Episode Details

[Recorded on 05-28-2026]  Sean Brodrick, Editor of Wealth Megatrends, Supercycle Investor, Resource Trader, and contributing analyst to Weiss Ratings Daily, joins us to review how he is trading opportunities in drone and counter-drone stocks on the back of news that broke on Thursday May 28th that the US government may be investing directly into drone technology for defense.  Additionally, we discussed how the government is also investing directly into or shaping favorable policy initiatives around the critical minerals sector.

We start off discussing next generation defense and how integral drones have become on as a key aspect of battlefield protection. Sean points out that many nations have invested big into this technology, and that hot conflicts in Ukraine and Iran have changed modern warfare.

• Some of the companies we discussed include: Unusual Machines, Inc.(NYSE American: UMAC), Red Cat Holdings, Inc. (NASDAQ: RCAT),  Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS), and Draganfly Inc. (NASDAQ: DPRO) (CSE: DPRO).
• Sean reiterates that investors need to do proper due diligence as not all companies are run well or have the right technology. He points out AeroVironment, Inc. (NASDAQ: AVAV) as a cautionary note of a company that has struggled even in a bullish sector.
• He also points out that counter-drone and counter-measure tech companies, like V2X, Inc. (NYSE: VVX), have done incredibly well in this environment.

The discussion then pivots to the US government also putting funding and proactive policy initiatives into the critical minerals stocks.

• He narrows down this wide range of minerals to a focus on getting exposure to the defense metals like antimony, heavy rare earths, tungsten, and niobium, or conductive metals like copper and silver.
• Some critical minerals stocks that he and his subscribers have traded well are: MP Materials Corp. (NYSE: MP), Critical Metals Corp. (NASDAQ: CRML), and USA Rare Earth, Inc. (NASDAQ: USAR), Trilogy Metals Inc. (NYSE American: TMQ) (TSX: TMQ), Taseko Mines Limited (TSX: TKO) (NYSE American: TGB), Almonty Industries Inc. (NASDAQ: ALM) (TSX: AII), and American Rare Earths (ASX: ARR) (OTCQX: ARRNF).

He views periods of time where these critical minerals stocks correct as opportunities where investors that missed a stock on the way up, get another opportunity to accumulate into these pullbacks for the longer-term trends in motion. He stresses the need to understand the extreme volatility in this sector, to focus on companies with a legitimate pathway to production, and that may have received government funds in the past.

Wrapping up Sean highlights just how important this administration proposing implementing price floors to certain niche critical minerals sectors will be for encouraging development of projects that can then depend on the government being a steady buyer at a set prices higher than prevailing market prices.

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