Tom Lee’s 2026 Outlook: Bullish Calls, Real Risks, and What Matters Most

🔔 Want access to Tom Lee’s full market research? Access here: https://fsinsight.com/our-services/?utm_medium=social&utm_source=youtube&utm_campaign=appearance&utm_term=Jan-2026&utm_content=the-compound On this episode from @TheCompoundNews ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by ⁠Fundstrat's Tom Lee⁠ to discuss: market headwinds in 2026, why Tom is still bullish, the precious metals rally, the crypto bear market, Tesla's big bet on robots, and much more! 00:00 - Cold Open 05:14 - Intro 06:11 - Is Tom still Bullish? 2026 Outlook 11:01 - How to Make the "Right" Call 14:47 - Materials, Energy, Gold and Silver 19:54 - Surviving "Black Swan" Events 22:43 - Tech Divergence 24:55 - Tom's Outlook, What to Expect in 2026 33:25 - The Software Correction 36:46 - Big IPOs on the Horizon 40:03 - Market Broadening 44:39 - What to Own in 2026 46:31 - Crypto, Bitcoin and Etherium 01:04:29 - Tom's Worry 📌 Credits: This video is excerpted from Episode 227 of @TheCompoundNews and Friends. All credit to The Compound and Friends. Watch the full original episode on their channel: https://youtu.be/rfsz0XxQWFM?si=5y2lRuXJlg5CEpVh FOLLOW US FOR DAILY INSIGHTS! X: @fs_insight (https://x.com/fs_insight) Instagram: @fs_insight (https://www.instagram.com/fs_insight/) TikTok: @fs_insight (https://www.tiktok.com/@fs_insight) LinkedIn: https://www.linkedin.com/company/fsinsight/ Merch Store: https://merch.fsinsight.com/ CONTACT US! [email protected]