Thoughtful Money with Adam Taggart
Thoughtful Money with Adam Taggart

Extreme Valuations + Rising Volatility = 'Wild Ride' Ahead For Markets | Jonathan Wellum

June 9, 2026

AI Summary

5 min read

🎙️ The Voices & The Context

  • The Format: A casual, in-depth interview between a host and a financial expert.
  • The Key Players:
    • Host: Adam Taggart, founder of Thoughtful Money, a financial media platform.
    • Guest: Jonathan Wellum, founder of RockLink Investment Partners, a Canadian financial advisory firm endorsed by Thoughtful Money.
  • The Vibe: Educational, analytical, and cautiously optimistic. The conversation is serious but flows naturally, with both men clearly enjoying the intellectual sparring.

🗝️ Key Themes & Topics

  • Topic 1: The Market's "Perverse" Reaction to Good News. The discussion kicks off with a recent market sell-off triggered by a strong jobs report. Jonathan explains why Wall Street often punishes good economic news (fear of the Fed not cutting rates), but argues this is a "false" and "perverse" way to think. He believes the current administration's pro-growth policies (tax cuts, deregulation) are correctly designed to boost the private sector and tame inflation over time, not fuel it. (02:30)

Continue reading the full summary in the app — free to try.

Read Full Summary →

Free • No credit card required

What you'll learn

  • 1 (00:00) **🎙️ Introduction: Jonathan Wellum**
  • 2 (02:00) **Why the Market Got "Walloped" on Friday**
  • 3 (04:46) **The Trump Economic Strategy: Growth Over Inflation**
  • 4 (10:17) **Valuations, Volatility, and the AI Bubble**
  • 5 (14:46) **The SpaceX IPO and "Late Stage Bull Market" Signals**
  • 6 (20:55) **The "Five for Five" Warning Signs of 2000**
  • 7 (27:42) **Scouting the "Wallflowers": Insurance and Value Plays**

+ Full timestamped outline available in the app

Show Notes

The day of panic the stock market experienced last Friday is just a taste of what's to come, predicts financial advisor Jonathan Wellum.With so many asset prices stretched to historic extremes and so many macro risk factors currently circulating, heightened volatility is going to be the theme of the back half of 2026 says Jonathan."It's going to be a wild ride" from here, he warns.For all the specifics why, watch this video.

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#volatility #marketcorrection #commodities _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Thoughtful Money with Adam Taggart