Final Trades: Toast, Uber, the XLB and the XBI
December 22, 2025 • 48s
Jim Lebenthal (Chief Equity Strategist)
00:00.110
fifty
day
moving
average
headed
higher
Scott Wapner (Host)
00:02.070
all
right
why
is
your
toast
it
Stephen Weiss (Founder and Managing Partner)
00:04.750
is
similar
move
keep
it
up
your
toast
uber
i
mean
i
think
uber
it's
bouncing
today
i
think
it
continue
to
bounce
for
a
little
bit
OK
it's
Scott Wapner (Host)
00:13.910
a
nice
looking
bounce
liz
materials
Liz Young (Head of Investment Strategy)
00:16.670
expected
to
be
the
second
best
sector
in
earnings
in
twenty
six
cyclical
bounce
hopefully
incoming
Scott Wapner (Host)
00:23.070
joe
T
Joe Terranova (Senior Managing Director)
00:24.070
no
better
reflection
of
the
broadening
out
trade
than
the
xbi
and
the
performance
it
has
had
over
the
last
three
months
you
said
that
was
your
favorite
trade
market
right
now
it's
it's
been
the
best
trade
for
me
so
far
personally
in
twenty
twenty
five
and
there's
very
limited
Joe Terranova (Senior Managing Director)
00:37.550
time
left
in
the
year
so
i
think
it
continues
to
move
higher
above
one
twenty
five
i
think
is
talking
one
forty
five
one
fifty
at
some
point
in
early
twenty
six
speaking
Scott Wapner (Host)
00:46.310
of
limited
time
we're
out
see
it
three
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