Investment Themes in 2025

In this episode of Protecting and Preserving Wealth, we explore the most compelling investment themes we see emerging for 2025. Together, we identify ten major growth areas—what Bruce calls “green shoots”—that signal new and transformative opportunities across sectors like crypto, AI, energy, and biotech.

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⏱️Chapters & What You'll Learn
(00:00) – Intro & Overview
(00:36) – Crypto & Blockchain
(04:18) – Artificial Intelligence & Energy Demand
(10:08) – Robotics & Rare Earths
(14:37) – Tech Leaders & Futuristic Innovations
(19:24) – Private Equity, Small Caps & Biotech

We start with the seismic shift in crypto regulation. With Congress formally legalizing cryptocurrency and integrating it into ETFs, crypto is moving from the “wild west” into mainstream finance. Blockchain's impact is broader than just currency—it’s improving transaction verification, influencing trade settlement times, and applying to diverse industries from AI to video editing.

We then shift into AI, where demand for electricity is becoming a bottleneck. Companies like Meta and Microsoft are securing direct energy contracts to meet data center needs. AI isn’t just about smarter software—it requires immense infrastructure: chips, cooling, and power. We highlight opportunities in chipmakers like Nvidia and AMD, and also the buildout of data centers here in Arizona. This buildout feeds into energy infrastructure, where we see big gains in natural gas, nuclear, and companies like GE Vernova and SMR (Small Modular Reactors) powering future data needs.

Robotics is our next theme, with Tesla potentially evolving from a car company to a robotics leader with its Optimus project. This convergence of AI and robotics has global competition, especially from China, and massive implications for labor, logistics, and manufacturing.

From there, we examine the need for rare earth elements. With global tensions high and countries protecting their resources, we discuss U.S.-based mining opportunities, spurred in part by Department of Defense investments. These materials are essential for electric vehicles, data centers, and defense technology.

We address whether the “Magnificent Seven” tech companies are overvalued. Our view: as long as earnings justify valuation, these giants like Nvidia, Meta, and Amazon remain vital drivers of innovation and should not be overlooked.

Futuristic transport is becoming real with all-electric vertical takeoff and landing (EVTOL) aircraft gaining traction in the Middle East. These technologies could reshape how goods and people move in the near future. Similarly, space tech is rapidly commercializing, thanks largely to SpaceX, where launch costs have plummeted. This opens up investment in satellite internet, low-orbit manufacturing, and even space tourism.

Private equity and debt also stand out, as companies stay private longer. Accredited investors can now access high-return opportunities not tied to public markets, offering valuable diversification. And with a potential rate cut coming, we’re watching small-cap companies. When rates drop, smaller firms benefit from cheaper capital and tend to outperform, especially those with strong earnings and low debt.

Finally, we explore biotech, where innovation continues despite political pressure. From GLP drugs to DNA-level manipulation, we expect a wave of new treatments and products coming to market before the decade ends.

As always, our team is tracking these themes, evaluating them with caution, and looking for opportunities that align with client goals. We believe 2025 could be a transformative year for forward-thinking investors.

For more information about anything related to your finances, contact Bruce Hosler and the team at Hosler Wealth Management: Visit us online at https://www.hoslerwm.com/

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