FtZ7g

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