How These Pros Picked 2025’s “Top Stocks” (And What They See for ‘26!)
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The biggest winners in MoneyShow’s 2025 “Top Picks” project came from one sector: metals, miners, and materials.
In this special MoneyShow MoneyMasters Podcast roundtable, four of the year’s top-performing forecasters explain why their picks dominated the Top Pros Top Picks leaderboard – and what comes next as investors look toward 2026.
Omar Ayales breaks down where we are in the gold and silver cycle and why silver could take the lead next. Peter Krauth digs into the supply squeeze driving silver higher and why miners may still be mispriced. Brien Lundin lays out his long-term bull case for gold using historical cycles, while Philip MacKellar steps outside precious metals to flag rare earths, critical materials, and overlooked opportunities most investors are missing.
Together, they review what worked in 2025, what surprised them, and where disciplined investors may find opportunity as the new year approaches.
CHAPTERS:
00:07 – Top Pros Top Picks Overview and 2025 Results
01:54 – Silver Fundamentals and Leveraged Mining Exposure
05:15 – Gold Cycles, Technical Setups, and Junior Miners
08:36 – the Metals Bull Market and Producer Catch-up
12:08 – Rare Earths and Critical Materials Outside China
15:22 – Where Value Remains After Major Sector Gains
19:39 – Silver Supply Constraints and Miner Valuations
21:31 – Price Outlooks for Gold and Silver
27:41 – Long-term Cycle Targets and Seasonality
31:12 – Contrarian Ideas and Overlooked Sectors for 2026
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To get your copy of the 2026 MoneyShow Top Picks Report, click here: https://forms.moneyshow.com/top-picks-2026-pre
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