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Brian Belski Returns! | TCAF 249, Sonic AI
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Brian Belski Returns! | TCAF 249
The Compound and Friends
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Jul 3, 2026
•
1:15:53
Interview
Brian Belski Returns! | TCAF 249
From
The Compound and Friends
Josh Brown
(Co-founder and CEO, Ritholtz, The Compound and Friends)
•
Michael Batnick
(Financial market commentator and analyst at…)
•
Downtown Josh Brown
(Host)
•
Brian Belski
(Founder, CEO & CIO, Humulus Wealth Management)
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Executive Summary
Guest Brian Belski reiterates his long-term secular bull market thesis, believing there are 7-10 years left, but also anticipates a 'plain vanilla' recession at some point.
Belski identifies the communication services sector as a potential surprise outperformer and sees significant consolidation opportunities within the regional banking industry.
The discussion explores the sustainability of the AI-driven CapEx cycle, weighing the immense demand against the risk of a sharp reversal that could negatively impact corporate earnings and multiples.
Belski details the rapid growth and unique business model of his new firm, Humulus Wealth Management, which acts as a model provider for RIAs and brokerage firms, nearing $500M AUM in under a year.
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Secular Bull Market vs. Cyclical Risks
The AI Investment Cycle
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