Buy Hold Sell: After a "crazy" 2025, what's in store for 2026?

Описание: “Crazy.” That’s how Jun Bei Liu of TenCap summed up 2025, a year where big themes surged in waves, sector leadership flipped at lightning speed, and investors had to stay sharp through fresh bursts of volatility.

Alongside Atlas’s Hugh Dive, we’re looking back at the year that was: Which stocks delivered, which ones fell short, and which great ideas slipped away before investors could act?

And the real question: what now? With 2026 around the corner, how should investors set up for success, and which stock calls stand out as the most compelling shots for the year ahead?

From key lessons to bold ideas, our guests unpack what mattered in 2025 and where they see opportunity next.

Note: This episode was recorded on Wednesday 3 December 2025.

TIME CODES

00:00 – Introduction
00:32 – One-word descriptions of 2025
00:39 – Jun Bei on rotations and thematic winners
01:18 – Hugh on overreactions and tariff noise
01:56 – What surprised investors in 2025
02:38 – Jun Bei on short-term market behaviour
03:38 – Stock that got away: Catalyst (Jun Bei)
04:43 – Stock that got away: Northern Star (Hugh)
05:21 – What investors must get right in 2026 (Hugh)
06:08 – What investors must get right in 2026 (Jun Bei)
07:10 – Stock idea for 2026: James Hardie (ASX: JHX)
08:19 – Stock idea for 2026: CSL (ASX: CSL)
09:13 – Final thoughts and close