
← Full Signal7. Okt. · 32 Min.
Wall Street Insider: 5 stocks to BEAT the market in 2027!
<p>Josh Schafer is an investment writer and strategist at Barron's, and the author of the Searching for Signals Substack. He joins Phil Rosen on Full Signal to discuss why market breadth is weakening even near record highs, how Meta's Muse is fueling the AI rally, the rise of consumer AI agents, and his top stock picks for the year ahead.</p><p>This episode is sponsored by Bloomberg:</p><p>http://bloomberg.com/equityindices</p><p>Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe</p><p>Follow Phil on X: https://x.com/philrosenn</p><p>Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:</p><p>0:00 - Market breadth narrowing</p><p>2:49 - Why stocks ignore bond yields</p><p>4:22 - Meta Muse</p><p>6:00 - Fee AI products vs. monetization</p><p>11:16 - Would consumers pay for AI agents?</p><p>13:39 - AI regulation and existential risk</p><p>16:32 - AI token prices</p><p>19:08 - Trump's tech CEO seating chart</p><p>22:09 - Intel</p><p>23:32 - Cybersecurity</p><p>26:01 - Walmart</p><p>28:38 - Under-the-radar sports stock</p><p>31:37 - Searching for Signals#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed</p>