TheStreet — Stocks and Markets

In this week’s Stocks & Markets Podcast, Chris Versace is joined by TheStreet Pro’s Bob Lang for a sweeping conversation that begins with a technical look at the S&P 500 and key indicators to watch, and ends with member questions. In between, Bob explains why price action is a key metric that he follows and shares his take on the put-call ratio and how to use it. Chris and Bob detail why they both see the December-quarter earnings season as an important development for the market, and why how the market reacts to near-term reports will be telling. Bob explains why he is tracking the consumer discretionary space, and Chris adds which part of that he is taking a look at for the Pro Portfolio. The two also talk about recent developments surrounding the Fed, who Bob likes as the next Fed Chair, and why the market may be getting it wrong about rate cuts in 2026. The conversation ends with Bob looking at the chart of Arista Networks ANET and asking Chris about the Pro Portfolio's EPS Diplomats strategy.

Given all that is happening on the geopolitical front, we can’t think of a better person to talk with on our first Stocks & Markets podcast of 2026 than Peter Tchir, Head of Macro Strategy at Academy Securities and contributor at TheStreet Pro.

We chat with five of TheStreet Pro's best analysts to hear what's in store for 2026.

Chris Versace and Ed Maguire discuss changing tax rules, digital infrastructure, investment banking, AI and more notable things to watch.

Taking a long-term focus on quality companies and one of the biggest investment themes there isOn this episode of the Stocks & Markets podcast, Chris Versace is joined by Eric Clark, CIO at Accuvest and Portfolio Manager of the Alpha Brands Consumption Leaders ETF (LOGO). While the conversation begins with the current market retracement, upcoming earnings from Nvidia (NVDA), and thoughts on the AI trade, it pivots to the consumer and consumer spending. Eric discusses the strategy behind the LOGO ETF and how he’s developed the proprietary framework that powers it.Much like we do at TheStreet Pro Portfolio, one of Eric’s strategies is to follow the money, something that has helped evolve the starting universe behind the LOGO ETF. We also discuss why focusing on quality companies pays off in the long run.

On this latest Stocks & Markets Podcast, Chris Versace is joined by Homeland Uranium CEO Roger Lemaitre to discuss the growing energy pain point and how uranium demand stands to benefit from the new nuclear age. During the conversation, Lemaitre explains what pulled him back into uranium mining, how technology has reshaped the process and reduced its cost structure. Lemaitre lays out a realistic timeline for nuclear power coming on stream and shares the tipping points he is following for the industry as well as Homeland Uranium. The two also discuss geopolitical and reshoring factors add another tailwind for US uranium production. Disclosure: This conversation is provided for informational purposes only and shall in no event be construed as an offer to sell or a solicitation of an offer to buy any securities. The information described herein is taken from sources, which we believe to be reliable, but the accuracy and completeness of such information is not guaranteed by us. The opinions expressed herein may be given only such weight as opinions warrant. The opinions offered in connection with this content are subject to change without notice. The opinions made known to you in connection with this content are not exclusive to you and may have been previously, or subsequently, discussed in other mediums. Comments made known to you in connection with the content: (a) may not be suitable for you; (b) do not take into account your particular investment objectives, financial situation or needs; and (c) are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser. TheStreet was compensated by a third party to conduct this interview.

Jay Woods, Chief Market Strategist at Freedom Capital Markets, returns with Chris Versace from the NYSE for TheStreet’s Stocks & Markets podcast. Out of the gate, the conversation centers on the uptick in market turbulence that began with Palantir’s (PLTR) recent earnings report, with Jay sharing why he thinks opportunity may be around the corner following the big run-up in Palantir and other stocks.

Sender Shamiss joins Chris Versace to discuss the returns solution company's business, addressing retailer pain points, consumer strength, returns fraud and more.

Are we in an AI bubble? Chris Versace and and TheStreet’s Noah Weidner discuss shutdown implications, Big Tech earnings, and expecting the unexpected.