AI hardware stocks will DOMINATE 2026 | Mark Malek, Siebert Financial

Full Signal

Phil Rosen

Investing, Business

4.8 • 18 Ratings

🗓️ 23 January 2026

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

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Summary

Mark Malek is the chief investment officer at Siebert Financial and has spent over three decades on Wall Street. He joined Phil Rosen on Full Signal to discuss the biggest risks in markets for the year ahead, why he likes Micron and other AI hardware stocks, comparisons between AI and the dot-com bubble and more.

This episode is sponsored by Public: https://public.com/openingbell

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Timestamps:

0:00 - Intro

0:24 - Geopolitical risks

7:29 - Politics as fiscal policy

13:02 - Public & Generated Assets

14:17 - AI exposure for 2026

20:56 - $MU $GOOG $TSM

25:35 - Dot-com bubble

34:09 - Downside risks in 2026

You can see more of Mark’s work on his YouTube channel: https://www.youtube.com/@wstruthbombs

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 #fed

Transcript

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0:00.0	What's going on, guys? On this episode of Full Signal, I sit down with Mark Malick. He is the
0:04.5	CIO at Siebert Financial. Mark has been on Wall Street longer than I've been alive. He really
0:10.4	knows his stuff. We went over stock picks, why he likes the AI trade, what he thinks of Micron
0:15.8	after it's 300% gain and much more. I think you're going to love this conversation. Stay tuned to the very end.
0:24.2	Mark, it's so good to see you. I want to get right into your view on the geopolitical mess that we're
0:30.7	sitting in and whether or not you think it's actually had any input on market action to start the
0:35.9	year. Well, sure. Geopolitical mess, right? That's a great way to start the year? Well, sure.
0:39.3	Geopolitical mess, right?
0:40.7	That's a great way to put it.
0:48.2	You know, geopolitics coming into the beginning of this year, headline risk for us was certainly on the top of mind, right?
0:49.9	Because we knew that there was a lot of, there's still plenty of unresolved geopolitical
0:54.0	challenges that are out there right now. Sure, there's still plenty of unresolved geopolitical challenges
0:54.5	that are out there right now. Sure, we had a period of what might seem like it was,
0:59.3	you know, a quiet period where things were sort of quiet. But we always knew that there
1:04.6	were still a lot, you know, brewing out there, their issues still completely large issues
1:09.7	unresolved with China.
1:11.2	That is an unresolved issue that is surely going to resolve itself very, very slowly, not in one shot.
1:18.0	We know that we had that as an issue.
1:21.6	The Greenland thing is not a new thing.
1:24.5	However, it has certainly bubbled up.
1:26.8	It couldn't have imagined that this
1:28.4	would have been something that would have, maybe that's what we're referring to when we're talking
	...

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