MoneyMasters Podcast 05/15/25

MoneyMasters Podcast 🎙️ 5/15/25: How Are Trump's Tariffs Impacting Commodities?

Mike Larson | Editor-in-Chief

Are commodities giving us a clearer read on the economy than the stock market?

In this episode of the MoneyShow MoneyMasters Podcast, Darrell Fletcher — Managing Director of Commodities at Bannockburn Capital Markets — shares what investors aren’t seeing beneath the surface of energy, metals, and macro markets.

Darrell breaks down why volatility is unfolding differently across crude oil, copper, and gold…how tariffs are distorting global pricing…and why U.S. shale producers are walking a tightrope around the $55–$60 oil price band. He also explains the surprising dynamics behind natural gas and LNG, base metal pricing discrepancies, and what muted price moves are really telling us about investor confidence.

If you’re watching the economy, commodities may be the sharper lens — and this episode gives you a front-row seat.

Please Note: Darrell will be joining us at the 2025 MoneyShow Masters Symposium Las Vegas, happening July 15-17 at Caesars Palace. Click here to register.

• All in on Mag 7? Look Beyond US Borders Instead!
  👉️ TICKER: ASML SAP TM NVO

  For over a decade, American investors have been dining out on a single dish: Big Tech. The “Magnificent Seven” have delivered more sugar highs than a Halloween candy binge. But here's the inconvenient truth: 82 of the top 100 performing stocks in the MSCI All Country World Index over the past decade weren’t American, highlights Nicholas Vardy, editor of The Global Guru.

• SJM: A Consumer Staples Standout with an Attractive Yield
  👉️ TICKER: SJM
  In 2011, I worked on a newsletter that used a seven-point system to find the best dividend stocks. My favorite was always “a business that your mother would love or at least understand.” J.M. Smucker Co. (SJM) is one name I like, writes Kelly Green, editor of Dividend Digest.

🌴 Level up your investing game at the ‘25 MoneyShow Masters Symposium Miami (May 15-17) at the Hyatt Regency downtown. Register now!