Jan 22, 2026 Defensive Stocks, Rare Earths & Where Smart Money’s Moving

In today’s Beats Roundtable, the team breaks down how to think — not panic — during market volatility. From defensive consumer staples that held up during recent selloffs, to rare earths, base metals, and the evolving outlook for pharma and fitness stocks, this episode covers how experienced investors are positioning portfolios for 2026. We discuss: Why markets feel more fragile than the headlines suggest Defensive stocks vs. growth in choppy conditions Rare earths, lithium, and base metals as long-term themes Pharma names that may be turning the corner When being early (India, EMs) is different from being wrong Portfolio discipline, position sizing, and letting winners run Plus, plenty of real talk, banter, and perspective you won’t get from market noise alone. Subscribe to get more stock analysis and insights from the Beats Roundtable pros. Want more? Become a member. Join the Inner Circle and get a Seat at the Roundtable now: wallstreetbeats.com for exclusive access to our pros. Disclaimer This content has been produced by Street Beats Media, LLC (“Street Beats”) and is presented for informational purposes only. Street Beats is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Street Beats or any of its employees, officers, or agents. This information is presented without regard for individual investment preferences or risk parameters and is general, non-tailored, non-specific information. Our content is based on information from the sources believed to be reliable. Street Beats is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this content are those of the individual expressing those opinions or conclusions and are intended solely for the use by Street Beats subscribers and the authorized recipients on the content. All investments involve a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of this content. Consult a financial professional before investing.