The WINNING stock picks for 2026 | Brian Belski, Humilis

Brian Belski, founder of Humilis Investment Strategies, has spent three decades on Wall Street, leading strategy and research teams at BMO, Oppenheimer, Merrill Lynch and elsewhere. He joined Phil Rosen to discuss the outlook for 2026, what sectors and stocks he likes best, why small- and mid-cap names could rally, and more.This episode is sponsored by Public: https://public.com/openingbellSubscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps:0:00 - Intro0:27 - Secular bull market4:09 - Bullish on AI8:04 - Stock picking in ‘2612:19 - Growth vs. value14:01 - Public & Generated Assets15:06 - Small, mid-cap stocks19:03 - Financials 20:59 - Portfolio weightings22:06 - Tech stocks24:51 - $LULU27:02 - Utilities stocks29:40 - $OKLO $COST30:58 - Energy31:46 - Macro outlook33:25 - US-bias portfolio38:52 - Brian’s work & Humilis Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.#podcast #investing #markets #macro #stocks #bitcoin #fed