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“In the Money” with Amber Kanwar: A Value Investor’s Guide to Precious Metals

February 10, 2026 | Videos

Jonathan joins Amber Kanwar on In the Money to explain why he views precious metals as essential insurance. Jonathan breaks down how soaring debt and currency debasement have fueled ROCKLINC’s high-conviction stance on gold, silver, and royalty companies.

Beyond precious metals, he discusses ROCKLINC’s selective allocations in insurance and industrials, tackles audience questions on stocks like Agnico Eagle and Constellation Software, and reveals three high-conviction ETF holdings for navigating today’s volatile markets: Carlisle (CSL), Sprott (SII), and MercadoLibre (MELI).