What's going on, guys? On this episode of Full Signal, I sit down with Brian Belski.

He's the CEO and CIO of Humulus Investment Strategies, and he has spent 36 years on Wall Street,

making correct bullish calls and naming stock picks that he loves.

And in this episode, we're talking about his favorite stocks for the year, the sectors that he's

overweight, underweight on, what the

Fed is going to do, and much more. I think you're going to love this conversation. Please enjoy.

Brian, it is so good to have you here. I want to get right into your call from 2010. Okay, you said

we're entering a secular bull market that could last 20, 25 years. So we're 16 years into that call.

I want a status update on where we are. It's a great question. Thank you for having us, by the way.

You know, that was an interesting time. It's always an interesting time in investing. So just get used to that.

I remember my very first mentor, William O'Neill, told me that.

There's always something going on on the market.

And in this new information age that we're trying to deal with, it's just blown up even

more so.

But after the credit crisis, which was a perfect storm of kind of three recessions all hitting

at once, and people don't understand how much trouble the financial system was in the United

States.

We had the great fortune of being head of U.S. sector strategy and doing a lot of U.S. strategy

work at Merrill Lynch at the time. And then we

were displaced, like a lot of people on Wall Street in early 2009, our very first kind of, I would say,

bullish view on the current stock market. Like right now today, actually took place when we wrote

our part of the

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