John Polomny's Picks Uranium Oil and Gold Winners for 2025

Today, Steve Barton welcomes back global macro strategist John Polomny for one of the most direct and unsparing assessments of America's economic future. In a blistering analysis, John lays bare the structural rot inside U.S. politics, the unrelenting rise of national debt, and the financial engineering quietly pushing the country toward currency debasement and fiscal collapse. John warns that the political class—regardless of party—has no will to reduce spending. Instead, he predicts an inevitable pivot to yield curve control and stealth monetary interventions as the Fed scrambles to contain exploding interest obligations. This isn't a drill—it's the slow-motion breakdown of the post-Bretton Woods economic order. But amid the chaos, there is opportunity. John outlines where the smart capital is going next: energy, hard assets, and deeply undervalued commodities. From overlooked coal plays to emerging market breakouts and uranium's resurgence, John details where he's putting real money to work in 2025. He also explains why most retail investors fail—poor conviction, bad timing, and zero understanding of cyclicality. This is more than a forecast—it's a survival guide for the decade ahead.   Connect with John Polomny!  Twitter: https://x.com/JohnPolomny YouTube Channel: https://www.youtube.com/@ActionableIntelligenceAlert Substack: https://substack.com/@actionablenews   Key Topics Discussed:✅ Why the U.S. debt spiral is mathematically irreversible✅ How inflation and currency debasement are now policy tools, not accidents✅ The myth of political saviors and why spending cuts are a fantasy✅ Yield curve control and forced bond buying—what's coming for your 401(k)✅ Why uranium, coal, and oil are Polomny's highest conviction 2025 trades✅ How to position for commodity cycles using volatility and position sizing✅ The overlooked opportunity in emerging markets as capital rotates globally   If you found value in today's breakdown, please give this video a thumbs up, share it with friends, and don't forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing!   Affiliates /Tools for Success that I Love and find Helpful: Join Our Free Newsletter  Rule Symposium 2025 (July 7-11)  Rule Classroom (Free)  Rule Classroom Plus (2 Free Months)  TradingView (Free)  Lobo's Weekly Recap (Free)  Uranium Newsletter    Check out my Free Newsletter, and get all my top picks every Sunday!   Chapters: 00:00 Welcome Back John Polomny and His Macro View 10:42 The Fed's Next Move and Stealth QE Speculation 18:36 Interest Rates Rising and the Road to Inflation 21:17 Deep Value and Top Trade Ideas for 2025 27:21 Oil Prices Today and Long-Term Investment Potential 31:29 Natural Gas and Coal Sentiment and Cyclical Trends 35:30 Why Thermal Coal Is a Contrarian Opportunity 37:04 Uranium Investing and Holding Through the Cycle 41:57 Real Estate Investing in Today's Political Climate 44:06 How to Handle Volatility and Build Conviction 50:13 The Biggest Misunderstanding in Commodity Investing 54:32 Why Political Corruption Is Not Going Away 59:22 Final Thoughts on Strategy and Market Positioning 01:01:12 Conclusion and Revisiting 2025 High Conviction Plays   DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero. WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.    #JohnPolomny #Commodities #Inflation2025 #UraniumStocks #OilInvesting #Gold #Silver #MacroAnalysis #YieldCurveControl #DeepState #DebtCrisis #HardAssets #Trump #InvestmentStrategy #SteveBarton #InItToWinIt