JC Parets: Why Everyone Being Bearish Is Actually Bullish

Half of retail investors think stocks are heading lower. Two-thirds of Americans expect a recession. The magazine covers are all doom. JC Parets of Trend Labs says that's exactly why he's bullish. He joins Gav to break down why extreme pessimism is a setup, not a warning, why the AI spending cycle may just be getting started, his contrarian take on bonds and rates, and the specific charts and sectors he's watching as the market pushes back toward all-time highs. Note: This interview was filmed 9/21/26 Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ ▶ Follow JC Parets: X: @JC_ParetsX ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial Instagram: https://www.instagram.com/wolffinancial_official/ This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. 00:00 Intro 02:00 Why all-time highs aren't bearish 04:00 The rotation underneath the surface: buy the dip in a bull market 07:00 The liquidity flood: every day a new mega deal 10:00 Why rates stopped rising the moment the Fed hiked 12:00 The bond trade he's eyeing (TLT) 15:00 Why extreme pessimism is bullish 18:00 The AI spend: why we're only 1 of 8 trillion in 22:00 The sectors and charts he's watching now 28:00 Position sizing and "live to fight another day"