Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily, joins me to look at how he’s managing his portfolio with regards to equities exposed to artificial intelligence, defense, uranium, oil, lithium, copper, steel, and gold.
We start off getting his take on the recent market jubilance from signals that the Fed has finally pivoted from the end of monetary tightening, to looking at rate cuts for next year. We then dive into a number of different megatrends and sectors, how he is seeing them playing out in the near-term to medium-term, and how he is rebalancing his portfolio accordingly.
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Click here to follow along with Sean’s work at Weiss Ratings Daily