welcome back to our weekly update I'm Charlotte McLoud with investing news.com and this time around we have a special video for you heading into the new year I asked five experts for their highest conviction sectors in 2025 let's take a look at what they had to [Music] say Rick rule of rule and investment media gave options for both speculators and investors when he answered the question emphasizing that people should know which category they fall into I would say it depends on if you're


an investor or a Speculator I think if you're a Speculator that you're going to see uh real moves in the go in the better gold Juniors real moves uh if you can afford to take the risk pardon me Charlotte if you're an investor uh you want to be way overweight the oil and gas base and if you're a Canadian investor you want to stay north of the Border uh if if you have a federal election and if if Canadian voters decide to allow the prime minister to um afford other employment opportunities uh


I think you see the Canadian Oil and Gas sector basically double overnight but on a BTU equivalent basis Canadian natural gas is just too cheap rule wasn't the only Market Watcher to mention gold it came up numerous times in my conversations and to keep some variety in this list I won't name them all but before we move on let's hear from GIS solay of verified investing.com about why he thinks the precious metal will be 2025 is best performing asset oh goodness good question um I I would have


to take gold and again you know for me it's the risk that if we go to 107 on bitcoin let's say we could pull back to 75 um next year again I don't know where we'll be at the end of the year but that draw down is a hefty draw down of 30% or so at that point um and then if we look at the stock market the stock market is honestly even more concerning to me than Bitcoin um up at these levels after this big run the stock market the valuations the metrics the buffet rule I mean all of these indicators are flashing extreme


extreme overbought um and I think the market is due for you know not just a quick dip like we saw in August where we dropped you know 15 10% really quickly but I think a more sustained bare market and I think it's going to come when we see a recession and this is the kicker a recession is okay if the FED can cut rates to zero like they did after covid or you know then we can do it right then the Market's like yay we're getting cheaper free money but my thesis for 2025 is that inflation will still be


slightly elevated and the FED will not be able to use its tools like usual to get us out of that recession which means further downside in equity prices copper is at the top of the list for Lobo of independent Speculator tocom although he did consider silver as well here's why he ultimately went with the red metal I thought about silver as we were just talking about it's easier to see silver going up say 50% or even possibly a double that would be a reach but it's it's easier to see than gold much easier


to see than uranium but actually I had to go with copper there for the reasons that just cited Silver's volatility it's its tendency to lag for 2025 I'm not sure that this is the year for silver um and it's easier for me to see copper going up 50% or even a double from here we've got We've Got A Squeeze we've got projects that are late or we've we've had nationalizations we've got delays and extensions we've got permitting problems we get roadblocks because theoretically


the the copper Market is close to imbalance right now and then the supply shortage that everybody's been talking about that grows over the years and decades to come but theoretically right now it's theoretically not like this huge shortage but the problem is reality is never like the theories Minds always take longer to build up than you expect they cost more they're late and like I said we've got shutd downs and roadblocks and nationalizations all these problems with Supply meanwhile demand is doing that


David Morgan of the Morgan report is best known for his silver commentary but when asked about his highest conviction sector for 2025 he went in another Direction I think it'll be energy energy is the most important one of all and I think there may be a rethinking of how we're going to use the energy that exists and merry it with the Renewables in the most efficient manner because really the return of what's called e Roi energy return on energy investors is the way to look at it not how much it costs


you can print an infinite amount of funny money I think that will be and I hope it will be the best move that uh we're able to do and to rethink um the best way to move forward on the energy sector I mean the Renewables I'll leave alone on my comment but what we need is more energy not less and the Renewables produce some but they're not near as efficient as the dirty hydroc carbons yet these AI structures take a lot more energy um look at what Bitcoin takes in energy it takes more energy not less so that would


be my answer Frank Holmes of us Global Investors made a similar Point saying that energy demand from the fast growing artificial intelligence sector will make data centers important to watch I think data centers I think that this the best some of the best performing bitco coin miners uh it's only because they have electricity and and people in need with Nvidia chips can't find the electricity so they come in and core scientific a year ago is 50 Cents and it goes to $15 because of electricity and and and they


can FastTrack the building of those data centers for the AI boom so the AI boom if you miss Nvidia being early then the real stable part are going to be data centers uh and and we you hear some some promoters talking about making the biggest data center in Alberta uh the federal government Canada's talking about it Etc just those companies that have access to electricity that's stable uh are going to become the best performers which I think you can find the links to the full interviews with


Rick rule GIS solay Loa tgr David Morgan and Frank Holmes in the video description if you'd like to hear more [Music]