About this episode

Josh Schafer joins Phil Rosen to discuss key market charts and high-conviction stock picks for 2026.

Josh Schafer is an investment writer at Barron's and the author of the "Searching for Signals" newsletter on Substack. He joins Phil Rosen on Full Signal to discuss the most important charts driving the market and a handful of specific, high-conviction stock picks he is most bullish on right now. This episode is sponsored by Public: https://public.com/openingbell Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - The great rotation 1:58 - Why rate hikes don't crush stocks 4:52 - Mag 7 becomes Lag 7 7:10 - Memory costs 7:41 - AI inflation and Apple 11:04 - Apple's ecosystem moat 14:43 - Okta 17:55 - General Motors 21:36 - Alphabet 23:50 - YouTube, Waymo 25:15 - Microsoft 28:43 - Housing stocks 33:06 - Follow Josh 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…

People in this episode

Host: Phil Rosen

Guest: Josh Schafer

Topics covered

• investing
• stock picks
• market analysis
• financial trends
• contrarian stocks

Keywords

• stocks
• investing
• market trends
• financial analysis
• contrarian investing

Sponsors

Public

Mentioned in this episode

Organizations: Barron's, Open to the Public Investing Inc, Public Advisors, Apple, Okta, General Motors, Alphabet, YouTube, Waymo, Microsoft

Books & works: Searching for Signals

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