Expert reveals the best stocks, sectors, and investments to buy in 2026, plus the risks and areas to avoid.
00:00:00 — Introduction
00:00:17 — WBD–Netflix Deal Outlook
00:01:09 — Top Streamer Stock
00:01:45 — Disney & Others
00:02:23 — Santa Rally?
00:03:10 — 2026 Market Outlook
00:03:55 — Top Themes & Picks
00:05:28 — Sectors to Watch
00:06:25 — Best Hedges
00:07:29 — Year-End Advice
00:08:23 — More Key Themes
Transcript:
CAROLINE WOODS
Joining me now, Matthew Tuttle, CEO of Tuttle Capital Management. Matthew, happy Friday. Thanks for joining us.
MATTHEW TUTTLE
Thank you for having me.
CAROLINE WOODS
Before we get into your market view and stock picks, I first want to ask you about this Warner Brothers Discovery Netflix deal. Will it happen?
MATTHEW TUTTLE
So the stock was initially trading like it wasn’t going to happen. It’s come back a lot. You know I my sense is it will. I mean I know deals like this have been struck down in the previous administration. We’ve got a whole new set of regulators. I don’t think they would have tried to do this if they didn’t have a really good sense it was going to happen.
MATTHEW TUTTLE
So, you know, I’d be I’d be a buyer of the Netflix dip here. And I do think this deal is going to end up happening.
CAROLINE WOODS
Okay. So in terms of stock reaction we see Netflix lower only by about 1% right now. But to your point about 5% lower. This month we have wbd higher. And then Paramount’s Skydance taking the biggest hit. So as you think about these as stock opportunities, Netflix is most attractive.
MATTHEW TUTTLE
I would say Netflix is most attractive. You know, we’ve got a lot left to go on this whole streaming thing. You know, I don’t know about you, but I’ve got like seven different streaming services. That doesn’t make sense. You know, we’ve got a lot to figure out here, but I think Netflix is really well positioned to come out of this as the clear winner.
MATTHEW TUTTLE
So that that’s the name that I would be in and I wouldn’t be in any of the others turf.
CAROLINE WOODS
Okay. Any of the others overall, even a Disney, for example.
MATTHEW TUTTLE
I wouldn’t be in Disney. I haven’t like that stock and I don’t remember the last time. I like that stock. You know, Apple might be the only one because I mean, Apple TV’s not that big a deal. You’re not buying Apple for Apple TV, you’re buying them for throw all the other things. But beyond that, Netflix would be the only name.
CAROLINE WOODS
Okay. All right. Let’s talk about your market view because stocks have seasonality on their side. We’ve seen actually some pretty modest gains for the first week of December. It’s been a great year. Are you expecting a Santa Claus rally this year? Matthew.
MATTHEW TUTTLE
So it depends on what Powell says next week. I am expecting a Santa Claus rally. I mean, I think the the headwinds or the tailwinds are behind the market here. You know, every dip gets bought every time everyone is freaking out about something. You know, it ends up being a dip buying opportunity. But Powell does have the potential to play Grinch here.
MATTHEW TUTTLE
If either a he doesn’t cut or B he says the economy’s in awful shape, which is why we’re forced to cut. I don’t think either thing either of those things are going to happen. So I am bullish in the year end.
CAROLINE WOODS
And then what about as you think about 2026, are you as bullish.
MATTHEW TUTTLE
I am cautiously bullish. There are some headwinds. There’s the whole open AI. And you know all of the creative financing. There’s what’s going on in private credit what’s going on in Japan. What is the fed squad if they cut here. Do they keep cutting. So there’s a lot of things that, you know, you should be a little concerned about.
MATTHEW TUTTLE
You know, what we teach investors is always have hedges. And if you’ve always got hedges, you can sleep well at night. You don’t have to worry about it.
CAROLINE WOODS
Okay, so let’s talk about what’s on your shopping list as we, you know, continue with the final trading month of the year. As you think about 2026. And then also how are you hedging.
MATTHEW TUTTLE
So on my shopping list, what we look for are what is going to be the most disruptive themes over the next 12 to 36 months. And then within those themes, what are the top names? So you know, I obviously I think that’s got an interesting from the standpoint that a couple of months ago I would have told you Nvidia is the obvious winner and I now I would say they are one of the obvious winners in AI.
MATTHEW TUTTLE
You’ve got Google in there. You’ve got Broadcom in there. You might even have AMD in there. So looking at that I love the meta news this morning that they’re getting out of this hole.
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