Investing With IBD

Thomas Carr, the founder of DrStoxx.com and a notable market commentator, joins to discuss the economic landscape shaping 2026. He explores which sectors thrived in 2025 and offers insights into potential winners for the coming year. Key topics include the impact of Fed policy changes, the significance of tariffs, and the future of data centers. Carr also highlights the potential in miners and metals, as well as emerging trends in energy and infrastructure. Get ready for actionable investment strategies and macro events to watch!

David Saito-Chung, IBD's Deputy Markets Editor, shares insights on identifying and capitalizing on deep bases following significant declines. He emphasizes the relevance of deep bases, illustrated by Palantir's rebound after a 47% drop. The discussion also covers managing drawdowns using moving averages and the importance of historical examples, including Chrysler's breakout linked to geopolitical events. Additionally, David highlights sector trends to watch for 2026, stressing the importance of nimbleness with high-flyers in today's volatile market.

Gunjan Banerjee, a leading markets writer at The Wall Street Journal, dives into the evolving landscape of investing as we approach 2026. She discusses the blurred lines between trading and gambling, highlighting the rise of retail investors and meme stocks. Gunjan warns about the high-leverage crypto products and advocates for separating 'cowboy' accounts from retirement funds. With a focus on prediction markets and social media influences, she emphasizes the importance of cautious investing and filtering market noise to navigate future trends.

Greg Morton, an individual investor and a dedicated IBD meetup leader, shares his innovative trading strategies. He introduces his 'coloring book' spreadsheet that simplifies complex IBD methodologies into daily schedules. Greg discusses how he tracks market trends, manages buy/sell days, and sources breakout stocks efficiently. He emphasizes the importance of having written sell rules and outlines his tiered watchlist approach, ensuring he stays disciplined while fitting trading into his busy life.

Jeffrey Hirsch, editor of the Stock Trader's Almanac and market historian, brings his expertise on seasonal market patterns. He dives into the Fed's upcoming strategies and the importance of the election cycle for traders. Hirsch explains the January trifecta—highlighting the predictive power of the Santa Claus Rally. He discusses the contrast in consumer sentiment versus spending data, and outlines key risks for 2026, including geopolitical issues. Seasoned traders will appreciate his tactical insights on sector opportunities and seasonal strategies.

Seeing green in share repurchasing programs? Simon Erickson, founder and CEO of 7 Investing, joins the “Investing with IBD” podcast to discuss why he sees winners in overlooked, undervalued stocks with solid buyback plans. He also talks about the challenges around consumer spending and the opportunities it creates for overlooked stocks like Cava (CAVA) and Lululemon (LULU). Learn more about your ad choices. Visit megaphone.fm/adchoices

Jason Shapiro, founder of the Crowded Market Report and a featured trader in Market Wizards, discusses his contrarian trading strategies. He emphasizes the importance of market liquidity and why he prefers inaction when critical data is missing. Jason reveals how he uses Commitments of Traders positioning to spot market turns and warns against the dangers of the 'buy the dip' mentality. He also shares insights on unusual market behaviors and his thoughts on AI's uncertain future in trading.

John Kosar, a seasoned market strategist and portfolio manager at Asbury Research, dives deep into the quantifiable shifts in market sentiment. He articulates the importance of his Asbury 6 EKG, designed to measure market health and tactical exposure. Kosar warns against letting volatile stocks like NVIDIA dictate strategy, emphasizing the need for broad metrics. He also discusses the emerging potential of healthcare and energy sectors, and the risks of concentration in market leadership. His insights on model discipline over news-driven trading are particularly compelling.

Joe Fahmy, a portfolio manager at Zor Capital and creator of market education content, shares insights into today's bullish market driven by AI. He discusses the importance of managing position sizes to minimize risk while balancing diversification and concentration. Fahmy sheds light on how to gauge market strength, use moving averages effectively, and why small caps are lagging. He also highlights AI-related investment opportunities, including space and biotech, while emphasizing resilience and adaptability in trading strategies.

Joe Mazzola, Head Trading and Derivatives Strategist at Charles Schwab, dives into the complexities of current market trends. He discusses the impact of rising 10-year yields on equity volatility and how small caps are being affected. Mazzola explains the risks of narrow market leadership despite strong indices, and the evolving influence of AI on sector correlations. He also highlights the persistent dip-buying behavior and contrasts investor sentiment with actions. Mazzola wraps up by explaining options strategies for hedging against earnings risks.