People Hate These 5 Stocks But They'll Be Wrong with Jonathan Boyar

Boyar argues AI-fear and mechanical basket-selling have irrationally crushed quality, non-disrupted businesses, creating buying opportunities.

• Buy-and-hold rejected: Boyar calls buy-and-hold 'a result of an investment strategy, not an investment strategy in and of itself'—only ~23-28% of stocks beat the S&P 500 over 3-10 year holds, and the hit rate is worsening.
• AI-driven basket selling distorts prices: Goldman's 'consumer inertia' basket (hit by AI agents Instinct/Muse) dragged down unrelated names like New York Times, Planet Fitness, and Schwab; pod-shop risk limits amplify the moves.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.