Jan 22, 2026 Defensive Stocks, Rare Earths & Where Smart Money’s Moving

Описание: In today’s Beats Roundtable, the team breaks down how to think — not panic — during market volatility.



From defensive consumer staples that held up during recent selloffs, to rare earths, base metals, and the evolving outlook for pharma and fitness stocks, this episode covers how experienced investors are positioning portfolios for 2026.



We discuss:




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Why markets feel more fragile than the headlines suggest




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Defensive stocks vs. growth in choppy conditions




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Rare earths, lithium, and base metals as long-term themes




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Pharma names that may be turning the corner




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When being early (India, EMs) is different from being wrong




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Portfolio discipline, position sizing, and letting winners run






Plus, plenty of real talk, banter, and perspective you won’t get from market noise alone.



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