What podcasts say about Jonathan Wellum

Every statement, with the speaker, the exact quote and the moment it was said.

What Jonathan Wellum has said on podcasts

34 statements · 28 positive · 3 negative · 3 neutral

on Mark CarneyNeutralSep 22, 2026· Thoughtful Money with Adam Taggart
Mark Carney is a committed globalist pursuing a global agenda.
“he is a true globalist. global agenda.”
Listen at 13:35
Open the episode · We Must Not Abandon Capitalism For Socialism | Jonathan Wellum
on Mark Carney middle-country blocNeutralSep 22, 2026· Thoughtful Money with Adam Taggart
Carney seeks a middle-country bloc capable of countering China and the United States.
“he believes that if he could pull it off, he gets these so-called middle countries, because smaller countries, they all band together, and they can then act as a power block against, say, China and the U.S.”
Listen at 13:41
Open the episode · We Must Not Abandon Capitalism For Socialism | Jonathan Wellum
on European UnionNegativeSep 22, 2026· Thoughtful Money with Adam Taggart
The EU has weak growth and substantial demographic, social, and tax problems.
“The EU are countries that aren't growing very quickly. They have massive demographic problems. They have massive social problems. They also have huge tax issues. These are not growing countries.”
Listen at 14:04
Open the episode · We Must Not Abandon Capitalism For Socialism | Jonathan Wellum
on Canada-U.S.-EU relationshipsPositiveSep 22, 2026· Thoughtful Money with Adam Taggart
Canada should maintain close relationships with the United States and European Union.
“our better advantage would be, again, to have a very close relationship with the United States and also with the EU.”
Listen at 14:14
Open the episode · We Must Not Abandon Capitalism For Socialism | Jonathan Wellum
on Canada-U.S. economic relationshipPositiveSep 22, 2026· Thoughtful Money with Adam Taggart
A stronger, more competitive Canada benefits the United States.
“it's always better. The United States is better off if we're stronger and we're also more competitive.”
Listen at 14:55
Open the episode · We Must Not Abandon Capitalism For Socialism | Jonathan Wellum
on CanadaPositiveSep 22, 2026· Thoughtful Money with Adam Taggart
Canada becoming stronger and more competitive benefits the United States.
“The United States is better off if we're stronger and we're also more competitive.”
Listen at 14:56
Open the episode · We Must Not Abandon Capitalism For Socialism | Jonathan Wellum
on Canadian economic policyPositiveSep 22, 2026· Thoughtful Money with Adam Taggart
Canada should deregulate, reduce costs and taxes, and permit broader capital inflows.
“just open it up, deregulate. cut the costs cut the taxation for everybody and let the capital come in under you know proper rules and regulations”
Listen at 15:44
Open the episode · We Must Not Abandon Capitalism For Socialism | Jonathan Wellum
on U.S.-Canada tax competitionPositiveSep 22, 2026· Thoughtful Money with Adam Taggart
U.S. tax cuts pressure Canada to avoid tax increases and reduce taxes.
“whenever Trump cuts taxes in the United States, it puts pressure on Canada also to not put taxes up and try to get them down a little bit too”
Listen at 16:38
Open the episode · We Must Not Abandon Capitalism For Socialism | Jonathan Wellum
on North American trade dealPositiveSep 22, 2026· Thoughtful Money with Adam Taggart
A North American deal would unlock additional resources across the Western Hemisphere.
“if we can get a deal done i think that uh you know it will unlock more resources for north america also mexico down into south america and the western hemisphere”
Listen at 17:01
Open the episode · We Must Not Abandon Capitalism For Socialism | Jonathan Wellum
on Trump administration Greenland dealPositiveSep 22, 2026· Thoughtful Money with Adam Taggart
The Trump administration’s Greenland deal is strategically valuable.
“I like the deal that the Trump administration has done in Greenland. Now, that's a very important strategic area.”
Listen at 17:22
Open the episode · We Must Not Abandon Capitalism For Socialism | Jonathan Wellum
on Technology investmentsPositiveSep 22, 2026· Thoughtful Money with Adam Taggart
Investors need exposure to technology.
“I think that you have to.”
Listen at 58:27
Open the episode · We Must Not Abandon Capitalism For Socialism | Jonathan Wellum
on technologyPositiveSep 22, 2026· Thoughtful Money with Adam Taggart
Technology now functions as basic infrastructure.
“Technology has become basic infrastructure.”
Listen at 58:30
Open the episode · We Must Not Abandon Capitalism For Socialism | Jonathan Wellum
on Apple Inc.PositiveSep 22, 2026· Thoughtful Money with Adam Taggart
Apple will benefit from artificial intelligence.
“they'll benefit from ai”
Listen at 58:55
Open the episode · We Must Not Abandon Capitalism For Socialism | Jonathan Wellum
on ReshoringPositiveSep 22, 2026· Thoughtful Money with Adam Taggart
Reshoring will benefit certain infrastructure organizations.
“Reshoring is going to be helpful for some of these organizations.”
Listen at 59:32
Open the episode · We Must Not Abandon Capitalism For Socialism | Jonathan Wellum
on North American energy demandPositiveSep 22, 2026· Thoughtful Money with Adam Taggart
North American energy demand is expected to grow 2–4% annually.
