Jonathan joins Wealthion host James Connor, where they discuss the following:
- Why the U.S. market is deeper, more diversified, and a global growth engine.
- Canada’s heavy reliance on commodities, and why this makes returns more cyclical.
- The impact of currency swings (CAD vs. USD) on cross-border returns.
- Tax considerations for Canadians buying U.S. stocks (and vice versa).
- Why U.S. markets have outperformed for decades — and whether that will continue.
- Hidden Canadian gems like Cameco, Franco-Nevada, and Wheaton Precious Metals, and global firms like Brookfield and Constellation Software.
- How ROCKLINC allocates today: ~65% U.S., ~35% Canada & Europe.