Brian Belski

Brian Belski, the former institutional strategist and now CEO of Humilus Investment Strategies, shares insights on his new venture. He discusses navigating the possibility of an AI bubble, emphasizing a selective 50-stock portfolio strategy. Belski also analyzes current market trends, advocating for stock picking over MAG7 concentration. The conversation touches on Palantir's growth amid valuation concerns and Uber's expanding mobility, set against a backdrop of earnings season dynamics and fluctuating market internals.

Brian Belsky, CEO and CIO at Humilis Investment Strategies, shares insights on the resilience of the US secular bull market and the potential impact of economic data on yields. Holger Schmieding, Chief Economist at Berenberg, discusses the Eurozone's stability and inflation outlook, highlighting a shift from globalization to regional trade. Shannon O'Neil from the Council on Foreign Relations talks about the complexities of US supply chains and the geopolitical implications of shifting economic policies. Engaging perspectives abound on thriving amidst challenges!

In a fascinating conversation, Brian Belski, Founder, CEO, and CIO of Humilis Investment Strategies, shares insights after leaving BMO. He emphasizes the importance of dividend growth, value investing, and a bullish stance on sectors like financials and industrials. Belski discusses the current market's concentration, driven by big tech and the implications of Fed policies. He predicts a normalization of returns by 2026 while stressing the need for diversification and highlights both the risks and potential in the evolving market landscape.