Episode
Wall Street Bull Brian Belski Sees Correction Before S&P Run Into the 8,000s
- Podcast
- RiskReversal Pod
- Published
- May 22, 2026
- Duration seconds
- 3251
- Processing state
not_requested- Canonical source
- https://traffic.megaphone.fm/RRM6334222989.mp3
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Summary
Brian Belski joins Dan Nathan to break down why he still sees the S&P 500 moving higher — but warns a correction may come first. Belski explains why this is now an earnings-driven market, why the Mag 7 may begin to hand leadership to the other 493 stocks, and what could trigger the next pullback. He also shares his views on AI stocks, SpaceX/OpenAI IPOs, financials, industrials, housing, rates, and why he believes the market could still end the year with “an 8 handle.” Topics include:• Why Brian Belski expects a correction before another rally• The case for S&P 8,000 (and why it won’t be a straight line)• AI enthusiasm, IPO mania & whether we’re in a bubble• Why he’s bullish on financials, industrials & select cyclicals• Treasury yields, housing, Walmart, Deere & the consumer outlook• What could actually trigger the next bear market Timecodes 00:00 Intro + Brian Belski Returns02:00 Inside Belski’s New ETF (HIS) & Stock-Picking Strategy05:45 How Belski Nailed the S&P 7,000 Call08:30 Why 2026 Is an “Earnings-Driven” Market09:45 Why Belski Expects a Market Correction10:45 Mag 7 vs. The Other 493 Stocks14:00 Walmart Warning, Consumer Trends & Retail Risks17:15 Deere, Industrials & Why AI Could Benefit Old Economy Stocks20:00 Why Belski Still Likes Financials Despite Weak Performance21:45 Airlines, FedEx & The Transport Trade24:00 Housing, Homebuilders & What Happens If Rates Fall26:45 Will Treasury Yields Finally Move Lower?31:00 SpaceX, OpenAI & Anthropic IPO Risks33:00 Could AI IPOs Trigger a Market Shake-Up?39:00 The AI Trade: Bubble, Boom or Just Getting Started?44:00 What Wall Street Is Missing in Software & AI45:45 Timing the Next Market Correction48:00 What Could Actually Cause a Bear Market?49:45 Belski’s S&P Outlook: Why He Sees an “8 Handle” This…