Chit Chat Stocks A Venezuelan Shakeup; Top S&P 500 Winners And Losers From 2025; The Return Of Small cap Of The Week
Jan 9, 2026
This conversation dives into the fascinating economic landscape of Venezuela and its potential investment opportunities. The hosts analyze the winners and losers from the S&P 500, highlighting key names like SanDisk and Robinhood. They also explore the dynamics of the housing market, questioning the effectiveness of bans on institutional buyers. Meet the 'Small Cap of the Week'—Owlet, the maker of a baby monitor—and its market potential. Lastly, future trends in defense spending and the competitive streaming landscape are intriguing topics that round out this engaging discussion.
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Venezuela Could Help Multinationals Over Time
- The Venezuela opening is positive for multinationals with prior exposure but remains highly speculative and long-term.
- MercadoLibre, Colgate, and Gulf Coast refiners could benefit if Venezuela stabilizes and commerce resumes.
Memory Stocks Drove 2025's Big Winners
- Memory-related semiconductor stocks dominated 2025 winners with massive percentage gains.
- These cyclical names boom and bust repeatedly, so returns can be extreme both ways.
Losers Include Retail And Service Names, Some Oversold
- The S&P 500's biggest losers included advertising, healthcare POS, and apparel brands.
- Some laggards like Gartner may be oversold despite AI risk, offering potential recovery upside.