# The WINNING stocks for the next bull run! | Tom Hulick

Page: https://stenobird.com/podcast/full-signal-7568617/the-winning-stocks-for-the-next-bull-run-tom-hulick
Text version: https://stenobird.com/podcast/full-signal-7568617/the-winning-stocks-for-the-next-bull-run-tom-hulick.md
Podcast: [Full Signal](https://stenobird.com/podcast/full-signal-7568617)
Published: 2026-03-27T12:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/philrosen/episodes/The-WINNING-stocks-for-the-next-bull-run---Tom-Hulick-e3h16t1
Audio file: https://anchor.fm/s/10b3e31fc/podcast/play/117528929/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-2-27%2F420880945-44100-2-c73d34653ab67.mp3
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JSON: https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/the-winning-stocks-for-the-next-bull-run-tom-hulick
Duration seconds: 2118

## Resource

Tom Hulick is the CEO of Strategy Asset Managers. He joins Phil Rosen to discuss the earnings outlook and macro impact of the Iran war, the specific sectors and stock picks he is most bullish on, and why geopolitical noise hasn't shaken his long-term thesis. This episode is sponsored by Public: https://public.com/openingbell Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - Intro 0:20 - Geopolitical backdrop 3:35 - The next bull market 5:30 - Market resilience 7:50 - Oil spike and stocks 9:35 - Oil, inflation, and the Fed 11:30 - Rate hike or rate cut? 14:00 - $8 trillion cash on the sidelines 15:50 - Why Wall Street targets were modest 18:10 - Biotech sector 20:35 - Eli Lilly 26:45 - Intuitive Surgical (ISRG) 32:05 - Bear case for 2026 35:00 - Follow Tom's work 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

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## Transcript

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