In it to Win it 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
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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.
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