https://www.businessinsider.com/recession-economy-us-tech-wall-street-strategist-investing-stocks-market-2026-3
QuotePaulsen compared the widening gap to the stock market narrative of the Magnificent Seven vs. the other 493 stocks in the S&P 500.
Counterpoint:
The most important investing theme of 2026 is HALO
https://www.downtownjoshbrown.com/p/the-most-important-investing-theme-of-2026-is-halo
Since Josh Brown coined the term, at least two HALO ETFs have cropped up. It's the new bubble!
ergo, do you listen to "The Compound and Friends" also?
I do not. I have his blog in my RSS feed and see links to the pod episodes.
I'll try a few episodes.
Do you listen? Thumbs up?
BTW, on the original point/counterpoint, it's easily possible for both things to be true: the big momentum has been with "tech" (whatever that actually means) and the best investments are HALO
Personally, I can't be trusted to pick individual stocks (I have neither the competence nor the attention span), so to some extent all the "buy this, buy that" is just noise. But it's hard to get a big picture without starting with a lot of details and I do like to have at least some basic understanding of the big picture.
I do listen to it every week. Josh Brown has been around forever. He's also known for saying "train yourself to think about what could go right", which Scott Galloway quotes often. Odd lots is the other financial/macro/economic trends podcast I recommend and use to stay informed.
Worth a try, but I recognize podcasts are as subjective as music.
Thanks. I'll give both a try