Agnico Eagle is recommended as a top pick for gold mining during times of high uncertainty.
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Stocks That Could Win If Fear Returns to the Market
Aug 18, 2026
This video discusses potential stock market plays if geopolitical tensions escalate, focusing on the defense sector. The creators emphasize having a plan and not necessarily changing investment strategies, but rather understanding potential market movements. They highlight Lockheed Martin (LMT) as a primary pick due to its exposure to missile defense and advanced aircraft, noting its consistent growth and dividend.
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Tickers discussed in this post
Airlines are a sector to avoid as escalating war, rising fuel costs, and decreased demand will lead to significant negative impacts.
Constellation Energy is recommended as the top nuclear provider, with potential interest in nuclear energy's capabilities.
Eaton is mentioned as a company that helps build electrical infrastructure, distinct from utility providers.
Johnson & Johnson is recommended as a safe harbor during market volatility due to its stable demand, strong cash flow, and reliable dividend, though upside is limited.
The creator finds Apple's large cash reserves unappealing and not their preferred investment style.
JP Morgan Chase is a watchlist candidate that could offer a better entry point if its price is drawn down during an escalating war scenario.
Walmart is a strong buy due to its dominance in consumer staples, which will see increased demand as inflation rises and discretionary spending falls.
Broadcom is a watchlist pick that the creator might look to buy opportunistically if it gets hit hard due to an escalating war, citing its diversified business, backlog, and dividend growth.
Nvidia is mentioned as a major manufacturer that could be a good company to start dabbling in if it pulls back for reasons unrelated to its fundamentals, such as an escalating war.
