Episode Details

Where are the best opportunities in commodities — and where can investors get burned?Jonathan Wellum breaks down how he approaches gold, silver, copper, uranium, rare earths and mining stocks, while explaining why some parts of the commodity sector can be highly cyclical and speculative.Wellum discusses why investors should understand their “circle of competence,” the risks of picking individual junior miners, and why ETFs or professionally managed vehicles may make more sense for gaining exposure to niche commodity themes.He also takes viewers inside the due-diligence process, explaining what professional investors look for before deciding whether a promising mining story is actually investable. 💡 Jonathan Wellum sees major opportunity across gold, silver, copper, uranium and other commodities — but warns that chasing speculative mining stories can quickly burn investors. He explains why discipline, quality and knowing your “circle of competence” matter more than ever in this commodity cycle. Join the Wealthion community for more on the forces shaping markets — and how to protect and grow your wealth: https://bit.ly/3SsSJgi 💡 Want to hear more from Jonathan Wellum? Watch our previous conversation with him for a deeper look at his investment philosophy, how he thinks about risk, and where he sees opportunity across today’s markets: https://www.youtube.com/watch?v=ezMiX0FtZ7g Chapters: 00:00 Commodity Investing: How to Avoid Getting Burned00:24 Gold, Silver & Critical Minerals: Where’s the Opportunity?00:59 Why Commodities Are So Cyclical01:18 Copper, Uranium, Silver & Gold02:23 Rare Earths: Opportunity or Speculative Trade?03:32 Know Your Investing “Circle of Competence”03:47 Commodity ETFs vs. Junior Mining Stocks05:24 How Professional Investors Evaluate Mining Stocks 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/ #Commodities #Gold #Silver #Uranium #MiningStocks #Investing #RareEarths #Copper________________________________________________________________________ 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.

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