“you've gone from zero growth in energy in North America because of efficiency gains to two, three, 4% a year growth in energy demand”
Listen at 1:00:15
Open the episode · We Must Not Abandon Capitalism For Socialism | Jonathan Wellum
on Rolls-RoycePositiveSep 22, 2026· Thoughtful Money with Adam Taggart
Rolls-Royce is well run and positioned for greater defense demand.
“if you believe in a world that needs more defense and they get into these long-term contracts it's a really well-run company”
Listen at 1:00:57
Open the episode · We Must Not Abandon Capitalism For Socialism | Jonathan Wellum
on Rolls-RoycePositiveSep 22, 2026· Thoughtful Money with Adam Taggart
Rolls-Royce provides remote energy and data-center energy systems.
“they're providing, again, a lot of remote energy and energy for data centers and so forth.”
Listen at 1:01:13
Open the episode · We Must Not Abandon Capitalism For Socialism | Jonathan Wellum
on Royalty PharmaPositiveSep 22, 2026· Thoughtful Money with Adam Taggart
Royalty Pharma funds early-stage drug development.
“they provide funding to drugs, early stage drug development.”
Listen at 1:01:34
Open the episode · We Must Not Abandon Capitalism For Socialism | Jonathan Wellum
on Royalty PharmaPositiveSep 22, 2026· Thoughtful Money with Adam Taggart
Royalty Pharma has strong cash flow and margins above 90%.
“a very, really big cashflow business and margins at 90% plus.”
Listen at 1:01:44
Open the episode · We Must Not Abandon Capitalism For Socialism | Jonathan Wellum
on Royalty PharmaPositiveSep 22, 2026· Thoughtful Money with Adam Taggart
Royalty Pharma offers diversified exposure and continually adds investments.
“Royalty Farming gives you a really nice basket of portfolio and it's constantly investing more and more that are coming on stream.”
Listen at 1:02:52
Open the episode · We Must Not Abandon Capitalism For Socialism | Jonathan Wellum
on Sprott Inc.PositiveSep 22, 2026· Thoughtful Money with Adam Taggart
Owning Sprott is preferable to buying its commodity funds.
“that's a much better position to be in than buying their funds by the company.”
Listen at 1:03:26
Open the episode · We Must Not Abandon Capitalism For Socialism | Jonathan Wellum
on Sprott Inc.PositiveSep 22, 2026· Thoughtful Money with Adam Taggart
Sprott Inc. could become an acquisition target over time.
“that's, I think, also a great takeout candidate over time, too.”
Listen at 1:03:37
Open the episode · We Must Not Abandon Capitalism For Socialism | Jonathan Wellum
on Insurance companiesPositiveSep 22, 2026· Thoughtful Money with Adam Taggart
Some insurance companies trade at seven to eight times earnings while generating substantial cash.
“Some of these companies are trading at seven, eight times earnings and generating lots of cash.”
Listen at 1:04:03
Open the episode · We Must Not Abandon Capitalism For Socialism | Jonathan Wellum
on Selected insurance companiesPositiveSep 22, 2026· Thoughtful Money with Adam Taggart
Selected insurance companies are growing book value at low-double-digit rates.
“they're growing book value very steadily, you know, low double digits in a very tough environment.”
Listen at 1:04:31
Open the episode · We Must Not Abandon Capitalism For Socialism | Jonathan Wellum
on Selected insurance companiesPositiveSep 22, 2026· Thoughtful Money with Adam Taggart
Some selected insurance companies trade below ten times earnings.
“you're buying them at, you know, under 10 times earnings in some cases.”
Listen at 1:04:37
Open the episode · We Must Not Abandon Capitalism For Socialism | Jonathan Wellum
on MarkelPositiveSep 22, 2026· Thoughtful Money with Adam Taggart
Markel’s assets are undervalued by the market.
“there's a company that they're just not valuing some of the assets on the balance sheet.”
Listen at 1:05:15
Open the episode · We Must Not Abandon Capitalism For Socialism | Jonathan Wellum
on MarkelPositiveSep 22, 2026· Thoughtful Money with Adam Taggart
Markel is a safe value investment with strong equity and bond portfolios.
“we look at that as a value play, safe play, great investors, good active equity portfolio, also a very, very, very strong bond portfolio.”
Listen at 1:05:20
Open the episode · We Must Not Abandon Capitalism For Socialism | Jonathan Wellum
on investingPositiveSep 22, 2026· Thoughtful Money with Adam Taggart
Investors should remain invested rather than exit markets entirely.
“you have to be in the game”
Listen at 1:07:31
Open the episode · We Must Not Abandon Capitalism For Socialism | Jonathan Wellum
on Wellum firm portfolioNeutralSep 22, 2026· Thoughtful Money with Adam Taggart
Wellum’s firm holds approximately 15–18% in short-term interest-bearing securities.
“we do have maybe 15%, 18% in short-term interest-bearing security, so close to cash.”
Listen at 1:07:35
Open the episode · We Must Not Abandon Capitalism For Socialism | Jonathan Wellum
on Cash holdingsNegativeSep 22, 2026· Thoughtful Money with Adam Taggart
Excessive cash allocation can be problematic for investors with long horizons.
“if you're overly weighted in cash and especially if you have a reasonable time horizon, I guess what I would, in terms of parting comments”
Listen at 1:08:07
Open the episode · We Must Not Abandon Capitalism For Socialism | Jonathan Wellum

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.