16 Jan 2026
1h 23m

These Are the Stocks to Buy In 2026 (with JC Parets)

Podcast cover

The Compound and Friends

The podcast explores current market trends and investment strategies, particularly focusing on technical analysis. The hosts and guest JC Parets analyze various asset classes, including commodities, international markets, and small-cap stocks, identifying potential opportunities and risks. Parets introduces the concept of "fade groups," advising listeners to be skeptical of consensus opinions from sell-side analysts, asset managers, journalists, and economists. The conversation touches on historical market bubbles, using Isaac Newton's experience with the South Sea Stock as a cautionary tale. They also discuss the potential of energy stocks and the importance of monitoring indicators like the dollar's strength and bond market volatility.

Outlines

Part 1: Market Context, Day Trading, and Life Advice

Part 2: Guest Introduction and Investment Psychology

Part 3: Contrarian Indicators and Market Sentiment

Part 4: Global Trends and Technical Analysis

Part 5: Sector Deep Dives: Tech, Small Caps, and Energy

Part 6: Specific Stock Picks and Warning Signs

Part 7: Prediction Markets and Conclusion

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