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Cover for Sean Brodrick – Market Reactions To Fed Policy, Gold And Oil Stocks, And The Tech Supercycle

Sean Brodrick – Market Reactions To Fed Policy, Gold And Oil Stocks, And The Tech Supercycle

March 25, 2024
KEReport
By KEReport
KEReport

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.


 


Click here to follow along with Sean’s work at Weiss Ratings Daily

KEReport
KEReport
The KE Report provides exclusive interviews with private money managers and sub $10 billion market cap companies. Interviews are published daily to help investors navigate the markets.
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