Sean Brodrick – Market Reactions To Fed Policy, Gold And Oil Stocks, And The Tech Supercycle
Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily, joins us to review how he is investing in US equity markets, gold, gold stocks, oil, oil stocks, and the tech supercycle incorporating artificial intelligence stocks, robotics stocks, and defense stocks.
We start off reviewing some of macroeconomic data and market reactions that feed into expectations around future Fed rate cuts. Next we look at the disconnect in the junior resource stocks in comparison to the bigger moves higher in gold and oil prices, and even when compared to the larger producers in both sectors. Then we shifted over to tech supercycle that is continuing to unfold in A.I. stocks, chip companies, robotics stocks, and defense stocks.
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