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/openingbell

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TIMESTAMPS:

0:00 - Intro

0:30 - AI trade and rotation

6:19 - Magnificent 7 turned Lag 7

8:25 - Dot-com bubble parallels

12:09 - Public & Generated Assets

13:37 - Sentiment impact on prices

14:14 - Opportunities outside tech

18:14 - Macro outlook and risks

21:21 - Unstoppable bull run

23:23 - Trading through tariffs

25:30 - Federal Reserve outlook

30:52 - Inflation and consumer spending

33:01 - Stocks are not the economy

35:43 - Sectors for 2026

40:00 - Hard to be bearish

Disclosure: 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

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