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Jonathan Wellum: Buffett Hoards Cash – Is a Market Shift Coming?
James Connor welcomes Jonathan Wellum, CEO of ROCKLINC Investment Partners, to discuss Warren Buffett’s decision to build cash reserves, the overvaluation of tech stocks like Nvidia, and why precious metals might become key to protecting portfolios. Wellum also covers Buffett’s increasing exposure to energy stocks, concerns over baby boomers’ equity exposure, and the broader high market valuations. With markets on a complacent and continuous rise, could a significant shift be near?
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Chapters:
01:20 – Jonathan’s Take on the US Economy
03:36 – Nvidia & Tech Stock Overvaluation
09:53 – TD Bank and the Banking Sector
11:53 – The Level of Market Complacency
14:40 – Warren Buffett’s Cash Strategy
17:36 – Buffett’s Energy Investments
18:32 – Rocklinc’s Investment Strategy & Positions
23:25 – The Canadian Economy: In Rough Shape
30:21 - 2025 Canadian Elections Outlook
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Published on 8 months, 2 weeks ago