Sign up to save your podcasts
Or
Share What’s Really Powering the Rally in Stocks and Metals w/ Sean Brodrick, John Eade
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
What’s Really Powering the Rally in Stocks and Metals w/ Sean Brodrick, John Eade
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
If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!
📅 Join us for the 2025 MoneyShow/TradersEXPO Orlando (Oct. 16-18)!
Register here: https://orlando.moneyshow.com/?scode=061246
For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page: https://www.youtube.com/@MoneyShow/podcasts
Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2
Facebook: https://www.facebook.com/OfficialMoneyShow/
Instagram: https://www.instagram.com/moneyshow/#
TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en
X (Twitter): https://x.com/moneyshow
LinkedIn: https://www.linkedin.com/company/moneyshow/
View all episodes
By MoneyShowIn 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
If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!
📅 Join us for the 2025 MoneyShow/TradersEXPO Orlando (Oct. 16-18)!
Register here: https://orlando.moneyshow.com/?scode=061246
For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page: https://www.youtube.com/@MoneyShow/podcasts
Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2
Facebook: https://www.facebook.com/OfficialMoneyShow/
Instagram: https://www.instagram.com/moneyshow/#
TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en
X (Twitter): https://x.com/moneyshow
LinkedIn: https://www.linkedin.com/company/moneyshow/