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Jonathan Wellum: High Valuations, Tariffs & Why Canada Is Falling Behind
Markets may be hitting new highs, but Jonathan Wellum, CEO of Rocklink Investment Partners, warns that valuations are stretched and investors need to be selective. In this interview with James Connor, he explains where he’s still finding value, how Trump’s tariffs and trade policies are reshaping the global economy, and why Canada risks falling further behind the United States.
Key insights from this conversation:
• Why U.S. markets remain resilient despite rising tariffs and slowing consumers
• How Trump’s lower taxes, deregulation & reshoring policies are strengthening America
• Why meme…
The skinny
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