We Picked Our Top 5 Stocks That Have NOTHING To Do With AI-MP3

0:00This is an iHeart Podcast. Guaranteed Human.

0:34As a listener, you're looking for ways to help teams move faster, make sharper decisions, and turn scattered context into work they can use. ChatGPT for Business can help. ChatGPT for Business gives teams a shared workspace with admin controls, permissions, and access to work and codecs in ChatGPT. This means your business can move from question to answer and code to rollout quicker. Join over 10 million business and enterprise users worldwide already using ChatGPT for work. Download the ChatGPT desktop app or contact sales to learn more.

1:28That's what Insurify fixes. Real quotes from more than 120 top insurance companies side by side. About two minutes, free, no phone calls, no pressure. And if there's nothing better for you right now, Insurify keeps watching and tells you when that changes. So you're never stuck overpaying. Millions of people have used Insurify to shop for their car insurance. So insure with Insurify. Go to Insurify.com. That's I-N-S-U-R-I-F-Y.com. Insurify.com. earners what's up look building wealth isn't just about making money it's about knowing where your money is working for you that's why we partner with empower empower is all about helping you invest well so you can go out and live a little their free empower personal dashboard gives you a complete view of your financial life in one place track your net worth monitor your budget analyze your investments set retirement goals and more you've worked hard for your money now make sure it's working hard for you.

2:28Download the Empower personal dashboard or visit Empower.com. Not an Empower client paid or sponsored. You already know how AI is changing how everyday work gets done, how much ground you can cover, and how fast a team can scale. To stay ahead, you need the tools that give you a competitive advantage built for this new era. Welcome to Agentic Revenue. Adio is the CRM for this world. It meets you where you work, compounds every customer signal into context, then ax on it across your pipeline to let you move at unmatched speed and scale. With agents and automations for every job in revenue, Adio orchestrates your work around the clock.

3:05Built to handle the scale of your workloads, extensible with API and MCP, and with the infrastructure to keep up with your most ambitious agents. Loved by high-growth startups like Granola, Modal, and Etched, Adio runs the work behind every win. That's Adio, the agentic CRM, The intelligent system that never sleeps. Picks up leads at 2 a.m. Catches renewals before they slip. Hands you the answer before you ask. Try Adio free at adio.com slash iHeart. That's adio.com slash iHeart.

3:40At Oppenheimer, we're proven because we're grounded in discipline. For 145 years, we've been building and protecting wealth through every market cycle. with precision, clarity, and the courage to think boldly beyond the moment. This is what market-tested legacy looks like for this generation and the next. Put the power of Oppenheimer Thinking to work for you. Wealth Management, Capital Markets, Investment Banking.

4:10With LPL Financial, we provide the services to help push you forward. When it comes to your finances, your business, your future, the only question should be, What if you could? Pit advertisement. Anna Kendrick is not a client of LPL Financial LLC and receives compensation to promote LPL. Investing involves risk, including potential loss of principal LPL Financial LLC member FINRA, SIPC. Okay. For everybody here, can I do one final question before we leave? If you had to pick four stocks that are unrelated to the AI trade, which four do you like for, let's say for someone who may be a little bit more seasoned or they're older and they may be afraid of the technology, what are four non-related AI companies that you would have them potentially lean on?

4:50And maybe we can all answer the question. Yeah, I'll go first on that. I mean, I talked about the oil sector. Now, I'm not a big investor in the oil and energy sector, especially the drillers and the refiners. I'm married to a conservation biologist, so we have some rules around that. That said, you can't ignore the profits and the fact that those profits are going to continue to flow as long as we have this conflict going on and nobody thinks this is coming to an end anytime soon. So find your way around the oil patch with a high dividend, high cash flow company right now that's doing very well and hopefully not destroying the planet in the process.

5:24There's plenty of them out there. I was just looking at the 52, the all-time highs. There's five energy companies on there. And I shared the chart of the refiners. Pick your refiner that has the most cash flow, right? And the best profit margins. And I would say that would be a good stock to buy and there's plenty of them on that list marathon i know is on that list and others also i'm a believer that water is going to be the next i'm not super intelligent telling you this but water is going to be one of the most precious resources out there because we're going to need it for just about everything and that means um private water companies and privatized water companies or the private equity companies that own the private water companies because i think that's a precious commodity and that's only going to get more expensive uh going down the line here Then you look across the financial sector and it's about being big, right?

6:11Being big and banking is beautiful. Boring is good, too. But the biggest, bad, most profitable bank out there is JPMorgan Chase. And there's a reason that stock kind of was near all-time highs earlier this year. I expect it to come back to those all-time highs when we get some sort of a stasis with the economy right now. And then looking like way outside out of all this, sometimes, you know, you got to look at some companies that are just doing something very different from the rest of the crowd. And when I look at some of the retailers out there, it's a very tough time to be a retailer in a retail environment.

