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

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.

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