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

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. Worried about the markets? Schedule your free portfolio review with Wealthion's endorsed financial advisors at https://www.wealthion.com Timestamps:00:46 - Introduction and Markets/Macro Overview01:35 - Japanese Carry Trade And Wobbles In Global Markets06:12 - Higher Unemployment?08:35 - Fed Rate Cut Expectations13:02 - Warren Buffett’s Strategy: Cash Is King17:19 - Rocklinc's Investment Approach22:10 - Where is Jonathan Allocating Capital Now?29:08 - How Should Investors Proceed Going Forward? Connect with us online:Website: www.wealthion.comX: https://x.com/wealthionInstagram: https://www.instagram.com/wealthionofficial/LinkedIn: https://www.linkedin.com/company/wealthion/ Learn more about your ad choices. Visit megaphone.fm/adchoices