Sean Brodrick – Opportunities In Gold, Silver, Copper, and Lithium Stocks, Still Constructive On Drones, Rockets, and Utilities Stocks

Aug 12, 2025

Sean Brodrick, Editor of Wealth Megatrends and analyst at Weiss Ratings Daily, shares his insights on the current market landscape. He discusses the price fluctuations in gold and copper due to tariffs, emphasizing they're merely noise amid a larger bull market. Brodrick also highlights the strong earnings from gold and silver producers and the potential of lithium stocks, specifically mentioning Sigma Lithium Corp. Furthermore, he examines opportunities in defense and utility sectors amidst geopolitical tensions.

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INSIGHT

Tariff Noise Vs. Long-Term Metal Trends

Tariff headlines create short-term volatility in copper and gold but rarely change long-term trends.
Sean focuses on the larger bull-market fundamentals rather than transient tariff noise.

INSIGHT

Gold: Early-Stage Bull With Room To Run

Gold is entering a renewed bull phase with rising investor excitement but not yet a mania.
Large fund managers remain underallocated, implying further inflows could push prices substantially higher.

ADVICE

Buy Producers To Capture Rising Cash Flow

Buy producers and near-term producers to capture rapid cash-flow appreciation when metal prices rise.
Focus on smaller, lesser-known producers because Wall Street often underestimates them.

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Sean Brodrick, Editor of Wealth Megatrends and contributing analyst to Weiss Ratings Daily, joins me to continue on with our prior discussion reviewing the macroeconomic implications of tariffs and geopolitics on the markets. He reiterates why he still remains bullish and holding positions in gold, silver, copper, and lithium stocks, but that he is also constructive on defense stocks in drones and rockets, and also accumulating energy efficiency companies.

We start off reviewing the shifting market sentiment and wild swings in both copper and gold as they react to on-again/off-again tariff news. He points out that most of these temporary pricing fluctuations in copper and gold are just noise, and he remains focused on the larger developing bull market trends in both metals, and opportunities in the related mining stocks. We also discuss the very positive Q2 earnings newsflow from both the gold and silver producers, and opine on when they become so constructive that generalist investors can no longer ignore them and come into position with some exposure to the sector. Higher metals prices and more participation from market participants is keeping the party going in the metals space.

Next we got into the rally we’ve seen in some of the lithium stocks coming off the lows of a few months ago, and Sean highlights Sigma Lithium Corp (TSX-V:SGML) (NASDAQ:SGML) as a company they’ve been scaling into to position for a move higher across the lithium sector. This leads us into a discussion on ways to position in the energy sector by way of the utility companies and he mentions both Dominion Energy (NYSE:D) and Vistra Corp. (NYSE: VST) as 2 stocks that have his interest in this sector.

Wrapping up, Sean outlines why outside of the resource investing space, he remains constructive on defense stocks focused on drones and rockets, and he also highlights AMSC (Nasdaq: AMSC) as a company straddling both the defense sector and the energy sector coming up with solutions for both military applications and the hyper-scalers.

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