In this episode of the MoneyShow MoneyMasters Podcast, Sean Brodrick of Weiss Ratings and John Eade of Argus Research unpack today’s market drivers, record equities, gold’s strongest year since 1979, and ongoing Fed rate cuts.

Sean explains why gold, mining stocks, and critical metals could be in a new supercycle, while John sees plenty of runway left for the bull market thanks to profit growth, lower rates, and tech leadership. They also debate whether AI is a bubble or a lasting market driver, how defense-tech and power grid expansion are creating opportunities, and where copper and lithium fit into the next leg of growth. Plus, they name their favorite stock picks in this environment.

Find out where smart money is positioning ahead of 2026.

CHAPTERS:

00:00 — Introduction & Market Backdrop

01:18 — Stocks vs. the Economy and Dollar Tailwinds

02:55 — Argus View: Bull Market Strength and Earnings Drivers

04:40 — Fed Rate Cuts and Implications for Multiples

06:15 — AI Boom or Bubble?

08:10 — Defense Tech, Power Grid, and AI Spillovers

09:55 — Gold’s Bull Market and Precious Metals Sentiment

12:40 — Financials, Exchanges, and Tech’s Influence

15:05 — Copper, Lithium, and Base Metals Outlook

17:45 — Rare Earths, Uranium, and New Copper Picks

19:45 — Preview: Brodrick & Eade at MoneyShow Orlando

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