Show notes
Jay Woods is the chief market strategist at Freedom Capital Markets and he’s worked on the floor of the New York Stock Exchange for three decades as a trader and market maker. He joined Phil Rosen on Full Signal to break down the AI trade, sectors to bet on for 2026, macro risks, the Federal Reserve, and the disconnect between asset prices and the real economy.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/TIMESTAMPS: 0:00 - Intro0:30 - AI trade and rotation6:19 - Magnificent 7 turned Lag 78:25 - Dot-com bubble parallels12:09 - Public & Generated Assets13:37 - Sentiment impact on prices14:14 - Opportunities outside tech18:14 - Macro outlook and risks21:21 - Unstoppable bull run23:23 - Trading through tariffs25:30 - Federal Reserve outlook30:52 - Inflation and consumer spending33:01 - Stocks are not the economy35:43 - Sectors for 202640:00 - Hard to be bearishDisclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.#podcast #investing #markets #macro #stocks #bitcoin #federalreserve