The KE Report TG Watkins - Markets Shrug Off Tariff Talk: AI, Crypto, Silver, and Bull Market Rotation
Jul 14, 2025
16:40
TG Watkins, Director of Stocks at Simpler Trading and editor of the Profit Pilot website and YouTube channel, breaks down what’s driving markets higher and where the next leadership may emerge.
Markets are pushing to new all-time highs, brushing off tariff noise and geopolitical uncertainty. In this interview, TG Watkins joins us to unpack what’s fueling this continued strength and how investors should position in a fast-moving bull market.
Key themes discussed:
- Tariff headlines vs. market resilience: Despite renewed tariff threats from Trump, markets continue higher - why?
- AI and Crypto leading the charge: Nvidia, AMD, and tokenization themes are back in focus. Crypto breakout signals renewed momentum.
- Sector rotation in full swing: Big tech is stretched; money is flowing into smaller, higher-risk plays and overlooked sectors like drones and silver.
- Volatility watch: The VIX is around 17; TG expects a near-term pullback but views it as a buying opportunity.
- Precious metals outlook: Silver breaks out to 14-year highs, while gold consolidates and awaits a clearer catalyst.
TG shares insights on:
- Where smart money is rotating next
- Signs of market froth and the case for a short-term reset
- What would make him turn more defensive
- Why he’s watching SPX 21-day and weekly 21 MAs for support