Full Signal

← Full Signal7 okt · 32 min

Wall Street Insider: 5 stocks to BEAT the market in 2027!

Wall Street Insider: 5 stocks to BEAT the market in 2027!7 okt32 min

<p>Josh Schafer is an investment writer and strategist at Barron&#39;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&#39;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&#39;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>