The market may go up, down, or even sideways, but one thing remains constant—Brian Belski is the Biggest Bull on Wall Street. Brian joins SoFi’s Head of Investment Strategy and Host Liz Thomas to talk about what’s making him confident in the resiliency of the current bull market. Brian is famous for his positive view on markets and is a frequent commentator on CNBC, Fox Business, and Bloomberg. He is Chief Investment Strategist at BMO Capital Markets and leads the Investment Strategy Group with his 35 years of experience. Liz asks Brian for practical insights on how to navigate this landscape and how to stay confident and focused despite short-term market fluctuations.

For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat.

Notable mentions in the episode:

(00:00) Introduction to The Important Part

(01:22) Brian’s bold prediction for the S&P 500

(07:12) Why Brian changed his price target for 2024

(09:29) Strategist vs. economist

(13:20) The bull market of the 1990s vs. today

(17:12) The new consumer staples

(19:16) Consumer staples as percentage of a portfolio

(20:52) AI in consumer staples companies

(23:04) Why the current market is a “stock picker’s paradise”

(27:04) The sweet spot of small and mid-cap companies  

(33:50) Brian’s market forecast in one word

(34:13) When Brian realized warning of a recession wasn’t the right call

(35:31) Brian’s worst trade

(36:57) Brian’s biggest call was his most bearish

(39:30) Key takeaways and conclusion

Additional resources:

This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal.

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