Below is a podcast of a recent conversation I had with fellow absolute return investor Jesse Felder. If you don’t follow Jesse’s work I strongly recommend it — he’s a great resource and a very knowledgeable investor. In addition to his website (The Felder Report), he’s active on Twitter. I really enjoyed our conversation and I hope you will as well. We discuss numerous subjects relevant to today’s markets and absolute return investing.
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Which Stocks Should You Buy, and Sell, in 2026?
Also, the 3 sectors that Wall Street analysts are most bullish about. The usual suspects dominated in 2025 as both the Communication Services and Information Technology sectors helped boost the...

