Tail risks and equities are rising in tandem, says Clockwise's James Cakmak on tech trade in 2026
Youtube·2025-12-30 03:11

If the MAG7 stocks are getting ready to decouple, which names could be a best bet for 2026. With us now is James Chuckmuk, portfolio manager at Clockwise Capital. James, it's great to talk to you.So, Mack did a great job there of sort of laying out why we're going to see this big gap widen. Which of these companies do you think is still set to take on the debt and still demonstrate to investors that there was a reason to get in. Yeah, I mean we own pretty much all of the Max 7 and and then some.Um but at th ...