Lou Basenese is a veteran market strategist and the founder of The Big Skinny. He joins Phil Rosen to discuss his highest-conviction sectors and stock picks for 2026, how AI is driving a market sell-off and labor market fears, and contrarian opportunities for investors.
This episode is sponsored by Amberdata: https://www.amberdata.io/
This episode is sponsored by Public: https://public.com/openingbell
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Timestamps:
0:00 - Intro
0:25 - AI-driven sell-off
4:50 - AI productivity gains
6:08 - Block layoffs
8:30 - Sponsored by Amberdata
9:30 - Biotech bull case, $XBI
12:36 - Risks to biotech
14:54 - Energy bull case, $XLE
17:05 - Small cap bull case
20:15 - Halozyme
21:37 - Apple's AI pivot
25:08 - GLP-1 bull case
28:45 - Follow Lou's work
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.
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