MoneyMasters Podcast 🎙️ 9/18/25: What's Really Powering the Rally in Stocks and Metals

Mike Larson | Editor-in-Chief

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.

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.

Don’t forget: Sean and John 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.

Market Minute: After the Fed, Here’s What’s Next for Stocks, Tech, & IPOs

After weeks of noise in Washington and jitters on Wall Street, the Federal Reserve played it safe with a 25-point cut — no surprises. Meanwhile, Nvidia Corp.’s (NVDA) blockbuster $5 billion chip deal with Intel Corp. (INTC) sent its stock up 30%. Plus, with IPOs wobbling — Stubhub Holdings Inc. (STUB) stumbled — and Q3 earnings season fast-approaching, the next big market moves could be coming soon.

Are you watching the right signals? Find out in my MoneyShow Market Minute video! 

Get 2025’s “Best of the Best” Picks from MoneyShow Experts — FREE!

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• Fed: A Post-Mortem of Yesterday's Policy Meeting
  👉️ TICKERS: SPY, TLT, IEF
  The Federal Reserve cut interest rates by 25 basis points. In substantiating the cut, with more to come, policymakers highlighted that “downside risks to employment have risen” and didn’t mention upside risks on inflation, writes Peter Boockvar, editor of The Boock Report.

• AWR: A California Utility with a Phenomenal Dividend Track Record
  👉️ TICKER: AWR
  Founded in 1929, American States Water Co. (AWR) is a utility company that operates primarily through two regulated subsidiaries, Golden State Water Co. and Bear Valley Electric Service, providing water and electric services in California. The company is benefiting from recent rate case approvals and policy tailwinds, supporting growth, notes Kelley Wright, editor of IQ Trends.

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

📈 💸 Wall Street’s 3 Favorite Warren Buffett Dividend Stocks to Own Today. There are dozens of stocks in Warren Buffett’s portfolio…so which ones should you pick? (Barchart)