MoneyMasters Podcast 🎙️ 8/21/25: Is This the Golden Age of Macro Investing?

Mike Larson | Editor-in-Chief

In this episode of the MoneyShow MoneyMasters Podcast, Nicholas Bohnsack, president and CEO of Strategas Securities, and Amy Zhang, executive vice president and portfolio manager at Alger, reveal the powerful currents driving markets in 2025.

Nicholas breaks down the real implications of monetary policy moves, inflation trends, and labor market pressures – and shares his favorite investing themes. Meanwhile, Amy explains why and where small and mid-cap stocks are quietly outperforming, details how in-depth research can help drive results in the SMID space, and spotlights sectors and companies that are often overlooked.

From AI’s growing influence to the realities of deglobalization, they challenge conventional thinking and offer precise strategies for navigating risk and opportunity in an unpredictable landscape.

Reminder: Nicholas and Amy will be speaking at the 2025 MoneyShow/TradersEXPO Orlando, scheduled for Oct. 16-18 at the Omni Orlando Resort at ChampionsGate. Click here to register.

What’s Behind the “Out of Palantir, Into Pampers” Rotation (& What to Expect Next!)

Technology and AI stocks are cooling off, while investors rotate into “boring” but steady names like Procter & Gamble Co. (PG). In the past five days, Palantir Technologies Inc. (PLTR) is down 14%, Meta Platforms Inc. (META) is off 4%, but P&G is up 4%.

Will the shift last? It all comes down to three things. Check out my MoneyShow Video Market Minute for more!

Learn from Payne, Belski, Levine, & Shay — LIVE in Orlando!

👨‍🏫 Connect with top money experts like Charles Payne, Brian Belski, Alicia Levine, and Danielle Shay — LIVE at the 2025 MoneyShow/TradersEXPO Orlando. If you act now, you’ll qualify for “Early Bird” pricing, too!

📈 Get top stock and ETF picks, expert options trading help, big-picture macro insights, and deep-dive investing and trading education from Oct. 16-18!

⛳ Plus, enjoy all the golf, tennis, fine dining, kids’ programs, and other entertainment the luxurious Omni Orlando Resort at ChampionsGate offers!

• COPY: A Tweedy, Browne ETF Tailor-Made for this Market
  👉️ TICKER: COPY
  US companies have announced $983.6 billion worth of stock buybacks so far this year, the best start to a year on record, according to Birinyi Associates. The 20 largest companies account for almost half of repurchases. One fund I like here is the Tweedy, Browne Insider and Value ETF (COPY), notes Carl Delfeld, editor of Cabot Explorer.

• Gold: Where You'll Find the BEST Profit Potential (and Why)
  👉️ TICKERS: GDX, GDXJ, GLD
  It’s getting interesting again. Over the past couple of weeks, I’ve been writing about some important changes afoot in the broader markets as well as metals and mining. Now I want to explain where I see the best opportunity, writes Brien Lundin, executive editor of Gold Newsletter.

☀️📈 Get year-end picks and strategies at the 2025 MoneyShow/TradersEXPO Orlando (Oct. 16-18). Registration is now OPEN!