6:45That said, there are some of the grocery chains that are kind of bending the business model a little bit that are interesting to look at right now. I'd take a close look at those, especially with the commodity prices. And then I would also look at the commodity players as well, the Grangers of the world, the ADMs of the world. They are dealing with very high corn and high wheat prices, but they also have pricing flexibility. That's been a tough sector to invest in, health care as well, but we're also on the verge of a lot of new developments in health care that are being spurred by these cancer drugs and GLP-1s.

7:16So there's some health care and biotech companies out there that I would keep a close eye on, and especially the ones, not the GLP-1 makers, though that run already happened. But what are the knock-on effects of GLP-1s going down the line, and who's going to benefit from that? I would look at some of those companies in sectors that are addressing this new marketplace. And that's kind of where I, you know, as a speculative bet right now, that's where I'd be looking outside of the tech build out. It's a great answer. Thank you, my brother. That was detailed, man. Thank you. Thank you so much. Any last words you want to leave with the audience?

7:50Well, we're on Stubstack now. I started a new Substack. It's called The Signal with Caleb Silver. and we have one at Investopedia called Value Add. We're always trying to find new ways to connect with our audiences. And then I've been doing a lot of work as the chief business editor of people across our brands. Just launched a brand new podcast called Megatrends in Medicine, where we're looking at big trends like GLP-1s and the ripple effects they have, not just to the medical community, because this is for health professionals, but down the line. So GLP-1s is a great example. That's impacting everything from fashion to travel to the way doctors operate.

8:24we're having a lot less surgeries and knee surgeries and back surgeries but it's also greatly impacted the adult beverage market and the food market in general that's one of those things that just like you know it starts here but then the ripple effects end up way down here and changes everything so i'm watching that sector really closely right now we're going to do a bunch of episodes on big trends like that called mega trends and medicine i love it always amazing Yes. My brother. Thank you so much, man. Appreciate you. Thank you guys for having me. I appreciate it. And you, peace out. You damn faded Caleb the black like that, man.

9:03Come on up. I got Caleb. Yo man, that's, that's a friend of the show, man. I feel like he's a quarterly contributor to the show, man. Shout out to Caleb. That's my every three months to make sure that. And kudos to my guys from Indianapolis, not kidding happening this year. Thank you. We appreciate y 'all. We appreciate y 'all. All right, Shadi. Can we get to Conspiracy Hour? Yo, you know what? We asked Caleb the question. What's your four stocks outside of AI? I actually have eight if I can give. Or should I give four and give the other ones? It's such a tough question when I look down the list.

9:41Even in my watch list, I'm like, damn. That's AI, that's AI, that's AI. Let's do five. Let's call it five. Let's call it five. We might have repeats. Let me start where Caleb picked. JP Morgan would be number one in banking for sure. I don't have to tell why. Jamie Dimon, greatest banking CEO of the last 20 years. That's an easy win. Number two, Chevron.

10:09Despite the ills of the business, the profit margin is absolutely amazing. AI, Jason or not, they're going to do incredibly well. um number three of course my baby Eli Lilly I think I know Novo rebranded to just Novo instead of Novo Nordisk but when you look at the space they're going to do incredibly well for the next five or six years number four would be Caterpillar regardless of the AI trade or not Caterpillar is a strong business and they're going to do incredibly well and they don't need the AI trade or investment to thrive. And then lastly, Shell. Shell company, oil adjacent, is going to do incredibly well.

10:50And if the rates continue to go up, regardless if we have a pullback or not, Shell is one of these companies that continues to print good margins, good profit. If you look at the drawdown, most important thing, look at the drawdown of these over the last six or seven years they've been a lot more stable than some of the tech components as well so i would do jp morgan shell chevron and eli lily okay all right i know we're gonna have repeats i definitely had jp at the top of the list yeah i had lily uh i had costco i think that's like one of the costco's underrated yeah it's like a market indicator uh i had hood now are we counting hood in ai because I had Robin Hood.

