Sean Brodrick reviews some of the macro news moving the markets, andand how he’s positioning into the volatility we’ve seen over the last 2 weeks in AI stocks, utilities, uranium stocks, gold, silver, and precious metals stocks. There are sectors he is limiting exposure to while there are plenty of opportunities and sectors he believes will do well in 2025 in light of the Trump administration economic strategy.

Sean Brodrick outlines the constructive setup that he sees in gold, silver, and uranium producers and near-term producers, as well as the investing themes he believes will do well in 2025 on the back of the new Trump administration economic and trade policies.

Sean Brodrick, unpacks the ongoing euphoria in the post-election “Trump Trade,” which has seen strong buying in US equities, and we discuss the US dollar, gold, uranium, nuclear stocks, and the related equities that have his interest.

Sean Brodrick unpacks the post-election “Trump Trade,” which has been strong buying in cryptos, crypto stocks, tech stocks, and large US equities, but conversely strong selling in gold, silver, commodities, and resource stocks.   We also discuss renewable energy and nuclear energy trends, as it relates to policies under question now from the 2022 Inflation Reduction Act. 

Sean Brodrick, reviews the pullback we’ve seen this week in gold, silver, and the PM mining stocks, but the opportunities presenting investors in the utilities, uranium, and nuclear power stocks, as the need for more electricity generation continues to grow.

Sean Brodrick outlines the opportunities that he is seeing in the junior mining stocks, as gold, silver, and uranium keep moving to higher levels, and which type of companies have his attention. 

Sean Brodrick outlines opportunities that he is seeing in the more defensive sectors of insurance, cybersecurity, REITs, regional banks, and utilities, as geopolitical uncertainty increases, and as macroeconomic factors continue to weaken.

Sean Brodrick outlines opportunities that he is seeing in silver and the quality silver stocks, in particular the producers with margin expansion potential in good jurisdictions.

Sean Brodrick reviews how he is sitting tight through the recent downward pressure and volatility within US Equities, but also seeing value building in home builders, tech stocks, oil and natural gas stocks, and uranium stocks, despite recent corrections.

Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily, joins us to review the rotation trade within US Equities, but also into beat up value sector stocks, gold, uranium stocks, and the re-industrialization of America stocks.

Sean Brodrick, reviews investing opportunities and areas he is avoiding in the energy sector: uranium, lithium, oil, nat gas, solar, wind, utilities, copper, and rare earths stocks, and what kinds of companies he’s investing in.

Sean Brodrick reviews investing opportunities in the energy sector, for investing in with the oil, nat gas, and uranium stocks, and which types of companies animate him in each sector.

Sean Brodrick reviews the downturn the last few weeks in oil, nat gas, uranium, copper, silver, and  gold, and their related resource stocks, but he reiterates that the larger commodities megatrends are still well in place.

Sean Brodrick outline how he positioning his portfolio in uranium, copper, silver, and  gold resource stocks, as the commodities continue to ratchet higher. 

Sean Brodrick reviews correction in general US equities, rotating capital into cannabis, uranium, copper, palladium, small-cap oil, and gold resource stocks and the commodities overall.

Sean Brodrick review how he is investing in the commodity megatrends in the gold, copper, oil, uranium sectors, and related resource stocks.

Sean Brodrick reviews how he is investing in US equity markets, gold and gold stocks, oil and oil stocks, and the tech supercycle with artificial intelligence stocks, robotics stocks, and defense stocks into this megatrend.

Sean Brodrick focused on investing in gold, gold stocks, artificial intelligence stocks, defense stocks, cybersecurity stocks, and oil stocks, laying out the fundamental growth case for each.

Sean Brodrick focuses on investing in the energy sector in the uranium, oil, and natural gas sectors and related stocks.

Sean Brodrick discusses how he’s managing his portfolio with regards to equities exposed to uranium, gold, oil, artificial intelligence, defense, and cybersecurity.