MoneyMasters Podcast 🎙️ 3/20/25: Stocks Falling...Gold Surging...What Should You Do?

Mike Larson | Editor-in-Chief

The markets have been flipped upside down. Stocks have been tumbling, gold has soared past $3,000 an ounce, and volatility is through the roof. Is this the start of a major shift, or just a temporary shakeout?

In this special “Market Roundtable” episode of the MoneyShow MoneyMasters Podcast, top financial experts Kenny Polcari of SlateStone Wealth, Tom Hayes of Great Hill Capital, and Jim Bianco of Bianco Research break down what’s driving markets and fueling investor uncertainty.

From the unwinding of the Magnificent 7 boom…to rising global macro risks…to shifting expectations for the Federal Reserve after this week’s meeting, the episode dives deep into what’s next for investors – and how to position yourself now.

Will the Trump Administration’s policies change the market’s course? Is the era of easy stock market gains over? And with geopolitical tensions rising, is gold the ultimate safe haven? Get the answers (along with guidance on the dollar and bonds) in this episode!

One last thing: Kenny, Tom, and Jim will all be speaking at the 2025 MoneyShow Masters Symposium Miami, happening May. 15-17 at the Hyatt Regency Miami. To get guidance from them in person, click here to register.

Mahaney: Why You Should Invest in Stocks Like Uber and Amazon in 2025

Despite recent volatility, the tech sector has never been more dynamic — and investors are constantly searching for the next big opportunities. At our 2025 MoneyShow Las Vegas, Mark Mahaney, senior managing director at Evercore ISI, shared his latest insights on the Internet sector, AI’s growing impact, and his top stock picks for 2025.

He also broke down where valuations stand, why sector fundamentals remain strong, and which wild cards could impact growth. Don’t miss this deep dive into the future of tech stocks — and the key trends that will shape the market in the coming year.

• KMB: A Consumer Goods Giant with an Attractive Yield
  👉️ TICKER: KMB
  Given the recent market selloff, I inevitably get asked what stocks I think are the best deal right now. My first response is always: Any long-term holding you plan to continue holding where the current price is lower than your cost basis. One of my favorite plays right now is Kimberly-Clark Corp. (KMB), writes Kelly Green, editor of Dividend Digest.

• What Will Happen to Variable Payouts in the Energy Sector?
  👉️ TICKERS: UNG, USO
  Energy royalty companies’ cash flows depend not just on realized selling prices from what’s pumped and/or mined from their lands. They’re also affected by the production decisions of the companies operating on their lands. Here’s what I think will happen with variable payouts in 2025, says Elliott Gue, editor of Energy and Income Advisor.