Podcasts about market outlook

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Best podcasts about market outlook

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Latest podcast episodes about market outlook

On The Tape
2026 Market Outlook: The Show Must Go On with SoFi's Liz Thomas

On The Tape

Play Episode Listen Later Dec 22, 2025 35:07


In this episode of the RiskReversal Podcast, Guy & Liz discuss the potential risks of a market bubble, the validity of 2025 predictions, and the outlook for 2026. Key topics include sector performance, expectations for the small-cap market, and the implications of the yield curve inversion. The episode also highlights the significance of gold and other precious metals in the current economic climate. The discussion covers broader economic factors such as fiscal stimuli and interest rate differentials, particularly in Japan, and their impact on global markets. Read Liz's outlook here: https://www.sofi.com/article/investment-strategy/the-2026-outlook/ Timecodes 0:00 - 2025 Retrospective 5:45 - 2026 Big Picture 11:50 - Small Caps 16:00 - Yield Curve 21:15 - Japan Factor 25:30 - Gold —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Ordinary Guys Extraordinary Wealth: Real Estate Investing and Passive Income Tactics
REI Only: My 2026 Real Estate Market Outlook—Will Things Get Slightly Better?

Ordinary Guys Extraordinary Wealth: Real Estate Investing and Passive Income Tactics

Play Episode Listen Later Dec 22, 2025 6:27


In this REI Only episode of The FasterFreedom Show, Sam shares his outlook on what the real estate market could look like in 2026, using 2025 as the baseline. He explains why he expects conditions to be slightly better overall, while emphasizing that outcomes will remain highly situational and location dependent. Sam also discusses why improving affordability could bring more buyers back into the market and how potential changes like 50-year mortgages and looser credit requirements may help expand access to homeownership.Whether you're planning your next investment or thinking about timing your entry into the market, this episode offers a realistic, level-headed view of what steady, predictable growth in 2026 could mean for real estate investors.FasterFreedom Capital Connection: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://fasterfreedomcapital.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Free Rental Investment Training: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://freerentalwebinar.com⁠⁠⁠⁠⁠⁠⁠⁠

The Ag View Pitch
#735 - "Rethinking Your Marketing Plan" - Weekly Market Outlook: Dec 22nd - 26th

The Ag View Pitch

Play Episode Listen Later Dec 21, 2025 42:12


19 Minutes PodcastIn this episode of The Ag View Pitch, we sit down with Jarod Creed to break down why today's grain markets are forcing farmers to rethink everything they know about marketing. Corn demand remains historically strong, soybeans are shifting toward domestic crush, and South American weather risks loom in the background, but the real story is how farm programs, crop insurance, and recent policy changes have completely altered the revenue equation.We dive into why a board rally can actually reduce total farm revenue, how ARC and PLC payments factor into real-world marketing decisions, and why the biggest risk for many producers right now is not lower prices, but higher ones. This conversation also tackles basis management, cash flow pressures, lender conversations, and why volatility, not straight-line rallies, may be the most profitable environment for farmers over the next 18–24 months.

The Future of Work With Jacob Morgan
AI Job Loss Panic Is Wrong—Here's What the Data Actually Shows

The Future of Work With Jacob Morgan

Play Episode Listen Later Dec 19, 2025 22:56


December 18, 2025:  Is artificial intelligence already replacing jobs—or is that narrative getting ahead of the data? This episode examines new research from Vanguard's 2026 Economic and Market Outlook, which analyzes U.S. employment and wage data to understand how AI exposure is actually affecting work today. Contrary to widespread fears, the findings show that jobs most exposed to AI—including analysts, accountants, HR professionals, and other knowledge workers—are not disappearing. They are growing. And real wages in those roles are rising faster than in jobs with lower AI exposure. The episode explores why AI is currently acting as a productivity amplifier rather than a job killer, how this phase mirrors earlier waves of technological change, and where the real risks are beginning to emerge. It also looks ahead to the implications for workforce design, skill development, and career pathways—especially as AI reshapes entry-level work and raises performance expectations across organizations. For leaders, executives, and professionals trying to separate AI hype from reality, this episode offers a grounded, data-driven view of what's happening now—and what signals to watch next in the future of work.

The W.I.P.
Q4 Market Outlook

The W.I.P.

Play Episode Listen Later Dec 19, 2025 7:04


This week we drop a quarterly market outlook where I discuss Q4 talking points such as a possible AI bubble, Delayed Government Data, and the outlook for 2026.

Bob Sirott
Associated Bank Market Outlook: 12/19/25

Bob Sirott

Play Episode Listen Later Dec 19, 2025


On December 19th, 2025, Steve Grzanich shares today's potential market drivers:

The Get Ready For The Future Show
Fastest Four - Outlook 2026

The Get Ready For The Future Show

Play Episode Listen Later Dec 19, 2025 3:16


In this episode of Fastest Four Minutes in Finance, Scott Inman breaks down LPL Research's 2026 Market Outlook, which pushes back against recession fears while acknowledging a slower pace of growth ahead. According to LPL, the U.S. economy may cool early in 2026, but resilience from AI-driven investment, fiscal spending, and easing monetary policy could fuel a rebound later in the year.

Market Call
David Burrows' Market Outlook: North American Large Caps (Dec. 19, 2025)

Market Call

Play Episode Listen Later Dec 19, 2025 46:21


David Burrows, president & chief investment strategist at Barometer Capital Management, shares his outlook on North American Large Caps.

The Independent Advisors
The Independent Advisors Podcast Episode 331: “The best time to buy real estate is always five years ago.”

