"Market strategist | CIO @siebfinancial | Host @WSTruthBombs | Breaking down the economy, markets, & tech with a dash of insight and a side of humor šŸ“ˆšŸ”

New York, NY
China, Gold, Treasuries, and the Dollar collide in a story designed to shake confidence. Here’s why it shouldn’t. Have a look at this truthbomb @WSTruthBombs
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AI hardware stocks like Micron and Taiwan Semiconductor will define 2026. I sat down with Wall Street veteran @mark0malek to discuss why he likes stocks like $MU $TSM $AVGO, the biggest geopolitical risks, investing during the dot-com bubble, Trump's new style of fiscal policy and more. TIMESTAMPS: 0:00 - Geopolitical risks 7:05 - President Trump's fiscal policy 12:38 - Public & Generated Assets 13:52 - AI exposure for 2026 20:32 - $MU $GOOG $TSM 25:09 - Dot-com bubble 33:45 - Downside risks in 2026
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"Ultimately, even if you look six months out after all of these have ended, we see generally positive results," Siebert Financial CIO @mark0malek says when discussing the government shutdown.
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Siebert Financial CIO @mark0malek discusses the outlook for the AI trade:
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"The story still remains the same; we see the biggest amount of growth in tech around the AI ecosystem," Siebert CIO @mark0malek says, adding: "We see some opportunity in financials."
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$SPX Uncertainty is the bull market's enemy: Siebert's Malek Mark Malek, chief investment officer at Siebert Financial, has a different view on the impact that Trump policies are having on markets and sentiment. "Uncertainty is a bull market’s worst nemesis, and to say that there is a lot of uncertainty out there right now would be a massive understatement," he said, citing the market's reaction to better-than-expected earnings and a conservative outlook from retail giant Walmart $WMT last week.
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Siebert CIO @mark0malek on how Trump tariff concerns have impacted market expectations: ā€œKnowing more would help, and I think knowing very little at this point is getting more challenging.ā€
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A few weeks ago, DeepSeek "shook" the AI market—stocks tanked, panic spread. Now? The market’s back, AI demand never left, and investors overreacted again. Let’s break down what really happened. šŸš€ā¬‡ļø #AI #TechStocks #DeepSeek #NVIDIA #Investing #StockMarket blog.siebert.com/ai-investor…
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"What we're seeing so far is kind of what we expect at this point," Siebert CIO @mark0malek says on $NFLX following earnings, adding: "Netflix always has the potential to knock one out of the park."
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