Equity Mates Investing Podcast McDonald's has lost its crown, why boring stocks are winning & 4 reasons to sell
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Mar 11, 2026 They discuss a new chain overtaking McDonald's and why bubble tea brands are booming. The rise of a “Halo Trade” sees investors piling into boring, old‑economy stocks like energy, materials and consumer staples. A deep dive on when to sell underperforming holdings outlines four clear sell triggers and the challenge of cutting losses and reallocating capital.
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Halo Trade Means Buy Old World Not AI
- The 'Halo Trade' targets heavy-asset, low-obsolescence companies seen as less vulnerable to AI disruption.
- Josh Brown coined the term to describe flows into old-economy names investors believe AI can't easily replace.
Small AI Note Triggered Big Logistics Selloff
- A tiny Florida trucking software firm published a piece on AI improving logistics and sent related stocks tumbling that day.
- Companies like C.H. Robinson and Landstar fell ~15-16% and the Dow Jones Transportation Average dropped 4% on the news.
Boring Stocks Rally On AI Safety Premise
- Investors have bid up 'boring' sectors like consumer staples, industrials and materials as perceived AI safe havens, lifting valuations.
- Examples: Walmart P/E ~45, Caterpillar ~37, Hershey trading at ~51 P/E despite limited structural change from AI.