Ep. 353 A Deep Dive Into Deep Bases

In this year-end special of the Investing With IBD podcast, Justin Nielsen hosts David Saito-Chung to review the year's market activity and preview 2026. They analyze significant market events like the tariff tantrum, comparing them to historical precedents such as the 1998 market correction, and discuss how these events influenced stock behaviors. They highlight examples like Palantir and Applovin, which experienced deep corrections but rebounded strongly, emphasizing the importance of understanding market context and not shying away from stocks with deep declines if fundamentals are solid. The discussion also covers sector rotation, particularly the strong performance of precious metals, and identifies potential sectors for future growth, including healthcare and technology, while stressing the importance of identifying companies appearing on multiple screens as potential big winners.