This week, Mike and Emmet take a step back to discuss the broader market landscape heading into 2026 and what industries they’re watching.2025 was a pretty spectacular year for the S&P so its normal to feel the party can’t go on forever. Mike reminds investors that corrections are a normal part of investing—and that the best preparation is owning businesses you’re willing to hold through a downturn, while keeping some cash on hand to take advantage of bargains if markets pull back.Emmet strikes a more optimistic note, a...
This week, Mike and Emmet take a step back to discuss the broader market landscape heading into 2026 and what industries they’re watching.
2025 was a pretty spectacular year for the S&P so its normal to feel the party can’t go on forever. Mike reminds investors that corrections are a normal part of investing—and that the best preparation is owning businesses you’re willing to hold through a downturn, while keeping some cash on hand to take advantage of bargains if markets pull back.
Emmet strikes a more optimistic note, arguing that the rally may have room to continue as corporate earnings have largely delivered so far. That said, the market’s confidence could be tested if Nvidia takes a stumble. But there is still some value out there, only 2 of the Magnificent 7 outperformed the market.
Emmet then checks in with Tesla, one of his longest held stocks. He’s done with flashy demos and wants to see real products hit the market—particularly in autonomous driving. Overall car sales are slowing so its time for Elon to walk the walk and support the company’s lofty valuation.
Mike highlights an area of healthcare he’s keeping a close eye on: treatments for opioid use disorder. With U.S. government funding for treatment programs expanding, this could become a meaningful tailwind for pharmaceutical companies operating in the space—many of which have already appeared across MWS services.
We wrap up with a fresh edition of Follow Prophet.
Stock Club’s one-word resolution for 2026: Community.
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00:00 Intro
03:40 Market Predictions for 2026
12:46 Tesla's Future: Challenges and Opportunities
25:26 Autonomous Driving: The Next Frontier?
30:07 The Continued Threat of the Opioid Crisis
33:47 Promising Treatments for Opioid Use Disorder
41:18 Will the Rally Continue?
50:33 Following Prophet
