Episode Details

Are investors overlooking the next major opportunity in commodities, nuclear energy, and hard assets? On this episode of ⁠Financial Compass⁠, host Todd M. Schoenberger sits down with Mish Schneider, Chief Strategist at MarketGauge.com and Founder of The Economic Modern Family YouTube channel, for a deep dive into the shifting macro landscape shaping Wall Street right now.

⚡ Mish breaks down why crude oil prices between $95-$105 may not signal crisis territory yet — but could still ignite major investment opportunities across energy, natural gas, uranium, and infrastructure plays.

💥 Key topics include: • Why Mish’s team bought natural gas based on technical signals • Nuclear energy investment opportunities & small modular reactors • Constellation Energy, SMR & the future of clean energy demand • Nvidia, semiconductors & the AI infrastructure boom • Why hard assets and commodities may outperform • The impact of rising mortgage rates on housing & REITs • Why first-time homebuyers are getting squeezed • Buyer’s market vs seller’s market dynamics in real estate • Government intervention concerns in housing markets • Financial literacy, trading psychology & Mish’s new educational initiatives

📈 From energy markets and commodities to AI infrastructure and real estate stress, Mish Schneider delivers actionable macro insights investors won’t want to miss.

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