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, the re-industrialization of America stocks, and uranium stocks.

We start off discussing the rotation trade out of the mega-cap tech leadership and down into both smaller cap growth stocks.  Sean weaves in his take on the supposed “Trump trade” that many outlets are touting, but outlines that many of the trends due to anticipated tariffs, or increased energy drilling are at odds with market signals.  This then brings in the discussion of anticipated Fed rate cuts, how many and how impactful they may be, and what that could mean for regional banks and homebuilders. 

Next we move over into opportunities Sean sees in the value stocks, like real estate and healthcare, dividend-paying stocks, and also gold.  He also breaks down how 3 separate fiscal spending bills passed are very bullish for the “re-industrialization of America” and companies that can help with the build out of new infrastructure.

With regards to the uranium stocks, he remains very encouraged based on the number of reactors being built or planned globally, and the increased receptivity to nations with regards to nuclear power. One of the big catalysts we discuss is how the changes to the taxes have increased in Kazakhstan, and how that may limit any big increases from Kazatomprom in production in the medium-term.  As for the uranium stocks, Sean is more animated by the uranium companies that are either in production, or that have a near-term pathway to production.

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