The Independent Advisors

Play Episode Listen Later Dec 18, 2025 44:38


If you've been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I'd encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!There's a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.If you're ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)331 Topics:Firm Growth & NavX Realty Overview (06:10)Interest Rates & Market Impact (12:00)Down Payments & First-Time Buyer Access (16:30)Regional Housing Trends & Buyer Preferences (19:15)Seller Strategies & Value-Boosting Improvements (25:20)Younger Buyers & Equity-Building Strategies (30:00)Agent Education & Client Support (30:15)Downsizing & “Lateral Move” Challenges (35:00)Timing the Market vs. Smart Decision-Making (39:50)2026 Market Outlook & Final Thoughts (41:30 – 42:50)https://peeblesgrp.com/

Title Agents Podcast
2026 Residential Market Outlook: Rates, Inventory & Buyer Shifts

Title Agents Podcast

Play Episode Listen Later Dec 18, 2025 17:58


As forecasts for 2026 flood the market, clarity has never been harder or more important to find. In this episode, Crosby and Zina cut through the noise by synthesizing insights from nine of the most influential housing reports, including NAR, Fannie Mae, Freddie Mac, Zillow, Redfin, the MBA, and major financial media. They break down where the experts agree, where they sharply disagree, and why affordability, inventory lock-in, and buyer psychology will define the residential market heading into 2026. This is a data-driven, big-picture conversation designed to help title professionals understand what's actually shaping the next cycle, not just the headlines.   What you'll learn from this episode How affordability remains the core constraint, even if rates fall into the mid-6% range The "lock-in effect" and why tight inventory creates a permanent floor under prices What could redirect lender resources away from purchase transactions Why buyer fatigue and mortgage-rate sentiment matter A major factor in creating local market divergence   Resources mentioned in this episode National Association of REALTORS® Fannie Mae Freddie Mac Mortgage Bankers Association (MBA) Results from the Zillow Consumer Housing Trends Report 2025 Northeast Buyers Battle It Out While the Sun Belt Cools Off Zillow+1 Redfin — Migration data & regional inventory analysis The Wall Street Journal CNBC — Real estate & housing market news   Connect With UsLove what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected. Explore more on our website: www.alltechnational.com/podcast Stay updated with our newsletter: www.mochoumil.com Follow Mo on LinkedIn: Mo Choumil Stop waiting on underwriter emails or callbacks—TitleGPT.ai gives you instant, reliable answers to your title questions. Whether it's underwriting, compliance, or tricky closings, the information you need is just a click away. No more delays—work smarter, close faster. Try it now at www.TitleGPT.ai. Closing more deals starts with more appointments. At Alltech National Title, our inside sales team works behind the scenes to fill your pipeline, so you can focus on building relationships and closing business. No more cold calling—just real opportunities. Get started at AlltechNationalTitle.com. Extra hands without extra overhead—that's Safi Virtual. Our trained virtual assistants specialize in the title industry, handling admin work, client communication, and data entry so you can stay focused on closing deals. Scale smarter and work faster at SafiVirtual.com.

Bob Sirott
Associated Bank Market Outlook: 12/18/25

Bob Sirott

Play Episode Listen Later Dec 18, 2025


On December 18th, 2025, Steve Grzanich shares today's potential market drivers:

Market Call
Brian Madden's Market Outlook: North American Equities (Dec. 18, 2025)

Market Call

Play Episode Listen Later Dec 18, 2025 46:26


Brian Madden, chief investment officer at First Avenue Investment Counsel, shares his outlook on North American Equities.

The Financial Exchange Show
2026 Housing Market Outlook and Forecast

The Financial Exchange Show

Play Episode Listen Later Dec 17, 2025 38:30 Transcription Available


Chuck Zodda and Marc Fandetti discuss Micron earnings coming under the spotlight after Broadcom and Oracle debacles. Mike Simonsen (Compass Chief Economist) joins the show for a conversation with Chuck about the housing markets outlook for 2026. Warner rejects Paramount's hostile bid, saying Netflix deal still superior.

Bob Sirott
Associated Bank Market Outlook: 12/17/25

Bob Sirott

Play Episode Listen Later Dec 17, 2025


On December 17th, 2025, Steve Grzanich shares today's potential market drivers:

Market Call
Chris Blumas' Market Outlook: North American Large Caps (Dec. 17, 2025)

Market Call

Play Episode Listen Later Dec 17, 2025 46:23


Chris Blumas, portfolio manager at Raymond James Investment Counsel, shares his outlook on North American Large Caps.

People, Not Titles
From Stagnation to Celebration?: The Housing Market's Path Forward in 2026.

