Facts vs Feelings with Ryan Detrick & Sonu Varghese Social Hour With Brian Belski (Ep. 1)
Feb 6, 2026
Brian Belski, CEO and CIO of Humulus with a 36-year Wall Street career, shares market stories and firm-building wisdom. He talks big-picture macro views, the case for a long bull market and when markets shift from multiples to earnings. Conversations also cover gold and metals, opportunities in financials and mid/small caps, and the realities of running an investment firm.
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From Bartender To Independent CIO
- Brian Belski described his 36-year Wall Street journey from bartender and technician to running Humulus Investment Strategies.
- He emphasized relationships, humility, and that starting his own firm is "equal parts overwhelming and excruciating."
Use Humility As An Investing Compass
- Use humility as a guiding principle: act justly, love mercy, walk humbly, Brian says he repeats Micah 6:8 before TV appearances.
- Humility helps counter arrogance and keeps you learning in markets that change constantly.
The Case For A 25-Year Secular Bull
- Brian argues U.S. stocks entered a 25-year secular bull market starting in 2009 and many still doubt it.
- That skepticism is useful for long-term investors because contrarian bullishness can outperform when backed by analysis.
