Mark Malek is the chief investment officer at Siebert Financial and has spent over three decades on Wall Street. He joined Phil Rosen on Full Signal to discuss the biggest risks in markets for the year ahead, why he likes Micron and other AI hardware stocks, comparisons between AI and the dot-com bubble and more.

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Timestamps:

0:00 - Intro

0:24 - Geopolitical risks

7:29 - Politics as fiscal policy

13:02 - Public & Generated Assets

14:17 - AI exposure for 2026

20:56 - $MU $GOOG $TSM

25:35 - Dot-com bubble

34:09 - Downside risks in 2026

You can see more of Mark’s work on his YouTube channel: https://www.youtube.com/@wstruthbombs

Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.

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