[Recorded March 31st, 2026] Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joins us to review how he is trading these volatile markets on the back of Middle East geopolitics, and a positive upswing in many sectors, including the precious metals and critical minerals stocks on the last day of March. We look ahead to April, and the trends he’ll be watching most closely.
We discuss the ever-shifting narratives on the Middle East war, and the longer-term implications for oil prices, which he believes will remain more elevated than prior to this conflict, and won’t be going back down to where they were previous to this month.
- He is holding onto many of the oil and gas names in his portfolio, but understands why some investors may want to pull some profits after very nice moves higher.
- If there is more consolidation, then Sean is most interested in adding some of the mid-cap producers.
With regards to the precious metals, Sean remains bullish for gold and silver for the medium-term to longer, because all the broader fundamental macroeconomic and geopolitical factors are still in place and haven’t changed.
- While the central bank of Turkey has been selling gold to support their currency, and some countries in the Middle East have been rumored to be selling gold to counter losses in energy revenues, he believes that selling pressure will subside if a resolution is reached with regards to the Strait of Hormuz.
- He doesn’t feel the bull market in precious metals has been negated, despite all the downside price action since the January peak, as long as gold holds above $4,100.
Sean and his subscriber still have good exposure to gold and silver stocks, but are now considering buying back or adding to positions that they had trimmed back in January after the big sector correction during the month of March, but constructive recent bounce.
- He highlighted Americas Gold and Silver Corporation (TSX: USA) (NYSE American: USAS) as stock that sold off hard after their recent earnings, due to higher costs from more capital spending that investors were expecting, but it also reversed back up strong to close up the month along with the sector.
- He sees moments like this as examples of where investors that missed a stock on the way up the first time, get another opportunity to accumulate into pullbacks.
With regards to the critical minerals stocks; a wide range of the antimony, tungsten, and rare earth stocks had a big surge on the last day of March, along with the rest of the metals complex, and he noted that many will still benefit from future government funds and policy initiatives to support these important inputs into infrastructure and defense.
- He highlighted that he and his subscribers had done well in United States Antimony (NYSE American: UAMY)and continue to look for opportune times to add into weakness, since the US government has a been a customer and strategic partner. They are also partnered with Americas Gold and Silver in a JV to build an antimony processing plant in Idaho, to keep their production and processing domestic.
- Sean also highlights the positive news from Perpetua Resources Corp. (Nasdaq: PPTA) (TSX: PPTA) on March 31st, where the Board of the Export-Import Bank of the United States (“U.S. EXIM”) unanimously agreed to notify Congress of a proposed $2.7 billion senior secured long-term loan for development of Perpetua’s Stibnite Gold Project.
- With regards to a rare earth stock bouncing at month end, that may be offering a compelling entry point after a larger correction, he flagged Critical Metals Corp. (Nasdaq: CRML) as a stock he is watching more closely.
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