Sean Brodrick outlines the continuation of investing megatrends and portfolio management strategies in gold, silver, copper, uranium, oil, antimony, and nexgen defense stocks in drones, rockets, robots, AI, and quantum computing.

Joel Elconin outlines the key investing themes in US equity markets for 2026. We discuss the upcoming macroeconomic data that matters, and circle around to a number of market sectors, getting his outlook on whether we’ll see a continuation or a reversal in the prevailing trends.

Sean Brodrick outlines why he still remains bullish and holding positions in gold, silver, rare earths, uranium, utilities, and defense stocks, and on following the government money flows into emerging trends.