The WINNING stocks for the next bull run! | Tom Hulick
Full Signal
Phil Rosen
4.8 • 18 Ratings
🗓️ 27 March 2026
⏱️ 35 minutes
🧾️ Download transcript
Summary
Tom Hulick is the CEO of Strategy Asset Managers. He joins Phil Rosen to discuss the earnings outlook and macro impact of the Iran war, the specific sectors and stock picks he is most bullish on, and why geopolitical noise hasn't shaken his long-term thesis.
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Timestamps:
0:00 - Intro
0:20 - Geopolitical backdrop
3:35 - The next bull market
5:30 - Market resilience
7:50 - Oil spike and stocks
9:35 - Oil, inflation, and the Fed
11:30 - Rate hike or rate cut?
14:00 - $8 trillion cash on the sidelines
15:50 - Why Wall Street targets were modest
18:10 - Biotech sector
20:35 - Eli Lilly
26:45 - Intuitive Surgical (ISRG)
32:05 - Bear case for 2026
35:00 - Follow Tom'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 | On this episode of Full Signal, I sit down with Tom Heulik. He is the CEO and founder of Strategy |
| 0:05.5 | Asset Managers. We get into the geopolitical backdrop and its impact on the stock market, |
| 0:10.6 | his favorite stocks and sectors for this year, and why he is optimistic, even with rising oil prices. |
| 0:17.5 | This is a fantastic conversation. I think you're going to love it. |
| 0:22.3 | Tom, it is so good to see you. I want to get right into the geopolitical backdrop right now |
| 0:26.7 | that has pretty much been the story of markets to start the year. How are you thinking about this? |
| 0:31.9 | And my understanding is that you're still optimistic. Walk us through this. |
| 0:37.1 | It's great to be here, Phil. |
| 0:39.3 | And to talk about the geopolitical backdrop right now is really important because not only is the war at the third |
| 0:53.3 | in the fourth week of the time frame of what President Trump discussed is what |
| 0:59.7 | the operative is going to be. |
| 1:01.8 | But we're now seeing a lot of sensitivity with the volatility in the market and what does |
| 1:05.8 | that mean to us and what do we look at as the risks. |
| 1:09.3 | So from an active manager that strategy asset managers are, |
| 1:13.0 | we try to take a look at a longer-term view and if the war, which is a very bad thing, |
| 1:20.0 | and there's a shock on oil, there's obviously an impact on interest rates. That carries over to |
| 1:26.5 | the Fed rate decisions and pushing them out, |
| 1:28.8 | maybe even rate hikes. But we try to look at it with a different lens. And giving the war, |
| 1:39.7 | the operative, the time frame, time to actually execute. |
| 1:46.0 | And the what if scenario is, |
| 1:49.0 | what if we go in and do what we said we are going to do, |
| 1:53.0 | as the administration talked about, |
... |
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