Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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Sean Brodrick – Bullish Trends Continue In Gold And Silver Stocks, Adding More International, Counter-Drone Defense, And Oil Stocks
Manage episode 486738314 series 3374176
Content provided by KE Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by KE Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily, joins us to outline why he is holding onto the bullish trends in gold and silver stocks, and adding to positions in international stocks, counter-drone defense stocks, and dividend-paying oil stocks.
With the precious metals equities, Sean is mostly holding onto the names that he and his subscribers have purchased over the last few months, but has rotated some funds down into more gold developers and the silver stocks; looking for those areas to outperform. When looking at the macroeconomic factors and geopolitics, he is not convinced in that the tariff implications are behind us, and is still seeing continued weakness in the US long bond, US dollar, and business guidance through year end.
Sean notes that there are still a lot of foreign market participants still scaling out of US markets to repatriate funds into their own domestic stock markets, and he is still finding pockets of value in international stocks. For example, he has been bullish European defense stocks for a while, but then domestically he’s been positioning in counter-drone defense stocks.
Wrapping up we discuss that he is getting more interested in accumulating the better run intermediated oil stocks that pay good dividends, can make money at the current lower price range for WTI oil, and that are trading down near book value.
Click here to follow along with Sean’s work at Weiss Ratings Daily and Wealth Megatrends
332 episodes
Share
Manage episode 486738314 series 3374176
Content provided by KE Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by KE Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily, joins us to outline why he is holding onto the bullish trends in gold and silver stocks, and adding to positions in international stocks, counter-drone defense stocks, and dividend-paying oil stocks.
With the precious metals equities, Sean is mostly holding onto the names that he and his subscribers have purchased over the last few months, but has rotated some funds down into more gold developers and the silver stocks; looking for those areas to outperform. When looking at the macroeconomic factors and geopolitics, he is not convinced in that the tariff implications are behind us, and is still seeing continued weakness in the US long bond, US dollar, and business guidance through year end.
Sean notes that there are still a lot of foreign market participants still scaling out of US markets to repatriate funds into their own domestic stock markets, and he is still finding pockets of value in international stocks. For example, he has been bullish European defense stocks for a while, but then domestically he’s been positioning in counter-drone defense stocks.
Wrapping up we discuss that he is getting more interested in accumulating the better run intermediated oil stocks that pay good dividends, can make money at the current lower price range for WTI oil, and that are trading down near book value.
Click here to follow along with Sean’s work at Weiss Ratings Daily and Wealth Megatrends
332 episodes
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Similar to The KE Report
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
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…
continue reading
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…
continue reading
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…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
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…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
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…
continue reading
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