How to Focus on Consumer Spending Stocks with Eric Clark

S&P Indicators, Fed Moves, and Portfolio Strategy With Bob Lang

In this week’s Stocks & Markets Podcast, Chris Versace [https://pro.thestreet.com/author/chris-versace] is joined by TheStreet Pro’s Bob Lang [https://pro.thestreet.com/author/bob-lang] for a sweeping conversation that begins with a technical look at the S&P 500 and key indicators to watch, and ends with member questions. In between, Bob explains why price action is a key metric that he follows and shares his take on the put-call ratio and how to use it. Chris and Bob detail why they both see the December-quarter earnings season as an important development for the market, and why how the market reacts to near-term reports will be telling. Bob explains why he is tracking the consumer discretionary space, and Chris adds which part of that he is taking a look at for the Pro Portfolio. The two also talk about recent developments surrounding the Fed, who Bob likes as the next Fed Chair, and why the market may be getting it wrong about rate cuts in 2026. The conversation ends with Bob looking at the chart of Arista Networks ANET and asking Chris about the Pro Portfolio's EPS Diplomats strategy.

Peter Tchir on Geopolitics, Power Prices and ProSec

Given all that is happening on the geopolitical front, we can’t think of a better person to talk with on our first Stocks & Markets podcast of 2026 than Peter Tchir, Head of Macro Strategy at Academy Securities and contributor at TheStreet Pro.

The Market Setup and Pro Picks for 2026

We chat with five of TheStreet Pro's best analysts to hear what's in store for 2026.

Getting Ready for 2026 With Freedom Capital

Chris Versace and Ed Maguire discuss changing tax rules, digital infrastructure, investment banking, AI and more notable things to watch.

How to Focus on Consumer Spending Stocks with Eric Clark

Taking a long-term focus on quality companies and one of the biggest investment themes there is On this episode of the Stocks & Markets podcast, Chris Versace is joined by Eric Clark, CIO at Accuvest and Portfolio Manager of the Alpha Brands Consumption Leaders ETF (LOGO). While the conversation begins with the current market retracement, upcoming earnings from Nvidia (NVDA), and thoughts on the AI trade, it pivots to the consumer and consumer spending. Eric discusses the strategy behind the LOGO ETF and how he’s developed the proprietary framework that powers it. Much like we do at TheStreet Pro Portfolio, one of Eric’s strategies is to follow the money, something that has helped evolve the starting universe behind the LOGO ETF. We also discuss why focusing on quality companies pays off in the long run.