These Are the Stocks to Buy In 2026 | TCAF 225

The podcast episode centers on investment strategies, market analysis, and contrarian viewpoints. It highlights the potential of commodities, particularly silver and energy, as key investment opportunities, contrasting them with overhyped sectors like AI. The discussion covers the importance of identifying and fading consensus opinions from Wall Street analysts, asset managers, journalists, and economists to gain an edge. The hosts share insights on market breadth, emphasizing that new highs are bullish signals, and analyze the performance of international markets versus the U.S. They also touch on individual stock picks, including CBRE, and debate the merits of prediction markets.