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 Federal Reserve interest rate cuts.

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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.

Watch the podcast to find out where smart money is positioning ahead of 2026.

Stocks and ETFs covered in the podcast include: (ALB) (FCX) (GDX) (GE) (GLD) (MA) (V) (NEM) (QQQ) (SLV) (TGB) and (SPY) .