About this episode

Steven Cress discusses the economic and geopolitical shocks of 2026 and presents his top two stock picks for the second half of the year.

Steven Cress, Seeking Alpha's Head of Quant , discusses the economic and geopolitical shocks that have shaped 2026, and how it's created buy the dip opportunities (1:30) Why quant? (16:40) Top 2 stocks for H2 '26 (34:00) Show Notes: Top 10 Stocks For H2 2026 Top Stocks For H2 2026! (Replay) Steven Cress' Top 10 Stocks For 2026 Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

People in this episode

Host: Steven Cress

Topics covered

• stocks
• investing
• quantitative analysis
• economic shocks
• geopolitical impacts

Keywords

• Steven Cress
• top stocks
• H2 2026
• buy the dip
• quantitative investing

Mentioned in this episode

Organizations: Seeking Alpha

Products: Seeking Alpha Premium

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• We're in (the early stages of) a bubble · July 7, 2026 · 55 min
• Tax alpha with Raul Shah: Roth conversions · July 1, 2026 · 28 min
• Great market expectations · June 17, 2026 · 1h 0m

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