Jay Woods is the chief market strategist at Freedom Capital Markets and he’s worked on the floor of the New York Stock Exchange for three decades as a trader and market maker. He joined Phil Rosen on Full Signal to break down the AI trade, sectors to bet on for 2026, macro risks, the Federal Reserve, and the disconnect between asset prices and the real economy.
This episode is sponsored by Public: https://public.com/openingbell
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TIMESTAMPS:
0:00 - Intro
0:30 - AI trade and rotation
6:19 - Magnificent 7 turned Lag 7
8:25 - Dot-com bubble parallels
12:09 - Public & Generated Assets
13:37 - Sentiment impact on prices
14:14 - Opportunities outside tech
18:14 - Macro outlook and risks
21:21 - Unstoppable bull run
23:23 - Trading through tariffs
25:30 - Federal Reserve outlook
30:52 - Inflation and consumer spending
33:01 - Stocks are not the economy
35:43 - Sectors for 2026
40:00 - Hard to be bearish
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.
#podcast #investing #markets #macro #stocks #bitcoin #federalreserve
