Recorded on October 7th, 2025: Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily, joins us to outline why he still remains bullish and holding positions in gold, rare earths, antimony, uranium, and oil stocks.
Gold is now above $4,000 and we’ve started to see a little profit taking in the gold equities this week, and many technical indicators point to the sector starting to get overbought. Despite the many calls for a pullback, we point out that with so many people waiting on the sidelines to buy any dips, that there may not be as big of a protracted or deep correction as many have been waiting for. Sean has been holding most of his PM positions for some time, but added a few new gold names right after attending the Precious Metals Summit in Beaver Creek in early September. While he’s up nicely in those with his subscribers, he wishes he’d have kept buying even more throughout last month as they’ve continued to ratchet even higher here into the early part of October.
Next we got into the blistering rally higher that we’ve seen in some of the rare earth stocks on the back of Chinese export bans sending prices skyrocketing, and with the US government bringing more attention to the downstream processors with a strategic investment into MP Materials Corp. (NYSE: MP). This has really ignited a further boom in the sector where Sean wants to be invested with companies like Energy Fuels Inc. (NYSE American: UUUU); (TSX: EFR), a U.S. producer of rare earth element oxides from their mineral sands projects, and USA Rare Earth, Inc. (Nasdaq: USAR), that have a compelling development project and domestic mine-to-magnet supply chain approach that may be able to attract some of those government funds earmarked for this sector.
This brought up a larger discussion on positioning in the critical minerals sector, where another metal of focus for Sean has been in antimony. He’s got some exposure through gold companies with antimony credits, but also mentioned United States Antimony Corp (NYSE:UAMY) as a stock that has been a big winner for him and his subscribers. US Antimony is another company that has received government funds for development of domestic critical minerals projects.
The trends higher in nuclear and uranium stocks have been another sector that Sean has been exposed to for some time, and that he feels still has a lot of potential to keep moving higher. With regards to the uranium stocks, he is positioned in US and Canadian producers and developers, including Energy Fuels that was aforementioned. When discussing a company we met with at the PM Summit in Beaver Creek, enCore Energy Corp. (NASDAQ: EU) (TSXV: EU), it brought the discussion to the potential for US producers to be consolidated, and if most of them were rolled into a larger entity if it would qualify as a monopoly. Sean is not as animated by uranium exploration companies until we see significantly higher prices, because there has already been plenty of uranium delineated by exploration work in past cycles that is still in the ground.
Wrapping up we shifted over to traditional energy with the oil and gas stocks, where Sean is considering selling some of them, to put more focus on the critical minerals sector, but is still going to keep holding some of the better oil producers that pay him to wait with solid dividends. We consider whether this could be a contrarian area to follow more closely in the commodities sector.
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