Sean Brodrick – Investing Outlook For Stocks In Uranium, Gold, Oil, Artificial Intelligence, Defense, And Cybersecurity
Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily, joins us to discuss how he’s managing his portfolio with regards to equities exposed to uranium, gold, oil, artificial intelligence, defense, and cybersecurity.
Sean is very animated by the megatrend unfolding in nuclear energy and the uranium equities, noting the recent moves in Cameco (CCJ) (CCO.TO) on reduced production but higher share prices, but also pointing to some new supply coming online in the US from Uranium Energy Corp (UEC) and enCore Energy (EU). The other megatrend that Sean outlines is the many new growth areas for A.I. stocks and related applications. Conversely, Sean points out that gold stocks and oil stocks continue to underperform, in lieu of all the macro and geopolitical events coming at markets, and that these commodity sectors continue to confound investors.