It’s a Small World After All

The podcast analyzes potential investment opportunities and market trends, beginning with the implications of the U.S. capturing Venezuelan President Maduro on energy production. It suggests U.S. oil majors like Chevron could benefit from renewed Venezuelan oil production, while Canadian oil producers might face competition. The discussion then shifts to potential bounce-back stocks for 2026, highlighting Duolingo and Lululemon as candidates, citing factors like market overreactions and brand resilience. Finally, the hosts discuss predictions for Disney in 2026, including the likelihood of an internal CEO appointment, staying out of media acquisitions, dominating the movie market with "Avengers Doomsday," and outperforming the market due to streaming profitability and efficient operations.