Runaway Debt & Deficits + AI Buildout = HUGE Demand For Hard Assets | Jonathan Wellum

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The Debt-to-GDP ratio of the world's largest economies is rising at a frightening pace as reckless deficit spending has become the order of the day.

This is increasingly pushing investors into asset classes that offer protection from the inflation/loss of fiat currency purchasing power that results.

Meanwhile, the gargantuan buildout of processing power and electricity generation & transmission need for AI is unleashing a global era of "Mine, Baby, Mine".

This, also, is enticing investors to own natural resources.

Combined together, these two trends paint a very compelling picture of relentless demand for hard assets for the foreseeable future.

So, how to take advantage of this trend?

Jonathan Wellum, founder of Rocklinc Investment Partners, Thoughtful Money's endorsed Canadian financial advisor, shares how his firm is positioning.

For the details, watch this video.

#goldprice #oil #commodities

0:00 - Gold Hits Record $4,000+: Spot at $3,980, Up 46% YTD
1:52 - Precious Metals Boom: Best Gold Return Since 1979
2:37 - Silver & Miners Soar: GDXJ Up 100%+, Agnico Eagle Holdings
3:00 - Miners Undervalued: 9-10% Free Cash Flow Yields at $4,500 Gold
4:36 - Fiat Pressure: No Growth/Deficit Relief, Irreversible Erosion
6:06 - $350T Global Debt, US $37T + $2T Deficit Fuel Gold
8:08 - Europe Woes: No Growth, Govt Collapses, High Energy Costs
9:18 - Debt/GDP Explosion: UK, Germany, France, Italy, Japan
9:52 - US Anomaly: Robust Growth via Deficits/Tax/Regs
10:28 - Gold Bullish: Global Problems, Fiat Under Pressure
11:03 - Western Investor Lags: Only 0.5% Portfolio Allocation
12:01 - Gold Market Tiny: $600B (~12% Nvidia), Room to Run
13:53 - Royalty Cos Outperform MAG7 YTD/3Y
15:03 - Wall Street Friction: Small Size, Few Analysts
16:00 - Coverage to Increase with Profits/Momentum
18:11 - Silver as AI Play: 100% Demand Jump in 25-30 Years
19:10 - Strategic Buys: Nvidia/Apple Eye First Majestic ($6B Cap)
21:04 - Tight Silver Market: Production Lags Demand
23:30 - Buyout Scenario: Triple Digits Quick (Buffett '97 Tap)
25:09 - Metals Tailwind: Grid Buildout (US Flat vs. China Vertical)
26:22 - AI Sovereign Priority: Trillions for Data Centers/Grid
27:03 - Underinvestment: $700B Canada Capex Bypass (Green Ideology)
29:02 - Data Centers: 12K Now → 90K by 2050, US 55-60%
30:24 - Positioning: Copper (Franco), AI Builders (Brookfield/Schneider)
32:36 - Resolution Mine: Trump "Mine Baby Mine" Unlocks?
34:03 - Bureaucracy Delays: Canada 10-15Y vs. 2-3Y Ideal
35:03 - Resources Boom: AI/Robotics/EV Demand More Mining
36:32 - Oil/Gas Beaten Down: Software Lags Non-AI
37:42 - Oil Low 60s: Below Extraction, Boom/Bust Cycle
38:46 - Demand Steady: 100-120M Bbl/Day in 25 Years
40:22 - Buy Low: 12-14% Yields, Buybacks (Canadian Natural/Suncor)
42:50 - Buffett Buying: Even Below His Basis (Accidental Highlander)
43:29 - Canada Own-Goals: No Pipelines, Landlocked Oil
44:20 - 96% Exports to US; Carney's Ideological Blocks
46:03 - Alberta Separatist Risk: Deals South (US Benefits)
47:00 - Saskatchewan Riches: #2 Uranium, Ag Breadbasket
48:14 - Rocklinc Help: Free Portfolio Reviews for Canadians
49:38 - Conference: Jonathan Speaking Oct 18, Best Faculty Yet
50:41 - Wrap: Adviser Form at ThoughtfulMoney.com
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