A Wall Street strategist has doubled down on his warning that the 'biggest bubble in history' will burst. Here are the 12 stocks he says investors should buy to weather the storm.

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BTIG strategist Julien Emanuel is focused on cyclical stocks, particularly those in the energy and financial sectors.

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He says he's identified underappreciated and attractive stocks in the energy and financial sectors that should climb as the trend continues. Julian Emanuel, chief equity and derivatives strategist for BTIG, is on record saying the bond market has become not just a overinflated, but potentially"." That's driven prices to historic highs and bond yields to all-time lows.

"Investors' 'obsession with recession' appears to have topped as the Fed's rates cuts support inflation expectations," he wrote in a recent note to clients.

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lol, classic....”biggest bubble of all time” about to burst! so, he tells people what to buy!! too funny. how, dopey, why buy anything if the world is ending? idiot

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