# Top Investment Strategist: These stocks WIN even if AI CRASHES!

Page: https://stenobird.com/podcast/full-signal-7568617/top-investment-strategist-these-stocks-win-even-if-ai-crashes
Text version: https://stenobird.com/podcast/full-signal-7568617/top-investment-strategist-these-stocks-win-even-if-ai-crashes.md
Podcast: [Full Signal](https://stenobird.com/podcast/full-signal-7568617)
Published: 2026-07-21T12:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/philrosen/episodes/Top-Investment-Strategist-These-stocks-WIN-even-if-AI-CRASHES-e3masbu
Audio file: https://anchor.fm/s/10b3e31fc/podcast/play/123088702/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-20%2F428301663-44100-2-078fe63b279b4.mp3
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JSON: https://stenobird.com/v1/public/podcasts/full-signal-7568617/episodes/top-investment-strategist-these-stocks-win-even-if-ai-crashes
Duration seconds: 2422

## Resource

Jay Woods is the chief market strategist for Freedom Capital Markets and a CNBC contributor who has spent three decades on the floor of the New York Stock Exchange. He joins Phil Rosen on Full Signal to discuss whether the S&P 500 hits 7,000 or 8,000 first, why price momentum is fading despite blowout earnings, his favorite stocks across biotech and regional banks, and how his strategy for picking winning investments. Today's episode is sponsored by Direxion: https://shorturl.at/EBirr 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 - The S&P 500's next leg 0:58 - Great earnings, weak momentum 6:22 - A bubble in expectations 7:13 - Rotation to boring stocks 8:36 - Retire the Mag 7 12:26 - One tech stock to buy 14:23 - Three biotech stock picks 17:16 - How to pick stocks 19:29 - Top-down sector analysis 21:20 - Regional bank ideas 24:55 - Insurance stocks 29:39 - Summer seasonality 32:12 - Are charts just astrology? 34:45 - Selling access to Trump's posts 39:05 - Follow Jay's work #podcast #investing #markets #macro #stocks #bitcoin #fed

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## Transcript

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