People, Not Titles

Play Episode Listen Later Dec 17, 2025 41:44


In this December 15, 2025 episode of "Market Trends," hosts Steve Kaempf and Matt Lombardi discuss the new "Housing for the 21st Century Act," analyze the 2026 housing market forecast, and offer advice for real estate agents preparing for 2026. The episode also covers Zillow's legal battles, regional trends in the Midwest, and includes a lighthearted sports segment.Introduction and Episode Overview (00:00:00)Studio Banter and Show Start (00:00:29)Housing for the 21st Century Act Unveiled (00:01:17)Key Proposals in the Housing Act (00:02:39)Additional Provisions and Impact (00:03:35)Expanding Affordable Housing Options (00:05:26)Education and Generational Wealth (00:06:40)2026 NAR Forecast Summit Key Takeaways (00:07:51)NAR's 2026 Market Predictions (00:08:44)Midwest Market and Home Sales Outlook (00:09:45)Mortgage Rates and Buyer Readiness (00:11:02)NAR's 2026 Economic Forecast (00:11:45)Agent Preparation for 2026 (00:13:36)Inventory Mix and Market Segments (00:15:31)Builder Adjustments and Townhome Trends (00:16:55)Migration Trends and Midwest Affordability (00:18:10)Uneven Recovery Across Markets (00:20:04)Zillow's 2025 Legal Woes (00:21:37)Compass vs. Zillow Antitrust Lawsuit (00:22:40)CoStar vs. Zillow Copyright Lawsuit (00:23:42)Regulators vs. Zillow: Antitrust Concerns (00:24:08)Class Action Lawsuits Against Zillow (00:24:46)Zillow's Market Dominance and Speculation (00:25:41)Sponsor Message (00:27:05)Three Forces Shaping the 2026 Housing Market (00:27:12)Stagnation, Stagflation, and Market Outlook (00:27:47)Affordability Improvements and Regional Differences (00:28:12)Psychological Factors in Housing Decisions (00:29:31)Life Events Reawakening Demand (00:30:06)Inventory Slowly Thawing (00:31:35)Creative Options for Homeowners (00:32:19)2026 Market Summary and Rate Expectations (00:32:37)Historical Perspective on Mortgage Rates (00:33:25)Cook County Tax Sale System Ruled Unconstitutional (00:34:02)How Cook County Tax Sales Work (00:35:25)Illinois as Last State with Old Tax Sale Laws (00:36:36)Closing Remarks and Holiday Wishes (00:37:41)Sports Segment: Chicago Bears Recap (00:39:03)Year-End Wrap-Up and Farewell (00:40:46)Podcast Outro and Sponsor Message (00:41:18)Full episodes available at www.peoplenottitles.comPeople, Not Titles podcast is hosted by Steve Kaempf and is dedicated to lifting up professionals in the real estate and business community. Our inspiration is to highlight success principles of our colleagues.Our Success Series covers principles of success to help your thrive!www.peoplenottitles.comIG - https://www.instagram.com/peoplenotti...FB - https://www.facebook.com/peoplenottitlesTwitter - https://twitter.com/sjkaempfSpotify - https://open.spotify.com/show/1uu5kTv...

Advisor's Market360™
2026 Market Outlook

Advisor's Market360™

Play Episode Listen Later Dec 16, 2025 30:15


The markets were strong in 2025. Will this momentum continue through 2026? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Vince Coakley Podcast
The Vince Coakley Radio Program | Housing Market Outlook and Nov. Jobs Numbers | Transformation Tuesday

Vince Coakley Podcast

Play Episode Listen Later Dec 16, 2025 60:46 Transcription Available


Hour 1 Segment 1 – 10:06 am | Homeowners feeling the pain of rising home prices Segment 2 – 10:21 am | November jobs report released Segment 3 – 10:36 am | Guest: Ryan Mauro (Capital Research Center) - Turtle Island Liberation Front Segment 4 – 10:50 am | Praising Firefighter heroes after major fire in Salisbury Hour 2 Segment 1 – 11:06 am | Transformation Tuesday - Born again Segment 2 – 11:22 am | Sycamore Brewing latest (WBT Text line weighs in) Segment 3 – 11:36 am | Sycamore Brewing latest cont. (WBT Text line weighs in) Segment 4 – 11:50 am | Thoughts on Pres. Trump's comments on murder of Rob ReinerSee omnystudio.com/listener for privacy information.

Bob Sirott
Associated Bank Market Outlook: 12/16/25

Bob Sirott

Play Episode Listen Later Dec 16, 2025


On December 16th, 2025, Steve Grzanich shares today's potential market drivers:

15 Minutes of Finance
2026 Market Outlook: Santa Rally, AI Bubble, Buffett's Cash & Stocks to Watch

15 Minutes of Finance

Play Episode Listen Later Dec 16, 2025 32:48


In this episode, Brandon and James recap the market as we head toward the end of the year and discuss overall investor sentiment going into 2026. They break down what the S&P 500 has done over the past year, explain the idea behind the Santa Claus rally, and talk about what to realistically expect from the market and the economy next year.The conversation also covers tariffs and why their impact often shows up months after the initial shock, how the threat of tariffs can be used as a negotiating tool, and what recent market behavior may be telling us.They dive into the ongoing debate around the AI bubble, Michael Burry closing his firm and betting against companies like Nvidia and Palantir, and what Warren Buffett's large cash position at Berkshire Hathaway is actually meant for.Finally, they emphasize why boring investment plans and dollar cost averaging tend to work over time, discuss how AI is likely to integrate into nearly every business, and wrap up with three stocks James is watching for 2026: CrowdStrike, Lumen, and Nebius.

Vertical Research Advisory
VRA Podcast: Tesla Hits All-Time High: Innovation Revolution, SpaceX Rumors, and 2026 Market Outlook- Kip Herriage - December 15, 2025

Vertical Research Advisory

Play Episode Listen Later Dec 16, 2025 44:26


Welcome back to the VRA Investing Podcast! In this episode, host Kip Herriage dives deep into Tuesday's market action with a heavy focus on Tesla's record-breaking rally. Kip Herriage unpacks why Tesla hit an all-time high, what's fueling its momentum, and why he believes the journey is far from over. He shares insights on the potential benefits coming for Tesla shareholders if SpaceX goes public, and why the skepticism from Wall Street analysts could actually be a major buy signal.

Market Call
Gordon Reid's Market Outlook: U.S. Equities (Dec. 16, 2025)

Market Call

Play Episode Listen Later Dec 16, 2025 36:55


Gordon Reid, president & CEO of Goodreid Investment Counsel, shares his outlook on U.S. Equities.

Real Estate News: Real Estate Investing Podcast
2026 Housing Market Outlook: Rates, Demand & Key Shifts

Real Estate News: Real Estate Investing Podcast

Play Episode Listen Later Dec 15, 2025 4:30


What will shape the housing market in 2026? In this episode, Kathy Fettke breaks down fresh insights from John Burns and his team of housing analysts on where rates, demand, construction costs, and rental markets are headed. Learn why demographic shifts are redefining who's buying, why long-term rates may stay higher for longer, and where builders and investors are finding the best opportunities in a market full of crosscurrents. If you want to understand the forces driving real estate in 2026—and how to position yourself—this episode delivers the key takeaways you need.

ETF Spotlight
Positioning for 2026: Market Outlook and ETF Strategies

ETF Spotlight

Play Episode Listen Later Dec 15, 2025 26:27


We discuss the best investing strategies for 2026. (1:10) - Will The Stock Market Continue To Rally In 2026? (4:55) - What Risks Should Investors Be Aware of Going Forward? (8:05) - Are We Currently In An AI Bubble? (11:00) - Will The 2025 Top Market Performers Continue Through 2026? (15:20) - What Themes And Investing Strategies Should Investors Be Watching? (19:40) - Breaking Down Current ETF Flows (22:30) - Episode Roundup: XLC, SPYG, XLU, UTES, SPEM, IEMG, GLDM, IAUM Podcast@Zacks.com

Not Your Average Investor
478 | 2026 Jacksonville Real Estate Market Outlook by JWB

Not Your Average Investor

Play Episode Listen Later Dec 15, 2025 67:03


Join us for 2026 Jacksonville Real Estate Market Outlook by JWB. We'll be joined by Gregg Cohen, Co-Founder of JWB Real Estate Capital.Here's what we'll discuss:* Current Jacksonville real estate market pricing, rents, and months of inventory (MOI)* Learn why Jacksonville's current home pricing represents an opportunity for higher future home price appreciation* See how Jacksonville's 2025 home sales volume compares to 2024 - and what this means as far as pricing stability and future growth* JWB's predictions for the 2026 Jacksonville real estate marketYou won't want to miss this opportunity to spend some time with one of JWB's owners and learn more about how you can take advantage of the Jacksonville real estate market. Listen NOW!Chapters:00:00 Introduction to Jacksonville Real Estate Market 202602:00 Exciting Event Announcement03:53 Current Market Snapshot08:22 Home Sales and Inventory Analysis12:22 Rental Market Insights18:40 Historical Market Trends and Predictions31:07 Why Jacksonville is a Prime Investment32:06 Jacksonville's Unique Market Position32:33 Population and Income Growth in Jacksonville33:49 The Importance of Price to Rent Ratio34:20 Jacksonville's Future Indicators and Rankings35:27 Choosing the Right Market for Investment39:06 Comparing Jacksonville to Other Markets44:12 Predictions for the Real Estate Market53:41 Q&A SessionStay connected to us! Join our real estate investor community LIVE: https://jwbrealestatecapital.com/nyai/Schedule a Turnkey strategy call: https://jwbrealestatecapital.com/turnkey/ *Get social with us:*Subscribe to our channel  @notyouraverageinvestor  Subscribe to  @JWBRealEstateCompanies  

Charles Schwab’s Insights & Ideas Podcast
(Bonus) From On Investing: 2026 Market Outlook

Charles Schwab’s Insights & Ideas Podcast

Play Episode Listen Later Dec 15, 2025 61:42


After you listenFollow Kathy and Liz Ann on social media:Kathy Jones on X and LinkedIn.Liz Ann Sonders on X and LinkedIn.What should investors expect from the U.S. economy next year? What will happen in the equities markets and fixed income markets? On this 2026 Market Outlook episode,  Liz Ann Sonders, Schwab's chief investment strategist, speaks with Kevin Gordon, head of macro research. Liz Ann and Kevin discuss their perspective on the direction of the U.S. economy and stock market. She and Kevin cover the K-shaped recovery, inflation trends, the impact of AI on capital expenditure, and the implications of fiscal stimulus on federal debt.Then, Liz Ann Sonders discusses the equities outlook for 2026, focusing on consumer confidence, the impact of the presidential election cycle, and the potential for volatility. Finally, Kathy Jones is joined by Cooper Howard and Collin Martin for the outlook on municipal bonds, corporate bonds, U.S. Treasuries, and the overall fixed income markets.You can read all of Schwab's 2026 Market Outlook reports on our website:Read Cooper Howard's 2026 Municipal Bond Outlook.Read Collin Martin's 2026 Corporate Credit Outlook.Read Kathy Jones's 2026 Treasury Bonds and Fixed Income Outlook.Read Liz Ann Sonders and Kevin Gordon's 2026 Stocks & Economic Outlook.Read Michelle Gibley's 2026 International Stocks & Economy Outlook.On Investing is an original podcast from Charles Schwab.If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Preferred securities are a type of hybrid investment that share characteristics of both stock and bonds. They are often callable, meaning the issuing company may redeem the security at a certain price after a certain date. Such call features, and the timing of a call, may affect the security's yield. Preferred securities generally have lower credit ratings and a lower claim to assets than the issuer's individual bonds. Like bonds, prices of preferred securities tend to move inversely with interest rates, so their prices may fall during periods of rising interest rates. Investment value will fluctuate, and preferred securities, when sold before maturity, may be worth more or less than original cost. Preferred securities are subject to various other risks including changes in interest rates and credit quality, default risks, market valuations, liquidity, prepayments, early redemption, deferral risk, corporate events, tax ramifications, and other factors.Tax-exempt bonds are not necessarily a suitable investment for all persons. Information related to a security's tax-exempt status (federal and in-state) is obtained from third parties, and Schwab Center for Financial Research does not guarantee its accuracy. Tax-exempt income may be subject to the Alternative Minimum Tax (AMT). Capital appreciation from bond funds and discounted bonds may be subject to state or local taxes. Capital gains are not exempt from federal income tax.Treasury Inflation Protected Securities (TIPS) are inflation-linked securities issued by the US Government whose principal value is adjusted periodically in accordance with the rise and fall in the inflation rate. Thus, the dividend amount payable is also impacted by variations in the inflation rate, as it is based upon the principal value of the bond. It may fluctuate up or down. Repayment at maturity is guaranteed by the US Government and may be adjusted for inflation to become the greater of the original face amount at issuance or that face amount plus an adjustment for inflation. Treasury Inflation-Protected Securities are guaranteed by the US Government, but inflation-protected bond funds do not provide such a guaranteeThere are risks associated with investing in dividend paying stocks, including but not limited to the risk that stocks may reduce or stop paying dividends.Bank loans typically have below investment-grade credit ratings and may be subject to more credit risk, including the risk of nonpayment of principal or interest. Most bank loans have floating coupon rates that are tied to short-term reference rates like the Secured Overnight Financing Rate (SOFR), so substantial increases in interest rates may make it more difficult for issuers to service their debt and cause an increase in loan defaults. A rise in short-term references rates typically result in higher income payments for investors, however. Bank loans are typically secured by collateral posted by the issuer, or guarantees of its affiliates, the value of which may decline and be insufficient to cover repayment of the loan. Many loans are relatively illiquid or are subject to restrictions on resales, have delayed settlement periods, and may be difficult to value. Bank loans are also subject to maturity extension risk and prepayment risk.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.BLOOMBERG® is a trademark and service mark of Bloomberg Finance L.P. and its affiliates (collectively "Bloomberg"). Bloomberg or Bloomberg's licensors own all proprietary rights in the Bloomberg Indices. Neither Bloomberg nor Bloomberg's licensors approves or endorses this material or guarantees the accuracy or completeness of any information herein, or makes any warranty, express or implied, as to the results to be obtained therefrom and, to the maximum extent allowed by law, neither shall have any liability or responsibility for injury or damages arising in connection therewith.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.1225-LJD8 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bob Sirott
Associated Bank Market Outlook: 12/15/25

Bob Sirott

Play Episode Listen Later Dec 15, 2025


On December 15th, 2025, Steve Grzanich shares today's potential market drivers:

Market Call
Teal Linde's Market Outlook: North American Stocks (Dec. 15, 2025)

Market Call

Play Episode Listen Later Dec 15, 2025 46:24


Teal Linde, manager at Linde Equity Fund, shares his outlook on North American Stocks.

Money On Tap
2026 Market Outlook, The Right Portfolio For Your Stage of Life

Money On Tap

Play Episode Listen Later Dec 13, 2025 56:01


On Investing
2026 Market Outlook: U.S. Economy, Equities & Fixed Income

On Investing

Play Episode Listen Later Dec 12, 2025 60:53


What should investors expect from the U.S. economy next year? What will happen in the equities markets and fixed income markets? On this 2026 Market Outlook episode,  Liz Ann Sonders, Schwab's chief investment strategist, speaks with Kevin Gordon, head of macro research. Liz Ann and Kevin discuss their perspective on the direction of the U.S. economy and stock market. She and Kevin cover the K-shaped recovery, inflation trends, the impact of AI on capital expenditure, and the implications of fiscal stimulus on federal debt.Then, Liz Ann Sonders discusses the equities outlook for 2026, focusing on consumer confidence, the impact of the presidential election cycle, and the potential for volatility. Finally, Kathy Jones is joined by Cooper Howard and Collin Martin for the outlook on municipal bonds, corporate bonds, U.S. Treasuries, and the overall fixed income markets.You can read all of Schwab's 2026 Market Outlook reports on our website:Read Cooper Howard's 2026 Municipal Bond Outlook.Read Collin Martin's 2026 Corporate Credit Outlook.Read Kathy Jones's 2026 Treasury Bonds and Fixed Income Outlook.Read Liz Ann Sonders and Kevin Gordon's 2026 Stocks & Economic Outlook.Read Michelle Gibley's 2026 International Stocks & Economy Outlook.On Investing is an original podcast from Charles Schwab.If you enjoy the show, please leave a rating or review on Apple Podcasts.Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Past performance is no guarantee of future results.Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Preferred securities are a type of hybrid investment that share characteristics of both stock and bonds. They are often callable, meaning the issuing company may redeem the security at a certain price after a certain date. Such call features, and the timing of a call, may affect the security's yield. Preferred securities generally have lower credit ratings and a lower claim to assets than the issuer's individual bonds. Like bonds, prices of preferred securities tend to move inversely with interest rates, so their prices may fall during periods of rising interest rates. Investment value will fluctuate, and preferred securities, when sold before maturity, may be worth more or less than original cost. Preferred securities are subject to various other risks including changes in interest rates and credit quality, default risks, market valuations, liquidity, prepayments, early redemption, deferral risk, corporate events, tax ramifications, and other factors.Tax-exempt bonds are not necessarily a suitable investment for all persons. Information related to a security's tax-exempt status (federal and in-state) is obtained from third parties, and Schwab Center for Financial Research does not guarantee its accuracy. Tax-exempt income may be subject to the Alternative Minimum Tax (AMT). Capital appreciation from bond funds and discounted bonds may be subject to state or local taxes. Capital gains are not exempt from federal income tax.Treasury Inflation Protected Securities (TIPS) are inflation-linked securities issued by the US Government whose principal value is adjusted periodically in accordance with the rise and fall in the inflation rate. Thus, the dividend amount payable is also impacted by variations in the inflation rate, as it is based upon the principal value of the bond. It may fluctuate up or down. Repayment at maturity is guaranteed by the US Government and may be adjusted for inflation to become the greater of the original face amount at issuance or that face amount plus an adjustment for inflation. Treasury Inflation-Protected Securities are guaranteed by the US Government, but inflation-protected bond funds do not provide such a guaranteeThere are risks associated with investing in dividend paying stocks, including but not limited to the risk that stocks may reduce or stop paying dividends.Bank loans typically have below investment-grade credit ratings and may be subject to more credit risk, including the risk of nonpayment of principal or interest. Most bank loans have floating coupon rates that are tied to short-term reference rates like the Secured Overnight Financing Rate (SOFR), so substantial increases in interest rates may make it more difficult for issuers to service their debt and cause an increase in loan defaults. A rise in short-term references rates typically result in higher income payments for investors, however. Bank loans are typically secured by collateral posted by the issuer, or guarantees of its affiliates, the value of which may decline and be insufficient to cover repayment of the loan. Many loans are relatively illiquid or are subject to restrictions on resales, have delayed settlement periods, and may be difficult to value. Bank loans are also subject to maturity extension risk and prepayment risk.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.BLOOMBERG® is a trademark and service mark of Bloomberg Finance L.P. and its affiliates (collectively "Bloomberg"). Bloomberg or Bloomberg's licensors own all proprietary rights in the Bloomberg Indices. Neither Bloomberg nor Bloomberg's licensors approves or endorses this material or guarantees the accuracy or completeness of any information herein, or makes any warranty, express or implied, as to the results to be obtained therefrom and, to the maximum extent allowed by law, neither shall have any liability or responsibility for injury or damages arising in connection therewith.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.(1225-KGJB) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

