Wall Street Insider: 5 stocks to BEAT the market in 2027!

Josh Schafer is an investment writer and strategist at Barron's, and the author of the Searching for Signals Substack. He joins Phil Rosen on Full Signal to discuss why market breadth is weakening even near record highs, how Meta's Muse is fueling the AI rally, the rise of consumer AI agents, and his top stock picks for the year ahead.

This episode is sponsored by Bloomberg:

http://bloomberg.com/equityindices

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0:00 - Market breadth narrowing

2:49 - Why stocks ignore bond yields

4:22 - Meta Muse

6:00 - Fee AI products vs. monetization

11:16 - Would consumers pay for AI agents?

13:39 - AI regulation and existential risk

16:32 - AI token prices

19:08 - Trump's tech CEO seating chart

22:09 - Intel

23:32 - Cybersecurity

26:01 - Walmart

28:38 - Under-the-radar sports stock

31:37 - Searching for Signals#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed