💡Get a free portfolio review with Jonathan Wellum and the team at Rocklinc, visit: https://bit.ly/4anVNzd
Commodity markets have been volatile, leaving many investors questioning whether this move is speculation or the early stages of a much larger shift. In this conversation, Rocklinc’s Jonathan Wellum explains why volatility is normal in commodity investing, and why powerful structural forces are creating a supply-demand imbalance that is unlikely to resolve quickly. He discusses years of underinvestment in mining and energy, the impact of deglobalization, and how AI-driven data centers and electrification are dramatically increasing demand for metals, minerals, and power.
Jonathan also breaks down why commodities remain underpriced relative to equities, why higher prices are ultimately necessary to attract new supply, and how investors can think about exposure without relying on leverage or speculation. The discussion covers the risks of mining investments, the importance of diversification, and why discipline, valuation, and cash reserves matter more than short-term price moves.
💡Get To Know Jonathan Wellum: https://youtu.be/ezMiX0FtZ7g
💡 Stay informed on real assets and long-term market trends. Join Wealthion’s Real Assets Community: https://wealthion.com/getready
💡Protect your wealth with real gold and silver through Hard Assets Alliance: https://www.hardassetsalliance.com/?aff=WTH
Chapters:
1:04 - White-Knuckle Volatility: How to Stay Invested Without Panicking
3:59 - Supercycle or Speculative Frenzy? The Real Forces Behind the Commodity Surge
10:01 - Governments, Geopolitics, and Metals: Catalyst or Killjoy for Prices?
13:55 - ⭐️Wealthion Golden Nugget: How Investors Should Actually Play the Commodity Boom
20:20 - Tech vs. Commodities Is a Myth: Why You Probably Need Both
23:59 - The Hidden Dangers of Miners, and How to Avoid Costly Mistakes
Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/
#Wealthion #Wealth #Finance #Investing #PortfolioReview #InvestmentAdvice #FinancialPlanning #WealthManagement #Commodities #CommodityInvesting #RealAssets #Gold #Silver #Macro #Markets #Volatility #Inflation #Debt #ValueInvesting #AssetAllocation #LongTermInvesting #RiskManagement #Diversification #JonathanWellum
________________________________________________________________________
IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. 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 and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. 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.
Learn more about your ad choices. Visit megaphone.fm/adchoices