TD Ameritrade Network
2026 Schwab Market Outlook

TD Ameritrade Network

Play Episode Listen Later Dec 12, 2025 53:00


Schwab's panel of experts discussed the forces shaping stocks, global markets, inflation, rates, and more to prepare traders for 2026. Hear from experts on where the markets may be heading, spot opportunities, and see what could drive your portfolio next year.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Bob Sirott
Associated Bank Market Outlook: 12/12/25

Bob Sirott

Play Episode Listen Later Dec 12, 2025


On December 12th, 2025, Steve Grzanich shares today's potential market drivers:

Market Call
Ryan Bushell's Market Outlook: Canadian Dividend Stocks (Dec. 12, 2025)

Market Call

Play Episode Listen Later Dec 12, 2025 46:23


Ryan Bushell, president & portfolio manager at Newhaven Asset Management, shares his outlook on Canadian Dividend Stocks.

CommSec
Market Close 12 Dec 25: Second week of gains for ASX

CommSec

Play Episode Listen Later Dec 12, 2025 9:47


The Aussie market posted its best gain in three weeks, making it a third consecutive positive week, as global rate cut expectations and soaring commodity prices drove strong performance. Stevie and Laura review a volatile week that ended on a high note, with the benchmark index up 1.2% for the day. The Materials sector was the clear standout, lifting 2% to hit an all-time high, driven by gold and copper climbing to record prices following the US Federal Reserve's rate cut. The biggest individual gainers included several gold and uranium miners, while losers included Metcash, which traded ex-dividend, and shipbuilder Austal. Looking ahead, the final full week of trade brings important interest rate decisions from the European Central Bank, the Bank of England, and the Bank of Japan, alongside key US jobs and inflation data.

Bob Sirott
Associated Bank Market Outlook: 12/11/25

Bob Sirott

Play Episode Listen Later Dec 11, 2025


On December 11th, 2025, Steve Grzanich shares today's potential market drivers:

Market Call
Bruce Campbell's Market Outlook: Canadian Stocks (Dec. 11, 2025)

Market Call

Play Episode Listen Later Dec 11, 2025 46:21


Bruce Campbell, president & portfolio manager at StoneCastle Investment Management, shares his outlook on Canadian Stocks.

Facts vs Feelings with Ryan Detrick & Sonu Varghese
Is Reacceleration in the Cards? (Ep. 165)

Facts vs Feelings with Ryan Detrick & Sonu Varghese

Play Episode Listen Later Dec 10, 2025 53:23


In this week's episode of Facts vs Feelings, Ryan Detrick and Sonu Varghese dig into the market's latest shift toward a potential economic reacceleration, looking at rising global yields, what the renewed steepening of the yield curve may signal, and how broadening market leadership is shaping their outlook. They go through the rebound in tech, the breakout in commodities, stubborn inflation pressures, and the mixed but still-stable labor market. With the Fed's next move approaching, Ryan and Sonu discuss what policymakers may be forced to confront as growth picks up and investors try to position through the final weeks of the year.Key Takeaways:• Global yields are climbing: The move appears driven more by improving growth expectations than by renewed inflation fears.• The yield curve is steepening: Long-term rates are rising faster than short-term ones, signaling firmer economic momentum.• Market leadership is broadening: Tech is rebounding while financials, industrials, and small caps are showing notable strength.• Commodities are breaking out: A wide range of materials is moving higher, hinting at early reflation even without oil participating.• Inflation is easing but still sticky: Price pressures remain above the Fed's comfort zone as it prepares for additional rate cuts.Jump to:0:00 – Reacceleration & Markets Setup4:55 – Global Yields, Carry Trade & Yield Curve Shifts9:13 – Bear vs Bull Steepener Explained16:40 – Tech's Streak, Market Breadth & Sector Rotation24:00 – Commodities Breakout & Late-Cycle Signals32:20 – Inflation pressures: PCE, Services & Risks38:30 – Fed Cuts, Labor Market Trends & Income StrengthConnect with Ryan:• LinkedIn: Ryan Detrick• X: @RyanDetrickConnect with Sonu:• LinkedIn: Sonu Varghese• X: @SonuVargheseQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Bob Sirott
Associated Bank Market Outlook: 12/10/25

Bob Sirott

Play Episode Listen Later Dec 10, 2025


On December 10th, 2025, Steve Grzanich shares today's potential market drivers:

Mackenzie Investments Bites & Insights
2026 Market Outlook with Lesley Marks and Steve Locke

Mackenzie Investments Bites & Insights

Play Episode Listen Later Dec 10, 2025 36:40


In this episode, Lesley Marks, CIO of Equities, and Steve Locke, CIO of Fixed Income and Multi-Asset Strategies, break down Mackenzie's 2026 Market Outlook and explain why investors will need both resilience and discipline in the year ahead. They unpack the path of interest rates as central banks balance softer growth with sticky inflation, why earnings—not multiples—will drive equity returns, and how fiscal stimulus and capital investment could reshape opportunities across regions. The conversation also highlights where risks may be hiding beneath the surface and how diversification beyond US large caps can strengthen portfolios going into 2026.  For more insights and perspectives, download our 2026 Market Outlook. This episode was recorded on December 8, 2025. 

