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In this video, we unpack various economic factors, such as recent market drivers, record equities, gold’s strongest year since 1979, and ongoing Fed rate cuts.

We explain why gold, mining stocks, and critical metals could be in a new supercycle. Additionally, we see plenty of runway left for the bull market thanks to profit growth, lower rates, and tech leadership.

We 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, we name our favorite stock picks in this environment.
 

00:21:49

Timestamps:

• 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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