December 29, 2025 2026 Energy Conviction, GLP-1 Execution, and Turning the Page скачать в хорошем качестве

December 29, 2025 2026 Energy Conviction, GLP-1 Execution, and Turning the Page

In this final trading week of the year, Wall Street Beats looks ahead—shifting from reflection to preparation as investors position for 2026. The episode opens with a clear energy thesis. Despite oil spending much of 2025 near $60, energy equities held up, signaling that much of the bearish outlook is already priced in. Bob Morris lays out his top energy picks for 2026—spanning oil, natural gas, and integrated majors—arguing that steady demand, supply discipline, and ongoing geopolitical risk create a favorable setup even without meaningfully higher crude prices.   Healthcare takes the baton next. David Maris explains why the sector’s second-half breakout may carry into the new year, but only for companies that execute. GLP-1 drugs remain the dominant theme, with prescriptions still growing, market share consolidating around leaders, and a massive long-term opportunity emerging as pricing, access, and maintenance use evolve. The conversation also touches on international biotech optionality, tax-loss selling dynamics, and why stock selection now matters more than sector beta.   The episode closes with a candid, end-of-year tone—fatigue, family chaos, and the reality that discipline matters as much as ideas. With energy and healthcare standing out as areas of conviction, the team emphasizes patience, selectivity, and execution as the calendar turns.   A thoughtful reset episode—focused less on predictions and more on positioning for what comes next.