MoneyMasters Podcast 🎙️5/1/25: Is Your Strategy Too Narrow for This Market?

Mike Larson | Editor-in-Chief

Is your investing strategy too narrow for today’s volatile markets?

In this episode of the MoneyShow MoneyMasters Podcast, I’m joined by Paul Hickey, co-founder of Bespoke Investment Group and one of the most respected market analysts on Wall Street. Known for his “fusion” approach to investing, Paul combines technicals, fundamentals, macro trends, and historical data to give a 360-degree view of what’s really moving the market — and what most people miss.

From volatility spikes to surprising earnings strength, Paul breaks down the disconnect between soft survey data and hard economic outcomes, why Mag Seven stocks may not be the future’s big winners, and how a single tweet can derail global markets.

He also explains how smart investors should approach the second half of 2025 — what to watch, what to tune out, and why discipline always beats prediction. Whether you're deep into trading or just managing your long-term portfolio, Paul’s insights will help you cut through the noise and stay one step ahead.

Finally, Paul will be joining us at the 2025 MoneyShow Masters Symposium Las Vegas, happening July 15-17 at Caesars Palace. Click HERE to register.

AI is Hungry for Energy. Can the Grid Handle It? And How Can Investors Profit?

OG innovator, thought leader, and CEO of PetroVybe, Peter A. Snell, uncovers a new opportunity for investors to profit from the convergence of biblical stewardship in business and the development of natural gas as the only reasonable fuel capable of meeting AI-driven electricity demand. Check out his presentation HERE.

• EUAD: Profiting from the Rise in European Defense Spending
  👉️ TICKERS: BAESY, DRS, RNMBY, EUAD
  I continue to search for companies and stocks that are insulated from US-China-related trade tensions or stand to benefit from re-shoring and changing geo-economic trends and events. That means businesses in niche markets with strong positions in under-the-radar sectors. Check out the Stoxx Europe Aerospace & Defense ETF (EUAD), suggests Carl Delfeld, editor of Cabot Explorer.

• GOLD: Amid Recent Mine Moves, Consider Buying In
  👉️ TICKER: GOLD
  Barrick Gold Corp. (GOLD) just agreed to sell its 50% stake in the Donlin project in Alaska for $1 billion. On the one hand, the project has not been advancing for years and is only 1% of Barrick’s NAV. But the project has large potential and today’s higher gold price justifies moving it forward, writes Adrian Day, editor of Global Analyst.