Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily, joins me to look at the constructive setup that he sees in gold, silver, and uranium producers and near-term producers, as well as the investing themes he believes will do well in 2025 on the back of the new Trump administration economic and trade policies.

We start off discussing the opportunities in gold and silver equities based on the continued higher underlying metals prices contrasted against low investor sentiment in the PM equities.   We discuss the potential for Q4 earnings numbers that will be released in about a month to be a potential catalyst to get more momentum going forward in the sector.  With regards to the uranium stocks, we discuss a number of supply constraints coming out of U308 production globally, and that the US producers look to be one of the bright spots.  We also review the development-stage projects with a pathway towards production up in the Athabasca Basin of Canada as another area of focus.

With regards to the US equities, he sees the themes of deregulation playing into the hands of the financial sector and the oil, natural gas, and energy sectors. However, he is concerned with the potential volatility that the plan for too many tariffs and potential trade wars with other countries may create as this year unfolds.

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