#293: What Stocks to Watch in 2026

This week, Mike and Emmet take a step back to discuss the broader market landscape heading into 2026 and what industries they’re watching. 2025 was a pretty spectacular year for the S&P so its normal to feel the party can’t go on forever. Mike reminds investors that corrections are a normal part of investing—and that the best preparation is owning businesses you’re willing to hold through a downturn, while keeping some cash on hand to take advantage of bargains if markets pull back. Emmet strikes a more optimistic note, arguing that the rally may have room to continue as corporate earnings have largely delivered so far. That said, the market’s confidence could be tested if Nvidia takes a stumble. But there is still some value out there, only 2 of the Magnificent 7 outperformed the market. Emmet then checks in with Tesla, one of his longest held stocks. He’s done with flashy demos and wants to see real products hit the market—particularly in autonomous driving. Overall car sales are slowing so its time for Elon to walk the walk and support the company’s lofty valuation. Mike highlights an area of healthcare he’s keeping a close eye on: treatments for opioid use disorder. With U.S. government funding for treatment programs expanding, this could become a meaningful tailwind for pharmaceutical companies operating in the space—many of which have already appeared across MWS services. We wrap up with a fresh edition of Follow Prophet. Stock Club’s one-word resolution for 2026: Community . Our listeners are an invaluable part of the podcast, and we want to hear more from you.

You can listen to #293: What Stocks to Watch in 2026 online on Radio and Podcast. Open the player on this page to stream the available audio.

#293: What Stocks to Watch in 2026 is an episode from Stock Club by MyWallSt.

This episode is 00:55:32 long.

This episode was published on Jan 8, 2026.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from Stock Club when more episodes are available from the podcast feed.