I joined the KE Report for an in-depth discussion on macroeconomic themes disrupting equities and the outlook for gold, silver, copper, and uranium stocks. We covered market uncertainty from tariffs, GDP contraction, and slowing growth. These factors are pushing investors toward value sectors like utilities, REITs, and gold. I also share my outlook on the prolonged uranium sector correction and why this pullback presents a compelling accumulation opportunity. Check out the full discussion below.