John Polomny of Actionable Intelligence offers a clear, data-driven outlook that challenges the prevailing recession and stagflation narratives. He explains how global central bank rate cuts, rising liquidity, and continued fiscal deficits may support economic growth, not contraction. Key indicators like PMIs and commodity breakouts are signaling a potential shift in the cycle.
John outlines his highest-conviction investment themes, including Canadian oil sands, platinum group metals, uranium, and offshore drilling. He emphasizes that these sectors are positioned to benefit from long-term supply constraints rather than short-term demand spikes. He also highlights specific companies he believes are undervalued and poised for growth.
Throughout the discussion, John stresses the importance of a disciplined investment strategy—knowing the difference between speculation and true investing, writing down your thesis, and focusing on businesses that generate real cash through dividends and royalties. His approach provides long-term investors with practical tools to navigate volatility and build lasting wealth.
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Connect with John Polomny!
Twitter: https://x.com/JohnPolomny
YouTube Channel: https://www.youtube.com/@ActionableIntelligenceAlert
Substack: https://substack.com/@actionablenews
🔥 Key Topics Discussed
✅ Global rate cuts and economic outlook
✅ Why John Polomny disagrees with recession forecasts
✅ Rising commodity trends: oil, copper, agriculture
✅ High-conviction sectors: Canadian oil, PGMs, uranium
✅ Investment strategy: dividends, royalties, cash flow
✅ Speculation vs. long-term investing
✅ Portfolio positioning and risk management
✅ Opportunities in emerging markets and offshore energy
✅ Outlook on central banks, inflation, and fiscal policy
✅ Key companies and sectors to watch in 2025
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Chapters:
00:00 Introduction and macro view of global markets
12:16 Typical order of commodity bull cycles and recessions
18:59 John Polomny’s highest conviction sectors in 3 to 5 years
24:24 Portfolio cash position and market timing strategy
26:12 How John Polomny got started in investing
40:10 LNG arbitrage and outlook on US Canadian natural gas
40:55 Oil tankers dry bulk shipping and capital return
42:31 Offshore energy and dividend investing
51:32 Opinion on Baytex Energy
54:34 Opinion on Melbana Energy and closing thoughts
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.
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