The WINNING stocks for the next bull run! | Tom Hulick

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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