TG Watkins, Director of Stocks at Simpler Trading and Editor of the Profit Pilot website joins us to share his thoughts on the key market themes heading into 2025 and what he is trading currently.
TG discusses the stellar performance of mega caps like Meta and Netflix and highlights the potential resurgence of small caps, driven by changes in interest rates and market conditions. Diverting attention to emerging trends, he highlights the explosive growth in AI, quantum computing, and drone stocks, and mentions specific stocks like RGTI and SOUN. TG also analyzes the current and future prospects of mega-tech stocks such as Google and Tesla, emphasizing their innovations in AI and quantum computing.
We then move to potential broad market movements, including a possible Santa Claus rally and the resilience of small caps. TG also provides an in-depth analysis of the precious metals market, discussing gold, silver, and their corresponding ETFs, as well as offering insights into the uranium and nuclear sectors.