WATCH: Golden Dome Week on Stock Market TV

We've just entered the Golden Age of American defense spending. 
And it's the biggest defense investment opportunity since the birth of the U.S. Air Force.
 

The Golden Investment Thesis

I break down exactly how I’m thinking about this megatrend, why we all need to care, and the industry groups that I think will benefit most. 

Finding Golden 10-Baggers

I’m joined by Ricardo Sarraf, editor of the 2-to-100 Club, to hunt for emerging names in this theme. We’re not looking for stocks that will go up 10-20%. We’re looking for stocks that will go up 10x. 

 

Powering The Golden Dome

As I discussed in the first video of this series, everything eventually becomes a story about energy. How are we going to power all this investment? And what raw materials markets will benefit the most? I spoke with Jason Perz from the Supercycle Report to get an idea of which commodities markets I should be getting exposure to as part of this thesis. 

 

Golden Dome Options Trades

Time to put some money to work! I've been scouring the Golden Dome stock universe for trade ideas, and who better to talk to for a potential options trade than All Star Charts Chief Options Strategist Sean McLaughlin. Sean went through a few names on my list and identified two trades he likes—one short-term for the next month, one slightly longer term.  

 

BONUS EPISODE: 

There's one aspect of this mega theme that I hadn't originally considered—the financial aspect. More specifically, how the American need for national security extends to the blockchain. Fortunately, I've got Louis Sykes from The Tokenization Report. His point is that just as the US Dollar is the world's reserve currency, the US needs to extend that dominance to tokenized assets on the blockchain. And if we really are heading into a future dominated by AI, then we're going to need those tokenized assets to remove bottlenecks. If the core of this thesis is really about the infrastructure of our military and AI interests, then why wouldn't it also apply to our financial infrastructure?