In this episode of the MPC Morning Call, Mark Gardner discusses the significant rally in precious metals, particularly platinum and silver, and the underlying economic factors influencing these trends. He expresses concerns about the US dollar's stability and predicts a challenging economic landscape for 2026. Mark also reviews sector performances, highlighting the healthcare sector's struggles and the potential for recovery. He concludes with insights into investment strategies and key themes for the upcoming year, emphasizing actionable stock picks and market outlooks.

takeaways

• 2025 is anticipated to be the year of AI.

• Platinum and silver are experiencing significant price increases.

• Concerns about the US dollar's stability are growing.

• The Fed's rate cuts are unlikely with a strong GDP.

• Healthcare sector in Australia is currently underperforming.

• Investment strategies should focus on sectors with recovery potential.

• Precious metals may continue to rise despite economic challenges.

• MPC Markets has had a successful year with high conviction stock picks.

• Tealix Pharma is viewed as a misunderstood investment opportunity.

• A webinar on actionable stock picks for 2026 is upcoming.