Canada vs. USA Tariff Standoff, Dollar DOWN & Bond Yields…

About this episode

👉 Click Here to Subscribe: @RockLincPartners📩 Get The Principled Investor — Our free newsletter plus two free guides on retirement income and biblical wealth stewardship: rocklinc.com/principledinvestorShow Description Bond yields are climbing — the U.S. 30-year is at its highest level since 2007 — and the market is sending a message about inflation, deficits, and trust. Jonathan Wellum, CFA (CEO & CIO, Rocklinc Investment Partners) joins Marc Patrone on News Talk Sauga 960 to break down what rising rates mean for Canadian investors: the tariff deadline with the U.S., why $1 trillion in capital has left Canada over the past decade, the pressure on the Canadian dollar, why central banks worldwide are stacking gold while the Bank of Canada holds zero, and the investment playbook when yields rise — short duration, essential and scarce businesses, hard assets, and caution on high-multiple tech.📖 Chapters ⏰ 00:00 Segment Intro and Guest 00:29 Tariff Deadline Impact 01:35 Canada US Trade Leverage 02:22 Why Cutting Oil Fails 03:10 Bond Yields Rising Explained 04:40 Inflation Deficits and AI 06:19 Weak Canadian Dollar Causes 10:20 Gold Reserves and Policy 11:20 Portfolio Strategy for Rates 12:37 Contact and Closing 13:07 Investment Strategies for Volatility: rocklinc.com/etfConnect with us! Get a free portfolio review with Jonathan Wellum and the team at Rocklinc: Book here Get to Know Jonathan Wellum: WatchPlease visit rocklinc.com for the latest prospectus, Fund Facts, and other information on the ROCKLINC Principled Equity ETF: rocklinc.com/etf · ETF overview videoLearn more about Rocklinc: YouTube playlist or visit rocklinc.comFollow us on social media 👉 X 👉 Facebook 👉 LinkedIn 👉 YouTubeWant help achieving your financial goals? Contact us! ✉️ info@rocklinc.com or 📞 905.631.5462 🔗 rocklinc.com 📩 Subscribe to The Principled Investor newsletter: rocklinc.com/principledinvestorROCKLINC and/or RKLC may hold positions in securities discussed. This content is for informational purposes only and is not financial advice. Please see rocklinc.com.Subscribe and Listen to the Worth Investing Podcast 📱 ➡︎ YouTube ➡︎ SpotifyDisclaimer: Please see rocklinc.com for further information. This content is for informational purposes only.Copyright © 2026 ROCKLINC Investment Partners Inc. All rights reserved.