11:32It would be adjacent. It's adjacent, but it's not really. I mean, it has components, but it's really fintech and it could be considered financials as well. So I had Robin Hood and then I know it's been beaten down and it's had a tough year, but I still like Netflix. I still like it. So I'm going to put them in there. I'm going to put them in there. Shadi, what about you? um eli lily jp morgan ibit it's a stock okay it's on a stock market okay um that to me was actually first yeah if i had if i had ten thousand dollars and i said like you got to put money in a stock market on a stock that's not ai it would probably it would be first that would be my first choice okay that'd be the first thing i would do and then eli lily would be the second thing that i would do yeah and then like you said jp morgan you can't go you can't go wrong against that and then yeah i mean you gotta start you got energy you got you got to go energy sector yeah easy for everyone put in chat less is more like regardless if you want to do two tech two index or not the mistake is getting to 18 19 20 30 stocks because a you're not going to put enough capital into the right ones or your profits are going to be so thin yeah just specialize specialize in maybe four to six and you'll be good and the truth is you only need two or three really good stocks to make a lot of money from but once you know those four like the back of your hand profit margin threats um multiple moats because now you can't only just think about the moat in their industry you have to think about the moat when you're comparing them to other companies like so McDonald's has a moat in real estate but so does Nvidia who has a better moat Nvidia you got to compare them across sector and I still love Caterpillar I just didn't want to repeat that's all Caterpillar is underrated I think you know what's great like a year ago was when we put that call out there for Caterpillar saying that the business model is going to change it's interesting just thinking back 12 months about how AI is changing business models we talked about Dell and how it changes business model obviously y 'all sort of results of that.

13:55I should have put the caterpillar results as well. That was like a 400 % gainer, which is incredible for a company that most people think does plowing and bulldozers and tractors and machinery that comes with excavation. But energy has become one of its main components. This is why you've seen it hit its all time. It's had a pullback. GE Vinova as well. So I feel like even those are AI adjacent, right? Because those companies are relying on the energy to power data Before you sign off, you tuned in for ways to help teams move faster, make sharper decisions, and turn scattered context into work they can use.

14:30ChatGPT for Business can help. ChatGPT for Business gives teams a shared workspace with admin controls, permissions, and access to work and codecs in ChatGPT. This means your business can move from question to answer and code to rollout quicker. Join over 10 million business and enterprise users worldwide already using ChatGPT for work. Download the ChatGPT desktop app or contact sales to learn more. Earners, what's up? Look, on Earn Your Leisure, we're all about smart money moves. And here's one that most people skip. Car insurance renews on autopilot, the rates creep up, and nobody tells you.

15:05That's what Insurify fixes. In about two minutes, completely free, you can see rates from more than 120 top insurance companies. And if there's nothing better today, they keep watching and notify you when there's a better rate. So go to Insurify.com. That's I-N-S-U-R-I-F-Y.com. Insurify.com. You already know how AI is changing how everyday work gets done, how much ground you can cover, and how fast a team can scale. To stay ahead, you need the tools that give you a competitive advantage built for this new era. Welcome to Agentic Revenue. Adio is the CRM for this world. It meets you where you work, compounds every customer signal into context, then acts on it across your pipeline to let you move it on match speed and scale.

15:49With agents and automations for every job in revenue, Adio orchestrates your work around the clock. Built to handle the scale of your workloads, extensible with API and MCP, and with the infrastructure to keep up with your most ambitious agents. Loved by high-growth startups like Granola, Modal, and Etched, Adio runs the work behind every win. That's Adio, the agentic CRM, the intelligent system that never sleeps. Picks up leads at 2 a.m., catches renewals before they slip, hands you the answer before you ask. Try Adio free at adio.com slash iHeart. That's adio.com slash iHeart.

16:27What if you could have even more and more and more help to pursue your goals? At LPL Financial, we offer more ways for advisors and their clients to thrive. So what if you could? Paid advertisement investing involves risk, including potential loss of principal. LPL Financial LLC member FINRA SIPC. Until now, the data your AI depends on has been trapped behind ever-increasing cloud fees. Wasabi created hot cloud storage and is redefining cloud storage for the AI era, delivering simple, predictable cloud storage for AI, analytics, media, and more. Your data is free to move, fast to access, and ready when your AI needs it.

17:00Hidden fees add up fast as AI workloads grow. Wasabi's flat pricing eliminates all of it. One rate, no surprises. Learn more and try now for free at Wasabi.com. Wasabi, the AI storage cloud. Proud partner of the iHeart Podcast Network. Hey, this is Anthony from Raiders of a Lost podcast. With movies, the actors get all the buzz, but nothing happens without the crew behind the scenes. That's how it is with Geico. They're your support system behind the scenes. From finding you savings to handling your claim quickly, and you probably don't even think about it. You know what that's called? Peace of mind.

17:33So here's to the gaffers, key grips, and yes, Geico. Behind the scenes, taking care of all the hard stuff, so you have the confidence to keep moving. Learn more at geico.com. I love my phone, but not my carrier. What do I do? Well, there are 250 reasons to join T-Mobile. Like what? You can keep your phone and your number, and T-Mobile helps pay it off, up to$800 per line. So I wouldn't have to buy a new phone? Yep, plus your plan price stays the same for five years on experience plans. Nice. Find your reason at T-Mobile.com.