Market Call
Eric Nuttall's Market Outlook: Energy Stocks (Dec. 10, 2025)

Market Call

Play Episode Listen Later Dec 10, 2025 46:25


Eric Nuttall, partner and senior portfolio manager at Ninepoint Partners, shares his outlook on Energy Stocks.

Bob Sirott
Associated Bank Market Outlook: 12/9/25

Bob Sirott

Play Episode Listen Later Dec 9, 2025


On December 9th, 2025, Steve Grzanich shares today's potential market drivers:

Lance Roberts' Real Investment Hour
12-8-25 Bullish Case or Bearish Backdrop - The Real Market Setup for 2026

Lance Roberts' Real Investment Hour

Play Episode Listen Later Dec 8, 2025 49:28


Lance Roberts looks at both sides of the Market Cycle—the bullish liquidity-driven momentum and the bearish fundamental weaknesses. With support and resistance levels tightening around the S&P 500, and the Fed meeting, economic data, and major earnings directly ahead, investors must prepare for a market that could swing in either direction in 2026. 0:00 - INTRO 0:18 - Markets Set up for Santa Claus Rally 5:30 - Expect Sloppy Trading This Week 11:22 - Economic Summit, Elf on a Shelf, & Baylor Dating 14:42 - Market Outlook for 2026 16:36 - The Case for Bullishness 21:29: The Bullish Backdrop 24:13 - The Case for Bearishness 27:52 - Stress in Credit markets 28:36 - The Risk for Lower Returns 29:59 - Investing Strategies for 2026 35:06 - Cash Provides Optionality 38:16 - The Cost of Carrying Margin Debt 41:47 - Disposable Personal Income 44:38 - The Google Example & Margin Debt 46:10 - Margin Call call folly Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=tBXSsrMLmSA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- The latest installment of our new feature, Before the Bell, "Why Bitcoin Is Lagging the S&P," is here: https://www.youtube.com/watch?v=CnOnz8np7ps&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Articles Mentioned in Today's Show: "Bullish Case Or Bearish Backdrop" https://realinvestmentadvice.com/resources/blog/bullish-case-or-bearish-backdrop/ -------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Watch our previous show, "Roth Conversions, Money Rules & Financial Wellness: What Actually Works?" here: https://www.youtube.com/watch?v=PdFmXFB3sW4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BitcoinNews #SP500 #MarketUpdate #CryptoMarkets #PreMarket #MarketOutlook2026 #BullMarket #BearMarket #FederalReserve #StockMarketAnalysis

The Real Investment Show Podcast
12-8-25 Bullish Case or Bearish Backdrop? The Real Market Setup for 2026

The Real Investment Show Podcast

Play Episode Listen Later Dec 8, 2025 49:29


Lance Roberts looks at both sides of the Market Cycle—the bullish liquidity-driven momentum and the bearish fundamental weaknesses. With support and resistance levels tightening around the S&P 500, and the Fed meeting, economic data, and major earnings directly ahead, investors must prepare for a market that could swing in either direction in 2026. 0:00 - INTRO 0:18 - Markets Set up for Santa Claus Rally 5:30 - Expect Sloppy Trading This Week 11:22 - Economic Summit, Elf on a Shelf, & Baylor Dating 14:42 - Market Outlook for 2026 16:36 - The Case for Bullishness 21:29: The Bullish Backdrop 24:13 - The Case for Bearishness 27:52 - Stress in Credit markets 28:36 - The Risk for Lower Returns 29:59 - Investing Strategies for 2026 35:06 - Cash Provides Optionality 38:16 - The Cost of Carrying Margin Debt 41:47 - Disposable Personal Income 44:38 - The Google Example & Margin Debt 46:10 - Margin Call call folly Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=tBXSsrMLmSA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- The latest installment of our new feature, Before the Bell, "Why Bitcoin Is Lagging the S&P," is here: https://www.youtube.com/watch?v=CnOnz8np7ps&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Articles Mentioned in Today's Show: "Bullish Case Or Bearish Backdrop" https://realinvestmentadvice.com/resources/blog/bullish-case-or-bearish-backdrop/ -------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Watch our previous show, "Roth Conversions, Money Rules & Financial Wellness: What Actually Works?" here: https://www.youtube.com/watch?v=PdFmXFB3sW4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BitcoinNews #SP500 #MarketUpdate #CryptoMarkets #PreMarket #MarketOutlook2026 #BullMarket #BearMarket #FederalReserve #StockMarketAnalysis

0xResearch
Hyperliquid vs Lighter, Launchpads, and Prediction Market Evolution | Livestream

0xResearch

Play Episode Listen Later Dec 8, 2025 71:43


We went live to discuss current crypto market conditions, competition between Hyperliquid and Lighter, Uniswap's new Continuous Clearing Auctions, and evolving token value-accrual models. We also cover prediction markets, founder-led marketing, and retail investor behavior. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- Follow Blockworks Research: https://x.com/blockworksres Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod -- Uniswap's Trading API offers plug-and-play access to deep onchain and off-chain liquidity, delivering enterprise-grade crypto trading without the complexity - from one of the most trusted teams in DeFi.  Click to get started with seamless, scalable access to Uniswap's powerful onchain trading infrastructure. https://hub.uniswap.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=ww_web_bw_awa_trading-api_20251117_podcast_clicks -- Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:22) Market Outlook (9:22) Lighter, Hyperliquid, and Perps DEXs (19:52) The Ownership Coin Model (33:45) Ads (Katana & Uniswap) (34:55) Uniswap's CCA System (41:26) Is Retail Getting Smarter? (45:26) Vocal Founders (52:30) Katana Ad (53:26) Thoughts on Prediction Markets -- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter -- Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Bob Sirott
Associated Bank Market Outlook: 12/8/25

