U.S. Global Investors: Riding Policy Waves and Seeking Global Opportunity

U.S. Global Investors shares insight on why policy-driven sectors may offer overlooked value—and how royalties and travel might fit into future-forward portfolios.

U.S. Global Investors is no stranger to finding value where others aren’t looking. In this episode of BTV’s Summer Spotlight, investment analyst Alejandro Esquivel shares how the firm sees opportunity in government-suppressed sectors and royalty models. Known for ETFs like JETS and GOAU, U.S. Global focuses on macroeconomic catalysts that signal future upside.

Esquivel points to mining royalty companies as a compelling way to reduce capital risk while gaining exposure to gold production across multiple jurisdictions. With royalties offering long-term cash flows and diversification, they’re becoming a strategic asset class for risk-conscious investors. Beyond precious metals, U.S. Global believes travel and logistics—sectors suppressed by policy—could rebound sharply as trade tensions ease and demand resurges. “Government policies are a precursor to change,” says Esquivel, noting that just as tourism roared back post-pandemic, global trade and shipping may offer similar upside.

Whether it’s mining royalties or travel infrastructure, U.S. Global Investors is focused on how global shifts—and policy reactions—can shape long-term wealth strategies.

Watch their video HERE

Published by BTV - The Agency

Discover Investment Opportunities with BTV. Delivering engaging content to Investors for 25+ years.

You might also like

Murray Wealth Group: Growth with the Global Equity Growth Fund
Finance
November 4, 2025

Murray Wealth Group: Growth with the Global Equity Growth Fund

The Global Equity Growth Fund by the Murray Wealth Group offers investors a proven strategy with a 14% return since inception, focusing on leading global companies.

This is some text inside of a div block.
Equiton: Private Real Estate’s Growing Role in Today’s Investment Conversation
Finance
October 31, 2025

Equiton: Private Real Estate’s Growing Role in Today’s Investment Conversation

Equiton’s leadership team explores why private markets—less reactive to global events and more grounded in true asset value—are increasingly attractive to investors seeking stability and long-term growth.

This is some text inside of a div block.
Equiton: Why Advisors Are Eyeing Private Real Estate More Closely Than Ever
Finance
October 31, 2025

Equiton: Why Advisors Are Eyeing Private Real Estate More Closely Than Ever

With housing supply struggling to keep pace with surging population growth, the fundamentals behind multi-residential real estate have rarely looked stronger.

This is some text inside of a div block.