Investing With IBD

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.

Mark Minervini, a two-time U.S. investing champion and founder of Minervini Private Access, shares his insights into the current market dynamics. He discusses how fewer stocks are driving higher index numbers, reminiscent of monopolies in history. Mark emphasizes the importance of individual stock charts over macro signals and outlines his cautious approach to trading while shorting indexes. He also highlights how sentiment indicators gauge market temperature and why disciplined capital protection is crucial for long-term success.

Tom Basso, founder of EnjoyTheRide.World and author of The All-Weather Trader, shares insights from his years as a veteran trader. He emphasizes trading in the present rather than predicting the future, urging a focus on systematic strategies. Basso explores techniques for distancing noise, managing risks through position sizing, and utilizing VIX as a hedge. He advocates for true diversification across uncorrelated markets and offers advice on creating a personalized trading system. Discover his methods for maintaining calm and avoiding predictive bias in turbulent times.