Bob Sirott

Play Episode Listen Later Dec 8, 2025


On December 8th, 2025, Steve Grzanich shares today's potential market drivers:

The Ag View Pitch
#732 - "Yield Expectations, China Demand, and Basis Volatility" - Weekly Market Outlook: Dec 8 to Dec 12

The Ag View Pitch

Play Episode Listen Later Dec 7, 2025 38:09


19 Minutes PodcastThis week's market outlook looks at where traders have yield expectations priced in ahead of the upcoming report, why soybean demand signals from China still are not fully showing up in the data, and how corn export strength is shaping early pricing opportunities. We cover the current cash trends, the widening basis swings across the eastern Corn Belt, and how local ethanol demand is creating pockets of stronger bids. The update also digs into South American weather and production, how global supply shifts impact both corn and soybean price potential, and why producers should watch early 2026 opportunities while making 2025 decisions. We finish with a discussion on cost of production, the impact of sticky overhead costs, and why now is the time to finalize marketing plans heading into the new year.

The Bid
242: 2026 Outlook: Pushing Limits

The Bid

Play Episode Listen Later Dec 5, 2025 20:51


AI-driven investment, rising leverage and shifting market dynamics are reshaping the 2026 stock market outlook. As companies accelerate spending on data centers, chips and digital infrastructure, micro-level decisions are increasingly influencing the capital markets and broader economy.In this episode of The Bid, host Oscar Pulido speaks with Jean Boivin, Head of the BlackRock Investment Institute, about the major forces shaping the 2026 markets and investing landscape. Jean breaks down how AI-related capital expenditure is transforming growth patterns, why governments and companies may need to leverage up to finance large-scale projects, and how these trends interact with today's policy and market environment.They also explore the diversification mirage — the idea that in an economy driven by a few powerful megaforces, some strategies that appear diversified may actually be concentrated calls. Jean shares how this affects views on regional equity markets, fixed income trends and the evolving structure of global investing.

Investments Unplugged
Episode 113: 2025 in the rearview—are markets in for another strong year?

Investments Unplugged

Play Episode Listen Later Dec 5, 2025 43:47


Episode 113: 2025 in the rearview—are markets in for another strong year?Hosts:Kevin Headland (Co-chief Investment Strategist)Macan Nia (Co-Chief Investment Strategist)Special guests:Emily Roland (Co-Chief Investment Strategist)Matt Miskin (Co-Chief Investment Strategist)Episode highlights• 2025 in review:• The team discusses the strong performance of markets in 2025, including theTSX's impressive 24% return despite a challenging economic backdrop in Canada.• Key market drivers:• The role of momentum trading, trend-following strategies, and AI exuberance.• The ongoing influence of the crypto trade.• Discrepancies between Canada's economic data and TSX performance.• Looking ahead to 2026:• Will the trends of 2025 continue, or is a shift on the horizon?• The importance of sentiment as we enter the new year—are markets priced forperfection?• Why investing in companies is not the same as investing in the broader economy.• Risks and opportunities:• Potential risks for the Canadian economy, especially regarding banks andfinancials.• The importance of being prudent and keeping an eye on domestic economicindicators.• The impact of investor confidence and employment on market flows.• Actionable insight:Information à usage interne - Internal• The team provides practical considerations for investors as they positionportfolios for 2026.• Encouragement to review the team's full 2026 outlook, available on the ManulifeInvestments website.Additional information• Subscribe on Spotify, Apple Podcasts, or your favorite platform to stay up to date.• Listeners are encouraged to rate, share, and reach out with questions or feedback. 

Stocks To Watch
Episode 734: Realbotix ($XBOT) CEO Andrew Kiguel Shares Market Outlook and Key Milestones

Stocks To Watch

Play Episode Listen Later Dec 4, 2025 12:39


Realbotix (TSXV: XBOT | FSE: 76M0.F | OTC: XBOTF) has emerged as an early mover in commercial humanoid robotics, driven by its advanced technology and humanoid robot, Aria.In this interview, Co-Founder and CEO Andrew Kiguel discusses his outlook for the humanoid robotics market, Realbotix's competitive advantages, milestones achieved in 2025, and plans heading into 2026. From their debut at CES 2025 in Las Vegas to humanoid robot showcases in Dubai, Berlin, and New York City's Times Square, Realbotix has been expanding its global presence.Learn more about Realbotix: https://www.realbotix.ai/Watch the full YouTube interview here: https://youtu.be/Bkut4BLSxX8And follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

Stocks To Watch
Episode 734: Realbotix ($XBOT) CEO Andrew Kiguel Shares Market Outlook and Key Milestones

Stocks To Watch

Play Episode Listen Later Dec 4, 2025 12:39


Realbotix (TSXV: XBOT | FSE: 76M0.F | OTC: XBOTF) has emerged as an early mover in commercial humanoid robotics, driven by its advanced technology and humanoid robot, Aria.In this interview, Co-Founder and CEO Andrew Kiguel discusses his outlook for the humanoid robotics market, Realbotix's competitive advantages, milestones achieved in 2025, and plans heading into 2026. From their debut at CES 2025 in Las Vegas to humanoid robot showcases in Dubai, Berlin, and New York City's Times Square, Realbotix has been expanding its global presence.Learn more about Realbotix: https://www.realbotix.ai/Watch the full YouTube interview here: https://youtu.be/Bkut4BLSxX8And follow us to stay updated: https://www.youtube.com/@GlobalOneMedia