John Polomny of Actionable Intelligence offers a clear, data-driven outlook that challenges the prevailing recession and stagflation narratives. He explains how global central bank rate cuts, rising liquidity, and continued fiscal deficits may support economic growth, not contraction. Key indicators like PMIs and commodity breakouts are signaling a potential shift in the cycle.

John outlines his highest-conviction investment themes, including Canadian oil sands, platinum group metals, uranium, and offshore drilling. He emphasizes that these sectors are positioned to benefit from long-term supply constraints rather than short-term demand spikes. He also highlights specific companies he believes are undervalued and poised for growth.

Throughout the discussion, John stresses the importance of a disciplined investment strategy—knowing the difference between speculation and true investing, writing down your thesis, and focusing on businesses that generate real cash through dividends and royalties. His approach provides long-term investors with practical tools to navigate volatility and build lasting wealth.

Like, comment, and subscribe for more expert insights from John Polomny!

Connect with John Polomny!

Twitter: https://x.com/JohnPolomny

YouTube Channel: https://www.youtube.com/@ActionableIntelligenceAlert

Substack: https://substack.com/@actionablenews

🔥 Key Topics Discussed

✅ Global rate cuts and economic outlook

✅ Why John Polomny disagrees with recession forecasts

✅ Rising commodity trends: oil, copper, agriculture

✅ High-conviction sectors: Canadian oil, PGMs, uranium

✅ Investment strategy: dividends, royalties, cash flow

✅ Speculation vs. long-term investing

✅ Portfolio positioning and risk management

✅ Opportunities in emerging markets and offshore energy

✅ Outlook on central banks, inflation, and fiscal policy

✅ Key companies and sectors to watch in 2025

If you found value in today's breakdown, please give this video a thumbs up, share it with friends, and don't forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing!

Affiliates /Tools for Success that I Love and find Helpful:

Join Our Free Newsletter

Rule Symposium 2025 (July 7-11)

Rule Classroom (Free)

Rule Classroom Plus (2 Free Months)

TradingView (Free)

Lobo's Weekly Recap (Free)

Uranium Newsletter

Chapters:

00:00 Introduction and macro view of global markets

12:16 Typical order of commodity bull cycles and recessions

18:59 John Polomny's highest conviction sectors in 3 to 5 years

24:24 Portfolio cash position and market timing strategy

26:12 How John Polomny got started in investing

40:10 LNG arbitrage and outlook on US Canadian natural gas

40:55 Oil tankers dry bulk shipping and capital return

42:31 Offshore energy and dividend investing

51:32 Opinion on Baytex Energy

54:34 Opinion on Melbana Energy and closing thoughts

DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.

WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.

#Commodities #JohnPolomny #ActionableIntelligence #Investing #OilStocks #Gold #Uranium #MacroEconomics #NaturalGas #DividendInvesting #Royalties #S&P500 #Copper #Bitcoin #Palladium #InflationHedge #EconomicTrends #InItToWinIt #SteveBarton