Tom Hulick is the CEO of Strategy Asset Managers. He joins Phil Rosen to discuss the earnings outlook and macro impact of the Iran war, the specific sectors and stock picks he is most bullish on, and why geopolitical noise hasn't shaken his long-term thesis.
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Timestamps:
0:00 - Intro
0:20 - Geopolitical backdrop
3:35 - The next bull market
5:30 - Market resilience
7:50 - Oil spike and stocks
9:35 - Oil, inflation, and the Fed
11:30 - Rate hike or rate cut?
14:00 - $8 trillion cash on the sidelines
15:50 - Why Wall Street targets were modest
18:10 - Biotech sector
20:35 - Eli Lilly
26:45 - Intuitive Surgical (ISRG)
32:05 - Bear case for 2026
35:00 - Follow Tom's work
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