Bullish stocks NO ONE talks about! | Lou Basenese
Full Signal
Phil Rosen
4.8 • 18 Ratings
🗓️ 3 March 2026
⏱️ 29 minutes
🧾️ Download transcript
Summary
Lou Basenese is a veteran market strategist and the founder of The Big Skinny. He joins Phil Rosen to discuss his highest-conviction sectors and stock picks for 2026, how AI is driving a market sell-off and labor market fears, and contrarian opportunities for investors.
This episode is sponsored by Amberdata: https://www.amberdata.io/
This episode is sponsored by Public: https://public.com/openingbell
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Timestamps:
0:00 - Intro
0:25 - AI-driven sell-off
4:50 - AI productivity gains
6:08 - Block layoffs
8:30 - Sponsored by Amberdata
9:30 - Biotech bull case, $XBI
12:36 - Risks to biotech
14:54 - Energy bull case, $XLE
17:05 - Small cap bull case
20:15 - Halozyme
21:37 - Apple's AI pivot
25:08 - GLP-1 bull case
28:45 - Follow Lou's work
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 up guys? On this episode of Full Signal, I sit down with Lou Bassanese. |
| 0:03.9 | He is a veteran market strategist and the founder of the Big Skinny. |
| 0:07.3 | We have a fantastic conversation about specific stock names, the sector he's most bullish on right now, |
| 0:14.0 | and what's going on with the AI trade and the AI fears, the sell-off and software, and much more. |
| 0:19.6 | There's a ton of alpha in this conversation. |
| 0:22.3 | I think you're going to love it. |
| 0:25.6 | Lou, it is so good to see you. I want to get right into what is happening with AI as far as |
| 0:31.2 | its impact on the market. We've seen a lot of jitters, a lot of selling off right now. |
| 0:36.4 | How do you think about this? Yeah, AI is |
| 0:38.6 | disrupting industries and businesses. And I think it's ironic that it's now disrupting the |
| 0:43.4 | market where people are just totally reading the situation wrong. I think the key for me is |
| 0:47.8 | people, you know, for months on end, we all got asked the question, is AI a bubble, right? |
| 0:53.1 | I mean, endlessly. But here's the thing. |
| 0:55.5 | Now we're trying to say AI as a bubble and simultaneously disrupting and eating the entire software |
| 1:00.7 | industry and the rest of the market, it can't be both. It has to be, it's not a bubble and it's |
| 1:06.1 | destroying or somewhere in the middle where it's actually, we don't know the exact impact and the repercussions |
| 1:12.6 | in particular areas of the market. And I think that's why the market is so confused. I mean, |
| 1:16.8 | at a time, like I think the biggest example this is if you look at Nvidia right now on a forward |
| 1:21.4 | multiple basis, trading at like 22, 23 times earnings, and then you look at Walmart, right? A discount retailer is trading at a |
| 1:30.3 | huge premium to the market at like 43 times earnings. So I think the market's just trying to figure |
| 1:34.6 | out how does AI get adopted? We see all these chips going into service, quote unquote, from |
| 1:40.2 | Nvidia, but they don't know where it's going to met itself out, where it's actually going to disrupt industries, where it's going to accelerate other ones. I think it's created |
... |
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